Bartlett & Co. Wealth Management LLC Incresed Positions in Q3 2025

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
175
+ 0.95%
$11.15 - $11.87 $1.95K - $2.08K
18.6K $215K
SCHP
Schwab Strategic Us Tips ETF

ETFs
200
+ 2.6%
$26.44 - $27.1 $5.29K - $5.42K
7.88K $212K
OSBC
Old Second Bancorp Inc

Financial Services
44
+ 0.36%
$16.56 - $19.08 $729 - $840
12.2K $211K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
571
+ 21.73%
$89.32 - $107.82 $51K - $61.6K
3.2K $344K
FTV
Fortive Corp

Technology
58
+ 1.26%
$46.55 - $53.34 $2.7K - $3.09K
4.65K $227K
PSA
Public Storage

Real Estate
9
+ 1.06%
$271.94 - $298.09 $2.45K - $2.68K
856 $247K
PGR
Progressive Corp

Financial Services
559
+ 57.57%
$238.61 - $264.3 $133K - $148K
1.53K $377K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
13
+ 2.21%
$366.54 - $479.53 $4.77K - $6.23K
600 $234K
NOC
Northrop Grumman Corp

Industrials
3.41K
+ 627.26%
$498.9 - $609.32 $1.7M - $2.08M
3.95K $2.41M
CHK
Chesapeake Energy Corp

Energy
77
+ 3.33%
N/A
2.39K $205K
A
Agilent Technologies, Inc.

Healthcare
25
+ 1.04%
$112.04 - $128.75 $2.8K - $3.22K
2.43K $311K
HPE
Hewlett Packard Enterprise CO

Technology
611
+ 4.33%
$19.81 - $25.24 $12.1K - $15.4K
14.7K $361K
PFG
Principal Financial Group Inc

Financial Services
56
+ 1.35%
$75.53 - $82.95 $4.23K - $4.65K
4.22K $349K
EQT
Eqt Corp

Energy
46
+ 0.8%
$49.19 - $59.19 $2.26K - $2.72K
5.83K $317K
ADSK
Autodesk, Inc.

Technology
25
+ 2.21%
N/A
1.16K $283K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
252
+ 6.77%
$100.63 - $112.27 $25.4K - $28.3K
3.97K $438K
FAST
Fastenal CO

Industrials
1.9K
+ 21.17%
$42.47 - $50.39 $80.9K - $95.9K
10.9K $534K
SCHO
Schwab Short Term Us Treasury

ETFs
585
+ 3.66%
$24.23 - $24.42 $14.2K - $14.3K
16.6K $404K
MDT
Medtronic PLC

Healthcare
96
+ 1.94%
$87.67 - $95.74 $8.42K - $9.19K
5.03K $479K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.45K
+ 101.12%
$181.56 - $190.33 $444K - $465K
4.86K $922K
WCN
Waste Connections, Inc.

Industrials
164
+ 6.56%
$171.32 - $191.84 $28.1K - $31.5K
2.66K $468K
EW
Edwards Lifesciences Corp

Healthcare
78
+ 1.3%
$73.75 - $81.83 $5.75K - $6.38K
6.08K $472K
SJM
J M Smucker CO

Consumer Defensive
30
+ 0.62%
$102.24 - $113.2 $3.07K - $3.4K
4.85K $526K
SRE
Sempra Energy

Utilities
9.21K
+ 141.91%
$74.14 - $89.98 $683K - $829K
15.7K $1.41M
NTAP
Net App, Inc.

Technology
31
+ 0.66%
$101.1 - $126.36 $3.13K - $3.92K
4.73K $560K
SWK
Stanley Black & Decker, Inc.

Industrials
70
+ 0.91%
$66.98 - $79.52 $4.69K - $5.57K
7.77K $577K
AJG
Arthur J. Gallagher & Co.

Financial Services
12
+ 0.73%
$284.17 - $319.49 $3.41K - $3.83K
1.66K $514K
KKR
Kkr & Co. Inc.

Financial Services
43
+ 1.05%
$129.95 - $152.16 $5.59K - $6.54K
4.14K $538K
LCNB
Lcnb Corp

Financial Services
10
+ 0.03%
$14.2 - $16.35 $142 - $164
37.7K $569K
RE
Everest Re Group LTD

Financial Services
1
+ 0.06%
N/A
1.65K $610K
UL
Unilever PLC

Consumer Defensive
500
+ 5.21%
$58.43 - $65.01 $29.2K - $32.5K
10.1K $598K
AIG
American International Group, Inc.

Financial Services
85
+ 1.2%
$76.34 - $85.87 $6.49K - $7.3K
7.19K $564K
Arista Networks Inc
104
+ 1.74%
N/A
6.07K $0
ETR
Entergy Corp

Utilities
65
+ 0.85%
$80.93 - $93.55 $5.26K - $6.08K
7.75K $722K
NFLX
Netflix Inc

Communication Services
39
+ 8.04%
$1147.87 - $1297.18 $44.8K - $50.6K
524 $628K
BX
Blackstone Inc.

Financial Services
1.17K
+ 26.28%
$152.77 - $188.68 $178K - $220K
5.61K $958K
HSY
Hershey CO

Consumer Defensive
14
+ 0.34%
$161.95 - $193.45 $2.27K - $2.71K
4.09K $765K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
703
+ 6.58%
$62.49 - $64.56 $43.9K - $45.4K
11.4K $731K
PANW
Palo Alto Networks Inc

Technology
175K
+ 4878.67%
$167.06 - $208.19 $29.2M - $36.4M
178K $36.3M
COF
Capital One Financial Corp

Financial Services
36
+ 1.05%
$207.29 - $229.74 $7.46K - $8.27K
3.45K $733K
IEX
Idex Corp

Industrials
25
+ 0.55%
$157.53 - $185.69 $3.94K - $4.64K
4.58K $744K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2
+ 0.03%
$132.9 - $142.03 $266 - $284
6.06K $854K
MCO
Moodys Corp

Financial Services
1
+ 0.06%
$472.69 - $521.32 $473 - $521
1.63K $774K
AEP
American Electric Power CO Inc

Utilities
456
+ 5.78%
$103.26 - $115.0 $47.1K - $52.4K
8.34K $938K
BFB
Brown Forman Corp Cl B
186
+ 0.6%
N/A
31K $0
GILD
Gilead Sciences, Inc.

Healthcare
92
+ 1.17%
$108.22 - $120.47 $9.96K - $11.1K
7.97K $884K
MO
Altria Group, Inc.

Consumer Defensive
185
+ 1.22%
$57.75 - $67.68 $10.7K - $12.5K
15.3K $1.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
15
+ 0.04%
$27.61 - $29.15 $414 - $437
36.4K $1.06M
GWW
W.W. Grainger, Inc.

Industrials
34
+ 3.14%
$932.44 - $1059.49 $31.7K - $36K
1.12K $1.07M
Activity Summary
Buys All Purchases 336 New Holdings 59 Increased Positions 277 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
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