Bartlett & Co. Wealth Management LLC Incresed Positions in Q2 2025

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AON
Aon PLC

Financial Services
3
+ 300.0%
$335.85 - $398.81 $1.01K - $1.2K
4 $1.43M
STLD
Steel Dynamics Inc

Basic Materials
1
+ 0.33%
N/A
302 $38.8M
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 3.03%
$118.81 - $151.28 $119 - $151
34 $5.14M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
21
+ 0.21%
$50.1 - $51.02 $1.05K - $1.07K
10K $511M
DGX
Quest Diagnostics Inc

Healthcare
1
+ 2.22%
N/A
46 $8.26M
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.18%
$217.22 - $246.25 $217 - $246
552 $135M
NWSA
News Corp

Communication Services
5
+ 3.14%
$23.97 - $29.72 $120 - $149
164 $4.87M
HWM
Howmet Aerospace Inc.

Industrials
2
+ 100.0%
$112.33 - $186.13 $225 - $372
4 $745K
Smurfit Westrock LTD F
9
+ 450.0%
N/A
11 $475K
FOXA
Fox Corp

Communication Services
6
+ 5.36%
$47.21 - $57.04 $283 - $342
118 $6.61M
NEM
Newmont Corp

Basic Materials
3
+ 50.0%
$44.18 - $59.46 $133 - $178
9 $524K
TSN
Tyson Foods, Inc.

Consumer Defensive
6
+ 42.86%
$54.33 - $63.56 $326 - $381
20 $1.12M
WELL
Welltower Inc.

Real Estate
1
+ 33.33%
$136.49 - $155.22 $136 - $155
4 $615K
TRGP
Targa Resources Corp.

Energy
1
+ 100.0%
$157.32 - $205.72 $157 - $206
2 $348K
EQIX
Equinix Inc

Real Estate
1
+ 3.03%
$740.07 - $914.43 $740 - $914
34 $27M
CPRT
Copart Inc

Consumer Cyclical
2
+ 66.67%
$47.72 - $63.84 $95.4 - $128
5 $245K
OGN
Organon & Co.

Healthcare
10
+ 15.38%
$8.04 - $14.72 $80.4 - $147
75 $726K
DTE
Dte Energy CO

Utilities
1
+ 1.41%
$127.39 - $139.49 $127 - $139
72 $9.62M
MAS
Masco Corp

Industrials
7
+ 4.38%
$58.73 - $71.06 $411 - $497
167 $10.7M
AVB
Avalonbay Communities Inc

Real Estate
2
+ 2.82%
$187.23 - $215.61 $374 - $431
73 $15M
PNW
Pinnacle West Capital Corp

Utilities
1
+ 1.0%
$88.3 - $95.43 $88.3 - $95.4
101 $9.04M
BKR
Baker Hughes CO

Energy
126
+ 12.23%
$35.0 - $44.92 $4.41K - $5.66K
1.16K $44.3M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 2.0%
$295.96 - $337.43 $296 - $337
51 $15.7M
FRT
Federal Realty Investment Trust

Real Estate
1
+ 0.2%
$83.56 - $99.08 $83.6 - $99.1
501 $47.6M
Ge Healthcare Technologies
151
+ 7.79%
N/A
2.09K $155M
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 0.5%
$175.97 - $201.36 $176 - $201
201 $38.1M
EMN
Eastman Chemical CO

Basic Materials
37
+ 10.28%
$72.7 - $88.29 $2.69K - $3.27K
397 $30M
IT
Gartner Inc

Technology
1
+ 0.6%
$377.5 - $449.52 $378 - $450
168 $67.9M
AES
Aes Corp

Utilities
70
+ 4.19%
$9.63 - $12.55 $674 - $879
1.74K $18.3M
SNA
Snap On Inc

Industrials
13
+ 5.0%
$292.36 - $342.2 $3.8K - $4.45K
273 $85M
TTE
Total Energies Se

Energy
33
+ 1.67%
N/A
2.01K $126M
SNY
Sanofi

Healthcare
13
+ 2.41%
$47.62 - $55.44 $619 - $721
553 $26.7M
ROP
Roper Technologies Inc

Industrials
1
+ 0.55%
$519.19 - $590.78 $519 - $591
184 $104M
NOC
Northrop Grumman Corp

Industrials
4
+ 0.74%
$456.3 - $540.39 $1.83K - $2.16K
543 $271M
PLD
Prologis, Inc.

Real Estate
28
+ 2.34%
$89.76 - $112.34 $2.51K - $3.15K
1.22K $129M
BP
Bp PLC

Energy
37
+ 1.52%
$26.11 - $33.81 $966 - $1.25K
2.47K $73.8M
LCNB
Lcnb Corp

Financial Services
72
+ 0.19%
$13.64 - $15.65 $982 - $1.13K
37.7K $548M
AIG
American International Group, Inc.

Financial Services
2
+ 0.03%
$77.56 - $87.72 $155 - $175
7.11K $608M
OTIS
Otis Worldwide Corp

Industrials
320
+ 3.23%
$90.88 - $104.3 $29.1K - $33.4K
10.2K $1.01B
HES
Hess Corp

Energy
1
+ 0.17%
$126.32 - $161.29 $126 - $161
602 $83.4M
ETR
Entergy Corp

Utilities
39
+ 0.51%
$79.01 - $86.61 $3.08K - $3.38K
7.69K $639M
VNQ
Vanguard Specialized Funds Van

ETFs
117
+ 0.63%
$79.79 - $91.42 $9.34K - $10.7K
18.6K $1.65B
SHEL
Shell PLC

Energy
13
+ 0.18%
$59.75 - $73.05 $777 - $950
7.13K $502M
PFG
Principal Financial Group Inc

Financial Services
7
+ 0.17%
$69.56 - $86.19 $487 - $603
4.16K $331M
PCAR
Paccar Inc

Industrials
4
+ 0.04%
$86.4 - $99.09 $346 - $396
10.6K $1B
IEX
Idex Corp

Industrials
1
+ 0.02%
$160.66 - $191.29 $161 - $191
4.55K $799M
AEP
American Electric Power CO Inc

Utilities
150
+ 1.94%
$98.59 - $109.11 $14.8K - $16.4K
7.89K $818M
SLB
Schlumberger Limited

Energy
1.21K
+ 14.08%
$31.95 - $42.2 $38.6K - $50.9K
9.78K $333M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.44K
+ 1312.9%
$87.84 - $1441.89 $215K - $3.52M
2.63K $237M
Activity Summary
Buys All Purchases 396 New Holdings 126 Increased Positions 270 Sells All Sells 351 Reductions 351 Sold out 0 Options Calls 0 Puts 0
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