Bartlett & Co. Wealth Management LLC New Holdings in Q4 2024

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Black Rock Inc Com
1.69K
New
N/A
1.69K $1.73B
Arista Networks Inc
5.96K
New
N/A
5.96K $659M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
11.5K
New
$40.97 - $42.66 $471K - $491K
11.5K $476M
TRUP
Trupanion, Inc.

Financial Services
5.53K
New
$41.09 - $56.01 $227K - $310K
5.53K $266M
NVR
Nvr Inc

Consumer Cyclical
32
New
$8101.21 - $9940.51 $259K - $318K
32 $262M
SUB
Ishares Short Term National Mu

ETFs
2.17K
New
$104.94 - $106.2 $228K - $230K
2.17K $229M
CSL
Carlisle Companies Inc

Industrials
404
New
$368.67 - $480.91 $149K - $194K
404 $149M
Lam Research Corp
2.05K
New
N/A
2.05K $149M
Sunrise Communications F Unsponsored Adr
2.16K
New
N/A
2.16K $93.1M
Everus Constr Group Inc Com
1.38K
New
N/A
1.38K $90.4M
NEAR
Blackrock Short Maturity Bond

ETFs
880
New
$50.28 - $51.08 $44.2K - $45K
880 $44.4M
TDVG
T Rowe Price Exchange Traded F

Technology
865
New
$39.51 - $41.92 $34.2K - $36.3K
865 $34.2M
Brookfield Renewable F Class A
1.03K
New
N/A
1.03K $28.4M
Brookfield Infrastru F Class A
492
New
N/A
492 $19.7M
AXON
Axon Enterprise, Inc.

Industrials
25
New
$399.22 - $689.78 $9.98K - $17.2K
25 $14.9M
KEYS
Keysight Technologies, Inc.

Technology
90
New
$149.01 - $172.53 $13.4K - $15.5K
90 $14.5M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
284
New
$48.48 - $49.47 $13.8K - $14K
284 $13.8M
INTF
Ishares Tr

ETFs
460
New
$28.54 - $31.26 $13.1K - $14.4K
460 $13.2M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
274
New
N/A
274 $12.4M
RRX
Regal Rexnord Corp

Industrials
75
New
$153.56 - $182.22 $11.5K - $13.7K
75 $11.7M
XLB
Select Sector Spdr Fd Material

ETFs
135
New
$83.8 - $97.58 $11.3K - $13.2K
135 $11.4M
VTR
Ventas, Inc.

Real Estate
188
New
$57.73 - $66.48 $10.9K - $12.5K
188 $11.2M
BWXT
Bwx Technologies, Inc.

Industrials
100
New
$111.39 - $133.28 $11.1K - $13.3K
100 $11.1M
EVR
Evercore Inc.

Financial Services
40
New
$247.66 - $315.67 $9.91K - $12.6K
40 $11.1M
Te Connectivity PLC F
65
New
N/A
65 $9.29M
Mrgn Stnly Pthwy Lrg Cap Eqty ETF
150
New
N/A
150 $7.21M
ADC
Agree Realty Corp

Real Estate
100
New
$69.44 - $77.65 $6.94K - $7.77K
100 $7.07M
Cooper Cos Inc
70
New
N/A
70 $6.44M
South Bow Corp F
222
New
N/A
222 $5.23M
GAB
Gabelli Equity Trust Inc

Financial Services
902
New
$5.36 - $5.83 $4.83K - $5.26K
902 $4.85M
Spdr Glx Hg Dgt As Ecosystem ETF Iv
150
New
N/A
150 $4.71M
GIGB
Goldman Sachs ETF Access Invt
102
New
N/A
102 $4.62M
GSAT
Globalstar, Inc.

Communication Services
2K
New
$1.03 - $2.29 $2.06K - $4.58K
2K $4.14M
Grayscale Bitcoin Mini Tr ETF Shs New
83
New
N/A
83 $3.48M
IQV
Iqvia Holdings Inc.

Healthcare
15
New
$190.97 - $236.63 $2.86K - $3.55K
15 $2.95M
Magnera Corp
138
New
N/A
138 $2.51M
Mrgn Stnly Pthwy Sml Cap Eqty ETF
42
New
N/A
42 $1.97M
VOD
Vodafone Group Public LTD CO

Communication Services
200
New
$8.37 - $9.95 $1.67K - $1.99K
200 $1.7M
LYFT
Lyft, Inc.

Technology
130
New
$12.36 - $18.59 $1.61K - $2.42K
130 $1.68M
EXTR
Extreme Networks Inc

Technology
100
New
$14.22 - $18.52 $1.42K - $1.85K
100 $1.67M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
193
New
$8.1 - $9.04 $1.56K - $1.74K
193 $1.6M
DASH
Door Dash, Inc.

Communication Services
4
New
$141.93 - $180.48 $568 - $722
4 $671K
Aptiv PLC Com Shs
9
New
N/A
9 $544K
Activity Summary
Buys All Purchases 196 New Holdings 44 Increased Positions 152 Sells All Sells 293 Reductions 293 Sold out 0 Options Calls 0 Puts 0
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