Bartlett & Co. Wealth Management LLC New Holdings in Q1 2025

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTO
Rentokil Initial PLC

Industrials
35
New
$20.76 - $27.11 $727 - $949
35 $802K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7
New
$99.16 - $99.52 $694 - $697
7 $696K
KULR
Kulr Technology Group, Inc.

Technology
450
New
$1.13 - $3.47 $508 - $1.56K
450 $594K
CARY
Angel Oak Fds Tr Income Etf(De
23
New
N/A
23 $480K
WELL
Welltower Inc.

Real Estate
3
New
$124.05 - $156.86 $372 - $471
3 $460K
Listed Fnds Rondhl Mgnfcnt ETF
10
New
N/A
10 $459K
Stratgc Trst Rng Oak Efcnt Grw ETF
14
New
N/A
14 $454K
VNQI
Vanguard Global Ex U.S. Real

ETFs
11
New
$38.22 - $41.19 $420 - $453
11 $445K
CTEC
Global X Fds Cleantech ETF

ETFs
70
New
$5.99 - $7.54 $419 - $528
70 $419K
AON
Aon PLC

Financial Services
1
New
$348.44 - $409.32 $348 - $409
1 $399K
HWM
Howmet Aerospace Inc.

Industrials
2
New
$110.79 - $139.39 $222 - $279
2 $259K
BRO
Brown & Brown, Inc.

Financial Services
2
New
$100.54 - $124.4 $201 - $249
2 $249K
EFX
Equifax Inc

Industrials
1
New
$235.63 - $278.34 $236 - $278
1 $244K
CPSH
Cps Technologies Corp

Technology
150
New
$1.47 - $1.99 $221 - $299
150 $239K
PPA
Invesco Exchange Traded Fd Tr

ETFs
2
New
$113.59 - $123.29 $227 - $247
2 $233K
CBOE
Cboe Global Markets, Inc.

Financial Services
1
New
$190.84 - $226.29 $191 - $226
1 $226K
RMD
Resmed Inc

Healthcare
1
New
$219.7 - $257.65 $220 - $258
1 $224K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3
New
$73.27 - $96.21 $220 - $289
3 $220K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2
New
$106.46 - $114.75 $213 - $230
2 $220K
SBAC
Sba Communications Corp

Real Estate
1
New
$192.76 - $224.91 $193 - $225
1 $220K
TRGP
Targa Resources Corp.

Energy
1
New
$178.44 - $217.22 $178 - $217
1 $200K
NLOK
Norton Life Lock Inc.

Technology
7
New
N/A
7 $186K
GDDY
Go Daddy Inc.

Technology
1
New
$172.13 - $214.35 $172 - $214
1 $180K
STT
State Street Corp

Financial Services
2
New
$84.47 - $102.23 $169 - $204
2 $179K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5
New
$30.38 - $34.94 $152 - $175
5 $172K
CPRT
Copart Inc

Consumer Cyclical
3
New
$52.3 - $59.83 $157 - $179
3 $170K
COOK
Traeger, Inc.

Consumer Cyclical
100
New
$1.68 - $2.56 $168 - $256
100 $168K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1
New
$161.13 - $209.29 $161 - $209
1 $165K
CFG
Citizens Financial Group Inc

Financial Services
4
New
$39.73 - $48.36 $159 - $193
4 $164K
FANG
Diamondback Energy, Inc.

Energy
1
New
$139.9 - $180.18 $140 - $180
1 $160K
CSGP
Costar Group, Inc.

Real Estate
2
New
$69.29 - $80.37 $139 - $161
2 $158K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
150
New
$1.0 - $1.22 $150 - $183
150 $158K
CNP
Centerpoint Energy Inc

Utilities
4
New
$30.87 - $36.25 $123 - $145
4 $145K
Kenvue Inc Com
6
New
N/A
6 $144K
INVH
Invitation Homes Inc.

Real Estate
4
New
$30.28 - $34.85 $121 - $139
4 $141K
RJF
Raymond James Financial Inc

Financial Services
1
New
$137.62 - $172.64 $138 - $173
1 $139K
EVRG
Evergy, Inc.

Utilities
2
New
$59.9 - $69.52 $120 - $139
2 $138K
TRMB
Trimble Inc.

Technology
2
New
$65.52 - $77.49 $131 - $155
2 $131K
ALLE
Allegion PLC

Industrials
1
New
$123.79 - $135.5 $124 - $136
1 $130K
LKQ
Lkq Corp

Consumer Cyclical
3
New
$36.24 - $44.05 $109 - $132
3 $128K
EXPD
Expeditors International Of Washington Inc

Industrials
1
New
$109.09 - $126.48 $109 - $126
1 $120K
EIX
Edison International

Utilities
2
New
$50.06 - $80.01 $100 - $160
2 $118K
BEN
Franklin Resources Inc

Financial Services
6
New
$18.92 - $22.24 $114 - $133
6 $117K
TECH
Bio Techne Corp

Healthcare
2
New
$58.47 - $78.75 $117 - $158
2 $117K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4
New
$25.93 - $29.28 $104 - $117
4 $109K
ROL
Rollins Inc

Consumer Cyclical
2
New
$45.65 - $54.03 $91.3 - $108
2 $108K
BALL
Ball Corp

Consumer Cyclical
2
New
$49.04 - $56.53 $98.1 - $113
2 $104K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
New
$92.51 - $102.81 $92.5 - $103
1 $94K
DG
Dollar General Corp

Consumer Defensive
1
New
$68.44 - $87.93 $68.4 - $87.9
1 $88K
Activity Summary
Buys All Purchases 450 New Holdings 158 Increased Positions 292 Sells All Sells 324 Reductions 324 Sold out 0 Options Calls 0 Puts 0
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