Bartlett & Co. Wealth Management LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.89 Trillion distributed in 1129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $441B, Microsoft Corp with a value of $411B, Alphabet Inc. with a value of $272B, Procter & Gamble CO with a value of $188B, and Berkshire Hathaway Inc Class B with a value of $186B.
Examining the 13F form we can see an decrease of $74.2B in the current position value, from $6.97T to 6.89T.
Bartlett & Co. Wealth Management LLC is based out at Cincinnati, OH
Below you can find more details about Bartlett & Co. Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.89 Trillion
Technology: $1.49 Trillion
Financial Services: $864 Billion
Healthcare: $657 Billion
Consumer Defensive: $571 Billion
Consumer Cyclical: $566 Billion
Industrials: $564 Billion
Communication Services: $488 Billion
Utilities: $158 Billion
Other: $226 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
