Bartlett & Co. Wealth Management LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.79 Trillion distributed in 1235 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $385B, Microsoft Corp with a value of $372B, Alphabet Inc. with a value of $223B, Berkshire Hathaway Inc Class B with a value of $214B, and Procter & Gamble CO with a value of $190B.
Examining the 13F form we can see an decrease of $107B in the current position value, from $6.89T to 6.79T.
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
$6.79 Trillion
Technology: $1.36 Trillion
Financial Services: $952 Billion
Healthcare: $680 Billion
Consumer Defensive: $567 Billion
Industrials: $545 Billion
Consumer Cyclical: $510 Billion
Communication Services: $429 Billion
Utilities: $167 Billion
Other: $243 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
