Bartlett & Co. Wealth Management LLC Portfolio Holdings
Bartlett & Co. Wealth Management LLC
- $6.79 Trillion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 1,235
- Current Value $6.79 Trillion
- Prior Value $6.89 Trillion
- Filing
- Period Q1 2025
- Filing Date April 24, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 158 stocks
- Additional Purchases 292 stocks
- Sold out of 0 stocks
- Reduced holdings in 324 stocks