Bartlett & Co. Wealth Management LLC Purchases in Q2 2025

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
15
+ 0.15%
$34.79 - $42.99 $522 - $645
10.2K $438M
IAU
Ishares Gold Trust

ETFs
240
+ 18.84%
$56.1 - $64.74 $13.5K - $15.5K
1.51K $94.4M
ING
Ing Groep Nv

Financial Services
500
+ 14.29%
$16.62 - $21.98 $8.31K - $11K
4K $87.5M
XLP
Consumer Staples Sector Spdr

ETFs
229
New
N/A
229 $18.5M
NTR
Nutrien Ltd.

Basic Materials
13
+ 0.63%
$46.88 - $62.89 $609 - $818
2.06K $121M
SOFI
So Fi Technologies, Inc.

Financial Services
1K
New
$9.5 - $18.21 $9.5K - $18.2K
1K $18.2M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
156
+ 7800.0%
$95.74 - $115.54 $14.9K - $18K
158 $18.1M
EFV
Msci Eafe Value ETF

ETFs
58
+ 2.02%
$52.4 - $64.65 $3.04K - $3.75K
2.93K $186M
IQDY
Flexshares International Quali

ETFs
500
New
$25.6 - $32.45 $12.8K - $16.2K
500 $16.2M
HAL
Halliburton CO

Energy
993
+ 109.48%
$19.26 - $25.7 $19.1K - $25.5K
1.9K $38.7M
OSBC
Old Second Bancorp Inc

Financial Services
45
+ 0.37%
$14.45 - $17.74 $650 - $798
12.2K $216M
CHK
Chesapeake Energy Corp

Energy
2
+ 0.09%
N/A
2.32K $271M
Brookfield Renewable F Class A
400
New
N/A
400 $13.1M
LNT
Alliant Energy Corp

Utilities
222
+ 81.62%
$58.79 - $64.85 $13.1K - $14.4K
494 $29.9M
NGG
National Grid PLC

Utilities
161
New
$62.74 - $74.79 $10.1K - $12K
161 $12.3M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
468
New
$23.54 - $27.53 $11K - $12.9K
468 $12.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
23
+ 7.14%
$113.67 - $150.4 $2.61K - $3.46K
345 $51.9M
APP
App Lovin Corp

Technology
4
+ 3.7%
$219.37 - $417.89 $877 - $1.67K
112 $39.2M
STWD
Starwood Property Trust, Inc.

Real Estate
500
New
$17.28 - $20.41 $8.64K - $10.2K
500 $10.3M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
495
+ 471.43%
$15.5 - $20.28 $7.67K - $10K
600 $12.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
31
+ 2.96%
$141.87 - $164.49 $4.4K - $5.1K
1.08K $178M
SCHK
Schwab Strategic Tr 1000 Index

ETFs
10
+ 0.31%
$23.87 - $29.82 $239 - $298
3.28K $97.6M
GLDM
World Gold Trust

ETFs
148
New
$58.96 - $67.97 $8.73K - $10.1K
148 $9.7M
Galaxy Digital Inc Cl A
430
New
N/A
430 $9.42M
Glaxo Wellcome PLC Spon Adr
256
+ 18.88%
N/A
1.61K $62.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
270
+ 5400.0%
$32.56 - $35.71 $8.79K - $9.64K
275 $9.16M
BNDX
Vanguard Total International B

ETFs
98
+ 1.72%
$48.77 - $49.55 $4.78K - $4.86K
5.81K $288M
VICI
Vici Properties Inc.

Real Estate
253
+ 14.22%
$29.41 - $32.97 $7.44K - $8.34K
2.03K $67.1M
CI
Cigna Corp

Healthcare
12
+ 0.44%
$301.89 - $340.04 $3.62K - $4.08K
2.72K $899M
HLI
Houlihan Lokey, Inc.

Financial Services
23
+ 10.6%
$141.59 - $182.75 $3.26K - $4.2K
240 $43.2M
Angi Inc
525
+ 400.76%
N/A
656 $10M
Expedia Group, Inc.
8K
New
N/A
8K $7.75M
The Southern CO
7K
New
N/A
7K $7.73M
URI
United Rentals, Inc.

Industrials
1
+ 1.82%
$551.94 - $753.4 $552 - $753
56 $42.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
60
+ 4.93%
$105.23 - $109.61 $6.31K - $6.58K
1.28K $140M
NOV
Nov Inc.

Energy
800
+ 95.92%
$11.11 - $15.41 $8.89K - $12.3K
1.63K $20.3M
ZBRA
Zebra Technologies Corp

Technology
1
+ 0.36%
$213.54 - $309.26 $214 - $309
282 $87M
Envista Holdings
8K
New
N/A
8K $7.43M
Duke Energy Cor
7K
New
N/A
7K $7.42M
Global Payments I
8K
New
N/A
8K $7.14M
Uber Technologi
5K
New
N/A
5K $7.13M
ADM
Archer Daniels Midland CO

Consumer Defensive
75
+ 11.38%
$41.79 - $54.16 $3.13K - $4.06K
734 $38.7M
Ventas Realty, L
6K
New
N/A
6K $7.08M
Ford Motor CO
7K
New
N/A
7K $6.9M
SAP
Sap Se

Technology
11
+ 11.46%
$237.53 - $309.8 $2.61K - $3.41K
107 $32.5M
PPL
Ppl Corp

Utilities
235
+ 28.52%
$33.45 - $36.5 $7.86K - $8.58K
1.06K $36.2M
ANSS
Ansys Inc

Technology
11
+ 16.67%
$284.19 - $351.22 $3.13K - $3.86K
77 $27M
WWD
Woodward, Inc.

Industrials
25
New
$157.29 - $247.55 $3.93K - $6.19K
25 $6.13M
STLA
Stellantis N.V.

Consumer Cyclical
660
+ 105.6%
$8.53 - $11.27 $5.63K - $7.44K
1.29K $12.9M
Activity Summary
Buys All Purchases 396 New Holdings 126 Increased Positions 270 Sells All Sells 351 Reductions 351 Sold out 0 Options Calls 0 Puts 0
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