Bartlett & Co. Wealth Management LLC Purchases in Q1 2025

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRAB
Grab Holdings LTD

Technology
2K
New
$4.12 - $5.34 $8.24K - $10.7K
2K $9.06M
VRSK
Verisk Analytics, Inc.

Industrials
21
+ 20.19%
$268.63 - $301.33 $5.64K - $6.33K
125 $37.2M
F
Ford Motor CO

Consumer Cyclical
787
+ 37.23%
$9.12 - $10.43 $7.18K - $8.21K
2.9K $29.1M
ACWI
Ishares Msci Acwi ETF

ETFs
70
New
$115.16 - $124.13 $8.06K - $8.69K
70 $8.15M
AFL
Aflac Inc

Financial Services
2
+ 0.2%
$100.99 - $111.19 $202 - $222
1.02K $113M
THC
Tenet Healthcare Corp

Healthcare
60
New
$119.51 - $144.98 $7.17K - $8.7K
60 $8.07M
R
Ryder System Inc

Industrials
56
New
$136.38 - $170.92 $7.64K - $9.57K
56 $8.05M
VAW
Vanguard Materials ETF

ETFs
41
New
$185.71 - $202.46 $7.61K - $8.3K
41 $7.74M
KEYS
Keysight Technologies, Inc.

Technology
58
+ 64.44%
$148.16 - $185.11 $8.59K - $10.7K
148 $22.2M
VTV
Vanguard Value ETF

ETFs
2
+ 0.09%
$167.73 - $179.21 $335 - $358
2.12K $367M
MEDP
Medpace Holdings, Inc.

Healthcare
51
+ 17.47%
$304.69 - $360.97 $15.5K - $18.4K
343 $105M
NPO
Enpro Industries, Inc

Industrials
42
New
$161.21 - $207.46 $6.77K - $8.71K
42 $6.8M
TEI
Templeton Emerging Markets Income Fund

Financial Services
1.26K
New
$5.15 - $5.57 $6.49K - $7.02K
1.26K $6.78M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
35
+ 1.5%
$110.75 - $119.78 $3.88K - $4.19K
2.36K $273M
GK
Advisorshares Tr Gerber Kawasa

ETFs
340
New
$19.46 - $22.78 $6.62K - $7.75K
340 $6.62M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
28
+ 4.17%
$63.07 - $73.5 $1.77K - $2.06K
699 $49.1M
VICI
Vici Properties Inc.

Real Estate
6
+ 0.34%
$28.21 - $32.68 $169 - $196
1.78K $58.8M
WY
Weyerhaeuser CO

Real Estate
5
+ 0.09%
$27.29 - $31.39 $136 - $157
5.32K $156M
TDY
Teledyne Technologies Inc

Technology
12
+ 600.0%
$455.51 - $518.84 $5.47K - $6.23K
14 $6.97M
SMG
Scotts Miracle Gro CO

Basic Materials
105
New
$54.76 - $77.7 $5.75K - $8.16K
105 $5.77M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
29
+ 116.0%
$283.06 - $421.16 $8.21K - $12.2K
54 $15.3M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
19
+ 0.87%
$33.84 - $37.77 $643 - $718
2.2K $80.2M
Global X Superdividend ETF
263
New
N/A
263 $5.52M
Rareview Total Return Bond ETF
208
New
N/A
208 $5.21M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
135
New
$33.37 - $38.01 $4.5K - $5.13K
135 $5.06M
FTNT
Fortinet, Inc.

Technology
3
+ 0.13%
$92.49 - $114.57 $277 - $344
2.39K $230M
VDE
Vanguard Energy ETF

ETFs
31
+ 75.61%
$119.14 - $132.76 $3.69K - $4.12K
72 $9.34M
RELX
Relx PLC

Communication Services
85
New
$45.34 - $51.91 $3.85K - $4.41K
85 $4.29M
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
845
New
$4.96 - $5.64 $4.19K - $4.77K
845 $4.19M
SE
Sea LTD

Consumer Cyclical
32
New
$104.87 - $146.31 $3.36K - $4.68K
32 $4.18M
VOX
Vanguard Communication Service

ETFs
28
New
$147.73 - $169.24 $4.14K - $4.74K
28 $4.16M
CELH
Celsius Holdings, Inc.

Consumer Defensive
37
+ 12.33%
$21.28 - $35.62 $787 - $1.32K
337 $12M
GRMN
Garmin LTD

Technology
1
+ 0.3%
$204.55 - $241.93 $205 - $242
336 $73M
CSIQ
Canadian Solar Inc.

Technology
445
New
$8.65 - $13.29 $3.85K - $5.91K
445 $3.85M
EXAS
Exact Sciences Corp

Healthcare
88
New
$43.04 - $58.51 $3.79K - $5.15K
88 $3.81M
Ferrari Nv (Race Csus)
69
New
N/A
69 $3.71M
LYG
Lloyds Banking Group PLC

Financial Services
911
New
$2.58 - $3.9 $2.35K - $3.55K
911 $3.48M
RSEE
Collaborative Invt Ser Tr Rare
124
New
N/A
124 $3.42M
CRH.L
Crh PLC

Basic Materials
38
New
N/A
38 $3.36M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
20
New
$161.27 - $192.3 $3.23K - $3.85K
20 $3.23M
BKR
Baker Hughes CO

Energy
4
+ 0.39%
$41.16 - $48.85 $165 - $195
1.03K $45.3M
ELS
Equity Lifestyle Properties Inc

Real Estate
47
+ 213.64%
$64.36 - $69.32 $3.02K - $3.26K
69 $4.64M
Goose Hollow Mlti Strgy Inc ETF
121
New
N/A
121 $3.14M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
230
New
$9.49 - $14.83 $2.18K - $3.41K
230 $3.13M
Sandisk Corp
63
New
N/A
63 $3M
ARGX
Argenx Se

Healthcare
5
New
$571.0 - $671.75 $2.86K - $3.36K
5 $2.96M
NRZ
New Residential Investment Corp.

Real Estate
57
+ 1.54%
N/A
3.75K $43.8M
Thomson Reuters Corp F
17
New
N/A
17 $2.94M
Globalstar Inc
133
New
N/A
133 $2.77M
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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