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
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
+ 5.5%
$201.28 - $266.34 $1.21K - $1.6K
115 $30.6M
The Middleby Corp
5K
New
N/A
5K $5.68M
AROC
Archrock, Inc.

Energy
221
New
$21.0 - $27.11 $4.64K - $5.99K
221 $5.49M
Ppl Capital Fun
5K
New
N/A
5K $5.42M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
400
+ 10.0%
$9.86 - $10.92 $3.94K - $4.37K
4.4K $48M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
39
+ 6.38%
$81.46 - $94.63 $3.18K - $3.69K
650 $61.5M
RJF
Raymond James Financial Inc

Financial Services
33
+ 3300.0%
$123.65 - $153.88 $4.08K - $5.08K
34 $5.22M
GATX
Gatx Corp

Industrials
33
New
$141.27 - $159.24 $4.66K - $5.25K
33 $5.07M
SG
Sweetgreen, Inc.

Consumer Cyclical
400
+ 400.0%
$12.23 - $25.56 $4.89K - $10.2K
500 $7.44M
MOGA
Moog Inc Cla
27
New
N/A
27 $4.89M
Biomarin Pharmac
5K
New
N/A
5K $4.71M
On Semiconductor CO
4K
New
N/A
4K $4.71M
Evergy, Inc.
4K
New
N/A
4K $4.66M
CF
Cf Industries Holdings, Inc.

Basic Materials
50
+ 5000.0%
$68.47 - $102.48 $3.42K - $5.12K
51 $4.69M
RGA
Reinsurance Group Of America Inc

Financial Services
23
New
$168.32 - $209.71 $3.87K - $4.82K
23 $4.56M
XLE
Energy Sector Spdr

ETFs
400
+ 11.75%
$76.44 - $94.13 $30.6K - $37.7K
3.8K $323M
MPWR
Monolithic Power Systems Inc

Technology
6
New
$455.19 - $737.73 $2.73K - $4.43K
6 $4.4M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5
+ 0.33%
$66.87 - $79.47 $334 - $397
1.52K $121M
COIN
Coinbase Global, Inc.

Technology
1
+ 5.0%
$151.47 - $375.07 $151 - $375
21 $7.36M
BOX
Box Inc

Technology
114
New
$28.42 - $38.55 $3.24K - $4.39K
114 $3.9M
HLN
Haleon PLC

Healthcare
350
+ 13.52%
$9.27 - $11.41 $3.24K - $3.99K
2.94K $30.5M
DHI
Horton D R Inc

Consumer Cyclical
20
+ 3.07%
$115.1 - $129.63 $2.3K - $2.59K
671 $86.5M
BXP
Boston Properties Inc

Real Estate
45
+ 2.24%
$56.86 - $74.12 $2.56K - $3.34K
2.06K $141M
HII
Huntington Ingalls Industries, Inc.

Industrials
15
New
$183.31 - $241.46 $2.75K - $3.62K
15 $3.62M
Jacobs Solutions Inc
2
+ 0.63%
N/A
318 $41.8M
RF
Regions Financial Corp

Financial Services
35
+ 1.95%
$18.34 - $23.52 $642 - $823
1.83K $43.1M
CRL
Charles River Laboratories International, Inc.

Healthcare
23
New
$99.75 - $151.89 $2.29K - $3.49K
23 $3.49M
AOS
Smith A O Corp

Industrials
52
New
$59.63 - $70.52 $3.1K - $3.67K
52 $3.41M
SBAC
Sba Communications Corp

Real Estate
14
+ 1400.0%
$208.57 - $243.4 $2.92K - $3.41K
15 $3.52M
WBS
Webster Financial Corp

Financial Services
60
New
$41.76 - $54.91 $2.51K - $3.29K
60 $3.28M
VMI
Valmont Industries Inc

Industrials
10
New
$263.86 - $333.86 $2.64K - $3.34K
10 $3.27M
TRP
Tc Energy Corp

Energy
30
+ 2.7%
$44.48 - $51.4 $1.33K - $1.54K
1.14K $55.8M
Qiagen Nv F
67
New
N/A
67 $3.22M
ARW
Arrow Electronics Inc

Technology
25
New
$90.32 - $128.28 $2.26K - $3.21K
25 $3.19M
Cms Energy Corp
3K
New
N/A
3K $3.18M
Alliant Energy
3K
New
N/A
3K $3.1M
New Mountain Fin
3K
New
N/A
3K $3.01M
IP
International Paper CO

Consumer Cyclical
301
+ 17.69%
$43.89 - $54.46 $13.2K - $16.4K
2K $93.8M
American Water
3K
New
N/A
3K $3M
WTFC
Wintrust Financial Corp

Financial Services
24
New
$95.17 - $124.21 $2.28K - $2.98K
24 $2.98M
FCFS
First Cash Holdings, Inc.

Financial Services
22
New
$118.0 - $137.63 $2.6K - $3.03K
22 $2.97M
Amentum Hldgs Inc
18
+ 3.86%
N/A
484 $11.4M
HOLX
Hologic Inc

Healthcare
45
+ 2250.0%
$52.73 - $65.22 $2.37K - $2.93K
47 $3.06M
Dexcom, Inc.
3K
New
N/A
3K $2.93M
EWBC
East West Bancorp Inc

Financial Services
29
New
$71.03 - $101.75 $2.06K - $2.95K
29 $2.93M
ASTS
Ast Space Mobile, Inc.

Communication Services
62
New
$20.07 - $51.83 $1.24K - $3.21K
62 $2.9M
Akamai Technolo
3K
New
N/A
3K $2.85M
Dexcom, Inc.
3K
New
N/A
3K $2.82M
Vishay Intertech
3K
New
N/A
3K $2.67M
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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