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
Millrose Pptys Inc Class A
97
New
N/A
97 $2.57M
GHTA
Collaborative Invt Ser Tr Goos
87
New
N/A
87 $2.53M
SG
Sweetgreen, Inc.

Consumer Cyclical
100
New
$21.47 - $34.94 $2.15K - $3.49K
100 $2.5M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
82
New
$30.46 - $36.6 $2.5K - $3K
82 $2.5M
DOCU
Docusign, Inc.

Technology
35
+ 67.31%
$74.7 - $97.7 $2.61K - $3.42K
87 $7.08M
AMH
American Homes 4 Rent

Real Estate
60
New
$34.43 - $37.81 $2.07K - $2.27K
60 $2.27M
Amplify ETF Tr Amplify Alternative Harvest ETF New
113
New
N/A
113 $2.2M
SPOT
Spotify Technology S.A.

Communication Services
4
New
$457.79 - $648.32 $1.83K - $2.59K
4 $2.2M
FCOM
Fidelity Covington Tr Msci Com

ETFs
39
New
$55.97 - $64.13 $2.18K - $2.5K
39 $2.19M
I Shares Bitcoin Tr
170
+ 18.38%
N/A
1.1K $51.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
115
+ 13.53%
$38.41 - $44.06 $4.42K - $5.07K
965 $37.7M
Astoria Us Equal Wt Qlt Kings ETF
73
New
N/A
73 $2.14M
Liberty Media Corp
30
+ 19.61%
N/A
183 $14.9M
Angi Inc
131
New
N/A
131 $2.02M
VTR
Ventas, Inc.

Real Estate
2
+ 1.06%
$56.9 - $70.47 $114 - $141
190 $13.2M
GCMG
Gcm Grosvenor Inc.

Financial Services
150
New
$12.49 - $14.41 $1.87K - $2.16K
150 $1.99M
ENPH
Enphase Energy, Inc.

Technology
30
New
$52.87 - $73.51 $1.59K - $2.21K
30 $1.86M
Anteris Technologies Glo
500
New
N/A
500 $1.82M
JNPR
Juniper Networks Inc

Technology
50
New
$34.38 - $39.03 $1.72K - $1.95K
50 $1.81M
SQ
Block, Inc.

Technology
33
New
$54.04 - $92.95 $1.78K - $3.07K
33 $1.79M
TDVG
T Rowe Price Exchange Traded F

Technology
25
+ 2.89%
$39.23 - $42.13 $981 - $1.05K
890 $36M
Mohr Sector Nav ETF
57
New
N/A
57 $1.7M
RDFI
Collaborative Invt Ser Tr Rare
69
New
N/A
69 $1.63M
Lam Research Corp
7
+ 0.34%
N/A
2.06K $150M
WERN
Werner Enterprises Inc

Industrials
46
New
$29.25 - $38.23 $1.35K - $1.76K
46 $1.35M
SXC
Sun Coke Energy, Inc.

Basic Materials
143
New
$8.95 - $10.57 $1.28K - $1.51K
143 $1.32M
ED
Consolidated Edison Inc

Utilities
2
+ 3.92%
$88.0 - $110.59 $176 - $221
53 $5.86M
ZLAB
Zai Lab LTD

Healthcare
35
New
$24.29 - $38.35 $850 - $1.34K
35 $1.27M
KALU
Kaiser Aluminum Corp

Basic Materials
20
New
$60.62 - $74.84 $1.21K - $1.5K
20 $1.21M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
17
New
$66.3 - $74.17 $1.13K - $1.26K
17 $1.18M
CHTR
Charter Communications, Inc.

Communication Services
1
+ 3.23%
$334.89 - $384.77 $335 - $385
32 $11.8M
RPD
Rapid7, Inc.

Technology
44
New
$26.51 - $39.81 $1.17K - $1.75K
44 $1.17M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
1.97K
+ 1515.38%
$0.6 - $1.22 $1.18K - $2.4K
2.1K $1.27M
NOK
Nokia Corp

Technology
211
+ 3516.67%
$4.43 - $5.42 $935 - $1.14K
217 $1.14M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
18
New
$54.25 - $57.64 $977 - $1.04K
18 $992K
FSTA
Fidelity Covington Tr Msci Con

ETFs
19
New
$48.3 - $52.85 $918 - $1K
19 $971K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
70
New
$13.05 - $13.97 $914 - $978
70 $954K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
520
New
$1.77 - $2.59 $920 - $1.35K
520 $921K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
60
+ 150.0%
$14.59 - $23.31 $875 - $1.4K
100 $1.78M
DVN
Devon Energy Corp

Energy
4
+ 2.44%
$33.15 - $38.55 $133 - $154
168 $6.27M
ULH
Universal Logistics Holdings, Inc.

Industrials
34
New
$25.66 - $46.59 $872 - $1.58K
34 $896K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
15
+ 5.28%
$48.31 - $49.23 $725 - $738
299 $14.7M
Mohr Company Nav ETF
36
New
N/A
36 $818K
Allbirds Inc Cl A
125
New
N/A
125 $805K
PCTY
Paylocity Holding Corp

Technology
14
+ 9.33%
$183.21 - $217.86 $2.56K - $3.05K
164 $30.7M
RTO
Rentokil Initial PLC

Industrials
35
New
$20.76 - $27.11 $727 - $949
35 $802K
EQR
Equity Residential

Real Estate
3
+ 0.3%
$66.98 - $75.02 $201 - $225
1.01K $73M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
7
New
$99.16 - $99.52 $694 - $697
7 $696K
KULR
Kulr Technology Group, Inc.

Technology
450
New
$1.13 - $3.47 $508 - $1.56K
450 $594K
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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