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
WDAY
Workday, Inc.

Technology
19
+ 3.45%
$233.53 - $277.82 $4.44K - $5.28K
569 $133M
TER
Teradyne, Inc

Technology
1
+ 0.44%
$82.6 - $140.0 $82.6 - $140
230 $19M
PFF
Ishares Trust Ishares Pfd And

ETFs
90
+ 0.49%
$30.73 - $32.26 $2.77K - $2.9K
18.5K $568M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
225
+ 6.63%
$94.32 - $110.46 $21.2K - $24.9K
3.62K $349M
CEG
Constellation Energy Corp

Utilities
2
+ 0.39%
$201.63 - $347.44 $403 - $695
512 $103M
SOXX
Ishares Semiconductor ETF

ETFs
30
+ 4.76%
$188.17 - $235.81 $5.65K - $7.07K
660 $124M
MCO
Moodys Corp

Financial Services
1
+ 0.06%
$437.8 - $527.48 $438 - $527
1.63K $757M
LCNB
Lcnb Corp

Financial Services
10
+ 0.03%
$14.32 - $15.76 $143 - $158
37.6K $556M
OSBC
Old Second Bancorp Inc

Financial Services
38
+ 0.31%
$16.18 - $19.4 $615 - $737
12.1K $202M
HBAN
Huntington Bancshares Inc

Financial Services
13
+ 0.11%
$14.28 - $17.39 $186 - $226
12K $182M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1
+ 0.44%
$111.56 - $223.11 $112 - $223
229 $25.6M
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 0.07%
$189.99 - $245.86 $190 - $246
1.39K $266M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
250
+ 3.43%
$96.85 - $111.39 $24.2K - $27.8K
7.54K $744M
MET
Metlife Inc

Financial Services
14
+ 0.08%
$77.7 - $87.0 $1.09K - $1.22K
17.1K $1.37B
SWK
Stanley Black & Decker, Inc.

Industrials
1
+ 0.01%
$76.43 - $90.41 $76.4 - $90.4
7.7K $592M
A
Agilent Technologies, Inc.

Healthcare
116
+ 5.07%
$116.69 - $152.6 $13.5K - $17.7K
2.41K $281M
PANW
Palo Alto Networks Inc

Technology
34
+ 1.03%
$167.82 - $208.28 $5.71K - $7.08K
3.33K $568M
DKNG
Draft Kings Inc.

Consumer Cyclical
20
+ 0.2%
$33.21 - $53.49 $664 - $1.07K
10K $333M
SWKS
Skyworks Solutions, Inc.

Technology
2
+ 0.1%
$64.12 - $93.96 $128 - $188
2.03K $131M
GWW
W.W. Grainger, Inc.

Industrials
15
+ 1.4%
$953.54 - $1132.42 $14.3K - $17K
1.08K $1.07B
MCHP
Microchip Technology Inc

Technology
276
+ 3.41%
$48.41 - $64.3 $13.4K - $17.7K
8.36K $405M
PRU
Prudential Financial Inc

Financial Services
199
+ 1.64%
$105.04 - $122.33 $20.9K - $24.3K
12.3K $1.37B
Ge Vernova Inc Com
39
+ 1.25%
N/A
3.16K $963M
VIS
Vanguard Industrial ETF

ETFs
10
+ 0.08%
$243.63 - $273.99 $2.44K - $2.74K
12K $2.97B
SRE
Sempra Energy

Utilities
301
+ 4.78%
$67.85 - $87.67 $20.4K - $26.4K
6.6K $475M
NTAP
Net App, Inc.

Technology
1
+ 0.02%
$87.84 - $126.3 $87.8 - $126
4.7K $413M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
50
+ 0.22%
$96.93 - $109.51 $4.85K - $5.48K
23K $2.25B
Arista Networks Inc
3
+ 0.05%
N/A
5.96K $462M
AMD
Advanced Micro Devices Inc

Technology
233
+ 1.88%
$96.63 - $129.55 $22.5K - $30.2K
12.6K $1.29B
VMC
Vulcan Materials CO

Basic Materials
71
+ 0.76%
$220.9 - $277.54 $15.7K - $19.7K
9.41K $2.19B
MAR
Marriott International Inc

Consumer Cyclical
121
+ 1.96%
$237.01 - $304.45 $28.7K - $36.8K
6.28K $1.5B
IVW
Ishares S&P 500 Growth ETF

ETFs
607
+ 1.59%
$92.45 - $106.69 $56.1K - $64.8K
38.8K $3.6B
CSX
Csx Corp

Industrials
12
+ 0.01%
$29.11 - $33.67 $349 - $404
130K $3.83B
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.12K
+ 3.62%
$24.91 - $29.02 $177K - $207K
204K $5.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
725
+ 2.18%
$551.42 - $612.93 $400K - $444K
34K $19.1B
TGT
Target Corp

Consumer Defensive
230
+ 1.09%
$103.65 - $142.5 $23.8K - $32.8K
21.4K $2.24B
NVDA
Nvidia Corp

Technology
190K
+ 22.88%
$106.98 - $149.43 $20.4M - $28.4M
1.02M $111B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30.4K
+ 7.46%
$102.49 - $119.96 $3.11M - $3.64M
438K $45.8B
VTI
Vanguard Total Stock Market Et

ETFs
3.69K
+ 2.5%
$271.18 - $303.12 $1M - $1.12M
152K $41.6B
INTU
Intuit Inc

Technology
642
+ 0.51%
$555.63 - $630.23 $357K - $405K
126K $77.4B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5.16K
+ 1.41%
$119.87 - $145.05 $618K - $748K
372K $46.5B
AXP
American Express CO

Financial Services
435
+ 0.43%
$255.39 - $325.87 $111K - $142K
102K $27.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.15K
+ 2.9%
$507.05 - $563.67 $4.64M - $5.16M
325K $167B
BAH
Booz Allen Hamilton Holding Corp

Industrials
44.4K
+ 8.23%
$102.72 - $143.06 $4.56M - $6.35M
584K $61.1B
ACN
Accenture PLC

Technology
3.1K
+ 1.04%
$300.91 - $398.25 $934K - $1.24M
301K $94B
AMZN
Amazon Com Inc

Consumer Cyclical
49.8K
+ 6.2%
$190.26 - $242.06 $9.47M - $12.1M
853K $162B
CRM
Salesforce, Inc.

Technology
306
+ 0.12%
$268.36 - $359.95 $82.1K - $110K
251K $67.4B
MSFT
Microsoft Corp

Technology
15.7K
+ 1.61%
$375.39 - $447.2 $5.88M - $7.01M
991K $372B
GOOG
Alphabet Inc.

Communication Services
1.09K
+ 0.08%
$156.06 - $207.71 $169K - $225K
1.43M $223B
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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