Bartlett & Co. Wealth Management LLC Incresed Positions in Q4 2024

Bartlett & Co. Wealth Management LLC

  • $6.89 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
1.24K
+ 0.09%
$163.08 - $198.16 $202K - $246K
1.43M $272B
AMZN
Amazon Com Inc

Consumer Cyclical
12.5K
+ 1.58%
$180.88 - $232.93 $2.27M - $2.92M
804K $176B
NVDA
Nvidia Corp

Technology
83.2K
+ 11.12%
$117.0 - $148.88 $9.74M - $12.4M
832K $112B
CRM
Salesforce, Inc.

Technology
4.65K
+ 1.89%
$270.87 - $367.87 $1.26M - $1.71M
251K $84B
MA
Mastercard Inc

Financial Services
3.71K
+ 1.13%
$491.3 - $536.15 $1.82M - $1.99M
333K $175B
TMUS
T Mobile Us, Inc.

Communication Services
56.6K
+ 2939.39%
$206.1 - $246.94 $11.7M - $14M
58.6K $12.9B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
2.24K
+ 0.62%
$107.98 - $143.92 $242K - $323K
367K $49.2B
META
Meta Platforms, Inc.

Communication Services
7.26K
+ 5.5%
$554.08 - $632.68 $4.02M - $4.6M
139K $81.6B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
135K
+ 33.09%
$45.17 - $47.23 $6.09M - $6.37M
543K $24.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.78K
+ 0.57%
$521.84 - $558.82 $927K - $992K
316K $170B
CHWY
Chewy, Inc.

Consumer Cyclical
90.2K
+ 1502983.38%
$26.51 - $35.87 $2.39M - $3.23M
90.2K $3.02B
AXP
American Express CO

Financial Services
648
+ 0.64%
$267.35 - $305.57 $173K - $198K
101K $30.1B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
36.8K
+ 12.15%
$81.68 - $82.93 $3.01M - $3.05M
340K $27.9B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
38.2K
+ 6.7%
$61.68 - $67.87 $2.36M - $2.6M
609K $38B
ADP
Automatic Data Processing Inc

Industrials
1.88K
+ 1.93%
$280.08 - $307.97 $527K - $580K
99.3K $29.2B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
42.9K
+ 7.33%
$51.54 - $52.55 $2.21M - $2.26M
629K $32.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.11K
+ 6.76%
$567.81 - $607.81 $1.2M - $1.28M
33.3K $19.6B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
20K
+ 5.8%
$55.86 - $60.21 $1.12M - $1.2M
364K $20.9B
TPL
Texas Pacific Land Corp

Energy
10
+ 0.2%
$915.49 - $1730.0 $9.15K - $17.3K
5.05K $5.59B
ACN
Accenture PLC

Technology
4.52K
+ 1.54%
$343.9 - $376.86 $1.56M - $1.7M
298K $105B
USB
Us Bancorp \De\

Financial Services
4.08K
+ 1.09%
$43.98 - $53.66 $180K - $219K
377K $18.2B
CSX
Csx Corp

Industrials
35.2K
+ 37.03%
$31.58 - $36.88 $1.11M - $1.3M
130K $4.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.9K
+ 3.54%
$113.92 - $127.38 $1.59M - $1.77M
407K $46.9B
FNDX
Schwab Fundamental U S Large C

ETFs
633K
+ 216.01%
$23.49 - $71.77 $14.9M - $45.4M
926K $21.9B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
719K
+ 199.57%
$22.01 - $66.82 $15.8M - $48.1M
1.08M $24.5B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
19.8K
+ 9.82%
$50.14 - $52.56 $992K - $1.04M
221K $11.1B
GILD
Gilead Sciences, Inc.

Healthcare
5.21K
+ 149.05%
$83.95 - $97.9 $437K - $510K
8.7K $803M
ORCL
Oracle Corp

Technology
3.85K
+ 9.61%
$165.41 - $192.43 $636K - $740K
43.9K $7.31B
IWR
Ishares Russell Mid Cap ETF

ETFs
4.11K
+ 2.12%
$87.25 - $95.52 $359K - $393K
198K $17.5B
MLM
Martin Marietta Materials Inc

Basic Materials
891
+ 38.45%
$516.5 - $619.58 $460K - $552K
3.21K $1.66B
VFH
Vanguard Financial ETF

ETFs
5
+ 0.01%
$108.87 - $126.2 $544 - $631
43.4K $5.13B
IWB
Ishares Tr Russell 1000 ETF

ETFs
60
+ 0.16%
$311.11 - $335.64 $18.7K - $20.1K
37.8K $12.2B
SCHG
Schwab Strategic Tr Us Large C

ETFs
147K
+ 296.37%
$25.93 - $105.3 $3.81M - $15.5M
197K $5.48B
IVW
Ishares S&P 500 Growth ETF

ETFs
895
+ 2.4%
$94.43 - $105.47 $84.5K - $94.4K
38.2K $3.88B
GNMA
Ishares Gnma Bond ETF

ETFs
7.12K
+ 79.07%
$42.8 - $44.74 $305K - $319K
16.1K $692M
Ge Vernova Inc Com
3
+ 0.1%
N/A
3.12K $1.03B
FISV
Fiserv Inc

Technology
295
+ 4.57%
N/A
6.76K $1.39B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.51K
+ 60.74%
$61.87 - $64.86 $217K - $228K
9.3K $576M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.5K
+ 6.46%
$32.65 - $33.68 $342K - $353K
173K $5.66B
VXF
Vanguard Extended Market ETF

ETFs
37
+ 0.15%
$179.17 - $207.15 $6.63K - $7.66K
24K $4.57B
SCHX
Schwab Strategic Tr Us Large C

ETFs
191K
+ 200.74%
$22.4 - $68.28 $4.29M - $13.1M
287K $6.65B
L
Loews Corp

Financial Services
1.7K
+ 65.38%
$76.49 - $87.05 $130K - $148K
4.3K $364M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.71K
+ 43.16%
$87.42 - $98.06 $149K - $167K
5.66K $505M
SHOP
Shopify Inc.

Technology
900
+ 52.94%
$78.14 - $119.49 $70.3K - $108K
2.6K $276M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.92K
+ 22.54%
$57.78 - $60.4 $169K - $176K
15.9K $921M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
200
+ 0.32%
$563.99 - $620.12 $113K - $124K
61.9K $35.4B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.05K
+ 11.23%
$209.89 - $233.24 $221K - $245K
10.4K $2.21B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.15K
+ 8.88%
$24.61 - $25.12 $151K - $155K
75.5K $1.86B
CHK
Chesapeake Energy Corp

Energy
817
+ 54.65%
$81.46 - $87.57 $66.6K - $71.5K
2.31K $230M
Activity Summary
Buys All Purchases 196 New Holdings 44 Increased Positions 152 Sells All Sells 293 Reductions 293 Sold out 0 Options Calls 0 Puts 0
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