Bartlett & Co. Wealth Management LLC Incresed Positions in Q2 2025

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
81K
+ 7.92%
$94.31 - $157.99 $7.64M - $12.8M
1.1M $174B
ETN
Eaton Corp PLC

Industrials
163K
+ 457.63%
$246.52 - $356.99 $40.2M - $58.2M
199K $70.9B
JPM
Jpmorgan Chase & CO

Financial Services
12K
+ 1.59%
$210.28 - $289.91 $2.52M - $3.48M
767K $222B
AMZN
Amazon Com Inc

Consumer Cyclical
47.2K
+ 5.54%
$167.32 - $223.3 $7.9M - $10.5M
901K $198B
META
Meta Platforms, Inc.

Communication Services
9.62K
+ 6.57%
$484.66 - $738.09 $4.66M - $7.1M
156K $115B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16.4K
+ 5.04%
$456.74 - $568.03 $7.49M - $9.32M
342K $195B
INTU
Intuit Inc

Technology
2.9K
+ 2.3%
$544.07 - $787.63 $1.58M - $2.28M
129K $102B
IEFA
Ishares Tr

ETFs
101K
+ 7.86%
$67.83 - $84.09 $6.86M - $8.5M
1.39M $116B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
116K
+ 17.79%
$51.16 - $62.02 $5.96M - $7.22M
771K $47.8B
DE
Deere & CO

Industrials
722
+ 0.37%
$412.99 - $531.48 $298K - $384K
198K $101B
IEMG
Ishares Inc

ETFs
74K
+ 16.26%
N/A
529K $31.8B
Labcorp Holdings Inc
1.79K
+ 0.85%
N/A
211K $55.3B
MA
Mastercard Inc

Financial Services
865
+ 0.26%
$479.92 - $590.74 $415K - $511K
334K $188B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
26.7K
+ 6.1%
$90.56 - $109.49 $2.42M - $2.92M
464K $50.7B
ORCL
Oracle Corp

Technology
723
+ 1.26%
$122.82 - $218.63 $88.8K - $158K
58.1K $12.7B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
51.8K
+ 12.83%
$82.21 - $83.12 $4.26M - $4.31M
456K $37.8B
ABT
Abbott Laboratories

Healthcare
5.05K
+ 0.48%
$123.95 - $138.08 $625K - $697K
1.06M $144B
TMUS
T Mobile Us, Inc.

Communication Services
24.8K
+ 31.69%
$220.99 - $268.54 $5.47M - $6.65M
103K $24.5B
CRM
Salesforce, Inc.

Technology
8.95K
+ 3.56%
$236.26 - $291.15 $2.11M - $2.61M
260K $71B
XLK
Technology Sector Spdr

ETFs
1.94K
+ 3.93%
$179.73 - $253.23 $349K - $492K
51.4K $13B
CFR
Cullen/Frost Bankers, Inc.

Financial Services
10.7K
+ 2.88%
$105.8 - $131.55 $1.13M - $1.41M
382K $49.2B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
42.8K
+ 6.57%
$51.68 - $52.76 $2.21M - $2.26M
694K $36.6B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
17.4K
+ 4.51%
$50.39 - $60.05 $877K - $1.05M
404K $24.2B
Linde PLC
3.23K
+ 1.31%
N/A
250K $117B
SPGI
S&P Global Inc.

Financial Services
27
+ 0.02%
$438.31 - $527.29 $11.8K - $14.2K
119K $62.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
442
+ 1.3%
$496.48 - $617.85 $219K - $273K
34.4K $21.3B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
100
+ 0.16%
$468.22 - $566.51 $46.8K - $56.7K
61.8K $35.1B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
91.9K
+ 12.97%
$22.54 - $23.17 $2.07M - $2.13M
800K $18.4B
TSLA
Tesla, Inc.

Consumer Cyclical
106
+ 0.31%
$221.86 - $362.89 $23.5K - $38.5K
34.6K $11B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
28.4K
+ 11.45%
$49.73 - $51.44 $1.41M - $1.46M
276K $14.2B
IWR
Ishares Russell Mid Cap ETF

ETFs
1.02K
+ 0.48%
$74.88 - $91.97 $76.2K - $93.6K
212K $19.5B
NSC
Norfolk Southern Corp

Industrials
9
+ 0.01%
$206.34 - $257.46 $1.86K - $2.32K
70.9K $18.1B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.2K
+ 1.6%
$77.94 - $79.5 $872K - $889K
708K $56.3B
NEE
Nextera Energy Inc

Utilities
40.9K
+ 3.69%
$64.11 - $75.0 $2.62M - $3.07M
1.15M $79.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.86K
+ 12.52%
$82.96 - $110.1 $403K - $535K
43.7K $4.81B
VB
Vanguard Small Cap ETF

ETFs
1.78K
+ 3.84%
$193.73 - $237.37 $344K - $422K
48.1K $11.4B
IVV
Ishares Core S&P 500 ETF

ETFs
37
+ 0.2%
$498.8 - $620.9 $18.5K - $23K
18.3K $11.4B
GE
General Electric CO

Industrials
536
+ 3.78%
$166.81 - $257.39 $89.4K - $138K
14.7K $3.79B
VCIT
Vanguard Intermediate Term Cor

ETFs
1.92K
+ 0.31%
$79.56 - $82.92 $153K - $159K
621K $51.5B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
16.1K
+ 2.72%
$45.2 - $46.6 $728K - $750K
608K $28.2B
XLY
Select Sector Spdr Consumer Di

ETFs
101
+ 0.28%
$176.34 - $218.59 $17.8K - $22.1K
35.8K $7.78B
Ge Vernova Inc Com
24
+ 0.76%
N/A
3.18K $1.68B
VTV
Vanguard Value ETF

ETFs
3.97K
+ 186.96%
$153.67 - $176.74 $610K - $702K
6.1K $1.08B
VUG
Vanguard Growth ETF

ETFs
605
+ 9.57%
$329.49 - $438.4 $199K - $265K
6.92K $3.04B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26
+ 0.02%
$39.89 - $49.46 $1.04K - $1.29K
159K $7.88B
COF
Capital One Financial Corp

Financial Services
2.95K
+ 626.81%
$150.57 - $212.76 $444K - $627K
3.42K $727M
NVS
Novartis Ag

Healthcare
636
+ 0.75%
$101.96 - $121.01 $64.8K - $77K
85.8K $10.4B
VXF
Vanguard Extended Market ETF

ETFs
132
+ 0.56%
$150.43 - $192.71 $19.9K - $25.4K
23.8K $4.59B
HON
Honeywell International Inc

Industrials
512
+ 2.96%
$182.86 - $232.88 $93.6K - $119K
17.8K $4.15B
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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