Bartlett & Co. Wealth Management LLC Incresed Positions in Q3 2025

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MHK
Mohawk Industries Inc

Consumer Cyclical
20
+ 2000.0%
$107.23 - $139.75 $2.14K - $2.8K
21 $2K
CPT
Camden Property Trust

Real Estate
40
+ 4000.0%
$104.05 - $115.69 $4.16K - $4.63K
41 $4K
UDR
Udr, Inc.

Real Estate
118
+ 3933.33%
$36.71 - $41.37 $4.33K - $4.88K
121 $4K
KIM
Kimco Realty Corp

Real Estate
206
+ 3433.33%
$20.74 - $22.79 $4.27K - $4.69K
212 $4K
EVRG
Evergy, Inc.

Utilities
34
+ 1700.0%
$67.73 - $76.02 $2.3K - $2.58K
36 $2K
ODFL
Old Dominion Freight Line, Inc.

Industrials
24
+ 2400.0%
$138.59 - $171.12 $3.33K - $4.11K
25 $3K
CSGP
Costar Group, Inc.

Real Estate
1
+ 50.0%
$81.42 - $96.83 $81.4 - $96.8
3 $0
ALGN
Align Technology Inc

Healthcare
39
+ 3900.0%
$124.88 - $207.19 $4.87K - $8.08K
40 $5K
WST
West Pharmaceutical Services Inc

Healthcare
11
+ 1100.0%
$210.08 - $279.1 $2.31K - $3.07K
12 $3K
DASH
Door Dash, Inc.

Communication Services
40
+ 4000.0%
$234.5 - $272.5 $9.38K - $10.9K
41 $11K
ESS
Essex Property Trust, Inc.

Real Estate
26
+ 2600.0%
N/A
27 $7K
TRGP
Targa Resources Corp.

Energy
103
+ 5150.0%
$160.52 - $174.4 $16.5K - $18K
105 $17K
WAT
Waters Corp

Healthcare
8
+ 800.0%
$277.72 - $357.04 $2.22K - $2.86K
9 $2K
Smurfit Westrock LTD F
55
+ 500.0%
N/A
66 $0
NEM
Newmont Corp

Basic Materials
117
+ 1300.0%
$57.35 - $85.25 $6.71K - $9.97K
126 $10K
IVZ
Invesco Ltd.

Financial Services
175
+ 514.71%
$16.17 - $23.0 $2.83K - $4.03K
209 $4K
MSCI
Msci Inc.

Financial Services
4
+ 400.0%
$526.48 - $588.0 $2.11K - $2.35K
5 $2K
WELL
Welltower Inc.

Real Estate
50
+ 1250.0%
$150.71 - $178.14 $7.54K - $8.91K
54 $9K
VTRS
Viatris Inc

Healthcare
461
+ 569.14%
$8.74 - $10.69 $4.03K - $4.93K
542 $5K
HWM
Howmet Aerospace Inc.

Industrials
60
+ 1500.0%
$171.0 - $196.23 $10.3K - $11.8K
64 $12K
MRNA
Moderna, Inc.

Healthcare
104
+ 297.14%
$23.51 - $34.67 $2.45K - $3.61K
139 $3K
TSN
Tyson Foods, Inc.

Consumer Defensive
36
+ 180.0%
$52.3 - $57.69 $1.88K - $2.08K
56 $3K
HYLB
Xtrackers Usd High Yield Corp

ETFs
23
+ 74.19%
$36.55 - $37.16 $841 - $855
54 $2K
ALB
Albemarle Corp

Basic Materials
53
+ 240.91%
$62.9 - $88.1 $3.33K - $4.67K
75 $6K
Anteris Technologies Glo
1K
+ 200.0%
N/A
1.5K $0
APA
Apa Corp

Energy
80
+ 72.07%
$18.06 - $24.69 $1.44K - $1.98K
191 $4K
FFIV
F5, Inc.

Technology
10
+ 142.86%
$290.76 - $334.59 $2.91K - $3.35K
17 $5K
IQV
Iqvia Holdings Inc.

Healthcare
32
+ 213.33%
$157.68 - $200.82 $5.05K - $6.43K
47 $8K
HOLX
Hologic Inc

Healthcare
2
+ 4.26%
$63.26 - $68.98 $127 - $138
49 $3K
BIIB
Biogen Inc.

Healthcare
18
+ 72.0%
$122.68 - $148.84 $2.21K - $2.68K
43 $6K
SBAC
Sba Communications Corp

Real Estate
3
+ 20.0%
$191.35 - $239.35 $574 - $718
18 $3K
AZO
Autozone Inc

Consumer Cyclical
42
+ 4200.0%
$3649.42 - $4354.54 $153K - $183K
43 $184K
DVN
Devon Energy Corp

Energy
19
+ 16.67%
$31.75 - $36.99 $603 - $703
133 $4K
LDOS
Leidos Holdings, Inc.

Technology
14
+ 60.87%
$159.2 - $188.96 $2.23K - $2.65K
37 $6K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 5.56%
$185.65 - $214.38 $186 - $214
19 $3K
EXC
Exelon Corp

Utilities
90
+ 93.75%
$42.73 - $45.54 $3.85K - $4.1K
186 $8K
WDC
Western Digital Corp

Technology
60
+ 81.08%
$63.84 - $120.06 $3.83K - $7.2K
134 $16K
LYV
Live Nation Entertainment, Inc.

Communication Services
17
+ 50.0%
$143.56 - $174.06 $2.44K - $2.96K
51 $8K
EBND
Spdr Bloomberg Emerging Market

ETFs
81
+ 31.89%
$20.95 - $21.57 $1.7K - $1.75K
335 $7K
CCL
Carnival Corp

Consumer Cyclical
160
+ 80.0%
$28.37 - $32.49 $4.54K - $5.2K
360 $10K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
64
+ 27.23%
$25.83 - $26.47 $1.65K - $1.69K
299 $7K
Fortrea Hldgs Inc
243
+ 18.42%
N/A
1.56K $0
COIN
Coinbase Global, Inc.

Technology
20
+ 95.24%
$297.99 - $419.78 $5.96K - $8.4K
41 $13K
PKI
Perkinelmer Inc

Healthcare
2
+ 2.15%
N/A
95 $11K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
955
+ 347.27%
$25.5 - $35.2 $24.4K - $33.6K
1.23K $31K
VTR
Ventas, Inc.

Real Estate
53
+ 28.19%
$62.76 - $69.99 $3.33K - $3.71K
241 $16K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
65
+ 22.03%
$40.68 - $46.33 $2.64K - $3.01K
360 $16K
PODD
Insulet Corp

Healthcare
14
+ 35.9%
$277.3 - $352.82 $3.88K - $4.94K
53 $16K
CHTR
Charter Communications, Inc.

Communication Services
10
+ 32.26%
$256.57 - $418.22 $2.57K - $4.18K
41 $11K
Activity Summary
Buys All Purchases 336 New Holdings 59 Increased Positions 277 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
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