Bartlett & Co. Wealth Management LLC Incresed Positions in Q1 2025

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
4.83K
+ 17.7%
$198.1 - $229.79 $957K - $1.11M
32.1K $6.41B
MMM
3 M CO

Industrials
430
+ 2.55%
$129.7 - $155.12 $55.8K - $66.7K
17.3K $2.54B
SCHR
Schwab Intermediate Term Us Tr

ETFs
14K
+ 99.12%
$24.05 - $24.86 $336K - $347K
28K $697M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
21
+ 0.2%
$208.48 - $244.03 $4.38K - $5.12K
10.4K $2.55B
PH
Parker Hannifin Corp

Industrials
603
+ 25.65%
$591.65 - $707.05 $357K - $426K
2.95K $1.8B
IYM
Ishares Tr

ETFs
2K
+ 123.61%
$128.53 - $142.03 $257K - $284K
3.62K $488M
EEMV
Ishares Msci Emerging Markets

ETFs
4.3K
+ 262.2%
$57.07 - $59.29 $245K - $255K
5.94K $347M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
45.6K
+ 7.49%
$57.21 - $65.8 $2.61M - $3M
655K $38.2B
SCHC
Schwab Strategic Tr Intl Small

ETFs
6.37K
+ 246.1%
$33.57 - $37.22 $214K - $237K
8.96K $322M
FNDC
Schwab Fundamental Intl Small

ETFs
6.38K
+ 1004.57%
$33.34 - $37.44 $213K - $239K
7.01K $254M
GNMA
Ishares Gnma Bond ETF

ETFs
4.7K
+ 29.14%
$42.17 - $44.04 $198K - $207K
20.8K $914M
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.7K
+ 8.26%
$21.75 - $24.28 $515K - $575K
310K $6.85B
SYK
Stryker Corp

Healthcare
13
+ 0.08%
$355.18 - $399.9 $4.62K - $5.2K
15.7K $5.86B
ICE
Intercontinental Exchange, Inc.

Financial Services
599
+ 15.42%
$142.8 - $176.36 $85.5K - $106K
4.48K $773M
VTWO
Vanguard Russell 2000 ETF

ETFs
3K
+ 53.05%
$80.08 - $92.93 $240K - $279K
8.66K $698M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.82K
+ 17.75%
$57.44 - $59.4 $162K - $167K
18.7K $1.11B
EEM
Ishares Msci Emerging Markets

ETFs
2.8K
+ 8.8%
$40.81 - $45.34 $114K - $127K
34.6K $1.51B
BFA
Brown Forman Corp Cl A
6.16K
+ 73.34%
N/A
14.6K $490M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.01%
$137.61 - $149.68 $138 - $150
19.9K $2.91B
FSLR
First Solar, Inc.

Technology
2.55K
+ 78.21%
$126.34 - $197.73 $322K - $505K
5.82K $735M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.28K
+ 1.32%
$32.5 - $33.3 $73.9K - $75.8K
175K $5.82B
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.66K
+ 95.2%
$20.2 - $22.24 $135K - $148K
13.7K $294M
FISV
Fiserv Inc

Technology
168
+ 2.49%
N/A
6.92K $1.53B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
230
+ 64.43%
$402.49 - $513.76 $92.6K - $118K
587 $285M
IYJ
Ishares Tr

ETFs
1.24K
+ 20.16%
$127.48 - $142.0 $158K - $176K
7.37K $959M
SCHW
Schwab Charles Corp

Financial Services
347
+ 1.44%
$71.24 - $83.64 $24.7K - $29K
24.4K $1.91B
BK
Bank Of New York Mellon Corp

Financial Services
3
+ 0.02%
$75.42 - $88.95 $226 - $267
16.6K $1.39B
CRWD
Crowd Strike Holdings, Inc.

Technology
323
+ 646.0%
$308.86 - $455.36 $99.8K - $147K
373 $132M
FITB
Fifth Third Bancorp

Financial Services
5.85K
+ 14.72%
$37.48 - $44.96 $219K - $263K
45.5K $1.8B
AIG
American International Group, Inc.

Financial Services
103
+ 1.47%
$70.5 - $86.94 $7.26K - $8.95K
7.1K $618M
INTF
Ishares Tr

ETFs
3.31K
+ 720.0%
$28.43 - $31.96 $94.2K - $106K
3.77K $116M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.06%
$275.89 - $345.24 $276 - $345
1.65K $570M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
4.55K
+ 21.87%
$12.89 - $15.19 $58.6K - $69K
25.3K $377M
GS
Goldman Sachs Group Inc

Financial Services
301
+ 11.61%
$524.81 - $672.19 $158K - $202K
2.89K $1.58B
IYC
Ishares U.S. Consumer Discreti

ETFs
1.51K
+ 29.26%
$85.71 - $101.2 $130K - $153K
6.68K $590M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
600
+ 9.27%
$126.11 - $135.06 $75.7K - $81K
7.07K $912M
SYF
Synchrony Financial

Financial Services
3K
+ 49.46%
$51.9 - $70.63 $156K - $212K
9.07K $480M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
32
+ 20.78%
$1187.71 - $1432.58 $38K - $45.8K
186 $266M
VDC
Vanguard Consumer Staples ETF

ETFs
25
+ 0.24%
$206.54 - $226.16 $5.16K - $5.65K
10.3K $2.24B
OXY
Occidental Petroleum Corp

Energy
1.64K
+ 1602.94%
$45.45 - $52.7 $74.3K - $86.2K
1.74K $86.1M
VNQ
Vanguard Specialized Funds Van

ETFs
599
+ 3.36%
$85.55 - $94.34 $51.2K - $56.5K
18.5K $1.67B
ATO
Atmos Energy Corp

Utilities
136
+ 3.93%
$136.51 - $154.58 $18.6K - $21K
3.59K $555M
NFLX
Netflix Inc

Communication Services
62
+ 24.22%
$828.4 - $1058.6 $51.4K - $65.6K
318 $297M
CNI
Canadian National Railway CO

Industrials
825
+ 22.06%
$95.46 - $106.79 $78.8K - $88.1K
4.56K $445M
GVI
Ishares Tr

ETFs
599
+ 103.1%
$103.49 - $106.02 $62K - $63.5K
1.18K $125M
Te Connectivity PLC F
423
+ 650.77%
N/A
488 $69M
MPC
Marathon Petroleum Corp

Energy
2
+ 0.02%
$134.72 - $159.03 $269 - $318
9.58K $1.4B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.45K
+ 1.92%
$24.6 - $24.99 $35.7K - $36.3K
76.9K $1.92B
HUBS
Hubspot Inc

Technology
109
+ 247.73%
$571.29 - $819.71 $62.3K - $89.3K
153 $87.4M
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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