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
Glaxo Wellcome PLC Spon Adr
256
+ 18.88%
N/A
1.61K $62.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
270
+ 5400.0%
$32.56 - $35.71 $8.79K - $9.64K
275 $9.16M
BNDX
Vanguard Total International B

ETFs
98
+ 1.72%
$48.77 - $49.55 $4.78K - $4.86K
5.81K $288M
VICI
Vici Properties Inc.

Real Estate
253
+ 14.22%
$29.41 - $32.97 $7.44K - $8.34K
2.03K $67.1M
CI
Cigna Corp

Healthcare
12
+ 0.44%
$301.89 - $340.04 $3.62K - $4.08K
2.72K $899M
HLI
Houlihan Lokey, Inc.

Financial Services
23
+ 10.6%
$141.59 - $182.75 $3.26K - $4.2K
240 $43.2M
Angi Inc
525
+ 400.76%
N/A
656 $10M
URI
United Rentals, Inc.

Industrials
1
+ 1.82%
$551.94 - $753.4 $552 - $753
56 $42.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
60
+ 4.93%
$105.23 - $109.61 $6.31K - $6.58K
1.28K $140M
NOV
Nov Inc.

Energy
800
+ 95.92%
$11.11 - $15.41 $8.89K - $12.3K
1.63K $20.3M
ADM
Archer Daniels Midland CO

Consumer Defensive
75
+ 11.38%
$41.79 - $54.16 $3.13K - $4.06K
734 $38.7M
SAP
Sap Se

Technology
11
+ 11.46%
$237.53 - $309.8 $2.61K - $3.41K
107 $32.5M
PPL
Ppl Corp

Utilities
235
+ 28.52%
$33.45 - $36.5 $7.86K - $8.58K
1.06K $36.2M
ANSS
Ansys Inc

Technology
11
+ 16.67%
$284.19 - $351.22 $3.13K - $3.86K
77 $27M
STLA
Stellantis N.V.

Consumer Cyclical
660
+ 105.6%
$8.53 - $11.27 $5.63K - $7.44K
1.29K $12.9M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6
+ 5.5%
$201.28 - $266.34 $1.21K - $1.6K
115 $30.6M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
400
+ 10.0%
$9.86 - $10.92 $3.94K - $4.37K
4.4K $48M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
39
+ 6.38%
$81.46 - $94.63 $3.18K - $3.69K
650 $61.5M
RJF
Raymond James Financial Inc

Financial Services
33
+ 3300.0%
$123.65 - $153.88 $4.08K - $5.08K
34 $5.22M
SG
Sweetgreen, Inc.

Consumer Cyclical
400
+ 400.0%
$12.23 - $25.56 $4.89K - $10.2K
500 $7.44M
GM
General Motors CO

Consumer Cyclical
2
+ 0.09%
$42.48 - $50.46 $85 - $101
2.16K $106M
CF
Cf Industries Holdings, Inc.

Basic Materials
50
+ 5000.0%
$68.47 - $102.48 $3.42K - $5.12K
51 $4.69M
XLE
Energy Sector Spdr

ETFs
400
+ 11.75%
$76.44 - $94.13 $30.6K - $37.7K
3.8K $323M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5
+ 0.33%
$66.87 - $79.47 $334 - $397
1.52K $121M
COIN
Coinbase Global, Inc.

Technology
1
+ 5.0%
$151.47 - $375.07 $151 - $375
21 $7.36M
HLN
Haleon PLC

Healthcare
350
+ 13.52%
$9.27 - $11.41 $3.24K - $3.99K
2.94K $30.5M
DHI
Horton D R Inc

Consumer Cyclical
20
+ 3.07%
$115.1 - $129.63 $2.3K - $2.59K
671 $86.5M
BXP
Boston Properties Inc

Real Estate
45
+ 2.24%
$56.86 - $74.12 $2.56K - $3.34K
2.06K $141M
Jacobs Solutions Inc
2
+ 0.63%
N/A
318 $41.8M
RF
Regions Financial Corp

Financial Services
35
+ 1.95%
$18.34 - $23.52 $642 - $823
1.83K $43.1M
SBAC
Sba Communications Corp

Real Estate
14
+ 1400.0%
$208.57 - $243.4 $2.92K - $3.41K
15 $3.52M
TRP
Tc Energy Corp

Energy
30
+ 2.7%
$44.48 - $51.4 $1.33K - $1.54K
1.14K $55.8M
IP
International Paper CO

Consumer Cyclical
301
+ 17.69%
$43.89 - $54.46 $13.2K - $16.4K
2K $93.8M
Amentum Hldgs Inc
18
+ 3.86%
N/A
484 $11.4M
HOLX
Hologic Inc

Healthcare
45
+ 2250.0%
$52.73 - $65.22 $2.37K - $2.93K
47 $3.06M
GNRC
Generac Holdings Inc.

Industrials
2
+ 1.43%
$101.92 - $143.21 $204 - $286
142 $20.3M
AKAM
Akamai Technologies Inc

Technology
29
+ 2900.0%
N/A
30 $2.39M
SCHP
Schwab Strategic Us Tips ETF

ETFs
144
+ 1.91%
$26.18 - $26.93 $3.77K - $3.88K
7.68K $205M
MIDD
Middleby Corp

Industrials
24
+ 14.37%
$124.01 - $154.76 $2.98K - $3.71K
191 $27.5M
Kenvue Inc Com
97
+ 1616.67%
N/A
103 $2.16M
FE
Firstenergy Corp

Utilities
52
+ 3.47%
$38.31 - $43.17 $1.99K - $2.24K
1.55K $62.4M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
13
+ 15.85%
$81.84 - $93.53 $1.06K - $1.22K
95 $8.81M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
11
+ 0.23%
$10.59 - $11.48 $116 - $126
4.85K $55.7M
AME
Ametek Inc

Industrials
7
+ 26.92%
$151.41 - $182.75 $1.06K - $1.28K
33 $5.97M
GVI
Ishares Tr

ETFs
6
+ 0.51%
$104.82 - $106.79 $629 - $641
1.19K $127M
M
Macy'S, Inc.

Consumer Cyclical
139
+ 63.76%
$10.02 - $13.19 $1.39K - $1.83K
357 $4.23M
PENN
Penn National Gaming Inc

Consumer Cyclical
66
+ 47.14%
$13.75 - $18.28 $908 - $1.21K
206 $3.68M
TDY
Teledyne Technologies Inc

Technology
2
+ 14.29%
$435.54 - $512.31 $871 - $1.02K
16 $8.2M
KEY
Keycorp

Financial Services
36
+ 12.0%
$13.23 - $17.42 $476 - $627
336 $5.85M
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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