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
VGIT
Vanguard Intermediate Term Tre

ETFs
7.47K
+ 38.05%
$58.97 - $60.36 $441K - $451K
27.1K $1.63M
FISV
Fiserv Inc

Technology
968
+ 14.19%
N/A
7.79K $975K
IBB
Ishares Biotechnology ETF

ETFs
195
+ 2.09%
$127.63 - $144.37 $24.9K - $28.2K
9.52K $1.37M
PRU
Prudential Financial Inc

Financial Services
75
+ 0.63%
$100.68 - $109.89 $7.55K - $8.24K
11.9K $1.23M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
74
+ 0.32%
$38.58 - $58.24 $2.85K - $4.31K
23.4K $918K
MU
Micron Technology Inc

Technology
107
+ 0.99%
$104.88 - $168.89 $11.2K - $18.1K
10.9K $1.82M
ABC
Amerisourcebergen Corp

Healthcare
14
+ 0.31%
N/A
4.6K $850K
MET
Metlife Inc

Financial Services
45
+ 0.26%
$73.82 - $82.37 $3.32K - $3.71K
17.6K $1.45M
NRG
Nrg Energy, Inc.

Utilities
15
+ 0.16%
$144.77 - $173.91 $2.17K - $2.61K
9.12K $1.48M
ISRG
Intuitive Surgical Inc

Healthcare
21
+ 0.76%
$433.66 - $544.47 $9.11K - $11.4K
2.79K $1.25M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.03K
+ 3.1%
$46.86 - $48.27 $48.4K - $49.8K
34.3K $1.65M
WFC
Wells Fargo & Company

Financial Services
710
+ 3.53%
$77.05 - $85.16 $54.7K - $60.5K
20.8K $1.74M
VT
Vanguard Total World Stk Index

ETFs
4
+ 0.03%
$128.41 - $138.03 $514 - $552
13.1K $1.8M
Ge Vernova Inc Com
80
+ 2.52%
N/A
3.26K $0
MAR
Marriott International Inc

Consumer Cyclical
9
+ 0.14%
$255.35 - $282.87 $2.3K - $2.55K
6.25K $1.63M
AMD
Advanced Micro Devices Inc

Technology
226
+ 1.87%
$134.8 - $184.42 $30.5K - $41.7K
12.3K $1.99M
BA
Boeing CO

Industrials
790
+ 9.37%
$209.79 - $237.38 $166K - $188K
9.22K $1.99M
EEM
Ishares Msci Emerging Markets

ETFs
715
+ 1.93%
$48.07 - $53.4 $34.4K - $38.2K
37.7K $2.02M
SCHW
Schwab Charles Corp

Financial Services
136
+ 0.63%
$91.03 - $98.69 $12.4K - $13.4K
21.8K $2.08M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6
+ 0.01%
$25.0 - $25.33 $150 - $152
79K $2M
Black Rock Inc Com
86
+ 4.41%
N/A
2.04K $0
PH
Parker Hannifin Corp

Industrials
68
+ 2.3%
$697.13 - $769.67 $47.4K - $52.3K
3.02K $2.29M
CAT
Caterpillar Inc

Industrials
154
+ 2.85%
$390.92 - $477.15 $60.2K - $73.5K
5.57K $2.66M
CARR
Carrier Global Corp

Industrials
614
+ 2.13%
$58.75 - $80.73 $36.1K - $49.6K
29.4K $1.76M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.41K
+ 48.24%
$420.11 - $472.68 $1.01M - $1.14M
7.39K $3.46M
BAC
Bank Of America Corp

Financial Services
3.14K
+ 6.75%
$44.92 - $52.42 $141K - $164K
49.6K $2.56M
IWN
Ishares Russell2000 Val ETF

ETFs
293
+ 2.06%
$157.1 - $178.94 $46K - $52.4K
14.5K $2.57M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
245
+ 0.3%
$28.15 - $30.13 $6.9K - $7.38K
81.2K $2.41M
XLV
Select Sector Spdr Fund Health

ETFs
2.52K
+ 12.49%
$129.01 - $139.72 $326K - $353K
22.7K $3.16M
SCHA
Schwab Strategic Tr Us Small C

ETFs
166
+ 0.15%
$25.29 - $28.33 $4.2K - $4.7K
109K $3.03M
TIP
Ishares Tr Tips Bd ETF

ETFs
86
+ 0.31%
$109.11 - $111.88 $9.38K - $9.62K
27.6K $3.07M
KR
Kroger CO

Consumer Defensive
66.8K
+ 154.77%
$64.52 - $74.35 $4.31M - $4.97M
110K $7.42M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 2.03%
$5364.25 - $5815.92 $69.7K - $75.6K
654 $3.53M
AMP
Ameriprise Financial Inc

Financial Services
8
+ 0.11%
$486.13 - $544.55 $3.89K - $4.36K
7.13K $3.5M
TTWO
Take Two Interactive Software Inc

Communication Services
13
+ 0.07%
$217.37 - $259.96 $2.83K - $3.38K
17.6K $4.55M
VXF
Vanguard Extended Market ETF

ETFs
22
+ 0.09%
$193.58 - $213.07 $4.26K - $4.69K
23.9K $4.99M
VFH
Vanguard Financial ETF

ETFs
1
+ 0.0%
$125.23 - $132.78 $125 - $133
42.8K $5.62M
VGSH
Vanguard

ETFs
1.28K
+ 1.34%
$58.43 - $58.88 $74.7K - $75.3K
96.4K $5.67M
SPIB
Spdr Portfolio Intermediate Te

ETFs
394K
+ 229.64%
$33.26 - $34.01 $13.1M - $13.4M
565K $19.2M
YUM
Yum Brands Inc

Consumer Cyclical
69
+ 0.17%
$139.5 - $153.94 $9.63K - $10.6K
40.4K $6.15M
SYK
Stryker Corp

Healthcare
7
+ 0.04%
$368.57 - $403.53 $2.58K - $2.82K
15.7K $5.81M
FCF
First Commonwealth Financial Corp

Financial Services
394K
+ 102.12%
$16.07 - $18.02 $6.33M - $7.09M
779K $13.3M
MUB
Ishares National Muni Bond ETF

ETFs
3.77K
+ 5.85%
$103.24 - $106.68 $390K - $403K
68.3K $7.27M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.37K
+ 0.71%
$21.69 - $23.34 $51.3K - $55.2K
337K $7.85M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.03K
+ 2.53%
$49.43 - $54.52 $199K - $220K
163K $8.85M
TSLA
Tesla, Inc.

Consumer Cyclical
269
+ 0.78%
$293.94 - $444.72 $79.1K - $120K
34.9K $15.5M
VB
Vanguard Small Cap ETF

ETFs
177
+ 0.37%
$237.58 - $259.17 $42.1K - $45.9K
48.3K $12.3M
AVGO
Broadcom Inc.

Technology
2.69K
+ 5.78%
$264.74 - $369.57 $711K - $993K
49.2K $16.2M
HD
Home Depot, Inc.

Consumer Cyclical
776
+ 2.18%
$357.4 - $423.42 $277K - $329K
36.4K $14.7M
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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