Bartlett & Co. Wealth Management LLC New Holdings in Q2 2025

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FCF
First Commonwealth Financial Corp

Financial Services
386K
New
$14.08 - $16.35 $5.43M - $6.3M
386K $6.26B
LANC
Lancaster Colony Corp

Consumer Defensive
4.28K
New
$159.67 - $192.9 $684K - $826K
4.28K $740M
AVDE
American Centy ETF Tr Avantis

ETFs
3.84K
New
$59.32 - $74.36 $228K - $286K
3.84K $284M
CLOI
Vaneck ETF Tr

ETFs
3.78K
New
$51.16 - $53.02 $193K - $200K
3.78K $200M
IXC
Ishares Tr Global Energy ETF

ETFs
3.46K
New
$34.69 - $42.32 $120K - $146K
3.46K $136M
JPIE
J P Morgan Exchange Traded Fd
2.61K
New
$45.12 - $46.32 $118K - $121K
2.61K $121M
SLF
Sun Life Financial Inc

Financial Services
1.2K
New
$53.39 - $66.45 $64.1K - $79.7K
1.2K $79.7M
Rocket Lab Corp
2.1K
New
N/A
2.1K $75.1M
Ralliant Corp Wi When Issued
1.53K
New
N/A
1.53K $74.2M
AMCR
Amcor PLC

Consumer Cyclical
3.64K
New
$8.57 - $9.81 $31.2K - $35.7K
3.64K $33.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.54K
New
$14.97 - $16.79 $23.1K - $25.9K
1.54K $25.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
448
New
$51.14 - $57.0 $22.9K - $25.5K
448 $25.5M
Barrick Mng Corp F
1.18K
New
N/A
1.18K $24.5M
EWJ
Ishares Msci Japan ETF

ETFs
279
New
$61.32 - $75.28 $17.1K - $21K
279 $20.9M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
243
New
$65.04 - $82.18 $15.8K - $20K
243 $20M
XLP
Consumer Staples Sector Spdr

ETFs
229
New
N/A
229 $18.5M
SOFI
So Fi Technologies, Inc.

Financial Services
1K
New
$9.5 - $18.21 $9.5K - $18.2K
1K $18.2M
IQDY
Flexshares International Quali

ETFs
500
New
$25.6 - $32.45 $12.8K - $16.2K
500 $16.2M
Brookfield Renewable F Class A
400
New
N/A
400 $13.1M
NGG
National Grid PLC

Utilities
161
New
$62.74 - $74.79 $10.1K - $12K
161 $12.3M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
468
New
$23.54 - $27.53 $11K - $12.9K
468 $12.1M
STWD
Starwood Property Trust, Inc.

Real Estate
500
New
$17.28 - $20.41 $8.64K - $10.2K
500 $10.3M
GLDM
World Gold Trust

ETFs
148
New
$58.96 - $67.97 $8.73K - $10.1K
148 $9.7M
Galaxy Digital Inc Cl A
430
New
N/A
430 $9.42M
Expedia Group, Inc.
8K
New
N/A
8K $7.75M
The Southern CO
7K
New
N/A
7K $7.73M
Envista Holdings
8K
New
N/A
8K $7.43M
Duke Energy Cor
7K
New
N/A
7K $7.42M
Global Payments I
8K
New
N/A
8K $7.14M
Uber Technologi
5K
New
N/A
5K $7.13M
Ventas Realty, L
6K
New
N/A
6K $7.08M
Ford Motor CO
7K
New
N/A
7K $6.9M
WWD
Woodward, Inc.

Industrials
25
New
$157.29 - $247.55 $3.93K - $6.19K
25 $6.13M
The Middleby Corp
5K
New
N/A
5K $5.68M
AROC
Archrock, Inc.

Energy
221
New
$21.0 - $27.11 $4.64K - $5.99K
221 $5.49M
Ppl Capital Fun
5K
New
N/A
5K $5.42M
GATX
Gatx Corp

Industrials
33
New
$141.27 - $159.24 $4.66K - $5.25K
33 $5.07M
MOGA
Moog Inc Cla
27
New
N/A
27 $4.89M
Biomarin Pharmac
5K
New
N/A
5K $4.71M
On Semiconductor CO
4K
New
N/A
4K $4.71M
Evergy, Inc.
4K
New
N/A
4K $4.66M
RGA
Reinsurance Group Of America Inc

Financial Services
23
New
$168.32 - $209.71 $3.87K - $4.82K
23 $4.56M
MPWR
Monolithic Power Systems Inc

Technology
6
New
$455.19 - $737.73 $2.73K - $4.43K
6 $4.4M
BOX
Box Inc

Technology
114
New
$28.42 - $38.55 $3.24K - $4.39K
114 $3.9M
HII
Huntington Ingalls Industries, Inc.

Industrials
15
New
$183.31 - $241.46 $2.75K - $3.62K
15 $3.62M
CRL
Charles River Laboratories International, Inc.

Healthcare
23
New
$99.75 - $151.89 $2.29K - $3.49K
23 $3.49M
AOS
Smith A O Corp

Industrials
52
New
$59.63 - $70.52 $3.1K - $3.67K
52 $3.41M
WBS
Webster Financial Corp

Financial Services
60
New
$41.76 - $54.91 $2.51K - $3.29K
60 $3.28M
VMI
Valmont Industries Inc

Industrials
10
New
$263.86 - $333.86 $2.64K - $3.34K
10 $3.27M
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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