Bartlett & Co. Wealth Management LLC New Holdings in Q3 2025

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
422K
New
$48.31 - $48.93 $20.4M - $20.6M
422K $20.6M
PNQI
Invesco Nasdaq Internet ETF

ETFs
1.1K
New
$51.24 - $57.08 $56.4K - $62.8K
1.1K $61K
LINK
Interlink Electronics Inc

Technology
4.8K
New
$5.84 - $13.91 $28K - $66.8K
4.8K $54K
EXPD
Expeditors International Of Washington Inc

Industrials
352
New
$111.37 - $124.95 $39.2K - $44K
352 $43K
BLOK
Amplify ETF Tr Trnsformational

ETFs
335
New
$56.05 - $67.13 $18.8K - $22.5K
335 $22K
HOOD
Robinhood Markets, Inc.

Technology
153
New
$91.27 - $143.18 $14K - $21.9K
153 $21K
APLD
Applied Blockchain, Inc.

Financial Services
850
New
$9.18 - $24.67 $7.8K - $21K
850 $19K
OMC
Omnicom Group Inc.

Communication Services
134
New
$70.41 - $81.53 $9.43K - $10.9K
134 $10K
EFG
Msci Eafe Growth ETF

ETFs
87
New
$106.99 - $114.46 $9.31K - $9.96K
87 $9K
VST
Vistra Corp.

Utilities
44
New
$182.0 - $217.92 $8.01K - $9.59K
44 $8K
CHY
Calamos Convertible & High Income Fund

Financial Services
555
New
$10.75 - $11.45 $5.97K - $6.35K
555 $6K
UAL
United Airlines Holdings, Inc.

Industrials
52
New
$80.05 - $109.36 $4.16K - $5.69K
52 $5K
TDG
Trans Digm Group Inc

Industrials
4
New
$1271.04 - $1620.83 $5.08K - $6.48K
4 $5K
EL
Estee Lauder Companies Inc

Consumer Defensive
48
New
$83.65 - $95.26 $4.02K - $4.57K
48 $4K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
98
New
$42.67 - $46.91 $4.18K - $4.6K
98 $4K
FANG
Diamondback Energy, Inc.

Energy
30
New
$134.53 - $152.5 $4.04K - $4.58K
30 $4K
DXCM
Dexcom Inc

Healthcare
74
New
$66.46 - $89.53 $4.92K - $6.63K
74 $4K
SQ
Block, Inc.

Technology
60
New
N/A
60 $3K
RING
Ishares Inc Msci Global Gold M

ETFs
50
New
$42.96 - $64.71 $2.15K - $3.24K
50 $3K
ES
Eversource Energy

Utilities
53
New
$62.86 - $71.14 $3.33K - $3.77K
53 $3K
MTD
Mettler Toledo International Inc

Healthcare
3
New
$1166.48 - $1324.06 $3.5K - $3.97K
3 $3K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
120
New
$24.02 - $27.91 $2.88K - $3.35K
120 $3K
PCG
Pg&E Corp

Utilities
224
New
$13.0 - $15.73 $2.91K - $3.52K
224 $3K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
23
New
$96.73 - $137.09 $2.22K - $3.15K
23 $3K
LVS
Las Vegas Sands Corp

Consumer Cyclical
46
New
$47.38 - $57.71 $2.18K - $2.65K
46 $2K
DPZ
Dominos Pizza Inc

Consumer Cyclical
6
New
$422.75 - $485.53 $2.54K - $2.91K
6 $2K
TECH
Bio Techne Corp

Healthcare
49
New
$49.87 - $58.78 $2.44K - $2.88K
49 $2K
LKQ
Lkq Corp

Consumer Cyclical
93
New
$29.24 - $39.21 $2.72K - $3.65K
93 $2K
CPB
Campbell Soup CO

Consumer Defensive
86
New
$30.41 - $34.03 $2.62K - $2.93K
86 $2K
SELF
Global Self Storage, Inc.

Real Estate
505
New
$5.0 - $5.45 $2.53K - $2.75K
505 $2K
UHS
Universal Health Services Inc

Healthcare
14
New
$154.95 - $204.44 $2.17K - $2.86K
14 $2K
CMS
Cms Energy Corp

Utilities
33
New
$69.37 - $74.67 $2.29K - $2.46K
33 $2K
DDOG
Datadog, Inc.

Technology
20
New
$124.52 - $155.15 $2.49K - $3.1K
20 $2K
STT
State Street Corp

Financial Services
21
New
$102.01 - $117.25 $2.14K - $2.46K
21 $2K
PDN
Invesco Fd Tr

ETFs
34
New
$38.58 - $41.85 $1.31K - $1.42K
34 $1K
FDVV
Fidelity High Dividend ETF

ETFs
22
New
$52.42 - $55.71 $1.15K - $1.23K
22 $1K
PPLT
Abrdn Platinum ETF Trust

ETFs
19
New
N/A
19 $1K
EMBC
Embecta Corp.

Healthcare
41
New
$9.58 - $15.31 $393 - $628
41 $0
Super Micro Computer
52
New
N/A
52 $0
RMR
Rmr Group Inc.

Real Estate
8
New
$15.46 - $17.72 $124 - $142
8 $0
TYL
Tyler Technologies Inc

Technology
1
New
$522.22 - $611.76 $522 - $612
1 $0
ED
Consolidated Edison Inc

Utilities
2
New
$95.57 - $105.36 $191 - $211
2 $0
Chargepoint Holdings
5
New
N/A
5 $0
Bitmine Immersion Tecnol
75
New
N/A
75 $0
Ww Intl Inc
8
New
N/A
8 $0
EFX
Equifax Inc

Industrials
1
New
$234.03 - $265.73 $234 - $266
1 $0
Schwab Mortg Backd Securities ETF
334
New
N/A
334 $0
Schwab High Yield Bond ETF
38
New
N/A
38 $0
Listed Fnds Rondhl Mgnfcnt ETF
515
New
N/A
515 $0
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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