Bartlett & Co. Wealth Management LLC New Holdings in Q1 2025

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Rareview Total Return Bond ETF
208
New
N/A
208 $5.21M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
135
New
$33.37 - $38.01 $4.5K - $5.13K
135 $5.06M
RELX
Relx PLC

Communication Services
85
New
$45.34 - $51.91 $3.85K - $4.41K
85 $4.29M
AEF
Aberdeen Emerging Markets Equity Income Fund, Inc.

Financial Services
845
New
$4.96 - $5.64 $4.19K - $4.77K
845 $4.19M
SE
Sea LTD

Consumer Cyclical
32
New
$104.87 - $146.31 $3.36K - $4.68K
32 $4.18M
VOX
Vanguard Communication Service

ETFs
28
New
$147.73 - $169.24 $4.14K - $4.74K
28 $4.16M
CSIQ
Canadian Solar Inc.

Technology
445
New
$8.65 - $13.29 $3.85K - $5.91K
445 $3.85M
EXAS
Exact Sciences Corp

Healthcare
88
New
$43.04 - $58.51 $3.79K - $5.15K
88 $3.81M
Ferrari Nv (Race Csus)
69
New
N/A
69 $3.71M
LYG
Lloyds Banking Group PLC

Financial Services
911
New
$2.58 - $3.9 $2.35K - $3.55K
911 $3.48M
CRH.L
Crh PLC

Basic Materials
38
New
N/A
38 $3.36M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
20
New
$161.27 - $192.3 $3.23K - $3.85K
20 $3.23M
Goose Hollow Mlti Strgy Inc ETF
121
New
N/A
121 $3.14M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
230
New
$9.49 - $14.83 $2.18K - $3.41K
230 $3.13M
Sandisk Corp
63
New
N/A
63 $3M
ARGX
Argenx Se

Healthcare
5
New
$571.0 - $671.75 $2.86K - $3.36K
5 $2.96M
Thomson Reuters Corp F
17
New
N/A
17 $2.94M
Globalstar Inc
133
New
N/A
133 $2.77M
Millrose Pptys Inc Class A
97
New
N/A
97 $2.57M
GHTA
Collaborative Invt Ser Tr Goos
87
New
N/A
87 $2.53M
SG
Sweetgreen, Inc.

Consumer Cyclical
100
New
$21.47 - $34.94 $2.15K - $3.49K
100 $2.5M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
82
New
$30.46 - $36.6 $2.5K - $3K
82 $2.5M
AMH
American Homes 4 Rent

Real Estate
60
New
$34.43 - $37.81 $2.07K - $2.27K
60 $2.27M
Amplify ETF Tr Amplify Alternative Harvest ETF New
113
New
N/A
113 $2.2M
SPOT
Spotify Technology S.A.

Communication Services
4
New
$457.79 - $648.32 $1.83K - $2.59K
4 $2.2M
FCOM
Fidelity Covington Tr Msci Com

ETFs
39
New
$55.97 - $64.13 $2.18K - $2.5K
39 $2.19M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
21
New
$96.18 - $109.82 $2.02K - $2.31K
21 $2.16M
Astoria Us Equal Wt Qlt Kings ETF
73
New
N/A
73 $2.14M
Angi Inc
131
New
N/A
131 $2.02M
GCMG
Gcm Grosvenor Inc.

Financial Services
150
New
$12.49 - $14.41 $1.87K - $2.16K
150 $1.99M
ENPH
Enphase Energy, Inc.

Technology
30
New
$52.87 - $73.51 $1.59K - $2.21K
30 $1.86M
Anteris Technologies Glo
500
New
N/A
500 $1.82M
JNPR
Juniper Networks Inc

Technology
50
New
$34.38 - $39.03 $1.72K - $1.95K
50 $1.81M
SQ
Block, Inc.

Technology
33
New
$54.04 - $92.95 $1.78K - $3.07K
33 $1.79M
Mohr Sector Nav ETF
57
New
N/A
57 $1.7M
RDFI
Collaborative Invt Ser Tr Rare
69
New
N/A
69 $1.63M
WERN
Werner Enterprises Inc

Industrials
46
New
$29.25 - $38.23 $1.35K - $1.76K
46 $1.35M
SXC
Sun Coke Energy, Inc.

Basic Materials
143
New
$8.95 - $10.57 $1.28K - $1.51K
143 $1.32M
ZLAB
Zai Lab LTD

Healthcare
35
New
$24.29 - $38.35 $850 - $1.34K
35 $1.27M
KALU
Kaiser Aluminum Corp

Basic Materials
20
New
$60.62 - $74.84 $1.21K - $1.5K
20 $1.21M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
17
New
$66.3 - $74.17 $1.13K - $1.26K
17 $1.18M
RPD
Rapid7, Inc.

Technology
44
New
$26.51 - $39.81 $1.17K - $1.75K
44 $1.17M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
18
New
$54.25 - $57.64 $977 - $1.04K
18 $992K
FSTA
Fidelity Covington Tr Msci Con

ETFs
19
New
$48.3 - $52.85 $918 - $1K
19 $971K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
70
New
$13.05 - $13.97 $914 - $978
70 $954K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
520
New
$1.77 - $2.59 $920 - $1.35K
520 $921K
ULH
Universal Logistics Holdings, Inc.

Industrials
34
New
$25.66 - $46.59 $872 - $1.58K
34 $896K
Mohr Company Nav ETF
36
New
N/A
36 $818K
Allbirds Inc Cl A
125
New
N/A
125 $805K
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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