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

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-1.7K
- 6.7%
$217.4 - $264.74 $369K - $449K
23.6K $5.87B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-14.2K
- 8.98%
$56.12 - $68.15 $796K - $967K
144K $9.83B
CAH
Cardinal Health Inc

Healthcare
-200
- 1.03%
$118.02 - $137.77 $23.6K - $27.6K
19.3K $2.66B
TTWO
Take Two Interactive Software Inc

Communication Services
-159
- 0.85%
$178.61 - $217.95 $28.4K - $34.7K
18.6K $3.85B
GD
General Dynamics Corp

Industrials
-3.07K
- 2.12%
$241.94 - $272.58 $743K - $837K
142K $38.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.92K
- 1.15%
$56.51 - $62.98 $165K - $184K
252K $15.3B
UNH
Unitedhealth Group Inc

Healthcare
-4.65K
- 2.65%
$461.52 - $548.18 $2.15M - $2.55M
171K $89.7B
XOM
Exxon Mobil Corp

Energy
-3.52K
- 3.25%
$105.44 - $118.93 $371K - $418K
105K $12.4B
YUM
Yum Brands Inc

Consumer Cyclical
-99
- 0.24%
$123.25 - $162.53 $12.2K - $16.1K
40.4K $6.35B
TRV
Travelers Companies, Inc.

Financial Services
-18
- 0.04%
$232.43 - $265.13 $4.18K - $4.77K
41.2K $10.9B
KO
Coca Cola CO

Consumer Defensive
-200
- 0.12%
$60.81 - $72.32 $12.2K - $14.5K
168K $12.1B
PG
Procter & Gamble CO

Consumer Defensive
-7.61K
- 0.68%
$158.56 - $176.26 $1.21M - $1.34M
1.12M $190B
RTX
Raytheon Technologies Corp

Industrials
-3.92K
- 2.36%
$114.1 - $135.66 $447K - $531K
162K $21.5B
JPM
Jpmorgan Chase & CO

Financial Services
-6.13K
- 0.8%
$225.19 - $279.95 $1.38M - $1.72M
755K $185B
ABBV
Abb Vie Inc.

Healthcare
-695
- 0.58%
$169.2 - $216.66 $118K - $151K
120K $25.1B
DUK
Duke Energy Corp

Utilities
-21.8K
- 3.55%
$105.87 - $121.97 $2.3M - $2.65M
590K $72B
DE
Deere & CO

Industrials
-6.53K
- 3.2%
$408.57 - $509.27 $2.67M - $3.32M
197K $92.9B
WM
Waste Management Inc

Industrials
-2.87K
- 1.03%
$200.54 - $233.78 $576K - $672K
275K $63.7B
AMT
American Tower Corp

Real Estate
-5.21K
- 1.85%
$173.46 - $217.6 $904K - $1.13M
277K $60.2B
CVX
Chevron Corp

Energy
-20.2K
- 3.79%
$146.71 - $167.97 $2.97M - $3.4M
514K $86B
AMGN
Amgen Inc

Healthcare
-8.29K
- 2.3%
$258.59 - $327.36 $2.14M - $2.71M
352K $110B
ABT
Abbott Laboratories

Healthcare
-15.5K
- 1.45%
$111.1 - $140.22 $1.72M - $2.18M
1.05M $140B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-8.51K
- 2.07%
$442.66 - $534.52 $3.77M - $4.55M
402K $214B
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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