Bartlett & Co. Wealth Management LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $6.5 Trillion distributed in 1130 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $416B, Apple Inc. with a value of $315B, Alphabet Inc. with a value of $218B, Procter & Gamble CO with a value of $177B, and Berkshire Hathaway Inc Class B with a value of $174B.
Examining the 13F form we can see an increase of $339B in the current position value, from $6.16T to 6.5T.
Bartlett & Co. Wealth Management LLC is based out at Cincinnati, OH
Below you can find more details about Bartlett & Co. Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$6.5 Trillion
Technology: $1.31 Trillion
Financial Services: $783 Billion
Healthcare: $776 Billion
Industrials: $608 Billion
Consumer Defensive: $556 Billion
Consumer Cyclical: $537 Billion
Communication Services: $396 Billion
Utilities: $136 Billion
Other: $246 Billion
Stock Holdings Table Market Cap. of $200 Billions or more