Bartlett & Co. Wealth Management LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $7.34 Billion distributed in 1205 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $508M, Apple Inc. with a value of $434M, Alphabet Inc. with a value of $339M, Jpmorgan Chase & CO with a value of $238M, and Nvidia Corp with a value of $207M.
Examining the 13F form we can see an decrease of $7.16T in the current position value, from $7.16T to 7.34B.
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
$7.34 Billion
Technology: $1.72 Billion
ETFs: $1.38 Billion
Financial Services: $1 Billion
Healthcare: $621 Million
Communication Services: $614 Million
Industrials: $574 Million
Consumer Cyclical: $560 Million
Consumer Defensive: $517 Million
Other: $350 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
