Bartlett & Co. Wealth Management LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.97 Trillion distributed in 1133 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 $414B, Alphabet Inc. with a value of $239B, Procter & Gamble CO with a value of $194B, and Berkshire Hathaway Inc Class B with a value of $189B.
Examining the 13F form we can see an increase of $377B in the current position value, from $6.59T to 6.97T.
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
$6.97 Trillion
Technology: $1.46 Trillion
Financial Services: $823 Billion
Healthcare: $761 Billion
Industrials: $599 Billion
Consumer Defensive: $595 Billion
Consumer Cyclical: $554 Billion
Communication Services: $427 Billion
Utilities: $177 Billion
Other: $252 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
