Bartlett & Co. Wealth Management LLC Asset Management

Bartlett & Co. Wealth Management LLC

  • $7.16 Trillion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$55.2B
$3.8 Billion 0.05% of portfolio
7,122
Q2 2025 Reduced 0.54%
$26.8B
$1.99 Billion 0.03% of portfolio
15,613
Q2 2025 Reduced 2.37%
$80.8B
$1.51 Billion 0.02% of portfolio
16,592
Q2 2025 Added 0.05%
$0
$1.11 Billion 0.02% of portfolio
48,535
Q2 2025 Added 1.36%
$0
$1.02 Billion 0.01% of portfolio
150,236
Q1 2025 Reduced 7.96%
$126B
$665 Million 0.01% of portfolio
4,444
Q2 2025 Reduced 0.78%
$129B
$545 Million 0.01% of portfolio
4,100
Q2 2025 Reduced 0.07%
$4.93B
$496 Million 0.01% of portfolio
8,400
Q2 2023 New
$0
$458 Million 0.01% of portfolio
40,750
Q1 2025 Added 10.14%
$20B
$331 Million 0.0% of portfolio
4,162
Q2 2025 Added 0.17%
$0
$311 Million 0.0% of portfolio
26,400
Q1 2025 Added 8.2%
$24.3B
$213 Million 0.0% of portfolio
2,212
Q2 2025 Added 12.06%
$0
$154 Million 0.0% of portfolio
20,000
Q2 2025 Added 25.0%
$91B
$103 Million 0.0% of portfolio
724
Q2 2025 Added 69.95%
$3.71B
$99.4 Million 0.0% of portfolio
1,319
Q2 2022 Reduced 0.08%
$0
$65.9 Million 0.0% of portfolio
6,775
Q4 2024 Reduced 1.45%
$0
$59.3 Million 0.0% of portfolio
12,000
Q2 2023 Added 71.43%
$0
$55.8 Million 0.0% of portfolio
4,481
Q4 2024 Added 6.06%
$22.5B
$51.4 Million 0.0% of portfolio
1,001
Q2 2024 Reduced 9.08%
$302M
$49.6 Million 0.0% of portfolio
2,000
Q1 2025 Added 300.0%
$0
$48 Million 0.0% of portfolio
4,400
Q2 2025 Added 10.0%
$0
$43.8 Million 0.0% of portfolio
5,000
Q1 2025 Reduced 13.04%
$0
$31.4 Million 0.0% of portfolio
2,024
Q1 2023 Reduced 7.96%
$0
$26.9 Million 0.0% of portfolio
1,900
Q1 2020 New
$0
$26.3 Million 0.0% of portfolio
3,000
Q1 2023 Reduced 0.17%
$31.4B
$25.1 Million 0.0% of portfolio
145
Q2 2025 Reduced 15.2%
$0
$21 Million 0.0% of portfolio
2,100
Q4 2023 Reduced 64.41%
$0
$18.7 Million 0.0% of portfolio
1,700
Q1 2018 New
$0
$17.5 Million 0.0% of portfolio
2,500
Q4 2024 Added 22.07%
$0
$16.7 Million 0.0% of portfolio
1,698
Q1 2025 Reduced 20.58%
$0
$16.7 Million 0.0% of portfolio
700
Q4 2023 New
$0
$16.5 Million 0.0% of portfolio
4,500
Q2 2022 Reduced 5.4%
$0
$16 Million 0.0% of portfolio
1,830
Q3 2023 New
$0
$14.2 Million 0.0% of portfolio
2,151
Q4 2024 Reduced 50.01%
$0
$14.2 Million 0.0% of portfolio
2,225
Q2 2021 Reduced 20.54%
$0
$13.3 Million 0.0% of portfolio
1,383
Q4 2023 Reduced 34.67%
$0
$12.8 Million 0.0% of portfolio
1,066
Q2 2024 Reduced 41.17%
$12.1B
$11.8 Million 0.0% of portfolio
131
Q3 2021 Reduced 9.03%
$0
$11.6 Million 0.0% of portfolio
1,307
Q3 2023 New
$0
$6.41 Million 0.0% of portfolio
534
Q1 2024 Reduced 44.89%
$0
$6.05 Million 0.0% of portfolio
583
Q4 2024 Reduced 50.04%
$0
$5.25 Million 0.0% of portfolio
902
Q4 2024 New
$0
$4.93 Million 0.0% of portfolio
270
Q4 2019 Reduced 95.2%
$0
$2.62 Million 0.0% of portfolio
255
Q1 2020 New
$9.75B
$536,000 0.0% of portfolio
34
Q2 2025 New
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