Bartlett & Co. Wealth Management LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 1,229
- Total Value
- 6327103133
- Accession Number
- 0002010186-25-000002
- Form Type
- 13F-HR
- CIK
- 0002010186
- Manager Name
- Bartlett & Co. Wealth Management LLC
Data Enrichment
79% identified966 identified263 unidentified
Holdings
1,229 positions
Manager:
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Page 10 of 62
808524508
Shares:
81911(-0.3%)
Value:
$2.1B(-5.7%)
46435G243
Shares:
76916(+1.9%)
Value:
$1.9B(+3.1%)
92189F536
Shares:
104800(-6.0%)
Value:
$1.8B(-8.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
14.4K | QoQ -0.11% (-17) | All Managers (Combined) | $2.2M | ||
8.4K | QoQ -2.31% (-200)YoY -3.90% (-343) | All Managers (Combined) | $2.2M | ||
(cusip808524508)✕ | 81.9K | All Managers (Combined) | $2.1M | ||
51.3K | All Managers (Combined) | $2.1M | |||
11.8K | QoQ -0.27% (-32)YoY -2.08% (-250) | All Managers (Combined) | $2.1M | ||
Allstate Corp(ALLcusip020002101) | 9.9K | QoQ -2.44% (-249)YoY -5.07% (-532) | All Managers (Combined) | $2.1M | |
Intel Corp(INTCcusip458140100) | 88.9K | All Managers (Combined) | $2.0M | ||
38.0K | QoQ 0.00% (+0)YoY -0.31% (-119) | All Managers (Combined) | $2.0M | ||
4.5K | QoQ -1.91% (-88)YoY -0.59% (-27) | All Managers (Combined) | $2.0M | ||
Caterpillar Inc(CATcusip149123101) | 5.9K | All Managers (Combined) | $2.0M | ||
Blackrock, Inc.(BLKcusip09290D101) | 2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) |
(cusip46435G243)✕ | 76.9K | All Managers (Combined) | $1.9M | ||
24.4K | All Managers (Combined) | $1.9M | |||
(cusip92189F536)✕ | 104.8K | All Managers (Combined) | $1.8M | ||
24.9K | QoQ 0.00% (-0)YoY -2.38% (-607) | All Managers (Combined) | $1.8M | ||
10.6K | All Managers (Combined) | $1.8M | |||
45.5K | All Managers (Combined) | $1.8M | |||
3.0K | All Managers (Combined) | $1.8M | |||
3.8K | QoQ 0.00% (-0)YoY -7.41% (-302) | All Managers (Combined) | $1.8M | ||
27.8K | All Managers (Combined) | $1.8M |