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 11 of 62
81369Y852
Shares:
17181(-0.9%)
Value:
$1.7B(-1.3%)
46435U549
Shares:
33281(-3.2%)
Value:
$1.6B(-1.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
9.3K | All Managers (Combined) | $1.8M | |||
9.9K | QoQ -0.91% (-91)YoY -0.34% (-34) | All Managers (Combined) | $1.7M | ||
4.8K | All Managers (Combined) | $1.7M | |||
8.1K | All Managers (Combined) | $1.7M | |||
15.4K | All Managers (Combined) | $1.7M | |||
18.5K | QoQ +3.35% (+599)YoY +0.53% (+99) | All Managers (Combined) | $1.7M | ||
(cusip81369Y852)✕ | 17.2K | All Managers (Combined) | $1.7M | ||
Chewy, Inc.(CHWYcusip16679L109) | 50.7K | All Managers (Combined) | $1.6M | ||
11.0K | All Managers (Combined) | $1.6M | |||
16.0K | All Managers (Combined) | $1.6M | |||
2.9K | All Managers (Combined) | $1.6M | |||
(cusip46435U549)✕ | 33.3K | All Managers (Combined) | $1.6M | ||
Fiserv Inc(FIcusip337738108) | 6.9K | QoQ +2.48% (+168)YoY +7.16% (+463) | All Managers (Combined) | $1.5M | |
34.6K | All Managers (Combined) | $1.5M | |||
6.3K | QoQ +1.96% (-121)YoY +4.19% (-253) | All Managers (Combined) | $1.5M | ||
8.6K | QoQ -2.90% (-256)YoY -3.24% (-287) | All Managers (Combined) | $1.5M | ||
Adobe Inc.(ADBEcusip00724F101) | 3.8K | QoQ -1.35% (-52)YoY -3.98% (-157) | All Managers (Combined) | $1.5M | |
20.1K | All Managers (Combined) | $1.4M | |||
5.4K | QoQ -0.55% (-30)YoY -0.55% (-30) | All Managers (Combined) | $1.4M | ||
9.6K | QoQ +0.02% (+2)YoY +2.09% (-197) | All Managers (Combined) | $1.4M |