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 14 of 62
46138E354
Shares:
10120(+0.0%)
Value:
$756.2M(+6.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Southern Co(SOcusip842587107) | 9.8K | All Managers (Combined) | $905.6K | ||
4.9K | All Managers (Combined) | $902.7K | |||
Dover Corp(DOVcusip260003108) | 5.1K | QoQ -0.65% (-34) | All Managers (Combined) | $900.2K | |
14.5K | All Managers (Combined) | $896.3K | |||
Cigna Group(CIcusip125523100) | 2.7K | QoQ -2.38% (-66)YoY -2.41% (-67) | All Managers (Combined) | $890.6K | |
6.3K | QoQ -2.10% (-136)YoY -2.10% (-136) | All Managers (Combined) | $859.1K | ||
7.7K | All Managers (Combined) | $845.3K | |||
7.5K | All Managers (Combined) | $838.4K | |||
6.7K | All Managers (Combined) | $823.4K | |||
Idex Corp /De/(IEXcusip45167R104) | 4.5K | All Managers (Combined) | $823.4K | ||
29.2K | All Managers (Combined) | $817.1K | |||
35.5K | QoQ +0.14% (-50)YoY NEW(+35.5K) | All Managers (Combined) | $800.5K | YoY NEW(+$800.5K) | |
Hubbell Inc(HUBBcusip443510607) | 2.4K | QoQ -0.12% (-3)YoY -0.98% (-24) | All Managers (Combined) | $799.5K | |
1 | All Managers (Combined) | $798.4K | |||
5.9K | All Managers (Combined) | $796.3K | |||
4.5K | All Managers (Combined) | $773.5K | |||
13.0K | QoQ 0.00% (+0) | All Managers (Combined) | $767.0K | ||
Moodys Corp /De/(MCOcusip615369105) | 1.6K | QoQ +0.06% (-1)YoY 0.00% (+0) | All Managers (Combined) | $756.7K | |
(cusip46138E354)✕ | 10.1K | All Managers (Combined) | $756.2K | ||
6.9K | QoQ -3.17% (-226)YoY -2.14% (-151) | All Managers (Combined) | $754.8K |