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 15 of 62
808524854
Shares:
28044(+99.1%)
Value:
$697.2M(+103.8%)
92204A876
Shares:
4051(+1.1%)
Value:
$692.0M(+5.7%)
808524730
Shares:
20524(+3127.0%)
Value:
$632.1M(+3321.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
405 | All Managers (Combined) | $750.9K | |||
7.5K | All Managers (Combined) | $744.0K | |||
11.4K | All Managers (Combined) | $741.4K | |||
5.8K | All Managers (Combined) | $735.2K | |||
19.8K | All Managers (Combined) | $714.0K | |||
8.7K | YoY NEW(+8.7K) | All Managers (Combined) | $698.0K | YoY NEW(+$698.0K) | |
Hershey Co(HSYcusip427866108) | 4.1K | QoQ -3.04% (-128)YoY -4.85% (-208) | All Managers (Combined) | $697.5K | |
14.0K | QoQ 0.00% (+0) | All Managers (Combined) | $697.2K | ||
(cusip808524854)✕ | 28.0K | All Managers (Combined) | $697.2K | ||
4.2K | All Managers (Combined) | $696.9K | |||
(cusip92204A876)✕ | 4.1K | QoQ +1.09% (+44)YoY +3.81% (+149) | All Managers (Combined) | $692.0K | |
8.3K | QoQ +0.02% (+2)YoY +0.02% (+2) | All Managers (Combined) | $686.6K | ||
7.6K | All Managers (Combined) | $653.7K | |||
1.5K | All Managers (Combined) | $646.5K | |||
(cusip808524730)✕ | 20.5K | All Managers (Combined) | $632.1K | ||
10.0K | QoQ +8.01% (+745)YoY NEW(+10.0K) | All Managers (Combined) | $631.8K | YoY NEW(+$631.8K) | |
Blackstone Inc.(BXcusip09260D107) | 4.5K | All Managers (Combined) | $626.1K | ||
7.1K | QoQ +1.47% (+103)YoY +1.47% (+103) | All Managers (Combined) | $617.5K | ||
22.4K | All Managers (Combined) | $614.3K | |||
3.6K | All Managers (Combined) | $610.1K |