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 25 of 62
81369Y605
Shares:
3015(+0.0%)
Value:
$150.2M(+3.1%)
464288158
Shares:
1380(-36.4%)
Value:
$145.7M(-36.3%)
92189H300
Shares:
5826
Value:
$139.0M
233051846
Shares:
6576
Value:
$133.6M
464287242
Shares:
1218(-0.8%)
Value:
$132.4M(+0.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip81369Y605)✕ | 3.0K | QoQ 0.00% (+0) | All Managers (Combined) | $150.2K | |
5.0K | QoQ NEW(+5.0K) | All Managers (Combined) | $146.2K | QoQ NEW(+$146.2K) | |
(cusip464288158)✕ | 1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $145.7K | YoY NEW(+$145.7K) |
4.0K | QoQ 0.00% (+0) | All Managers (Combined) | $143.6K | ||
11.4K | All Managers (Combined) | $142.2K | |||
1.7K | All Managers (Combined) | $139.7K | |||
(cusip92189H300)✕ | 5.8K | QoQ NEW(+5.8K) | All Managers (Combined) | $139.0K | QoQ NEW(+$139.0K) |
404 | QoQ 0.00% (-0)YoY NEW(+404) | All Managers (Combined) | $137.6K | YoY NEW(+$137.6K) | |
2.0K | QoQ 0.00% (-0)YoY -6.93% (-150) | All Managers (Combined) | $137.2K | ||
2.4K | All Managers (Combined) | $136.4K | |||
3.9K | All Managers (Combined) | $135.6K | |||
551 | All Managers (Combined) | $134.1K | |||
13.6K | All Managers (Combined) | $133.8K | |||
Prologis, Inc.(PLDcusip74340W103) | 1.2K | All Managers (Combined) | $133.7K | ||
(cusip233051846)✕ | 6.6K | QoQ NEW(+6.6K) YoY NEW(+6.6K) | All Managers (Combined) | $133.6K | QoQ NEW(+$133.6K) YoY NEW(+$133.6K) |
Ameren Corp(AEEcusip023608102) | 1.3K | YoY +7.81% (+96) | All Managers (Combined) | $133.0K | |
Workday, Inc.(WDAYcusip98138H101) | 569 | All Managers (Combined) | $132.9K | ||
2.3K | QoQ -6.54% (-161)YoY +0.39% (-9) | All Managers (Combined) | $132.4K | ||
(cusip464287242)✕ | 1.2K | QoQ -0.81% (-10) | All Managers (Combined) | $132.4K | |
373 | All Managers (Combined) | $131.5K |