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 41 of 62
46138E651
Shares:
547(+0.0%)
Value:
$22.0M(+2.7%)
97717W505
Shares:
425(+0.0%)
Value:
$21.0M(-2.9%)
464286327
Shares:
1400(+0.0%)
Value:
$21.0M(+29.9%)
Shares:
1700(+0.0%)
Value:
$19.6M(+3.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
148 | QoQ +64.44% (+58)YoY NEW(+148) | All Managers (Combined) | $22.2K | YoY NEW(+$22.2K) | |
(cusip46138E651)✕ | 547 | All Managers (Combined) | $22.0K | ||
Albemarle Corp(ALBcusip012653101) | 301 | All Managers (Combined) | $21.8K | ||
Appian Corp(APPNcusip03782L101) | 750 | All Managers (Combined) | $21.6K | ||
266 | QoQ NEW(+266) YoY NEW(+266) | All Managers (Combined) | $21.4K | QoQ NEW(+$21.4K) YoY NEW(+$21.4K) | |
(cusip97717W505)✕ | 425 | QoQ 0.00% (-0) | All Managers (Combined) | $21.0K | |
(cusip464286327)✕ | 1.4K | All Managers (Combined) | $21.0K | ||
66 | QoQ NEW(+66) YoY NEW(+66) | All Managers (Combined) | $20.9K | QoQ NEW(+$20.9K) YoY NEW(+$20.9K) | |
1.7K | All Managers (Combined) | $20.7K | |||
204 | All Managers (Combined) | $20.7K | |||
1.5K | All Managers (Combined) | $20.4K | |||
2.1K | All Managers (Combined) | $20.4K | |||
317 | QoQ -9.94% (-35) | All Managers (Combined) | $20.3K | ||
Snowflake Inc.(SNOWcusip833445109) | 139 | QoQ NEW(+139) YoY NEW(+139) | All Managers (Combined) | $20.3K | QoQ NEW(+$20.3K) YoY NEW(+$20.3K) |
252 | All Managers (Combined) | $20.2K | |||
176 | QoQ NEW(+176) YoY NEW(+176) | All Managers (Combined) | $20.2K | QoQ NEW(+$20.2K) YoY NEW(+$20.2K) | |
1.1K | All Managers (Combined) | $19.8K | |||
1.7K | All Managers (Combined) | $19.6K | |||
Xylem Inc.(XYLcusip98419M100) | 164 | All Managers (Combined) | $19.6K | ||
Incyte Corp(INCYcusip45337C102) | 322 | QoQ +0.62% (-2)YoY +0.62% (+2) | All Managers (Combined) | $19.5K |