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 42 of 62
464288372
Shares:
355(+0.0%)
Value:
$19.4M(+4.6%)
78464A805
Shares:
262(+0.0%)
Value:
$17.8M(-4.8%)
33738R688
Shares:
1000(+0.0%)
Value:
$17.3M(+6.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288372)✕ | 355 | QoQ 0.00% (+0)YoY NEW(+355) | All Managers (Combined) | $19.4K | YoY NEW(+$19.4K) |
330 | All Managers (Combined) | $19.2K | |||
200 | All Managers (Combined) | $19.1K | |||
Ncr Voyix Corp(VYXcusip62886E108) | 1.9K | QoQ -5.06% (-104)YoY -5.06% (-104) | All Managers (Combined) | $19.0K | |
Teradyne, Inc(TERcusip880770102) | 230 | QoQ +0.43% (-1)YoY -0.86% (-2) | All Managers (Combined) | $19.0K | |
2.5K | QoQ 0.00% (+0)YoY NEW(+2.5K) | All Managers (Combined) | $18.6K | YoY NEW(+$18.6K) | |
Baidu, Inc.(BIDUcusip056752108) | 200 | All Managers (Combined) | $18.4K | ||
50 | All Managers (Combined) | $18.3K | |||
54 | QoQ 0.00% (+0)YoY NEW(+54) | All Managers (Combined) | $18.3K | YoY NEW(+$18.3K) | |
800 | All Managers (Combined) | $18.0K | |||
108 | QoQ +0.93% (-1)YoY +0.93% (+1) | All Managers (Combined) | $17.9K | ||
(cusip78464A805)✕ | 262 | All Managers (Combined) | $17.8K | ||
140 | All Managers (Combined) | $17.7K | |||
Mongodb, Inc.(MDBcusip60937P106) | 100 | All Managers (Combined) | $17.5K | ||
272 | QoQ -9.03% (-27)YoY -9.03% (-27) | All Managers (Combined) | $17.5K | ||
(cusip33738R688)✕ | 1.0K | QoQ 0.00% (+0)YoY NEW(+1.0K) | All Managers (Combined) | $17.3K | YoY NEW(+$17.3K) |
643 | QoQ 0.00% (+0)YoY NEW(+643) | All Managers (Combined) | $17.2K | YoY NEW(+$17.2K) | |
500 | All Managers (Combined) | $17.0K | |||
50 | QoQ 0.00% (+0)YoY NEW(+50) | All Managers (Combined) | $16.9K | YoY NEW(+$16.9K) | |
1.7K | All Managers (Combined) | $16.9K |