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 47 of 62
33738D101
Shares:
250(+0.0%)
Value:
$9.4M(+5.2%)
464288257
Shares:
70
Value:
$8.1M
46432F388
Shares:
76(+0.0%)
Value:
$8.1M(+1.0%)
92204A801
Shares:
41
Value:
$7.7M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip33738D101)✕ | 250 | All Managers (Combined) | $9.4K | ||
| 72 | QoQ +75.60% (+31)YoY +75.60% (+31) | All Managers (Combined) | $9.3K | ||
| 2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $9.1K | QoQ NEW(+$9.1K) YoY NEW(+$9.1K) | |
Rumble Inc.(RUMcusip78137L105) | 1.3K | All Managers (Combined) | $9.0K | ||
| 76 | QoQ 0.00% (+0)YoY NEW(+76) | All Managers (Combined) | $8.8K | YoY NEW(+$8.8K) | |
| 165 | All Managers (Combined) | $8.6K | |||
| 75 | QoQ 0.00% (-0)YoY NEW(+75) | All Managers (Combined) | $8.6K | YoY NEW(+$8.6K) | |
Teleflex Inc(TFXcusip879369106) | 62 | QoQ 0.00% (-0) | All Managers (Combined) | $8.6K | |
| 466 | YoY NEW(+466) | All Managers (Combined) | $8.5K | YoY NEW(+$8.5K) | |
(cusip464288257)✕ | 70 | QoQ NEW(+70) YoY NEW(+70) | All Managers (Combined) | $8.1K | QoQ NEW(+$8.1K) YoY NEW(+$8.1K) |
(cusip46432F388)✕ | 76 | QoQ 0.00% (+0)YoY NEW(+76) | All Managers (Combined) | $8.1K | QoQ +0.98% (+$79)YoY NEW(+$8.1K) |
Brunswick Corp(BCcusip117043109) | 150 | All Managers (Combined) | $8.1K | ||
| 60 | QoQ NEW(+60) YoY NEW(+60) | All Managers (Combined) | $8.1K | QoQ NEW(+$8.1K) YoY NEW(+$8.1K) | |
Ryder System Inc(Rcusip783549108) | 56 | QoQ NEW(+56) YoY NEW(+56) | All Managers (Combined) | $8.1K | QoQ NEW(+$8.1K) YoY NEW(+$8.1K) |
Evercore Inc.(EVRcusip29977A105) | 40 | QoQ 0.00% (-0)YoY NEW(+40) | All Managers (Combined) | $8.0K | YoY NEW(+$8.0K) |
| 200 | QoQ 0.00% (-0)YoY NEW(+200) | All Managers (Combined) | $8.0K | YoY NEW(+$8.0K) | |
Impinj Inc(PIcusip453204109) | 87 | QoQ 0.00% (-0)YoY NEW(+87) | All Managers (Combined) | $7.9K | YoY NEW(+$7.9K) |
(cusip92204A801)✕ | 41 | QoQ NEW(+41) YoY NEW(+41) | All Managers (Combined) | $7.7K | QoQ NEW(+$7.7K) YoY NEW(+$7.7K) |
Sylvamo Corp(SLVMcusip871332102) | 115 | All Managers (Combined) | $7.7K | ||
| 45 | QoQ 0.00% (+0)YoY -58.71% (-64) | All Managers (Combined) | $7.6K |