Bartlett & Co. Wealth Management LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Bartlett & Co. Wealth Management LLC
Data Enrichment
79% identified
966 identified263 unidentified

Holdings

1,229 positions
Manager:
Search and click to pin securities to the top
Page 50 of 62
UGI CORP /PA/
Shares:
163(+0.0%)
Value:
$5.5M(+16.9%)
46435U440
Shares:
115(+0.0%)
Value:
$5.4M(+1.6%)
CROWN CASTLE INC.
Shares:
52(-65.3%)
Value:
$5.4M(-60.2%)
19423L441
Shares:
208
Value:
$5.2M
78464A391
Shares:
254(+0.0%)
Value:
$5.1M(+2.8%)
46435G334
Shares:
135
Value:
$5.1M
46137V548
Shares:
265(+0.0%)
Value:
$5.1M(+4.2%)
LENNOX INTERNATIONAL INC
Shares:
9(+0.0%)
Value:
$5.0M(-8.1%)
DOLLAR TREE, INC.
Shares:
67(-38.5%)
Value:
$5.0M(-38.4%)
GABELLI EQUITY TRUST INC
Shares:
902(+0.0%)
Value:
$5.0M(+2.4%)
UNITED THERAPEUTICS Corp
Shares:
16(+0.0%)
Value:
$4.9M(-12.6%)
KEYCORP /NEW/
Shares:
300(+0.0%)
Value:
$4.8M(-6.7%)
NISOURCE INC.
Shares:
117(+2.6%)
Value:
$4.7M(+11.9%)
381430479
Shares:
102(+0.0%)
Value:
$4.7M(+1.1%)
46428Q109
Shares:
150(+0.0%)
Value:
$4.6M(+17.7%)
EQUITY LIFESTYLE PROPERTIES INC
Shares:
69(+213.6%)
Value:
$4.6M(+214.2%)
67092P201
Shares:
59(+0.0%)
Value:
$4.6M(-8.8%)
iQIYI, Inc.
Shares:
2000(+0.0%)
Value:
$4.5M(+12.4%)
AMETEK INC/
Shares:
26(-31.6%)
Value:
$4.5M(-34.6%)
Inspire Medical Systems, Inc.
Shares:
28(+0.0%)
Value:
$4.5M(-14.1%)