Bartlett & Co. Wealth Management LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
966 identified263 unidentified

Holdings

1,229 positions
Manager:
SEC
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Page 7 of 62
464287655
IWM|464287655
Shares:
32109(+17.7%)
Value:
$6.4B(+6.3%)
YUM BRANDS INC
YUM|988498101
Shares:
40379(-0.2%)
Value:
$6.4B(+17.0%)
464288638
464288638
Shares:
119557(-3.3%)
Value:
$6.3B(-1.4%)
SYSCO CORP
SYY|871829107
Shares:
79944(-2.0%)
Value:
$6.0B(-3.9%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
23619(-6.7%)
Value:
$5.9B(+5.5%)
STRYKER CORP
SYK|863667101
Shares:
15708(+0.1%)
Value:
$5.9B(+3.5%)
78464A375
78464A375
Shares:
174995(+1.3%)
Value:
$5.8B(+2.8%)
92206C102
VGSH|92206C102
Shares:
99029(+7.1%)
Value:
$5.8B(+8.0%)
Philip Morris International Inc.
PM|718172109
Shares:
32989(+0.5%)
Value:
$5.3B(+32.2%)
922908629
VO|922908629
Shares:
19926(-0.6%)
Value:
$5.2B(-2.6%)
92204A405
VFH|92204A405
Shares:
42786(-1.4%)
Value:
$5.1B(-0.3%)
808524300
SCHG|808524300
Shares:
203862(+3.6%)
Value:
$5.1B(-6.9%)
464287721
464287721
Shares:
35943(+43.5%)
Value:
$5.0B(+26.3%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
76798(-3.0%)
Value:
$4.7B(+1.1%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
78625(-3.9%)
Value:
$4.7B(+6.1%)
464287408
IVE|464287408
Shares:
23701(-1.5%)
Value:
$4.5B(-1.7%)
92204A702
VGT|92204A702
Shares:
8137(-0.2%)
Value:
$4.4B(-13.0%)
78464A474
78464A474
Shares:
137189(+0.5%)
Value:
$4.1B(+1.3%)
922908652
VXF|922908652
Shares:
23700(-1.4%)
Value:
$4.1B(-10.6%)
808524706
808524706
Shares:
145202(+9.8%)
Value:
$4.0B(+13.7%)