Bartlett & Co. Wealth Management LLC Incresed Positions in Q3 2025

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
189
+ 0.13%
$92.46 - $95.73 $17.5K - $18.1K
141K $13.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.03K
+ 0.62%
$87.29 - $93.61 $90.3K - $96.8K
167K $15.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.98K
+ 0.79%
$66.38 - $71.68 $131K - $142K
253K $18.1M
CINF
Cincinnati Financial Corp

Financial Services
539
+ 0.46%
$145.8 - $158.1 $78.6K - $85.2K
119K $18.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
45.2K
+ 17.15%
$78.11 - $79.07 $3.53M - $3.57M
309K $24.4M
FNDX
Schwab Fundamental U S Large C

ETFs
9.84K
+ 1.05%
$24.38 - $26.34 $240K - $259K
952K $25M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.53K
+ 0.88%
$59.61 - $63.09 $211K - $223K
407K $25.6M
TMUS
T Mobile Us, Inc.

Communication Services
3.13K
+ 3.04%
$226.02 - $259.01 $707K - $810K
106K $25.4M
ADP
Automatic Data Processing Inc

Industrials
61
+ 0.06%
$288.69 - $310.94 $17.6K - $19K
98.4K $28.9M
MKC
Mccormick & CO Inc

Consumer Defensive
15.4K
+ 2.62%
$64.3 - $77.17 $993K - $1.19M
605K $40.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.3K
+ 2.43%
$108.46 - $120.63 $1.22M - $1.36M
476K $56.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.7K
+ 0.76%
$81.75 - $84.54 $384K - $397K
626K $52.6M
UNH
Unitedhealth Group Inc

Healthcare
12.2K
+ 7.17%
$237.77 - $353.61 $2.91M - $4.32M
183K $63.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8.45K
+ 1.19%
$78.96 - $80.04 $667K - $676K
717K $57.3M
QCOM
Qualcomm Inc

Technology
3.68K
+ 0.94%
$145.84 - $173.55 $536K - $638K
395K $65.7M
ETN
Eaton Corp PLC

Industrials
19.5K
+ 9.82%
$342.99 - $392.76 $6.69M - $7.66M
218K $81.6M
CRM
Salesforce, Inc.

Technology
6.86K
+ 2.64%
$231.66 - $273.65 $1.59M - $1.88M
267K $63.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.4K
+ 0.73%
$404.94 - $499.99 $565K - $698K
192K $93.2M
ADI
Analog Devices Inc

Technology
1.27K
+ 0.39%
$220.68 - $255.63 $281K - $325K
331K $81.3M
DE
Deere & CO

Industrials
7.23K
+ 3.65%
$457.26 - $524.37 $3.31M - $3.79M
205K $93.8M
INTU
Intuit Inc

Technology
2.85K
+ 2.21%
$646.03 - $807.39 $1.84M - $2.3M
132K $90M
META
Meta Platforms, Inc.

Communication Services
1.07K
+ 0.69%
$695.21 - $791.73 $746K - $850K
157K $115M
IEFA
Ishares Tr

ETFs
64K
+ 4.62%
$81.7 - $87.53 $5.23M - $5.61M
1.45M $127M
NVDA
Nvidia Corp

Technology
7.68K
+ 0.7%
$153.3 - $186.58 $1.18M - $1.43M
1.11M $207M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
370
+ 0.09%
$459.11 - $506.91 $170K - $188K
398K $200M
AMZN
Amazon Com Inc

Consumer Cyclical
7.29K
+ 0.81%
$211.65 - $238.24 $1.54M - $1.74M
908K $199M
Activity Summary
Buys All Purchases 336 New Holdings 59 Increased Positions 277 Sells All Sells 309 Reductions 309 Sold out 0 Options Calls 0 Puts 0
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