Bartlett & Co. Wealth Management LLC Sells in Q3 2025

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
-3
- 0.01%
$26.23 - $28.5 $78.7 - $85.5
42.7K $1.21M
JBL
Jabil Inc

Technology
-547
- 9.92%
$202.08 - $234.45 $111K - $128K
4.97K $1.08M
CME
Cme Group Inc.

Financial Services
-2.77K
- 66.82%
$258.83 - $287.1 $718K - $796K
1.38K $372K
GIS
General Mills Inc

Consumer Defensive
-270
- 1.26%
$48.44 - $53.83 $13.1K - $14.5K
21.2K $1.07M
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
-50
- 0.1%
$21.86 - $22.98 $1.09K - $1.15K
48.5K $1.09M
VZ
Verizon Communications Inc

Communication Services
-1.91K
- 7.53%
$40.84 - $45.06 $77.9K - $86K
23.4K $1.03M
VTV
Vanguard Value ETF

ETFs
-268
- 4.4%
$175.51 - $186.57 $47K - $50K
5.83K $1.09M
OTIS
Otis Worldwide Corp

Industrials
-450
- 4.4%
$84.93 - $101.07 $38.2K - $45.5K
9.78K $894K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-3.04K
- 51.96%
$171.01 - $228.24 $520K - $695K
2.81K $601K
HUM
Humana Inc

Healthcare
-151
- 3.86%
$220.41 - $312.0 $33.3K - $47.1K
3.76K $978K
DOV
Dover Corp

Industrials
-340
- 6.64%
$165.59 - $190.9 $56.3K - $64.9K
4.78K $797K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.2K
- 8.27%
$64.12 - $68.08 $76.9K - $81.7K
13.3K $906K
IYH
Ishares Tr

ETFs
-621
- 3.98%
$54.36 - $58.96 $33.8K - $36.6K
15K $880K
SO
Southern CO

Utilities
-26
- 0.27%
$90.83 - $96.0 $2.36K - $2.5K
9.55K $905K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.3K
- 28.34%
$65.64 - $78.22 $217K - $258K
8.35K $559K
GNMA
Ishares Gnma Bond ETF

ETFs
-1.45K
- 7.62%
$43.21 - $44.75 $62.7K - $64.9K
17.6K $780K
UPS
United Parcel Service Inc

Industrials
-1.41K
- 17.12%
$82.58 - $105.54 $116K - $149K
6.82K $570K
SMB
Vaneck Short Muni ETF

ETFs
-1.5K
- 3.15%
$17.24 - $17.48 $25.9K - $26.2K
46.1K $802K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-496
- 6.51%
$105.03 - $112.54 $52.1K - $55.8K
7.13K $786K
PPG
Ppg Industries Inc

Basic Materials
-75
- 1.09%
$103.65 - $119.07 $7.77K - $8.93K
6.83K $717K
DVY
Ishares Tr

ETFs
-1.28K
- 21.59%
$133.88 - $142.57 $171K - $182K
4.63K $657K
VTWO
Vanguard Russell 2000 ETF

ETFs
-249
- 2.8%
$86.92 - $99.32 $21.6K - $24.7K
8.66K $846K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-610
- 2.1%
$26.38 - $27.95 $16.1K - $17K
28.4K $776K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-221
- 1.43%
$49.09 - $50.58 $10.8K - $11.2K
15.2K $767K
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.21K
- 25.77%
$131.78 - $176.09 $159K - $213K
3.48K $468K
AMAT
Applied Materials Inc

Technology
-28
- 0.69%
$156.25 - $204.95 $4.38K - $5.74K
4.06K $830K
FSLR
First Solar, Inc.

Technology
-2.99K
- 68.04%
$160.84 - $223.53 $480K - $668K
1.4K $309K
VPU
Vanguard Utilities ETF

ETFs
-20
- 0.5%
$175.25 - $189.41 $3.51K - $3.79K
4.01K $758K
STX
Seagate Technology Holdings PLC

Technology
-468
- 9.56%
$142.01 - $236.06 $66.5K - $110K
4.43K $1.04M
VUSB
Vanguard Bd Index Fds
-1.4K
- 10.01%
N/A
12.6K $0
K
Kellogg CO

Consumer Defensive
-1.23K
- 14.83%
$76.96 - $82.02 $95K - $101K
7.09K $581K
CHWY
Chewy, Inc.

Consumer Cyclical
-15.1K
- 99.99%
$34.27 - $42.33 $517K - $638K
1 $0
ON
On Semiconductor Corp

Technology
-46
- 0.39%
$46.98 - $62.45 $2.16K - $2.87K
11.8K $580K
SYF
Synchrony Financial

Financial Services
-3.51K
- 38.61%
$67.53 - $76.86 $237K - $269K
5.57K $396K
MSI
Motorola Solutions, Inc.

Technology
-42
- 2.93%
$408.73 - $490.3 $17.2K - $20.6K
1.39K $636K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-168
- 3.6%
$119.73 - $134.7 $20.1K - $22.6K
4.51K $600K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.44K
- 8.08%
$30.67 - $32.13 $44.2K - $46.3K
16.4K $518K
EBAY
Ebay Inc

Consumer Cyclical
-100
- 1.4%
$75.33 - $100.77 $7.53K - $10.1K
7.06K $641K
CVS
Cvs Health Corp

Healthcare
-2.89K
- 38.09%
$58.75 - $76.5 $170K - $221K
4.7K $354K
VCR
Vanguard Consumer Discretionar

ETFs
-317
- 22.09%
$359.61 - $401.35 $114K - $127K
1.12K $442K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1K
- 9.99%
$50.82 - $51.09 $50.9K - $51.1K
9.02K $460K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.12K
- 28.1%
$22.9 - $23.58 $140K - $144K
15.6K $367K
SHEL
Shell PLC

Energy
-13
- 0.18%
$69.82 - $73.93 $908 - $961
7.12K $509K
ATO
Atmos Energy Corp

Utilities
-109
- 3.4%
$151.51 - $170.75 $16.5K - $18.6K
3.09K $528K
C
Citigroup Inc

Financial Services
-360
- 6.42%
$85.57 - $103.49 $30.8K - $37.3K
5.25K $532K
MOS
Mosaic CO

Basic Materials
-540
- 4.37%
$30.93 - $37.81 $16.7K - $20.4K
11.8K $409K
FLEX
Flex Ltd.

Technology
-100
- 1.15%
$48.49 - $59.33 $4.85K - $5.93K
8.6K $498K
Veralto Corp
-285
- 6.7%
N/A
3.97K $0
ICF
Ishares Tr

ETFs
-100
- 1.49%
$59.57 - $62.89 $5.96K - $6.29K
6.63K $408K
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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