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
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.05K
- 2.86%
$92.26 - $97.51 $558K - $590K
205K $19.8M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-305K
- 38.09%
$22.64 - $23.22 $6.9M - $7.08M
495K $11.5M
NSC
Norfolk Southern Corp

Industrials
-1.05K
- 1.48%
$259.49 - $300.41 $272K - $315K
69.9K $21M
USB
Us Bancorp \De\

Financial Services
-1.51K
- 0.41%
$43.94 - $50.41 $66.5K - $76.3K
370K $17.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.51K
- 1.55%
$97.75 - $100.75 $246K - $253K
159K $16M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.76K
- 1.59%
$137.51 - $145.26 $241K - $255K
108K $15.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-119K
- 43.1%
$50.73 - $52.47 $6.04M - $6.25M
157K $8.21M
FDX
Fedex Corp

Industrials
-8.4K
- 13.7%
$217.1 - $243.2 $1.82M - $2.04M
52.9K $12.5M
DHR
Danaher Corp

Healthcare
-2.16K
- 3.06%
$181.46 - $212.2 $391K - $457K
68.3K $13.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.37K
- 3.35%
$195.41 - $212.37 $463K - $503K
68.3K $14.2M
XLK
Technology Sector Spdr

ETFs
-414
- 0.81%
$250.97 - $282.66 $104K - $117K
51K $14.4M
ORCL
Oracle Corp

Technology
-534
- 0.92%
$218.96 - $328.33 $117K - $175K
57.6K $16.2M
EMR
Emerson Electric CO

Industrials
-860
- 0.9%
$128.6 - $149.63 $111K - $129K
94.3K $12.4M
KO
Coca Cola CO

Consumer Defensive
-618
- 0.37%
$65.67 - $71.67 $40.6K - $44.3K
168K $11.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-259
- 1.42%
$620.67 - $670.08 $161K - $174K
18K $12.1M
XOM
Exxon Mobil Corp

Energy
-371
- 0.35%
$105.83 - $117.22 $39.3K - $43.5K
104K $11.7M
MRK
Merck & Co., Inc.

Healthcare
-6.29K
- 4.5%
$77.6 - $87.37 $488K - $550K
133K $11.2M
TRV
Travelers Companies, Inc.

Financial Services
-1.19K
- 2.93%
$250.62 - $279.43 $299K - $334K
39.6K $11.1M
IWS
Ishares Russell Midcap Value E

ETFs
-1.05K
- 1.27%
$132.83 - $140.61 $139K - $147K
81.1K $11.3M
NVS
Novartis Ag

Healthcare
-1.12K
- 1.3%
$113.5 - $129.73 $127K - $145K
84.7K $10.9M
ROK
Rockwell Automation, Inc

Industrials
-1.19K
- 3.81%
$328.67 - $358.52 $391K - $426K
30K $10.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.42K
- 3.89%
$276.51 - $305.12 $393K - $434K
35.1K $10.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-5.33K
- 3.77%
$60.9 - $70.75 $325K - $377K
136K $8.51M
V
Visa Inc.

Financial Services
-623
- 2.4%
$332.09 - $358.86 $207K - $224K
25.3K $8.63M
CL
Colgate Palmolive CO

Consumer Defensive
-2.79K
- 2.79%
$79.36 - $93.33 $221K - $260K
97.2K $7.77M
WEC
Wec Energy Group, Inc.

Utilities
-1.48K
- 1.85%
$103.66 - $114.59 $153K - $169K
78.5K $8.99M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.03K
- 2.89%
$216.09 - $242.18 $223K - $250K
34.8K $8.33M
MCK
Mckesson Corp

Healthcare
-19
- 0.19%
$659.01 - $772.54 $12.5K - $14.7K
10K $7.73M
BMY
Bristol Myers Squibb CO

Healthcare
-3.14K
- 2.02%
$43.31 - $48.98 $136K - $154K
153K $6.88M
CTAS
Cintas Corp

Industrials
-2.41K
- 7.55%
$199.29 - $226.27 $480K - $546K
29.5K $6.06M
LMT
Lockheed Martin Corp

Industrials
-1.02K
- 6.77%
$410.74 - $499.21 $419K - $509K
14K $7M
IWM
Ishares Russell 2000 ETF

ETFs
-452
- 1.41%
$214.92 - $244.84 $97.1K - $111K
31.5K $7.62M
IBM
International Business Machines Corp

Technology
-33
- 0.14%
$234.77 - $292.47 $7.75K - $9.65K
23.4K $6.59M
VIG
Vanguard Dividend Appreciation

ETFs
-515
- 1.55%
N/A
32.8K $5.98M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.49K
- 3.4%
$24.46 - $26.5 $232K - $252K
269K $7.1M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-3.85K
- 3.11%
$52.55 - $54.37 $202K - $209K
120K $6.49M
IYW
Ishares Dj Us Tech ETF

ETFs
-141
- 0.4%
$171.38 - $197.01 $24.2K - $27.8K
35.1K $6.87M
PM
Philip Morris International Inc.

Consumer Defensive
-150
- 0.46%
$157.77 - $183.27 $23.7K - $27.5K
32.3K $5.23M
SYY
Sysco Corp

Consumer Defensive
-5.81K
- 7.51%
$76.33 - $82.51 $443K - $479K
71.5K $5.89M
SBUX
Starbucks Corp

Consumer Cyclical
-2.75K
- 4.31%
$81.9 - $96.86 $225K - $267K
61.1K $5.17M
BDX
Becton Dickinson & CO

Healthcare
-1.35K
- 4.01%
$172.41 - $199.66 $233K - $270K
32.4K $6.07M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.66K
- 1.86%
$28.92 - $32.19 $106K - $118K
193K $6.17M
VO
Vanguard Mid Cap ETF

ETFs
-2.33K
- 11.76%
$279.83 - $293.74 $651K - $684K
17.5K $5.13M
TPL
Texas Pacific Land Corp

Energy
-10
- 0.2%
$854.83 - $1075.97 $8.55K - $10.8K
5.05K $4.72M
CSCO
Cisco Systems, Inc.

Technology
-1.08K
- 1.43%
$66.2 - $71.79 $71.3K - $77.3K
74K $5.07M
WMB
Williams Companies, Inc.

Energy
-2.56K
- 3.23%
$56.52 - $64.01 $145K - $164K
76.7K $4.86M
IVW
Ishares S&P 500 Growth ETF

ETFs
-194
- 0.44%
$108.97 - $121.65 $21.1K - $23.6K
43.5K $5.25M
NKE
Nike, Inc.

Consumer Cyclical
-16.8K
- 25.94%
$69.24 - $79.24 $1.16M - $1.33M
47.8K $3.34M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.53K
- 6.52%
$194.44 - $206.51 $298K - $316K
22K $4.54M
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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