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
HON
Honeywell International Inc

Industrials
-782
- 4.39%
$207.7 - $240.4 $162K - $188K
17K $3.59M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.07K
- 2.34%
$30.13 - $33.37 $92.6K - $103K
128K $4.29M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-8.73K
- 6.66%
$30.02 - $30.29 $262K - $265K
122K $3.71M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-699
- 1.36%
$72.57 - $74.72 $50.7K - $52.2K
50.8K $3.78M
GE
General Electric CO

Industrials
-99
- 0.67%
$244.75 - $305.63 $24.2K - $30.3K
14.6K $4.4M
CSX
Csx Corp

Industrials
-17.9K
- 16.07%
$32.05 - $36.52 $575K - $655K
93.7K $3.33M
ENB
Enbridge Inc

Energy
-4.78K
- 6.14%
$43.79 - $50.46 $209K - $241K
73K $3.68M
MS
Morgan Stanley

Financial Services
-2.48K
- 9.98%
$139.09 - $161.16 $345K - $400K
22.4K $3.56M
T
At&T Inc.

Communication Services
-6.92K
- 5.8%
$26.94 - $29.62 $186K - $205K
112K $3.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.41K
- 3.58%
$50.47 - $50.74 $122K - $122K
65.1K $3.3M
CAH
Cardinal Health Inc

Healthcare
-50
- 0.26%
$146.04 - $167.63 $7.3K - $8.38K
19.2K $3.01M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.48K
- 3.48%
$72.04 - $77.35 $106K - $114K
41K $3.14M
VUG
Vanguard Growth ETF

ETFs
-60
- 0.87%
$433.97 - $484.08 $26K - $29K
6.86K $3.29M
PFE
Pfizer Inc

Healthcare
-8.71K
- 7.04%
$23.29 - $25.88 $203K - $225K
115K $2.93M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.7K
- 2.87%
$49.78 - $50.75 $84.8K - $86.4K
57.6K $2.91M
NVO
Novo Nordisk A S

Healthcare
-1.9K
- 4.44%
$45.38 - $71.7 $86.4K - $137K
41K $2.28M
VEA
Vanguard Ftse Developed Market

ETFs
-525
- 1.06%
$56.02 - $60.3 $29.4K - $31.7K
49.1K $2.94M
MMM
3 M CO

Industrials
-373
- 2.16%
$144.41 - $160.2 $53.9K - $59.8K
16.9K $2.62M
WSBC
Wesbanco Inc

Financial Services
-220
- 0.27%
$29.44 - $33.7 $6.48K - $7.41K
81.8K $2.61M
VV
Vanguard Large Cap ETF

ETFs
-245
- 2.68%
$285.05 - $309.14 $69.8K - $75.7K
8.91K $2.74M
CMCSA
Comcast Corp

Communication Services
-11.6K
- 16.44%
$31.41 - $36.33 $363K - $420K
58.7K $1.85M
TXN
Texas Instruments Inc

Technology
-108
- 0.92%
N/A
11.6K $2.26M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-16
- 0.19%
$284.45 - $324.95 $4.55K - $5.2K
8.44K $2.7M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-526
- 3.03%
$138.45 - $158.63 $72.8K - $83.4K
16.8K $2.62M
COP
Conocophillips

Energy
-843
- 3.21%
$91.0 - $98.99 $76.7K - $83.4K
25.4K $2.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1K
- 2.12%
$48.5 - $50.19 $48.5K - $50.2K
46.2K $2.31M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-168
- 1.62%
$196.15 - $217.83 $33K - $36.6K
10.2K $2.06M
DEO
Diageo PLC

Consumer Defensive
-1.48K
- 6.7%
$93.64 - $115.33 $138K - $171K
20.6K $1.97M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-191
- 4.75%
$546.99 - $602.2 $104K - $115K
3.83K $2.3M
PSX
Phillips 66

Energy
-661
- 3.74%
$118.37 - $139.46 $78.2K - $92.2K
17K $2.31M
TGT
Target Corp

Consumer Defensive
-1.01K
- 4.75%
$86.56 - $107.43 $87.6K - $109K
20.3K $1.82M
LHX
L3 Harris Technologies, Inc.

Industrials
-1.72K
- 21.55%
$252.18 - $305.41 $434K - $526K
6.27K $1.91M
NTRS
Northern Trust Corp

Financial Services
-607
- 3.89%
$123.6 - $134.6 $75K - $81.7K
15K $2.02M
GS
Goldman Sachs Group Inc

Financial Services
-135
- 4.81%
$696.56 - $806.32 $94K - $109K
2.67K $2.13M
ALL
Allstate Corp

Financial Services
-278
- 2.86%
$192.0 - $214.65 $53.4K - $59.7K
9.44K $2.03M
FITB
Fifth Third Bancorp

Financial Services
-41
- 0.09%
$40.91 - $46.28 $1.68K - $1.9K
46.9K $2.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.23K
- 11.59%
$182.33 - $194.5 $225K - $240K
9.4K $1.83M
INTC
Intel Corp

Technology
-1.41K
- 1.71%
$19.31 - $35.5 $27.1K - $49.9K
80.9K $2.71M
XLC
Select Sector Spdr Tr Communic

ETFs
-308
- 1.82%
$105.99 - $119.41 $32.6K - $36.8K
16.6K $1.97M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-201
- 2.06%
$185.88 - $207.44 $37.4K - $41.7K
9.58K $1.92M
ELV
Elevance Health, Inc.

Healthcare
-149
- 3.27%
$274.66 - $395.76 $40.9K - $59K
4.41K $1.42M
TTC
Toro CO

Industrials
-254
- 1.03%
$72.64 - $82.54 $18.5K - $21K
24.5K $1.87M
VNQ
Vanguard Specialized Funds Van

ETFs
-14
- 0.08%
$88.47 - $93.24 $1.24K - $1.31K
18.6K $1.7M
MPC
Marathon Petroleum Corp

Energy
-49
- 0.51%
$158.59 - $198.69 $7.77K - $9.74K
9.51K $1.83M
GLD
Spdr Gold Trust

ETFs
-368
- 7.52%
$300.96 - $355.47 $111K - $131K
4.53K $1.61M
MLN
Vaneck Long Muni ETF

ETFs
-750
- 0.85%
$16.52 - $17.5 $12.4K - $13.1K
87.1K $1.52M
VHT
Vanguard Health Care ETF

ETFs
-5
- 0.09%
$239.12 - $259.95 $1.2K - $1.3K
5.37K $1.39M
ADBE
Adobe Inc.

Technology
-337
- 9.85%
$333.65 - $392.1 $112K - $132K
3.08K $1.09M
APD
Air Products & Chemicals, Inc.

Basic Materials
-467
- 10.05%
$265.78 - $299.3 $124K - $140K
4.18K $1.14M
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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