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
TXT
Textron Inc

Industrials
-1.13K
- 22.16%
$77.02 - $87.21 $87K - $98.5K
3.97K $335K
GLW
Corning Inc

Technology
-117
- 1.55%
$51.6 - $82.03 $6.04K - $9.6K
7.46K $611K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-744
- 17.75%
$92.18 - $95.14 $68.6K - $70.8K
3.45K $328K
RIO
Rio Tinto PLC

Basic Materials
-2.11K
- 33.29%
$57.66 - $66.01 $122K - $139K
4.23K $278K
SLB
Schlumberger Limited

Energy
-82
- 0.84%
$32.37 - $37.31 $2.65K - $3.06K
9.7K $333K
TSCO
Tractor Supply CO

Consumer Cyclical
-250
- 3.99%
$54.08 - $62.65 $13.5K - $15.7K
6.02K $342K
CBRE
Cbre Group, Inc.

Real Estate
-24
- 1.03%
$137.04 - $165.9 $3.29K - $3.98K
2.3K $361K
CRWD
Crowd Strike Holdings, Inc.

Technology
-85
- 14.1%
$412.46 - $514.1 $35.1K - $43.7K
518 $254K
CTVA
Corteva, Inc.

Basic Materials
-70
- 1.73%
$67.08 - $77.12 $4.7K - $5.4K
3.97K $268K
NXPI
Nxp Semiconductors N.V.

Technology
-225
- 16.41%
$205.16 - $239.07 $46.2K - $53.8K
1.15K $260K
VOT
Vanguard Mid Cap Growth Index

ETFs
-347
- 35.34%
$282.75 - $294.19 $98.1K - $102K
635 $186K
BAX
Baxter International Inc

Healthcare
-465
- 5.11%
$21.71 - $31.23 $10.1K - $14.5K
8.64K $196K
FCX
Freeport Mcmoran Inc

Basic Materials
-138
- 2.32%
$35.34 - $47.21 $4.88K - $6.51K
5.82K $228K
FTNT
Fortinet, Inc.

Technology
-28
- 1.17%
$74.39 - $107.65 $2.08K - $3.01K
2.37K $199K
TM
Toyota Motor Corp

Consumer Cyclical
-5
- 0.34%
$167.86 - $202.79 $839 - $1.01K
1.45K $276K
HPQ
Hp Inc

Technology
-39
- 0.39%
$24.45 - $29.35 $954 - $1.14K
9.91K $269K
IGV
Ishares Expanded Tech Software

ETFs
-165
- 8.11%
$105.96 - $117.79 $17.5K - $19.4K
1.87K $215K
DRI
Darden Restaurants Inc

Consumer Cyclical
-18
- 1.77%
$184.73 - $220.27 $3.33K - $3.96K
998 $189K
ECL
Ecolab Inc.

Basic Materials
-224
- 28.07%
$259.39 - $285.47 $58.1K - $63.9K
574 $157K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.07K
- 10.99%
$10.78 - $19.82 $22.3K - $41K
16.7K $327K
TROW
Price T Rowe Group Inc

Financial Services
-470
- 21.25%
$98.67 - $111.52 $46.4K - $52.4K
1.74K $178K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-450
- 22.44%
$100.16 - $100.7 $45.1K - $45.3K
1.56K $156K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-12
- 1.46%
$236.25 - $257.69 $2.84K - $3.09K
810 $207K
XLF
Financial Sector Spdr

ETFs
-1.58K
- 43.65%
$51.37 - $54.25 $81.2K - $85.7K
2.04K $109K
CMI
Cummins Inc

Industrials
-200
- 35.71%
$327.85 - $426.39 $65.6K - $85.3K
360 $152K
VOE
Vanguard Mid Cap Value Index F

ETFs
-55
- 5.11%
$164.63 - $174.58 $9.05K - $9.6K
1.02K $178K
EXR
Extra Space Storage Inc.

Real Estate
-369
- 31.38%
$134.36 - $152.88 $49.6K - $56.4K
807 $113K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-700
- 3.5%
$6.12 - $7.9 $4.28K - $5.53K
19.3K $119K
SWKS
Skyworks Solutions, Inc.

Technology
-1.23K
- 60.59%
$67.52 - $82.97 $83K - $102K
800 $61K
HI
Hillenbrand, Inc.

Industrials
-100
- 1.33%
$19.59 - $27.04 $1.96K - $2.7K
7.43K $200K
BXP
Boston Properties Inc

Real Estate
-43
- 2.09%
$62.11 - $78.93 $2.67K - $3.39K
2.02K $149K
PLD
Prologis, Inc.

Real Estate
-641
- 52.37%
$104.08 - $115.35 $66.7K - $73.9K
583 $66K
TTE
Total Energies Se

Energy
-33
- 1.64%
N/A
1.98K $135K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-68
- 19.83%
$362.31 - $405.74 $24.6K - $27.6K
275 $110K
NTR
Nutrien Ltd.

Basic Materials
-13
- 0.63%
$55.69 - $62.11 $724 - $807
2.05K $120K
DELL
Dell Technologies Inc.

Technology
-11
- 1.16%
$120.96 - $141.77 $1.33K - $1.56K
934 $132K
MAA
Mid America Apartment Communities Inc.

Real Estate
-418
- 55.73%
$138.38 - $153.2 $57.8K - $64K
332 $46K
ROP
Roper Technologies Inc

Industrials
-1
- 0.54%
$495.03 - $573.0 $495 - $573
183 $91K
OKE
Oneok Inc

Energy
-240
- 18.97%
$71.36 - $83.47 $17.1K - $20K
1.03K $74K
VPC
Etfis Ser Tr I Virtus Private

ETFs
-1K
- 20.0%
$18.8 - $21.15 $18.8K - $21.2K
4K $75K
RSG
Republic Services, Inc.

Industrials
-17
- 4.15%
$225.33 - $246.01 $3.83K - $4.18K
393 $90K
XLI
Industrial Sector Spdr

ETFs
-25
- 3.82%
$147.94 - $154.99 $3.7K - $3.87K
630 $97K
DOW
Dow Inc.

Basic Materials
-594
- 16.34%
$20.87 - $30.37 $12.4K - $18K
3.04K $69K
IAU
Ishares Gold Trust

ETFs
-32
- 2.11%
$61.62 - $72.77 $1.97K - $2.33K
1.48K $107K
IP
International Paper CO

Consumer Cyclical
-238
- 11.88%
$45.32 - $55.68 $10.8K - $13.3K
1.77K $81K
Healthcare Realty Trust Class A
-500
- 9.22%
N/A
4.92K $0
SNA
Snap On Inc

Industrials
-13
- 4.76%
$313.01 - $346.53 $4.07K - $4.5K
260 $90K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-85
- 50.0%
$473.44 - $553.71 $40.2K - $47.1K
85 $46K
CGDV
Capital Group Divid Value ETF

ETFs
-41
- 2.04%
$39.59 - $42.21 $1.62K - $1.73K
1.96K $82K
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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