Bartlett & Co. Wealth Management LLC Portfolio Holdings
Bartlett & Co. Wealth Management LLC
- $6.97 Trillion
- Q3 2024
Bartlett & Co. Wealth Management LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.97 Trillion distributed in 1133 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $416B, Apple Inc. with a value of $414B, Alphabet Inc. with a value of $239B, Procter & Gamble CO with a value of $194B, and Berkshire Hathaway Inc Class B with a value of $189B.
Examining the 13F form we can see an increase of $377B in the current position value, from $6.59T to 6.97T.
Bartlett & Co. Wealth Management LLC is based out at Cincinnati, OH
Below you can find more details about Bartlett & Co. Wealth Management LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 1,133
- Current Value $6.97 Trillion
- Prior Value $6.59 Trillion
- Filing
- Period Q3 2024
- Filing Date October 17, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 35 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 286 stocks