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Bartlett & Co. Wealth Management

Latest statistics and disclosures from Bartlett & Co. Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, GOOG, BRK.B, PG, and represent 20.40% of Bartlett & Co. Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BRK.A (+$46M), NVDA (+$21M), AMZN (+$9.5M), ZTS (+$7.7M), ASML (+$7.7M), LIN (+$6.3M), MSFT (+$5.9M), SHY (+$5.3M), TMUS (+$5.2M), TMO.
Started 158 new stock positions in AVR, CBOE, ANSS, ODFL, SMG, USHY, STLD, COOK, MUFG, RUNN.
Reduced shares in these 10 stocks: JNJ (-$25M), MCD (-$17M), AAPL (-$6.2M), COST (-$5.9M), UPS (-$5.7M), TJX (-$5.2M), BRK.B, VCIT, NVS, CVX.
Sold out of its positions in ADC, BABA, MJ, APA, BMO, BDJ, Blackrock Muni Intermediate Drtn Fnd, BIPC, BEPC, CKPT.
Bartlett & Co. Wealth Management was a net buyer of stock by $24M.
Bartlett & Co. Wealth Management has $6.8B in assets under management (AUM), dropping by -1.55%.
Central Index Key (CIK): 0002010186

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Portfolio Holdings for Bartlett & Co. Wealth Management

Bartlett & Co. Wealth Management holds 1229 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Bartlett & Co. Wealth Management has 1229 total positions. Only the first 250 positions are shown.

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Download the Bartlett & Co. Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.7	$385M		1.7M	222.13	View chart
Microsoft Corporation (MSFT)	5.5	$372M		991k	375.39	View chart
Alphabet Inc Class C cs (GOOG)	3.3	$223M		1.4M	156.23	View chart
Berkshire Hathaway (BRK.B)	3.2	$214M	-2%	402k	532.58	View chart
Procter & Gamble Company (PG)	2.8	$190M		1.1M	170.42	View chart
JPMorgan Chase & Co. (JPM)	2.7	$185M		755k	245.30	View chart
MasterCard Incorporated (MA)	2.7	$183M		333k	548.12	View chart
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)	2.5	$167M	+2%	325k	513.91	View chart
Amazon (AMZN)	2.4	$162M	+6%	853k	190.26	View chart
Abbott Laboratories (ABT)	2.1	$140M		1.1M	132.65	View chart
Costco Wholesale Corporation (COST)	2.0	$139M	-4%	147k	945.79	View chart
TJX Companies (TJX)	1.9	$128M	-3%	1.0M	121.80	View chart
Lowe's Companies (LOW)	1.8	$124M	-2%	533k	233.23	View chart
Linde (LIN)	1.7	$115M	+5%	247k	465.64	View chart
NVIDIA Corporation (NVDA)	1.6	$111M	+22%	1.0M	108.39	View chart
Amgen (AMGN)	1.6	$110M	-2%	352k	311.55	View chart
iShares Core MSCI EAFE ETF Ex Trd Eq Fd (IEFA)	1.4	$97M		1.3M	75.65	View chart
Thermo Fisher Scientific (TMO)	1.4	$95M	+5%	190k	498.03	View chart
Accenture (ACN)	1.4	$94M		301k	312.04	View chart
Deere & Company (DE)	1.4	$93M	-3%	197k	470.97	View chart
Pepsi (PEP)	1.4	$93M	-2%	618k	149.94	View chart
UnitedHealth (UNH)	1.3	$90M	-2%	171k	523.75	View chart
Chevron Corporation (CVX)	1.3	$86M	-3%	514k	167.29	View chart
Facebook Inc cl a (META)	1.2	$84M	+5%	147k	576.36	View chart
Nextera Energy (NEE)	1.2	$79M		1.1M	70.89	View chart
Intuit (INTU)	1.1	$77M		126k	613.99	View chart
Chubb (CB)	1.1	$72M		239k	302.79	View chart
Duke Energy (DUK)	1.1	$72M	-3%	590k	121.97	View chart
Alphabet Inc Class A cs (GOOGL)	1.0	$70M		450k	154.64	View chart
salesforce (CRM)	1.0	$67M		251k	268.36	View chart
Analog Devices (ADI)	1.0	$67M	-4%	330k	201.67	View chart
Waste Management (WM)	0.9	$64M		275k	231.51	View chart
Booz Allen Hamilton Holding Corporation (BAH)	0.9	$61M	+8%	584k	104.58	View chart
Qualcomm (QCOM)	0.9	$61M		394k	153.61	View chart
S&p Global (SPGI)	0.9	$60M		119k	508.11	View chart
American Tower Reit (AMT)	0.9	$60M		277k	217.60	View chart
Zoetis Inc Cl A (ZTS)	0.9	$58M	+15%	353k	164.65	View chart
FedEx Corporation (FDX)	0.8	$57M	-3%	233k	245.16	View chart
Berkshire Hathaway (BRK.A)	0.8	$57M	+446%	71.00	798441.60	View chart
Vanguard Short Term Corp Bond ETF Etf Fi (VCSH)	0.8	$55M		697k	78.94	View chart
Illinois Tool Works (ITW)	0.8	$52M		209k	249.51	View chart
Vanguard Intermediate Term Cor ETF Etf Fi (VCIT)	0.7	$51M	-7%	619k	81.76	View chart
Johnson & Johnson (JNJ)	0.7	$50M	-33%	300k	165.84	View chart
McCormick & Company, Incorporated (MKC)	0.7	$49M	+2%	597k	82.31	View chart
Labcorp Holdings (LH)	0.7	$49M		209k	232.74	View chart
Cullen/Frost Bankers (CFR)	0.7	$47M		372k	125.20	View chart
Asml Holding NV Adr (ASML)	0.7	$46M	+19%	70k	662.63	View chart
iShares Core S&P Small Cap ETF Ex Trd Eq Fd (IJR)	0.7	$46M	+7%	438k	104.57	View chart
Vanguard Total Stock Market ETF Ex Trd Eq Fd (VTI)	0.6	$42M	+2%	152k	274.84	View chart
General Dynamics Corporation (GD)	0.6	$39M	-2%	142k	272.58	View chart
iShares Core S&P Mid Cap ETF Ex Trd Eq Fd (IJH)	0.6	$38M	+7%	655k	58.35	View chart
Wal-Mart Stores (WMT)	0.5	$36M		407k	88.03	View chart
iShares TR Is 1 5 YR In GR CR BD ETF Etf Fi (IGSB)	0.5	$34M	+3%	651k	52.37	View chart
iShares 1-3 Year Treasry Bond ETF Etf Fi (SHY)	0.5	$33M	+18%	404k	82.73	View chart
SPDR S&P Midcap 400 ETF Ex Trd Eq Fd (MDY)	0.5	$33M		62k	534.79	View chart
Cdw (CDW)	0.5	$32M		197k	160.26	View chart
Union Pacific Corporation (UNP)	0.5	$32M	-4%	133k	236.24	View chart
Automatic Data Processing (ADP)	0.5	$31M		100k	307.07	View chart
McDonald's Corporation (MCD)	0.4	$29M	-37%	91k	312.37	View chart
Vanguard Mortgage Backed Sec ETF Etf Fi (VMBS)	0.4	$27M	+9%	592k	46.31	View chart
American Express Company (AXP)	0.4	$27M		102k	269.05	View chart
Abbvie (ABBV)	0.4	$25M		120k	209.52	View chart
iShares Core MSCI Emerging ETF Ex Trd Eq Fd (IEMG)	0.4	$25M		455k	53.97	View chart
Schwab US Broad Market ETF Ex Trd Eq Fd (SCHB)	0.3	$23M	-2%	1.1M	21.53	View chart
Schwab Fundamental US Large Co ETF Ex Trd Eq Fd (FNDX)	0.3	$23M	+3%	959k	23.61	View chart
JPMorgan U.S. Quality Factor ETF Ex Trd Eq Fd (JQUA)	0.3	$22M	+6%	386k	56.47	View chart
Raytheon Technologies Corp (RTX)	0.3	$22M	-2%	162k	132.46	View chart
Eli Lilly & Co. (LLY)	0.3	$21M		26k	825.92	View chart
Metropcs Communications (TMUS)	0.3	$21M	+33%	78k	266.71	View chart
Vanguard Short-Term Bond ETF Etf Fi (BSV)	0.3	$20M	+3%	259k	78.28	View chart
Spdr S&p 500 Etf Ex Trd Eq Fd (SPY)	0.3	$19M	+2%	34k	561.09	View chart
Walt Disney Company (DIS)	0.3	$18M	-12%	184k	98.70	View chart
Canadian Pacific Kansas City (CP)	0.3	$18M		257k	70.21	View chart
iShares Russell Mid Cap ETF Ex Trd Eq Fd (IWR)	0.3	$18M	+6%	211k	85.07	View chart
Cincinnati Financial Corporation (CINF)	0.3	$18M	+3%	118k	148.59	View chart
Norfolk Southern (NSC)	0.2	$17M	-4%	71k	236.85	View chart
iShares Core US Aggregate Bond ETF Etf Fi (AGG)	0.2	$17M	-9%	167k	98.92	View chart
iShares US Treasury Bond ETF Etf Fi (GOVT)	0.2	$16M	+8%	708k	22.98	View chart
Nike (NKE)	0.2	$16M	-17%	250k	63.96	View chart
U.S. Bancorp (USB)	0.2	$16M		373k	42.72	View chart
Vanguard FTSE All World Ex US ETF Ex Trd Eq Fd (VEU)	0.2	$15M		252k	60.66	View chart
Danaher Corporation (DHR)	0.2	$15M	-4%	71k	205.32	View chart
Merck & Co (MRK)	0.2	$14M	-14%	158k	90.57	View chart
iShares MSCI EAFE ETF Ex Trd Eq Fd (EFA)	0.2	$14M		167k	81.73	View chart
iShares High Yield Corporate Bond ETF Etf Fi (SHYG)	0.2	$14M	+5%	320k	42.52	View chart
Vanguard Small Cap Value ETF Ex Trd Eq Fd (VBR)	0.2	$13M	-4%	71k	186.29	View chart
iShares Russell Mid Cap Growth ETF Ex Trd Eq Fd (IWP)	0.2	$13M	-4%	111k	117.49	View chart
Home Depot (HD)	0.2	$13M	-3%	36k	366.50	View chart
iShares MBS ETF IV Etf Fi (MBB)	0.2	$13M	+11%	138k	93.78	View chart
iShares Broad USD Investment Grade Corporate Bond ETF Etf Fi (USIG)	0.2	$13M	+12%	248k	51.08	View chart
Exxon Mobil Corporation (XOM)	0.2	$12M	-3%	105k	118.93	View chart
Coca-Cola Company (KO)	0.2	$12M		168k	72.13	View chart
iShares Russell 1000 ETF Ex Trd Eq Fd (IWB)	0.2	$12M		38k	306.74	View chart
Travelers Companies (TRV)	0.2	$11M		41k	264.46	View chart
iShares Russell Mid Cap Value ETF Ex Trd Eq Fd (IWS)	0.2	$11M	-4%	84k	125.97	View chart
Emerson Electric (EMR)	0.2	$11M	-2%	96k	109.64	View chart
Vanguard Small Cap ETF Ex Trd Eq Fd (VB)	0.2	$10M		46k	221.75	View chart
iShares Core S&P 500 ETF Ex Trd Eq Fd (IVV)	0.2	$10M		18k	561.91	View chart
Technology Select Sector SPDR ETF Ex Trd Eq Fd (XLK)	0.2	$10M		49k	206.48	View chart
Novartis AG F Adr (NVS)	0.1	$9.8M	-26%	85k	115.48	View chart
Mondelez Int (MDLZ)	0.1	$9.8M	-8%	144k	68.32	View chart
Bristol Myers Squibb (BMY)	0.1	$9.7M	-4%	159k	60.99	View chart
Eaton (ETN)	0.1	$9.7M	-7%	36k	271.83	View chart
Colgate-Palmolive Company (CL)	0.1	$9.6M	-4%	102k	93.70	View chart
Vanguard Small Cap Growth ETF Ex Trd Eq Fd (VBK)	0.1	$9.3M	-3%	37k	251.77	View chart
Wec Energy Group (WEC)	0.1	$9.0M		83k	108.98	View chart
Tesla Motors (TSLA)	0.1	$9.0M		35k	259.16	View chart
Visa (V)	0.1	$8.9M		25k	350.46	View chart
Rockwell Automation (ROK)	0.1	$8.2M	-2%	32k	258.38	View chart
Becton, Dickinson and (BDX)	0.1	$8.2M	-8%	36k	229.06	View chart
Oracle Corporation (ORCL)	0.1	$8.0M	+30%	57k	139.81	View chart
Broadcom (AVGO)	0.1	$7.9M		47k	167.43	View chart
Schwab International Equity ETF Ex Trd Eq Fd (SCHF)	0.1	$7.4M	+10%	374k	19.78	View chart
Vanguard FTSE Emerging Markets ETF Ex Trd Eq Fd (VWO)	0.1	$7.2M	-4%	159k	45.26	View chart
SPDR Fund Consumer Discre Select ETF Ex Trd Eq Fd (XLY)	0.1	$7.0M		36k	197.46	View chart
Schwab US Large Cap ETF Ex Trd Eq Fd (SCHX)	0.1	$6.9M	+8%	310k	22.08	View chart
iShares National Muni Bond ETF Etf Fi (MUB)	0.1	$6.8M	-3%	65k	105.44	View chart
McKesson Corporation (MCK)	0.1	$6.8M	-12%	10k	673.74	View chart
Lockheed Martin Corporation (LMT)	0.1	$6.7M	-3%	15k	446.70	View chart
Texas Pacific Land Corp (TPL)	0.1	$6.7M		5.1k	1324.99	View chart
Starbucks Corporation (SBUX)	0.1	$6.6M	-3%	67k	98.09	View chart
Cintas Corporation (CTAS)	0.1	$6.6M		32k	205.53	View chart
Vanguard Dividend Appreciation ETF Ex Trd Eq Fd (VIG)	0.1	$6.5M	-8%	33k	193.99	View chart
iShares Russell 2000 ETF Ex Trd Eq Fd (IWM)	0.1	$6.4M	+17%	32k	199.49	View chart
Yum! Brands (YUM)	0.1	$6.4M		40k	157.36	View chart
iShares TRT Is 5 10 Inv GR CR BD ETF Etf Fi (IGIB)	0.1	$6.3M	-3%	120k	52.52	View chart
SYSCO Corporation (SYY)	0.1	$6.0M	-2%	80k	75.04	View chart
International Business Machines (IBM)	0.1	$5.9M	-6%	24k	248.66	View chart
Stryker Corporation (SYK)	0.1	$5.9M		16k	373.09	View chart
SPDR Intermediate Term Corp Bond ETF Etf Fi (SPIB)	0.1	$5.8M		175k	33.24	View chart
Vanguard Short Term Treasury ETF Etf Fi (VGSH)	0.1	$5.8M	+7%	99k	58.69	View chart
Philip Morris International (PM)	0.1	$5.3M		33k	160.08	View chart
Vanguard Mid Cap ETF Ex Trd Eq Fd (VO)	0.1	$5.2M		20k	258.62	View chart
Vanguard Financials ETF Ex Trd Eq Fd (VFH)	0.1	$5.1M		43k	119.47	View chart
Schwab US Large Cap Growth ETF Ex Trd Eq Fd (SCHG)	0.1	$5.1M	+3%	204k	25.04	View chart
iShares US Technology ETF Ex Trd Eq Fd (IYW)	0.1	$5.0M	+43%	36k	140.44	View chart
Cisco Systems (CSCO)	0.1	$4.7M	-2%	77k	61.71	View chart
Williams Companies (WMB)	0.1	$4.7M	-3%	79k	59.76	View chart
iShares S&P 500 Value ETF Ex Trd Eq Fd (IVE)	0.1	$4.5M		24k	190.58	View chart
Vanguard Information Technology ETF Ex Trd Eq Fd (VGT)	0.1	$4.4M		8.1k	542.38	View chart
SPDR Short Term Corporate BND ETF Etf Fi (SPSB)	0.1	$4.1M		137k	30.10	View chart
Vanguard Extended Market ETF Ex Trd Eq Fd (VXF)	0.1	$4.1M		24k	172.26	View chart
Schwab Emerging Markets Equity ETF Ex Trd Eq Fd (SCHE)	0.1	$4.0M	+9%	145k	27.57	View chart
Take-Two Interactive Software (TTWO)	0.1	$3.9M		19k	207.25	View chart
Vanguard Total Bond Market ETF Etf Fi (BND)	0.1	$3.9M		52k	73.45	View chart
CSX Corporation (CSX)	0.1	$3.8M		130k	29.43	View chart
Honeywell International (HON)	0.1	$3.7M	-9%	17k	211.75	View chart
JPMorgan Ultra Short Income ETF Etf Fi (JPST)	0.1	$3.6M	-15%	72k	50.63	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.6M	-11%	25k	143.56	View chart
iShares S&P 500 Growth ETF Ex Trd Eq Fd (IVW)	0.1	$3.6M		39k	92.83	View chart
Pfizer (PFE)	0.1	$3.6M	-6%	142k	25.34	View chart
Byline Ban (BY)	0.1	$3.5M		134k	26.16	View chart
Ameriprise Financial (AMP)	0.1	$3.5M		7.2k	484.11	View chart
Enbridge (ENB)	0.1	$3.4M	-10%	77k	44.30	View chart
At&t (T)	0.0	$3.3M	+6%	115k	28.28	View chart
Vanguard SHRT Inf Prot Sec Index ETF Etf Fi (VTIP)	0.0	$3.2M		63k	49.90	View chart
iShares TIPS Bond ETF Etf Fi (TIP)	0.0	$3.1M		28k	111.09	View chart
Booking Holdings (BKNG)	0.0	$3.0M		661.00	4606.91	View chart
Novo-Nordisk A S F Adr (NVO)	0.0	$3.0M	-40%	43k	70.58	View chart
Vanguard Industrials ETF Ex Trd Eq Fd (VIS)	0.0	$3.0M		12k	247.55	View chart
Morgan Stanley (MS)	0.0	$3.0M		25k	116.67	View chart
Kroger (KR)	0.0	$2.9M		43k	67.69	View chart
Select Sector Health Care SPDR ETF Ex Trd Eq Fd (XLV)	0.0	$2.9M		20k	146.01	View chart
iShares MSCI EAFE Small Cap ETF Ex Trd Eq Fd (SCZ)	0.0	$2.9M	-7%	45k	63.53	View chart
Comcast Corporation (CMCSA)	0.0	$2.9M	-29%	78k	36.90	View chart
Schwab US Small Cap ETF Ex Trd Eq Fd (SCHA)	0.0	$2.9M	+10%	122k	23.43	View chart
General Electric (GE)	0.0	$2.8M		14k	200.51	View chart
ConocoPhillips (COP)	0.0	$2.8M		27k	105.02	View chart
Cardinal Health (CAH)	0.0	$2.7M		19k	137.77	View chart
WesBan (WSBC)	0.0	$2.6M		82k	31.33	View chart
Marsh & McLennan Companies (MMC)	0.0	$2.5M		10k	244.03	View chart
3M Company (MMM)	0.0	$2.5M	+2%	17k	146.86	View chart
Vanguard Russell 2000 Value ETF Ex Trd Eq Fd (VTWV)	0.0	$2.5M	-2%	19k	133.09	View chart
Vanguard FTSE Developed Markets ETF Ex Trd Eq Fd (VEA)	0.0	$2.5M	-3%	49k	50.83	View chart
Vanguard Muni BND Tax Exempt ETF Etf Fi (VTEB)	0.0	$2.5M		49k	49.62	View chart
Diageo PLC F Adr (DEO)	0.0	$2.5M	-38%	23k	106.86	View chart
Vanguard Growth ETF Ex Trd Eq Fd (VUG)	0.0	$2.3M		6.3k	370.83	View chart
Vanguard Large Cap ETF Ex Trd Eq Fd (VV)	0.0	$2.3M		9.1k	257.03	View chart
Vanguard ESG U.S. Stock ETF Ex Trd Eq Fd (ESGV)	0.0	$2.3M		23k	97.95	View chart
Vanguard Consumer Staple ETF Ex Trd Eq Fd (VDC)	0.0	$2.2M		10k	218.82	View chart
Target Corporation (TGT)	0.0	$2.2M		21k	104.36	View chart
Vulcan Materials Company (VMC)	0.0	$2.2M		9.4k	233.30	View chart
Phillips 66 (PSX)	0.0	$2.2M		18k	123.48	View chart
iShares Russell 2000 Value ETF Ex Trd Eq Fd (IWN)	0.0	$2.2M		14k	150.98	View chart
iShares Russell 2000 Growth ETF Ex Trd Eq Fd (IWO)	0.0	$2.2M	-2%	8.4k	255.53	View chart
Charles Schwab US MC ETF Ex Trd Eq Fd (SCHM)	0.0	$2.1M		82k	26.20	View chart
Bank of America Corporation (BAC)	0.0	$2.1M	-2%	51k	41.73	View chart
Texas Instruments Incorporated (TXN)	0.0	$2.1M		12k	179.70	View chart
Allstate Corporation (ALL)	0.0	$2.1M	-2%	9.9k	208.07	View chart
Intel Corporation (INTC)	0.0	$2.0M	-13%	89k	22.71	View chart
Yum China Holdings (YUMC)	0.0	$2.0M		38k	52.06	View chart
Anthem (ELV)	0.0	$2.0M		4.5k	434.96	View chart
Caterpillar (CAT)	0.0	$2.0M	-2%	5.9k	329.80	View chart
Blackrock (BLK)	0.0	$2.0M	+22%	2.1k	946.48	View chart
iShares Esg Awr 1 5 Y Usd CP BND ETF Etf Fi (SUSB)	0.0	$1.9M		77k	24.99	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.9M		24k	78.28	View chart
Vaneck Vectors Long Muni ETF Etf Fi (MLN)	0.0	$1.8M	-5%	105k	17.39	View chart
Toro Company (TTC)	0.0	$1.8M		25k	73.13	View chart
iShares MSCI USA QLTY Fact ETF Ex Trd Eq Fd (QUAL)	0.0	$1.8M	+78%	11k	170.89	View chart
Fifth Third Ban (FITB)	0.0	$1.8M	+14%	46k	39.57	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.8M	+25%	3.0k	607.77	View chart
Invesco QQQ Trust Ex Trd Eq Fd (QQQ)	0.0	$1.8M		3.8k	469.64	View chart
Carrier Global Corporation (CARR)	0.0	$1.8M	-5%	28k	63.40	View chart
iShares Russell 1000 Value ETF Ex Trd Eq Fd (IWD)	0.0	$1.8M	+295%	9.3k	188.16	View chart
PNC Financial Services (PNC)	0.0	$1.7M		9.9k	175.76	View chart
iShares Russell 1000 Growth ETF Ex Trd Eq Fd (IWF)	0.0	$1.7M	+101%	4.8k	361.09	View chart
L3harris Technologies (LHX)	0.0	$1.7M	-2%	8.1k	209.30	View chart
United Parcel Service (UPS)	0.0	$1.7M	-77%	15k	109.99	View chart
Vanguard Real Estate ETF Ex Trd Eq Fd (VNQ)	0.0	$1.7M	+3%	19k	90.54	View chart
Communicat SVS SLCT Sec SPDR ETF Ex Trd Eq Fd (XLC)	0.0	$1.7M		17k	96.45	View chart
Chewy Inc cl a (CHWY)	0.0	$1.6M	-43%	51k	32.51	View chart
American Water Works (AWK)	0.0	$1.6M	+63%	11k	147.51	View chart
Northern Trust Corporation (NTRS)	0.0	$1.6M		16k	99.41	View chart
Goldman Sachs (GS)	0.0	$1.6M	+11%	2.9k	546.35	View chart
iShares Esg Aware US Aggrgt BND ETF Etf Fi (EAGG)	0.0	$1.6M	-3%	33k	47.48	View chart
Fiserv (FI)	0.0	$1.5M	+2%	6.9k	220.83	View chart
iShares MSCI Emerging Markets ETF Ex Trd Eq Fd (EEM)	0.0	$1.5M	+8%	35k	43.70	View chart
Marriott International (MAR)	0.0	$1.5M		6.3k	238.20	View chart
Boeing Company (BA)	0.0	$1.5M	-2%	8.6k	170.55	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.5M		3.8k	383.53	View chart
Wells Fargo & Company (WFC)	0.0	$1.4M	-8%	20k	71.79	View chart
Vanguard Health Care ETF Ex Trd Eq Fd (VHT)	0.0	$1.4M		5.4k	264.73	View chart
Marathon Petroleum Corp (MPC)	0.0	$1.4M		9.6k	145.69	View chart
Air Products & Chemicals (APD)	0.0	$1.4M	-2%	4.7k	294.92	View chart
Bank of New York Mellon Corporation (BK)	0.0	$1.4M		17k	83.87	View chart
Vanguard Total World Stock ETF Ex Trd Eq Fd (VT)	0.0	$1.4M		12k	115.95	View chart
Prudential Financial (PRU)	0.0	$1.4M		12k	111.68	View chart
MetLife (MET)	0.0	$1.4M		17k	80.29	View chart
Intuitive Surgical (ISRG)	0.0	$1.4M	-2%	2.8k	495.27	View chart
Donaldson Company (DCI)	0.0	$1.4M		20k	67.06	View chart
Advanced Micro Devices (AMD)	0.0	$1.3M		13k	102.74	View chart
AmerisourceBergen (COR)	0.0	$1.3M	-3%	4.6k	278.09	View chart
Martin Marietta Materials (MLM)	0.0	$1.3M	-16%	2.7k	478.13	View chart
Manulife Finl Corp (MFC)	0.0	$1.3M		40k	31.15	View chart
General Mills (GIS)	0.0	$1.2M	-6%	21k	59.79	View chart
Kinder Morgan (KMI)	0.0	$1.2M	-4%	43k	28.53	View chart
Chipotle Mexican Grill (CMG)	0.0	$1.2M		24k	50.21	View chart
iShares Nasdaq Biotechnology ETF Ex Trd Eq Fd (IBB)	0.0	$1.2M		9.3k	127.90	View chart
Brown-Forman Corporation (BF.B)	0.0	$1.1M	-3%	34k	34.17	View chart
Verizon Communications (VZ)	0.0	$1.1M	-6%	25k	45.36	View chart
Sherwin-Williams Company (SHW)	0.0	$1.1M		3.3k	349.19	View chart
Vanguard Intermediate-Term Treasury Index FD ETF Etf Fi (VGIT)	0.0	$1.1M	+17%	19k	59.40	View chart
Cme (CME)	0.0	$1.1M	-2%	4.1k	265.29	View chart
W.W. Grainger (GWW)	0.0	$1.1M		1.1k	987.83	View chart
SPDR Gold Shares ETF Ex Trd Eq Fd (GLD)	0.0	$1.1M	-7%	3.7k	288.14	View chart
iShares Russell 3000 ETF Ex Trd Eq Fd (IWV)	0.0	$1.1M	+152%	3.3k	317.64	View chart
Cohen Steers REIT Prefer Etf Fi (RNP)	0.0	$1.1M	-16%	48k	22.07	View chart
Humana (HUM)	0.0	$1.0M	-3%	3.9k	265.49	View chart
Paccar (PCAR)	0.0	$1.0M		11k	97.37	View chart
Otis Worldwide Corp (OTIS)	0.0	$1.0M	-6%	9.9k	103.20	View chart

Past Filings by Bartlett & Co. Wealth Management

SEC 13F filings are viewable for Bartlett & Co. Wealth Management going back to 2023

Bartlett & Co. Wealth Management 2025 Q1 filed April 24, 2025
Bartlett & Co. Wealth Management 2024 Q4 filed Jan. 17, 2025
Bartlett & Co. Wealth Management 2024 Q3 filed Oct. 17, 2024
Bartlett & Co. Wealth Management 2024 Q2 filed July 12, 2024
Bartlett & Co. Wealth Management 2024 Q1 filed May 9, 2024
Bartlett & Co. Wealth Management 2023 Q3 filed Feb. 14, 2024
Bartlett & Co. Wealth Management 2023 Q4 filed Feb. 14, 2024

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