BARTLETT & CO. WEALTH MANAGEMENT LLC Q2 2025 Filing

Filed July 18, 2025

Portfolio Value

$7.2B

Holdings

1,244

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,244 positions)

StockValue
NULGNuveen ESG Large-Cap Growth ETF
$5K
AROCArchrock Inc
$5K
SOBOSouth Bow Corp F
$5K
RJFRaymond James Finl
$5K
CCLCarnival Corp F
$5K
GIGBGLDMN SCHS Acs Inv GRD CRPRT ETF
$4K
SLViShares Silver Trust ETF IV
$4K
NINisource Inc 00500
$4K
FDO.FMacys Inc
$4K
WDCWestern Digital Corp
$4K
MPWRMonolithic Power
$4K
RGAReinsurance GP Amer
$4K
RRyder System Inc
$4K
QUBTQuantum Computing Inc Com
$4K
FLRFluor Corp New
$4K
RELXRelx PLC Spon Ads
$4K
XYLDGlobal X S&P 500 Covered Call ETF
$4K
CFCF Industry Holdings
$4K
GHGuardant Health Inc
$4K
DOCUDocusign Inc Com
$4K
MOG/AMoog Inc CL A
$4K
EVRG 4.5 12/15/27Evergy, Inc.
$4K
ON 0 05/01/27On Semiconductor CO
$4K
FTSFortis Inc F
$4K
CSQCalamos Strategic Total Return FD Com SH Ben Int
$4K
BMRN 1.25 05/15/27Biomarin Pharmac
$4K
VDEVanguard Energy ETF
$4K
PEOExelon Corp
$4K
NWSANews Corp New Class A
$4K
ELSEquity Lifestyle PPT REIT
$4K
LNT 3.875 03/15/26Alliant Energy
$3K
VMIValmont Industries
$3K
WABWabtec
$3K
WBSWebster Finl Corp
$3K
AOSSmith A O
$3K
PENNPenn NTNL Gaming
$3K
SBACS B A Communications Class A
$3K
GLPIGaming & Leisure PPTYS Inc Com
$3K
AMBAAmbarella Inc F
$3K
BIIBBiogen Inc
$3K
PTLOPortillos Inc CL A Com
$3K
INSPInspire Medical Systems
$3K
ARWArrow Electronics
$3K
IQIqiyi Inc F Sponsored ADR
$3K
DVNDevon Energy Corp
$3K
AZOAutozone Inc
$3K
CMS 3.375 05/01/28CMS Energy Corp
$3K
CPERUnited States Copper Index ETF
$3K
QGENQiagen NV F
$3K
BOXBox Inc Class A
$3K
SSNCSS&C Technologs HLDG
$3K
HIIHuntington Ingalls
$3K
HOLXHologic Inc
$3K
IWYiShares Russell Top 200 GRW ETF IV
$3K
CRLCharles River Labs
$3K
TLTiShares 20 PLS Year Treasury BND ETF
$3K
GSATGlobalstar Inc
$3K
FTECFidelity MSCI Infor Tech Indx ETF IV
$3K
LDOSLeidos HLDGS Inc Com
$3K
LYGLloyds Banking Group
$3K
BTCGrayscale Bitcoin Mini TR ETF SHS New
$3K
NMFC 7.5 10/15/25New Mountain Fin
$3K
VPGVishay Precision Group
$3K
MRPMillrose PPTYS Inc Class A
$2K
WEXWex Inc
$2K
WHWKAADI Bioscience Inc
$2K
ASTSAST Spacemobile Inc Class A
$2K
$2K
BAC 7.25 PERP LBank Of America Conv PFD Series L
$2K
HXLHexcel Corp
$2K
DXCM 0.25 11/15/25Dexcom, Inc.
$2K
XEVVXEaton Vance LTD Duration Income FD Com
$2K
AVTRAvantor Inc
$2K
FFIVF5 Networks Inc
$2K
BUWABio-Rad Laboratories Inc
$2K
IXOrix Corporation
$2K
SNDKSandisk Corp
$2K
IQVIqvia HLDGS Inc Com
$2K
CDPCorporate Office Properties Trust
$2K
AKAMAkamai Tehnologies Inc
$2K
CBTCabot Corp.
$2K
AWK 3.625 06/15/26American Water
$2K
KVUEKenvue Inc Com
$2K
WF2Wintrust Financial
$2K
HEIHeico Corp New Class A
$2K
VREXVarex Imaging Corp00500
$2K
MJAmplify ETF TR Amplify Alternative Harvest ETF New
$2K
FCFSFirstcash HLDGS Inc
$2K
ARKKArk Innovation ETF
$2K
APAAPA Corporation Com
$2K
VSH 2.25 09/15/30Vishay Intertech
$2K
AKAM 1.125 02/15/29Akamai Technolo
$2K
FCOMFidelity MSCI Comm SRV Index ETF
$2K
SONSonoco Products Co
$2K
EWBCEast West Bancorp Inc
$2K
FMFFormfactor Inc
$2K
CRWVCoreweave Inc Com CL
$2K
BWABorg Warner Inc
$2K
VODVodafone Group F Sponsored ADR
$2K
JBGSJBG Smith PPTYS Com
$1K
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