BARTLETT & CO. WEALTH MANAGEMENT LLC
Q4 2024 13F Holdings
- Locationcincinnati, OH
- Num holdings
1,129
- Value ($000)
$6,893,736
- Date Filed01/17/2025
- Form type13F-HR
- CIK0002010186
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc | COM | 037833100 | $440.78M | 6 % | 1,760,160 | ||
MSFT Microsoft Corp | COM | 594918104 | $411.16M | 6 % | 975,468 | ||
GOOG Alphabet Inc. Class C | COM | 02079K107 | $272.02M | 4 % | 1,428,400 | ||
PG Procter & Gamble | COM | 742718109 | $187.64M | 3 % | 1,119,266 | ||
BRK.B Berkshire Hathaway Class B | COM | 084670702 | $186.03M | 3 % | 410,405 | ||
JPM JPMorgan Chase & Co | COM | 46625H100 | $182.53M | 3 % | 761,467 | ||
AMZN Amazon.Com Inc | COM | 023135106 | $176.29M | 3 % | 803,526 | ||
MA Mastercard Inc Class A | COM | 57636Q104 | $175.32M | 3 % | 332,955 | ||
VOO Vanguard S&P 500 ETF | EX TRD EQ FD | 922908363 | $170.25M | 3 % | 315,976 | ||
COST Costco Wholesale Co | COM | 22160K105 | $140.19M | 2 % | 153,001 |
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