BARTLETT & CO. WEALTH MANAGEMENT LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcincinnati, OH
- CIK0002010186
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,235 | $6.79 B | AAPL, MSFT, GOOG, BRK.B | 13F-HR | Apr 24, 2025 | 000201018625000002 | ||
1,129 | $6.89 B | AAPL, MSFT, GOOG, PG | 13F-HR | Jan 17, 2025 | 000201018625000001 | ||
1,133 | $6.97 B | MSFT, AAPL, GOOG, PG | 13F-HR | Oct 17, 2024 | 000201018624000029 | ||
1,139 | $6.59 B | MSFT, AAPL, GOOG, PG | 13F-HR | Jul 12, 2024 | 000201018624000026 | ||
1,130 | $6.50 B | MSFT, AAPL, GOOG, PG | 13F-HR | May 9, 2024 | 000201018624000025 | ||
1,277 | $6.16 B | AAPL, MSFT, GOOG, BRK.B | 13F-HR | Feb 14, 2024 | 000201018624000024 | ||
1,213 | $5.57 B | AAPL, MSFT, GOOG, BRK.B | 13F-HR | Feb 14, 2024 | 000201018624000023 | ||
1,188 | $5.78 B | AAPL, MSFT, GOOG, BRK.B | 13F-HR | Feb 14, 2024 | 000201018624000022 | ||
1,085 | $5.18 B | AAPL, MSFT, GOOG, PG | 13F-HR | Feb 14, 2024 | 000201018624000021 | ||
1,124 | $4.97 B | AAPL, MSFT, PG, MA | 13F-HR | Feb 14, 2024 | 000201018624000020 | ||
1,216 | $4.65 B | AAPL, MSFT, GOOG, PG | 13F-HR | Feb 14, 2024 | 000201018624000019 | ||
1,334 | $4.94 B | AAPL, MSFT, GOOG, PG | 13F-HR | Feb 14, 2024 | 000201018624000018 | ||
1,086 | $5.72 B | AAPL, MSFT, GOOG, PG | 13F-HR | Feb 14, 2024 | 000201018624000017 | ||
406 | $5.90 B | AAPL, MSFT, GOOG, PG | 13F-HR | Feb 14, 2024 | 000201018624000016 | ||
946 | $5.25 B | MSFT, AAPL, GOOG, ABT | 13F-HR | Feb 14, 2024 | 000201018624000015 | ||
1,082 | $5.24 B | AAPL, MSFT, GOOG, MA | 13F-HR | Feb 14, 2024 | 000201018624000014 | ||
1,114 | $4.97 B | AAPL, MSFT, GOOG, ABT | 13F-HR | Feb 14, 2024 | 000201018624000013 | ||
1,215 | $4.69 B | AAPL, MSFT, MA, DIS | 13F-HR | Feb 13, 2024 | 000201018624000012 | ||
851 | $4.26 B | AAPL, MSFT, MA, ABT | 13F-HR | Feb 13, 2024 | 000201018624000011 | ||
854 | $3.83 B | MSFT, AAPL, MA, ABT | 13F-HR | Feb 13, 2024 | 000201018624000010 | ||
852 | $3.28 B | MSFT, AAPL, MA, BRK.B | 13F-HR | Feb 13, 2024 | 000201018624000009 | ||
869 | $4.10 B | MSFT, AAPL, MA, BRK.B | 13F-HR | Feb 13, 2024 | 000201018624000008 | ||
879 | $3.81 B | MSFT, AAPL, MA, BRK.B | 13F-HR | Feb 13, 2024 | 000201018624000007 | ||
770 | $2.68 B | MSFT, MA, AAPL, BRK.B | 13F-HR | Feb 13, 2024 | 000201018624000006 | ||
741 | $2.61 B | MSFT, MA, AAPL, BRK.B | 13F-HR | Feb 13, 2024 | 000201018624000005 | ||
703 | $2.35 B | MSFT, MA, AAPL, BRK.B | 13F-HR | Feb 13, 2024 | 000201018624000004 | ||
717 | $2.67 B | AAPL, MSFT, MA, IEFA | 13F-HR | Feb 13, 2024 | 000201018624000003 | ||
717 | $2.46 B | AAPL, MSFT, MA, USB | 13F-HR | Feb 13, 2024 | 000201018624000002 | ||
748 | $2.42 B | AAPL, MSFT, MA, USB | 13F-HR | Feb 13, 2024 | 000201018624000001 |