BARTLETT & CO. WEALTH MANAGEMENT LLC Q1 2024 Filing

Filed May 9, 2024

Portfolio Value

$6.5B

Holdings

1,126

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (1,126 positions)

StockValue
WENWendy's Company
$40.0B
ALCAlcon Inc F
$39.9B
HOMBHome Bancshares
$39.7B
FNDFSchwab Fundamental Intl LG Co ETF
$39.7B
IGMiShares Expanded Tech Sector ETF
$38.8B
EMBiShares JPMorgan Usd MTS Bond ETF
$38.4B
PKGPackaging Corp Of Am
$38.2B
RFRegions Financial
$38.2B
KDKyndryl Holdings Inc
$37.3B
COFCapital One FC
$36.9B
PIPRPiper Sandler Companies
$36.9B
ESMLiShares Esg Aware MSCI USA Small Cap ETF
$36.8B
EMNEastman Chemical Co
$36.4B
WSWorthington Steel Inc
$36.3B
RQICohen & Steers Quality Income RLTY FD Inc Com
$36.2B
HOLXHologic Inc
$36.1B
IMCGiShares Morningstar Mid Cap Growth ETF
$36.0B
MDBMongodb Inc
$35.9B
IRMIron MTN Inc New REIT
$35.6B
PWZInvesco California Amt-Free Municipal Bond
$35.6B
CNCCentene Corp
$35.5B
DELLDell Technologies
$35.4B
NUENucor Corp
$35.1B
KLACKla Corp
$34.9B
XJHIshs Esg Screen S And P Mid Cap ETF
$34.9B
ACAArcosa Inc
$34.3B
HQHTekla HLTHCR Inv
$34.1B
WDCWestern Digital Corp
$34.1B
PPLPPL Corp
$34.0B
SUISun Communities REIT
$33.8B
DTDWisdomtree Total Dividend
$33.7B
LPXLouisiana Pacific Corporation
$33.6B
RVMDRevolution Medicines Inc
$32.2B
IRIngersoll Rand Inc
$32.2B
STRVStrive 500 ETF
$32.1B
CRWDCrowdstrike HLDGS Inc
$32.1B
PLXSPlexus Corp
$31.3B
CECOCeco Environmental
$31.2B
KLGWK Kellogg Co-Wi
$31.1B
IJTiShares S&P Small-Cap 600 Growth ETF
$31.0B
TDCTeradata Corp
$30.9B
RMBS*Rambus Inc Del Com
$30.9B
DNLIDenali Therapeutics I N
$30.8B
CUREDRXN Daily Healthcre Bull 3X SHS ETF
$30.7B
FIWFirst Trust Ise Water Index ETF
$30.6B
ZMX1Widepoint Corp
$30.6B
NFENew Fortress Energy A Class A
$30.6B
MVFBlackRock Munivest CF
$30.5B
RYRoyal Bank Of Canada F
$30.3B
AEGAegon LTD ADR F Sponsored ADR
$30.3B
BERYEURBerry Global Group
$30.2B
HDViShares Core High Dividend ETF
$30.2B
BIIBBiogen Inc
$30.2B
PEOExelon Corp
$30.1B
XIFRNextera Energy Partners LP Com Unit LTD Partnership In
$30.1B
APPNAppian Corp Class A
$30.0B
MLKNMiller Herman Inc
$29.9B
WSMWilliams Sonoma
$29.8B
HANHawaiian Holdings
$29.3B
EAElectronic Arts Inc
$29.3B
IATiShares US Regional Banks ETF IV
$28.8B
MRO*Marathon Oil Corporation
$28.3B
HYSPIMCO 0-5 Year High YLD BND Idx ETF
$28.0B
TRYBarings BDC Inc
$27.9B
HLIHoulihan Lokey Inc Class A
$27.8B
TXRHTexas Roadhouse Class A
$27.8B
RCLRoyal Caribbean Group F
$27.8B
CRUSCirrus Logic Inc
$27.8B
FNDASchwab Fundamental US Small Com ETF
$27.7B
LYVLive Nation Entertainment Inc
$27.5B
SPYVSPDR Portfolio S&P 500 Value ETF
$27.3B
MGAMagna Intl Inc F
$27.2B
LITGlobal X Lithium Battery Tech ETF
$27.2B
DKSDick's Sporting
$27.1B
NEMNewmont Corp
$26.9B
MIDDMiddleby Corp The
$26.9B
VALEVale S.A.
$26.8B
PGProcter & Gamble Co
$26.8B
BLWBlackRock Limited Durati
$26.7B
WHWyndham Hotels & Resorts Inc
$26.6B
SNYSanofi S A F Sponsored ADR
$26.2B
GBTCGrayscale Bitcoin TR BTC
$26.2B
TERTeradyne Inc
$26.2B
PNWPinnacle West Cap
$26.2B
RBCRBC Bearings Inc Com
$26.0B
VYXNCR Corp
$25.9B
WIWWestern Ast Infltn Link
$25.9B
PCTYPaylocity HLDG Corp
$25.8B
GDXMarket Vectors Gold Miner ETF
$25.3B
BEPCBrookfield Renewable C F Class A
$25.2B
FTSLFirst Trust Senior Loan ETF
$25.2B
BMTABrit Amer Tobacco F Sponsored ADR
$25.0B
ABXBarrick Gold Corp F
$25.0B
CELHCelsius HLDGS Inc
$24.9B
JPCNuveen PFD & Incm Opportnys FD
$24.7B
FCGFRST TRST Ise Rev NTRL GS Ind ETF
$24.7B
SPMDSPDR Mid Cap ETF
$24.5B
VRSKVerisk Analytics Inc Class A
$24.5B
MRNAModerna Inc
$24.5B
XMUIXBlackRock Municipal Income Fund Inc
$24.0B
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