Back to BARTLETT & CO. WEALTH MANAGEMENT LLC

Bartlett & Co. Wealth Management LLC

All holdings · as of Dec 31, 2025

1,226 positions

CompanyClassValueShares% of portfolio
Vanguard Value ETF$1.11M5,8310.0%
Seagate Technology Holdings PLC$1.11M4,0250.0%
HUBBELL INC$1.07M2,4160.0%
DOVER Corp$1.05M5,4010.0%
APPLIED MATERIALS INC /DE$1.05M4,0960.0%
W.W. GRAINGER, INC.$1.03M1,0250.0%
SHERWIN WILLIAMS CO$1.03M3,1880.0%
iShares MSCI UAE ETF$1.03M23,1360.0%
Air Products & Chemicals, Inc.$1.00M4,0680.0%
GILEAD SCIENCES, INC.$1.00M8,1610.0%
AMERICAN ELECTRIC POWER CO INC$996.8K8,6430.0%
ADOBE INC.$986.6K2,8190.0%
LIBERTY ALL STAR EQUITY FUNDUSAClosed-End Fund$981.2K156,2360.0%
Vaneck Vectors Short Muni ETF$963.9K55,3630.0%
Cohen Steers REIT Prefer$962.9K48,4850.0%
iShares MSCI UAE ETF$957.2K14,7030.0%
iShares US Basic Materials ETF$953.9K6,1960.0%
VERIZON COMMUNICATIONS INC$940.7K23,0950.0%
iShares U.S. Consumer Services ETF$936.9K9,0850.0%
GENERAL MILLS INC$927.5K19,9470.0%
iShares Core Dividend Growth ETF$923.8K13,3080.0%
Invesco S&P 500 Equal Weight ETF$915.7K4,7800.0%
ALTRIA GROUP, INC.$894.5K15,2590.0%
Medpace Holdings, Inc.$888.0K1,5810.0%
iShares MSCI UAE ETF$879.6K5,9160.0%
Vanguard Esg US Bond ETF$872.7K13,7160.0%
Vanguard High Dividend Yield ETF$870.4K6,0650.0%
Chipotle Mexican Grill Inc$870.1K23,5150.0%
Vanguard Russell 2000 ETF$861.3K8,6550.0%
Schwab US Large Cap Value ETF$861.3K29,0890.0%
FIRST CITIZENS BANCSHARES INC /DE$858.5K4000.0%
CAPITAL ONE FINANCIAL CORP$836.6K3,4520.0%
SOUTHERN CO$832.6K9,5490.0%
Deutsche X-Trackers MSCI EAFE Hedged Equity$829.9K17,2500.0%
IDEX CORP /DE$829.4K4,6610.0%
BROWN FORMAN CORP$823.5K31,3230.0%
Arista Networks, Inc.ANETCommon Stock$813.3K6,2070.0%
Otis Worldwide Corp$809.6K9,2680.0%
Expedia Group Inc$797.0K2,8130.0%
Vanguard S&P Mid Cap 400 ETF$796.8K7,1270.0%
HUMANA INC$778.5K3,0290.0%
Moody's Corp$747.9K1,4640.0%
HERSHEY CO$745.4K4,0960.0%
Cigna Group$744.8K2,7060.0%
iShares MSCI KLD 400 Social Indx ETF$742.4K5,7630.0%
Vanguard Utilities ETF$741.5K4,0070.0%
Intercontinental Exchange, Inc.$734.3K4,5340.0%
JPMorgan Municipal ETF$723.7K14,2860.0%
Invesco S&P 500 Low Volatility ETF$722.8K10,1200.0%
Sirius XM Holdings Inc$711.5K35,5840.0%
← PrevPage 6 of 25Next →