BARTLETT & CO. WEALTH MANAGEMENT LLC
Q1 2025 13F Holdings
- Locationcincinnati, OH
- Num holdings
1,235
- Value ($000)
$6,787,029
- Date Filed04/24/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc | COM | 037833100 | $384.82M | 6 % | 1,732,390 | ||
MSFT Microsoft Corp | COM | 594918104 | $372.06M | 6 % | 991,138 | ||
GOOG Alphabet Inc. Class C | COM | 02079K107 | $223.33M | 3 % | 1,429,485 | ||
BRK.B Berkshire Hathaway Class B | COM | 084670702 | $214.04M | 3 % | 401,891 | ||
PG Procter & Gamble | COM | 742718109 | $189.45M | 3 % | 1,111,655 | ||
JPM JPMorgan Chase & Co | COM | 46625H100 | $185.28M | 3 % | 755,340 | ||
MA Mastercard Inc Class A | COM | 57636Q104 | $182.71M | 3 % | 333,345 | ||
VOO Vanguard S&P 500 ETF | EX TRD EQ FD | 922908363 | $167.09M | 3 % | 325,125 | ||
AMZN Amazon.Com Inc | COM | 023135106 | $162.35M | 2 % | 853,324 | ||
ABT Abbott Laboratories | COM | 002824100 | $139.56M | 2 % | 1,052,107 |
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