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Kimberly A Geary

@Bartlett & Co. Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$6.894BTotal holdings1124
Assets growth rate-1.06%Assets growth rate (2-Q avg)2.33%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bartlett & Co. Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1124 positions.

Assets under management

The assets under management (AUM) of Bartlett & Co. Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 6.894B in assets, with a quarterly growth rate of -1.06% and a 2-quarter average growth rate of 2.33%. The portfolio is managed by Kimberly A Geary, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.02%
6.4%
$440.78M
1.76M shares@ $250.43 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -1.04%
2.65%
$182.531M
761,467 shares@ $239.71 avg price
COSTCostco Wholesale Co
Recent Activity
Decreased -0.72%
2.04%
$140.192M
153,001 shares@ $916.28 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -3.26%
1.96%
$134.472M
544,864 shares@ $246.81 avg price
TJXTjx Companies Inc
Recent Activity
Decreased -1.04%
1.92%
$131.801M
1.091M shares@ $120.82 avg price
ABTAbbott Laboratories
Recent Activity
Decreased -0.4%
1.76%
$120.759M
1.068M shares@ $113.11 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.11%
1.41%
$96.908M
631,643 shares@ $153.43 avg price
AMGNAmgen Inc.
Recent Activity
Decreased -2.23%
1.37%
$93.986M
360,595 shares@ $260.65 avg price
UNHUnitedhealth Grp Inc
Recent Activity
Decreased -0.58%
1.3%
$88.988M
175,913 shares@ $505.87 avg price
DEDeere & Co
Recent Activity
Decreased -0.1%
1.26%
$86.66M
203,753 shares@ $425.32 avg price