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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
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
GOOGLAlphabet Inc. Class A
Recent Activity
Decreased 0%
1.24%
$85.376M
451,011 shares@ $189.31 avg price
CRMSalesforce Inc
Recent Activity
Increased 1.9%
1.22%
$83.964M
250,845 shares@ $334.73 avg price
METAMeta Platforms Inc Class A
Recent Activity
Increased 5.5%
1.19%
$81.589M
139,346 shares@ $585.52 avg price
INTUIntuit Inc
Recent Activity
Increased 3.28%
1.15%
$78.794M
125,370 shares@ $628.5 avg price
NEENextera Energy Inc
Recent Activity
Increased 1.82%
1.14%
$78.149M
1.09M shares@ $71.69 avg price
CVXChevron Corp
Recent Activity
Decreased -1.36%
1.13%
$77.403M
534,400 shares@ $144.85 avg price
ADIAnalog Devices Inc
Recent Activity
Decreased -2.02%
1.07%
$73.317M
345,087 shares@ $212.47 avg price
BAHBooz Allen Hamilton Class A
Recent Activity
Increased 1.58%
1.01%
$69.445M
539,589 shares@ $128.7 avg price