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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
IWPIshares Russell Mid Cap Growth Etf
Recent Activity
Decreased -4.19%
0.22%
$14.826M
116,973 shares@ $126.76 avg price
VBRVanguard Small Cap Value Etf
Recent Activity
Decreased -1.59%
0.22%
$14.763M
74,493 shares@ $198.19 avg price
VEUVanguard Ftse All World Ex Us Etf
Recent Activity
Decreased -0.19%
0.22%
$14.618M
254,631 shares@ $57.41 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.56%
0.21%
$14.268M
36,679 shares@ $389.0 avg price
TSLATesla Inc
Recent Activity
Decreased -1.77%
0.21%
$14.026M
34,731 shares@ $403.84 avg price
ETNEaton Corp Plc F
Recent Activity
Decreased -2.31%
0.19%
$12.711M
38,300 shares@ $331.87 avg price
EMREmerson Electric Co
Recent Activity
Decreased -0.42%
0.18%
$12.137M
97,935 shares@ $123.93 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.32%
0.17%
$11.639M
108,199 shares@ $107.57 avg price
XLKTechnology Select Sector Spdr Etf
Recent Activity
Decreased -0.7%
0.17%
$11.563M
49,730 shares@ $232.53 avg price
NVSNovartis Ag F Sponsored Adr
Recent Activity
Decreased -0.58%
0.17%
$11.336M
116,489 shares@ $97.32 avg price