Badgley Phelps Wealth Managers
Latest statistics and disclosures from Badgley Phelps Wealth Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, EFA, Apple, NVDA, VB, and represent 21.44% of Badgley Phelps Wealth Managers's stock portfolio.
- Added to shares of these 10 stocks: Apple (+$148M), IJH (+$76M), JEPI (+$24M), MRK (+$23M), Applied Matls (+$18M), WMT (+$14M), PH (+$14M), SCTXX (+$12M), VWO (+$8.8M), REGN (+$8.6M).
- Started 32 new stock positions in AEP, TT, Apple, TSM, ASML, DFCF, LEN, AEE, NXPI, RIO.
- Reduced shares in these 10 stocks: AAPL (-$151M), TFLO (-$23M), IWD (-$21M), AMAT (-$18M), BA (-$14M), JNJ (-$14M), MS (-$13M), VEU (-$8.6M), HUM (-$6.9M), IWF (-$6.1M).
- Sold out of its positions in AFL, FIF, F, JWN, TSBK, VGT, Z.
- Badgley Phelps Wealth Managers was a net buyer of stock by $122M.
- Badgley Phelps Wealth Managers has $4.0B in assets under management (AUM), dropping by 8.75%.
- Central Index Key (CIK): 0001895362
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Portfolio Holdings for Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers holds 266 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.7 | $267M | 635k | 420.72 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 4.6 | $182M | 2.3M | 79.86 |
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| Apple | 3.7 | $148M | NEW | 861k | 171.48 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $140M | 155k | 903.57 |
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| Vanguard Index Fds Small Cp Etf (VB) | 3.0 | $119M | 520k | 228.59 |
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| Amazon (AMZN) | 2.7 | $110M | 607k | 180.38 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $96M | +378% | 1.6M | 60.74 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.4 | $95M | 1.9M | 50.17 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.2 | $88M | +11% | 2.1M | 41.77 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $75M | -2% | 97k | 777.96 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $71M | 96k | 733.06 |
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| Columbia Sportswear Company (COLM) | 1.6 | $65M | 805k | 81.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $64M | 152k | 420.52 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.5 | $60M | +3% | 980k | 61.53 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $59M | 295k | 200.07 |
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| Visa Com Cl A (V) | 1.5 | $59M | 211k | 279.09 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 1.4 | $56M | 353k | 158.81 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.4 | $55M | +2% | 201k | 270.80 |
|
| Meta Platforms Cl A (META) | 1.3 | $53M | 109k | 485.59 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $50M | +2% | 598k | 84.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $45M | 297k | 150.93 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $44M | +2% | 287k | 152.26 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $40M | -34% | 225k | 179.12 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.0 | $40M | +2% | 681k | 58.55 |
|
| Servicenow (NOW) | 1.0 | $39M | -2% | 51k | 762.42 |
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| Procter & Gamble Company (PG) | 1.0 | $38M | +2% | 237k | 162.25 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.0 | $38M | +2% | 505k | 75.40 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.9 | $38M | +2% | 158k | 239.76 |
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| salesforce (CRM) | 0.9 | $38M | -3% | 124k | 301.73 |
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| Prologis (PLD) | 0.9 | $35M | +2% | 272k | 130.22 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $35M | -14% | 103k | 337.07 |
|
| Lam Research Corporation (LRCX) | 0.8 | $33M | 34k | 973.44 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $32M | 64k | 504.64 |
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| Linde SHS (LIN) | 0.8 | $31M | 68k | 464.32 |
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| Marsh & McLennan Companies (MMC) | 0.8 | $30M | 147k | 205.99 |
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| Home Depot (HD) | 0.8 | $30M | -2% | 79k | 383.60 |
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| Chevron Corporation (CVX) | 0.7 | $30M | -3% | 189k | 157.60 |
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| Caterpillar (CAT) | 0.7 | $29M | 80k | 366.43 |
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| Palo Alto Networks (PANW) | 0.7 | $29M | 101k | 284.14 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $27M | 543k | 50.45 |
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| UnitedHealth (UNH) | 0.7 | $27M | 55k | 494.71 |
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| Bank of America Corporation (BAC) | 0.7 | $27M | +6% | 706k | 37.92 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $27M | 331k | 80.51 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 0.7 | $26M | -46% | 518k | 50.69 |
|
| Morgan Stanley Com New (MS) | 0.7 | $26M | -33% | 277k | 94.16 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $26M | -2% | 45k | 581.69 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $26M | 225k | 114.14 |
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| Valero Energy Corporation (VLO) | 0.6 | $25M | 146k | 170.69 |
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| Cisco Systems (CSCO) | 0.6 | $25M | +5% | 497k | 49.91 |
|
| Merck & Co (MRK) | 0.6 | $24M | +2036% | 183k | 132.70 |
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| Booking Holdings (BKNG) | 0.6 | $24M | 6.7k | 3627.88 |
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| Danaher Corporation (DHR) | 0.6 | $24M | 96k | 250.06 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $24M | NEW | 414k | 57.86 |
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| Union Pacific Corporation (UNP) | 0.6 | $23M | 95k | 245.94 |
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| McDonald's Corporation (MCD) | 0.6 | $23M | +2% | 81k | 281.95 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $22M | 316k | 70.43 |
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| Pepsi (PEP) | 0.5 | $22M | 125k | 175.01 |
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| Wal-Mart Stores (WMT) | 0.5 | $22M | +195% | 361k | 60.34 |
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| Oracle Corporation (ORCL) | 0.5 | $21M | +4% | 170k | 125.61 |
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| Medtronic SHS (MDT) | 0.5 | $21M | +15% | 243k | 87.89 |
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| EOG Resources (EOG) | 0.5 | $21M | 167k | 127.84 |
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| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.5 | $21M | +128% | 21M | 1.00 |
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| United Parcel Service CL B (UPS) | 0.5 | $20M | -20% | 137k | 148.63 |
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| Honeywell International (HON) | 0.5 | $20M | 97k | 205.26 |
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| Paccar (PCAR) | 0.5 | $20M | 158k | 123.89 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $20M | +4% | 156k | 125.33 |
|
| Equinix (EQIX) | 0.5 | $20M | 24k | 825.35 |
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| Coca-Cola Company (KO) | 0.5 | $19M | +9% | 312k | 61.58 |
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| Chubb (CB) | 0.5 | $19M | 73k | 259.76 |
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| Johnson & Johnson (JNJ) | 0.5 | $18M | -43% | 117k | 158.20 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $18M | 53k | 346.62 |
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| CoStar (CSGP) | 0.5 | $18M | 187k | 96.60 |
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| Applied Matls | 0.4 | $18M | NEW | 85k | 206.23 |
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| Nextera Energy (NEE) | 0.4 | $18M | +3% | 274k | 63.91 |
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| Stryker Corporation (SYK) | 0.4 | $17M | -2% | 48k | 359.08 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $17M | 60k | 288.03 |
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| Walt Disney Company (DIS) | 0.4 | $17M | +7% | 140k | 122.54 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $17M | -2% | 49k | 347.35 |
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| O'reilly Automotive (ORLY) | 0.4 | $16M | 14k | 1128.90 |
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| Kkr & Co (KKR) | 0.4 | $16M | +18% | 159k | 100.59 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $16M | +667% | 28k | 555.86 |
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| Synopsys (SNPS) | 0.4 | $15M | 27k | 571.50 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.4 | $15M | +5% | 209k | 73.29 |
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| Ecolab (ECL) | 0.4 | $15M | 64k | 231.37 |
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| McKesson Corporation (MCK) | 0.4 | $14M | +91% | 27k | 536.86 |
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| American Tower Reit (AMT) | 0.4 | $14M | -2% | 73k | 197.59 |
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| Chipotle Mexican Grill (CMG) | 0.4 | $14M | 4.9k | 2906.77 |
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| Global Payments (GPN) | 0.3 | $14M | +6% | 102k | 133.67 |
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| NiSource (NI) | 0.3 | $14M | +33% | 490k | 27.66 |
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| SYSCO Corporation (SYY) | 0.3 | $13M | +14% | 162k | 81.18 |
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| Amgen (AMGN) | 0.3 | $13M | 46k | 284.33 |
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| Jacobs Engineering Group (J) | 0.3 | $13M | +8% | 85k | 153.74 |
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| Zoetis Cl A (ZTS) | 0.3 | $12M | -2% | 72k | 169.21 |
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| Verizon Communications (VZ) | 0.3 | $12M | +23% | 285k | 41.96 |
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| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.3 | $12M | +20% | 248k | 48.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $12M | +2% | 191k | 60.30 |
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| Nike CL B (NKE) | 0.3 | $11M | 119k | 94.20 |
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| United Rentals (URI) | 0.3 | $11M | +53% | 15k | 721.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $11M | 42k | 259.90 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $11M | -44% | 182k | 58.65 |
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| Aptiv SHS (APTV) | 0.3 | $10M | +3% | 128k | 79.66 |
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| Pfizer (PFE) | 0.3 | $10M | +8% | 364k | 27.75 |
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| Tesla Motors (TSLA) | 0.2 | $9.5M | 54k | 175.79 |
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| Marvell Technology (MRVL) | 0.2 | $9.3M | 132k | 70.88 |
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| Gilead Sciences (GILD) | 0.2 | $9.1M | 124k | 73.25 |
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| L3harris Technologies (LHX) | 0.2 | $8.8M | +6% | 41k | 213.11 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $8.6M | NEW | 8.9k | 962.49 |
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| Crown Holdings (CCK) | 0.2 | $8.5M | +4% | 107k | 79.26 |
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| Advanced Micro Devices (AMD) | 0.2 | $7.8M | NEW | 43k | 180.50 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $7.6M | 73k | 103.98 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $6.6M | -15% | 31k | 210.33 |
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| Lennar Corp Cl A (LEN) | 0.2 | $6.5M | NEW | 38k | 171.98 |
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| Manhattan Associates (MANH) | 0.1 | $5.9M | +2241% | 24k | 250.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $5.9M | 11k | 525.74 |
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| Starbucks Corporation (SBUX) | 0.1 | $5.9M | -3% | 64k | 91.39 |
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| Schlumberger Com Stk (SLB) | 0.1 | $5.3M | +18% | 96k | 54.84 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.9M | +4% | 8.8k | 557.40 |
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| Lowe's Companies (LOW) | 0.1 | $3.7M | 15k | 254.73 |
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| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $3.6M | +4% | 122k | 29.77 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.4M | 31k | 110.52 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.4M | -2% | 26k | 131.24 |
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| Copart (CPRT) | 0.1 | $3.3M | 58k | 57.92 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $3.3M | -9% | 23k | 147.73 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.0M | -4% | 12k | 249.86 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.8M | 25k | 115.30 |
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| Abbvie (ABBV) | 0.1 | $2.7M | 15k | 182.10 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.6M | -10% | 103k | 25.25 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $2.6M | 49k | 53.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.5M | 5.2k | 480.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.5M | +7% | 5.6k | 444.55 |
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| Deere & Company (DE) | 0.1 | $2.4M | +2% | 5.9k | 412.21 |
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| American Express Company (AXP) | 0.1 | $2.4M | 10k | 227.69 |
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| Colgate-Palmolive Company (CL) | 0.1 | $2.4M | 26k | 90.05 |
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| Boeing Company (BA) | 0.1 | $2.3M | -86% | 12k | 192.99 |
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| Qualcomm (QCOM) | 0.1 | $2.2M | 13k | 169.30 |
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| Metropcs Communications (TMUS) | 0.1 | $2.1M | 13k | 163.22 |
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| Automatic Data Processing (ADP) | 0.1 | $2.1M | 8.2k | 251.14 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.0M | -12% | 23k | 86.67 |
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| Intel Corporation (INTC) | 0.0 | $1.9M | 44k | 44.17 |
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| Abbott Laboratories | 0.0 | $1.9M | NEW | 17k | 113.66 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.8M | 16k | 116.24 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.8M | -14% | 23k | 78.64 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.8M | +93% | 14k | 130.56 |
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| CVS Caremark Corporation (CVS) | 0.0 | $1.8M | 22k | 79.76 |
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| Beazer Homes Usa Com New (BZH) | 0.0 | $1.7M | -5% | 53k | 32.80 |
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| Constellation Brands Cl A (STZ) | 0.0 | $1.6M | 6.0k | 271.76 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.5M | +10% | 5.1k | 300.08 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.5M | -9% | 24k | 62.06 |
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| Paychex (PAYX) | 0.0 | $1.4M | 12k | 122.80 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $1.4M | -9% | 15k | 97.53 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.4M | -16% | 8.7k | 162.86 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.4M | -14% | 26k | 54.23 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.4M | 28k | 49.24 |
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| Ferguson SHS (FERG) | 0.0 | $1.3M | 5.8k | 219.22 |
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| Epam Systems (EPAM) | 0.0 | $1.2M | 4.4k | 276.16 |
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| Remitly Global (RELY) | 0.0 | $1.2M | 59k | 20.74 |
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| Broadcom (AVGO) | 0.0 | $1.2M | +4% | 873.00 | 1325.64 |
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| Ball Corporation (BALL) | 0.0 | $1.2M | 17k | 67.36 |
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| Nerdwallet Com Cl A (NRDS) | 0.0 | $1.1M | 76k | 14.70 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.1M | -5% | 5.3k | 208.28 |
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| Lauder Estee Cos Cl A (EL) | 0.0 | $1.1M | -10% | 7.1k | 154.15 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.1M | 11k | 97.94 |
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| Dollar General (DG) | 0.0 | $1.1M | 6.9k | 156.06 |
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| Cintas Corporation (CTAS) | 0.0 | $1.1M | 1.5k | 687.03 |
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| Philip Morris International (PM) | 0.0 | $994k | -2% | 11k | 92.95 |
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| Humana (HUM) | 0.0 | $968k | -87% | 2.7k | 354.74 |
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| Emerson Electric (EMR) | 0.0 | $872k | +11% | 7.7k | 113.42 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $862k | -8% | 2.5k | 344.23 |
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| Altria (MO) | 0.0 | $845k | -3% | 19k | 44.63 |
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| RPM International (RPM) | 0.0 | $817k | 6.9k | 118.95 |
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| Us Bancorp Del Com New (USB) | 0.0 | $815k | -2% | 18k | 45.19 |
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| Eaton Corp SHS (ETN) | 0.0 | $790k | 2.5k | 312.68 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $778k | +5% | 1.6k | 481.51 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $774k | 1.9k | 418.01 |
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| BlackRock (BLK) | 0.0 | $773k | 927.00 | 833.82 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $771k | 6.4k | 120.98 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $737k | 11k | 65.21 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $737k | -7% | 19k | 39.02 |
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| Wabtec Corporation (WAB) | 0.0 | $728k | 5.0k | 145.68 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $728k | -5% | 7.9k | 92.72 |
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| Iron Mountain (IRM) | 0.0 | $712k | -13% | 8.8k | 80.86 |
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| General Motors Company (GM) | 0.0 | $664k | -89% | 15k | 45.35 |
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| Truist Financial Corp equities (TFC) | 0.0 | $655k | 17k | 38.98 |
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| Ferrari Nv Ord (RACE) | 0.0 | $609k | 1.4k | 435.94 |
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| Wec Energy Group (WEC) | 0.0 | $605k | 7.4k | 82.12 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $588k | -2% | 16k | 35.91 |
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| Netflix (NFLX) | 0.0 | $587k | -16% | 966.00 | 607.33 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $578k | -8% | 4.5k | 128.09 |
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| F5 Networks (FFIV) | 0.0 | $558k | 2.9k | 189.59 |
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| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $537k | 9.3k | 57.85 |
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| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.0 | $517k | NEW | 11k | 46.48 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $513k | -4% | 4.0k | 129.33 |
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| Waste Management (WM) | 0.0 | $509k | +15% | 2.4k | 213.11 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $508k | 7.0k | 72.34 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $496k | +64% | 4.6k | 107.41 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $482k | +63% | 12k | 40.90 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $474k | -14% | 2.6k | 182.64 |
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| General Mills (GIS) | 0.0 | $444k | 6.3k | 69.97 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $435k | 9.5k | 46.00 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $426k | -5% | 8.8k | 48.22 |
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| TJX Companies (TJX) | 0.0 | $424k | 4.2k | 101.42 |
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| International Business Machines (IBM) | 0.0 | $400k | 2.1k | 190.96 |
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| Expeditors International of Washington (EXPD) | 0.0 | $391k | -15% | 3.2k | 121.57 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $391k | NEW | 6.9k | 56.98 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $377k | +4% | 4.4k | 86.48 |
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| Marriott Intl Cl A (MAR) | 0.0 | $366k | 1.5k | 252.31 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $353k | -11% | 776.00 | 454.87 |
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| Becton, Dickinson and (BDX) | 0.0 | $347k | 1.4k | 247.45 |
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| Clorox Company (CLX) | 0.0 | $322k | 2.1k | 153.12 |
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| 3M Company (MMM) | 0.0 | $322k | -12% | 3.0k | 106.07 |
|
| AutoZone (AZO) | 0.0 | $322k | -3% | 102.00 | 3151.66 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $320k | -6% | 1.8k | 175.25 |
|
| Washington Federal (WAFD) | 0.0 | $317k | -60% | 11k | 29.03 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $311k | +327% | 5.0k | 61.90 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $304k | 2.8k | 107.60 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $298k | -22% | 6.9k | 43.35 |
|
| Heritage Financial Corporation (HFWA) | 0.0 | $295k | 15k | 19.39 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $291k | 1.2k | 244.04 |
|
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $289k | 5.8k | 49.56 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $287k | 305.00 | 941.26 |
|
|
| Xcel Energy (XEL) | 0.0 | $284k | 5.3k | 54.05 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $283k | -2% | 3.0k | 94.41 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $279k | -11% | 3.5k | 80.64 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $273k | NEW | 6.5k | 41.95 |
|
| Paypal Holdings (PYPL) | 0.0 | $272k | 4.1k | 66.99 |
|
|
| Omeros Corporation (OMER) | 0.0 | $271k | 79k | 3.45 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $259k | 3.5k | 74.80 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $257k | +10% | 3.5k | 74.22 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $255k | NEW | 1.4k | 182.39 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $247k | -70% | 2.8k | 88.75 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $247k | 5.1k | 48.21 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $234k | NEW | 1.1k | 205.72 |
|
| Banner Corp Com New (BANR) | 0.0 | $230k | -11% | 4.8k | 48.00 |
|
| Trane Technologies SHS (TT) | 0.0 | $230k | NEW | 765.00 | 300.20 |
|
| Goldman Sachs (GS) | 0.0 | $229k | -4% | 548.00 | 417.69 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $228k | -22% | 2.3k | 99.27 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $228k | -43% | 2.8k | 81.66 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $223k | 5.7k | 39.28 |
|
|
| Zillow Group Cl A (ZG) | 0.0 | $213k | 4.4k | 47.86 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $204k | NEW | 3.3k | 61.05 |
|
| Williams-Sonoma (WSM) | 0.0 | $204k | NEW | 642.00 | 317.53 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $203k | NEW | 209.00 | 970.47 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $201k | NEW | 2.4k | 83.58 |
|
| Align Technology (ALGN) | 0.0 | $176k | NEW | 536.00 | 327.92 |
|
| American Electric Power Company (AEP) | 0.0 | $150k | NEW | 1.7k | 86.10 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $123k | NEW | 2.4k | 50.40 |
|
| Riverview Ban (RVSB) | 0.0 | $115k | 24k | 4.72 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $89k | 11k | 8.16 |
|
|
| Akamai Technologies (AKAM) | 0.0 | $72k | NEW | 665.00 | 108.76 |
|
| Apple (AAPL) | 0.0 | $61k | -99% | 353.00 | 171.54 |
|
| Ameren Corporation (AEE) | 0.0 | $52k | NEW | 703.00 | 73.96 |
|
| American Water Works (AWK) | 0.0 | $27k | NEW | 221.00 | 122.21 |
|
| American Eagle Outfitters (AEO) | 0.0 | $26k | NEW | 1.0k | 25.79 |
|
| Albemarle Corporation (ALB) | 0.0 | $26k | -99% | 193.00 | 132.12 |
|
| American Airls (AAL) | 0.0 | $21k | NEW | 1.4k | 15.35 |
|
| Applied Materials (AMAT) | 0.0 | $13k | -99% | 61.00 | 206.25 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $9.2k | NEW | 37.00 | 248.81 |
|
| Abbott Laboratories (ABT) | 0.0 | $8.6k | -99% | 76.00 | 113.67 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $0 | -2% | 12k | 0.00 |
|
| Genuine Parts Company (GPC) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Illinois Tool Works (ITW) | 0.0 | $0 | NEW | 0 | 0.00 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $0 | -7% | 20k | 0.00 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $0 | NEW | 0 | 0.00 |
|
Past Filings by Badgley Phelps Wealth Managers
SEC 13F filings are viewable for Badgley Phelps Wealth Managers going back to 2021
- Badgley Phelps Wealth Managers 2024 Q1 filed May 15, 2024
- Badgley Phelps Wealth Managers 2023 Q4 filed Feb. 14, 2024
- Badgley Phelps Wealth Managers 2023 Q3 filed Nov. 2, 2023
- Badgley Phelps Wealth Managers 2023 Q2 filed Aug. 15, 2023
- Badgley Phelps Wealth Managers 2023 Q1 filed April 28, 2023
- Badgley Phelps Wealth Managers 2022 Q4 filed Jan. 27, 2023
- Badgley Phelps Wealth Managers 2022 Q3 filed Nov. 9, 2022
- Badgley Phelps Wealth Managers 2022 Q2 filed Aug. 1, 2022
- Badgley Phelps Wealth Managers 2022 Q1 filed May 9, 2022
- Badgley Phelps Wealth Managers 2021 Q4 filed Feb. 8, 2022
- Badgley Phelps Wealth Managers 2021 Q3 filed Nov. 29, 2021