Badgley Phelps Wealth Managers
Latest statistics and disclosures from Badgley Phelps Wealth Managers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, MSFT, AAPL, VB, AMZN, and represent 19.66% of Badgley Phelps Wealth Managers's stock portfolio.
- Added to shares of these 10 stocks: VWO (+$20M), JPST (+$20M), BMY (+$18M), KO (+$16M), RSP (+$15M), TAIL (+$14M), TSLA (+$13M), PG (+$7.5M), ACN (+$6.4M), SPIB (+$5.2M).
- Started 13 new stock positions in NEM, GLD, RELY, AFL, BSV, XLE, DE, BBAX, RSP, VDE. SCHP, JWN, TAIL.
- Reduced shares in these 10 stocks: XSOE (-$19M), IVOL (-$17M), SPHQ (-$17M), , XT (-$13M), , GBIL (-$9.7M), DHR (-$9.1M), INTC (-$7.1M), .
- Sold out of its positions in DHI, EXG, FTEC, FIS, GBIL, SPHQ, KEYS, PINS, PEG, RHHBY. XNTK, SPTM, TSBK, BND, VONG, VONV, VEEV, VNQ, XSOE, STX.
- Badgley Phelps Wealth Managers was a net buyer of stock by $6.3M.
- Badgley Phelps Wealth Managers has $2.9B in assets under management (AUM), dropping by -6.64%.
- Central Index Key (CIK): 0001895362
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Portfolio Holdings for Badgley Phelps Wealth Managers
Companies in the Badgley Phelps Wealth Managers portfolio as of the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| iShares MSCI EAFE Index Fund (EFA) | 5.0 | $143M | +2% | 1.9M | 73.60 | |
| Microsoft Corporation (MSFT) | 4.5 | $129M | 419k | 308.31 | ||
| Apple (AAPL) | 4.3 | $124M | 710k | 174.61 | ||
| Vanguard Small-Cap ETF (VB) | 3.1 | $88M | +2% | 415k | 212.52 | |
| Amazon (AMZN) | 2.8 | $80M | 25k | 3259.94 | ||
| iShares S&P MidCap 400 Index (IJH) | 2.6 | $75M | 278k | 268.34 | ||
| Vanguard Europe Pacific ETF (VEA) | 2.5 | $72M | +2% | 1.5M | 48.03 | |
| Vanguard Emerging Markets ETF (VWO) | 2.4 | $69M | +40% | 1.5M | 46.13 | |
| iShares Russell 2000 Value Index (IWN) | 2.1 | $60M | 373k | 161.40 | ||
| Vanguard Large-Cap ETF (VV) | 2.0 | $57M | +6% | 272k | 208.48 | |
| iShares Russell 2000 Growth Index (IWO) | 1.7 | $49M | +2% | 192k | 255.75 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 1.7 | $49M | +7% | 398k | 122.05 | |
| Costco Wholesale Corporation (COST) | 1.5 | $44M | 77k | 575.85 | ||
| United Parcel Service (UPS) | 1.4 | $42M | +11% | 193k | 214.46 | |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $41M | 300k | 136.32 | ||
| SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 1.4 | $39M | +15% | 1.2M | 34.15 | |
| NVIDIA Corporation (NVDA) | 1.4 | $39M | -2% | 143k | 272.86 | |
| Prologis (PLD) | 1.3 | $38M | -2% | 238k | 161.48 | |
| Visa (V) | 1.3 | $38M | 171k | 221.77 | ||
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $36M | 13k | 2781.37 | ||
| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.3 | $36M | +118% | 718k | 50.27 | |
| Berkshire Hathaway (BRK.B) | 1.2 | $36M | 102k | 352.91 | ||
| Chevron Corporation (CVX) | 1.2 | $35M | 216k | 162.83 | ||
| Danaher Corporation (DHR) | 1.1 | $33M | -21% | 112k | 293.33 | |
| Morgan Stanley (MS) | 1.1 | $32M | -4% | 363k | 87.40 | |
| Union Pacific Corporation (UNP) | 1.0 | $30M | 108k | 273.21 | ||
| Alphabet Inc Class C cs (GOOG) | 1.0 | $29M | 11k | 2792.98 | ||
| Nextera Energy (NEE) | 1.0 | $28M | -17% | 333k | 84.71 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $28M | -17% | 47k | 590.65 | |
| Lam Research Corporation (LRCX) | 0.9 | $26M | 48k | 537.62 | ||
| J P Morgan Exchange-traded F (JEPI) | 0.9 | $26M | +5% | 420k | 61.40 | |
| Servicenow (NOW) | 0.9 | $26M | 46k | 556.89 | ||
| Eli Lilly & Co. (LLY) | 0.9 | $25M | -4% | 89k | 286.37 | |
| Procter & Gamble Company (PG) | 0.9 | $25M | +42% | 164k | 152.80 | |
| Johnson & Johnson (JNJ) | 0.9 | $25M | 141k | 177.23 | ||
| iShares Russell Midcap Index Fund (IWR) | 0.9 | $25M | +5% | 316k | 78.04 | |
| Home Depot (HD) | 0.9 | $25M | 82k | 299.33 | ||
| iShares Russell 1000 Value Index (IWD) | 0.9 | $25M | -11% | 148k | 165.98 | |
| iShares Russell 1000 Growth Index (IWF) | 0.8 | $24M | 87k | 277.63 | ||
| Medtronic (MDT) | 0.8 | $24M | +4% | 215k | 110.95 | |
| Palo Alto Networks (PANW) | 0.8 | $24M | 38k | 622.52 | ||
| Walt Disney Company (DIS) | 0.8 | $24M | 172k | 137.16 | ||
| Ipath Dow Jones-aig Commodity (DJP) | 0.8 | $23M | +7% | 633k | 36.91 | |
| Bank of America Corporation (BAC) | 0.8 | $23M | 563k | 41.22 | ||
| salesforce (CRM) | 0.8 | $23M | 109k | 212.32 | ||
| Marsh & McLennan Companies (MMC) | 0.8 | $22M | 130k | 170.42 | ||
| UnitedHealth (UNH) | 0.8 | $22M | -2% | 43k | 509.98 | |
| Facebook Inc cl a (FB) | 0.7 | $21M | -2% | 96k | 222.36 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.7 | $20M | 195k | 100.50 | ||
| Bristol Myers Squibb (BMY) | 0.7 | $19M | +3595% | 257k | 73.03 | |
| Cisco Systems (CSCO) | 0.6 | $18M | 330k | 55.76 | ||
| Johnson Controls International Plc equity (JCI) | 0.6 | $18M | 279k | 65.57 | ||
| Pfizer (PFE) | 0.6 | $18M | +2% | 346k | 51.77 | |
| First Republic Bank/san F (FRC) | 0.6 | $18M | 109k | 162.10 | ||
| Mondelez Int (MDLZ) | 0.6 | $17M | 273k | 62.78 | ||
| McDonald's Corporation (MCD) | 0.6 | $17M | 69k | 247.29 | ||
| Coca-Cola Company (KO) | 0.6 | $17M | +2302% | 271k | 62.00 | |
| EOG Resources (EOG) | 0.6 | $16M | 136k | 119.23 | ||
| Valero Energy Corporation (VLO) | 0.6 | $16M | +5% | 158k | 101.54 | |
| Equinix (EQIX) | 0.6 | $16M | 22k | 741.62 | ||
| Accenture (ACN) | 0.5 | $16M | +69% | 46k | 337.23 | |
| Wal-Mart Stores (WMT) | 0.5 | $15M | 104k | 148.92 | ||
| Pepsi (PEP) | 0.5 | $15M | 91k | 167.38 | ||
| Adobe Systems Incorporated (ADBE) | 0.5 | $15M | 33k | 455.63 | ||
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.5 | $15M | NEW | 95k | 157.71 | |
| American Tower Reit (AMT) | 0.5 | $15M | 60k | 251.22 | ||
| Cambria Etf Tr tail risk (TAIL) | 0.5 | $14M | NEW | 857k | 16.65 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $14M | 143k | 99.07 | ||
| Estee Lauder Companies (EL) | 0.5 | $14M | 52k | 272.31 | ||
| Delphi Automotive Inc international (APTV) | 0.5 | $14M | 117k | 119.71 | ||
| L3harris Technologies (LHX) | 0.5 | $14M | +2% | 56k | 248.46 | |
| Digital Realty Trust (DLR) | 0.5 | $14M | 97k | 141.80 | ||
| Caterpillar (CAT) | 0.5 | $14M | +22% | 62k | 222.83 | |
| Verizon Communications (VZ) | 0.5 | $14M | +7% | 264k | 50.94 | |
| Tesla Motors (TSLA) | 0.5 | $13M | +1437% | 12k | 1077.59 | |
| Stryker Corporation (SYK) | 0.5 | $13M | -4% | 50k | 267.36 | |
| Booking Holdings (BKNG) | 0.5 | $13M | 5.6k | 2348.39 | ||
| Truist Financial Corp equities (TFC) | 0.5 | $13M | 230k | 56.70 | ||
| Honeywell International (HON) | 0.4 | $12M | 63k | 194.59 | ||
| Zoetis Inc Cl A (ZTS) | 0.4 | $12M | +3% | 65k | 188.59 | |
| Linde (LIN) | 0.4 | $12M | 38k | 319.42 | ||
| Sherwin-Williams Company (SHW) | 0.4 | $12M | -2% | 48k | 249.62 | |
| Abbott Laboratories (ABT) | 0.4 | $12M | +4% | 97k | 118.36 | |
| Applied Materials (AMAT) | 0.4 | $11M | 87k | 131.80 | ||
| CoStar (CSGP) | 0.4 | $11M | 169k | 66.61 | ||
| Paypal Holdings (PYPL) | 0.4 | $11M | -34% | 97k | 115.65 | |
| Vanguard Total Stock Market ETF (VTI) | 0.4 | $11M | +3% | 49k | 227.66 | |
| Ecolab (ECL) | 0.4 | $11M | -36% | 61k | 176.56 | |
| iShares Russell 1000 Index (IWB) | 0.4 | $11M | 42k | 250.06 | ||
| Ishares Inc msci em esg se (ESGE) | 0.4 | $10M | +35% | 280k | 36.73 | |
| Netflix (NFLX) | 0.3 | $10M | -39% | 27k | 374.59 | |
| Boeing Company (BA) | 0.3 | $9.6M | +4% | 50k | 191.49 | |
| Ally Financial (ALLY) | 0.3 | $9.5M | +20% | 218k | 43.48 | |
| Amgen (AMGN) | 0.3 | $9.0M | 37k | 241.83 | ||
| Nike (NKE) | 0.3 | $8.4M | 62k | 134.56 | ||
| Micron Technology (MU) | 0.3 | $8.3M | +14% | 107k | 77.89 | |
| PPG Industries (PPG) | 0.3 | $7.9M | 61k | 131.08 | ||
| Verisk Analytics (VRSK) | 0.3 | $7.7M | 36k | 214.63 | ||
| Synopsys (SNPS) | 0.3 | $7.4M | +3% | 22k | 333.29 | |
| General Motors Company (GM) | 0.2 | $6.9M | +12% | 158k | 43.74 | |
| Ball Corporation (BLL) | 0.2 | $6.8M | 76k | 90.00 | ||
| Chipotle Mexican Grill (CMG) | 0.2 | $6.7M | 4.3k | 1581.95 | ||
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $6.0M | -46% | 104k | 57.59 | |
| Cognex Corporation (CGNX) | 0.2 | $5.9M | +5% | 77k | 77.15 | |
| Charles Schwab Corporation (SCHW) | 0.2 | $5.6M | +1472% | 66k | 84.31 | |
| Gilead Sciences (GILD) | 0.2 | $5.6M | 93k | 59.49 | ||
| iShares Russell 2000 Index (IWM) | 0.2 | $5.5M | -4% | 27k | 205.26 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $5.4M | 12k | 451.68 | ||
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.2 | $5.1M | 47k | 108.53 | ||
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $4.6M | -13% | 9.5k | 490.44 | |
| Starbucks Corporation (SBUX) | 0.1 | $3.7M | -2% | 40k | 90.98 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $3.0M | -2% | 28k | 107.89 | |
| iShares Russell Midcap Value Index (IWS) | 0.1 | $3.0M | +89% | 25k | 119.64 | |
| iShares S&P 500 Index (IVV) | 0.1 | $2.5M | 5.4k | 453.59 | ||
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.1 | $2.4M | +23% | 79k | 30.13 | |
| SYSCO Corporation (SYY) | 0.1 | $2.3M | 29k | 81.64 | ||
| Schwab Emerging Markets Equity ETF (SCHE) | 0.1 | $2.2M | -26% | 78k | 27.76 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $2.1M | 4.00 | 529000.00 | ||
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $2.1M | 5.1k | 415.26 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $2.0M | 27k | 75.84 | ||
| Automatic Data Processing (ADP) | 0.1 | $1.9M | 8.5k | 227.58 | ||
| Epam Systems (EPAM) | 0.0 | $1.3M | 4.5k | 296.64 | ||
| Vanguard Value ETF (VTV) | 0.0 | $1.3M | +68% | 8.5k | 147.79 | |
| Jpmorgan Betabuilders Developed Asia-ex Japan Etf (BBAX) | 0.0 | $1.2M | NEW | 22k | 55.61 | |
| Altria (MO) | 0.0 | $1.2M | +2% | 23k | 52.25 | |
| Philip Morris International (PM) | 0.0 | $1.2M | +5% | 13k | 93.94 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $1.1M | +13% | 14k | 82.60 | |
| U.S. Bancorp (USB) | 0.0 | $1.1M | +7% | 21k | 53.14 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $1.1M | -7% | 8.8k | 125.11 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $1.1M | +31% | 6.7k | 162.42 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.0 | $1.0M | +285% | 9.1k | 112.19 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $1.0M | +96% | 19k | 53.84 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $985k | -12% | 2.7k | 362.40 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $983k | 19k | 52.29 | ||
| Paccar (PCAR) | 0.0 | $907k | 10k | 88.05 | ||
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $887k | NEW | 11k | 77.92 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $801k | +10% | 6.2k | 130.10 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $799k | -25% | 3.0k | 262.23 | |
| Vanguard Growth ETF (VUG) | 0.0 | $793k | +130% | 2.8k | 287.26 | |
| Equity Residential (EQR) | 0.0 | $767k | 8.5k | 89.94 | ||
| 3M Company (MMM) | 0.0 | $753k | 5.1k | 148.87 | ||
| Intel Corporation (INTC) | 0.0 | $726k | -90% | 15k | 49.55 | |
| Stora Enso OYJ (SEOAY) | 0.0 | $680k | 35k | 19.56 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $656k | +4% | 6.5k | 101.23 | |
| Wec Energy Group (WEC) | 0.0 | $654k | -18% | 6.6k | 99.80 | |
| Technology SPDR (XLK) | 0.0 | $641k | 4.0k | 158.87 | ||
| SPDR Gold Trust (GLD) | 0.0 | $603k | NEW | 3.3k | 180.67 | |
| BlackRock (BLK) | 0.0 | $586k | 766.00 | 765.01 | ||
| iShares Dow Jones U.S. Index Fund (IYY) | 0.0 | $574k | 5.2k | 111.46 | ||
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $573k | -25% | 9.6k | 59.80 | |
| Emerson Electric (EMR) | 0.0 | $568k | -5% | 5.8k | 98.07 | |
| Constellation Brands (STZ) | 0.0 | $551k | +14% | 2.4k | 230.16 | |
| Qualcomm (QCOM) | 0.0 | $533k | 3.5k | 152.85 | ||
| Invitation Homes (INVH) | 0.0 | $527k | 13k | 40.21 | ||
| Schwab International Equity ETF (SCHF) | 0.0 | $524k | +118% | 14k | 36.75 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $511k | +98% | 6.8k | 74.81 | |
| MasterCard Incorporated (MA) | 0.0 | $489k | -3% | 1.4k | 357.72 | |
| Merck & Co (MRK) | 0.0 | $485k | +2% | 5.9k | 82.02 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $447k | -8% | 4.2k | 107.14 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $438k | NEW | 5.7k | 76.45 | |
| General Mills (GIS) | 0.0 | $437k | -7% | 6.5k | 67.65 | |
| Health Care SPDR (XLV) | 0.0 | $432k | -23% | 3.2k | 137.14 | |
| Lowe's Companies (LOW) | 0.0 | $413k | 2.0k | 202.35 | ||
| Abbvie (ABBV) | 0.0 | $413k | +16% | 2.5k | 162.09 | |
| Oracle Corporation (ORCL) | 0.0 | $412k | -10% | 5.0k | 82.66 | |
| Broadcom (AVGO) | 0.0 | $406k | 644.00 | 630.43 | ||
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $392k | -43% | 3.1k | 124.72 | |
| Heritage Financial Corporation (HFWA) | 0.0 | $372k | 15k | 25.09 | ||
| Comcast Corporation (CMCSA) | 0.0 | $363k | 7.8k | 46.81 | ||
| Kraneshares Tr quadrtc int rt (IVOL) | 0.0 | $355k | -97% | 14k | 25.59 | |
| Xcel Energy (XEL) | 0.0 | $346k | -7% | 4.8k | 72.08 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $339k | 1.2k | 288.51 | ||
| Goldman Sachs (GS) | 0.0 | $335k | 1.0k | 329.72 | ||
| Ferrari Nv Ord (RACE) | 0.0 | $322k | 1.5k | 218.31 | ||
| Deere & Company (DE) | 0.0 | $322k | NEW | 774.00 | 416.02 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.0 | $314k | +10% | 6.1k | 51.54 | |
| Banner Corp (BANR) | 0.0 | $305k | +54% | 5.2k | 58.53 | |
| Remitly Global (RELY) | 0.0 | $304k | NEW | 31k | 9.85 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $295k | 851.00 | 346.65 | ||
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $284k | -3% | 1.9k | 149.71 | |
| Autodesk (ADSK) | 0.0 | $272k | -13% | 1.3k | 214.34 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $267k | +4% | 606.00 | 440.59 | |
| Marriott International (MAR) | 0.0 | $265k | 1.5k | 176.08 | ||
| Nordstrom (JWN) | 0.0 | $263k | NEW | 9.7k | 27.07 | |
| Becton, Dickinson and (BDX) | 0.0 | $261k | -7% | 981.00 | 266.06 | |
| Ford Motor Company (F) | 0.0 | $255k | +37% | 15k | 16.89 | |
| Seagen (SGEN) | 0.0 | $252k | -10% | 1.8k | 144.00 | |
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $252k | NEW | 4.2k | 60.64 | |
| Align Technology (ALGN) | 0.0 | $251k | 575.00 | 436.52 | ||
| Clorox Company (CLX) | 0.0 | $250k | +44% | 1.8k | 139.20 | |
| Tilray (TLRY) | 0.0 | $249k | +36% | 32k | 7.76 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $248k | 1.0k | 237.78 | ||
| Vanguard Extended Market ETF (VXF) | 0.0 | $247k | 1.5k | 165.88 | ||
| Paychex (PAYX) | 0.0 | $241k | +8% | 1.8k | 136.39 | |
| Canadian Pacific Railway (CP) | 0.0 | $241k | +4% | 2.9k | 82.68 | |
| Fortinet (FTNT) | 0.0 | $239k | -15% | 700.00 | 341.43 | |
| Newmont Mining Corporation (NEM) | 0.0 | $238k | NEW | 3.0k | 79.33 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $233k | 3.0k | 77.67 | ||
| Ishares Tr Exponential Technologies Etf (XT) | 0.0 | $231k | -98% | 3.9k | 59.05 | |
| Novo Nordisk A/S (NVO) | 0.0 | $231k | +15% | 2.1k | 110.84 | |
| Vanguard Energy ETF (VDE) | 0.0 | $230k | NEW | 2.2k | 106.98 | |
| Invesco Exchange Traded Fd T ftse rafi 1500 (PRFZ) | 0.0 | $229k | -12% | 1.3k | 183.05 | |
| At&t (T) | 0.0 | $229k | +6% | 9.7k | 23.67 | |
| AFLAC Incorporated (AFL) | 0.0 | $217k | NEW | 3.4k | 64.35 | |
| Fiserv (FISV) | 0.0 | $213k | -5% | 2.1k | 101.43 | |
| T. Rowe Price (TROW) | 0.0 | $211k | -2% | 1.4k | 151.25 | |
| AutoZone (AZO) | 0.0 | $209k | 102.00 | 2049.02 | ||
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $201k | 3.5k | 58.09 | ||
| Calamos Strategic Total Return Fund (CSQ) | 0.0 | $189k | 11k | 17.51 | ||
| Riverview Ban (RVSB) | 0.0 | $183k | 24k | 7.53 | ||
| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $157k | 12k | 13.52 | ||
| Cim Real Estate Finance Trust | 0.0 | $90k | 13k | 7.22 | ||
| Trilogy International Partners (TLLYF) | 0.0 | $16k | 10k | 1.60 | ||
| Pt Unilever Indonesia (UNLRF) | 0.0 | $8.0k | 30k | 0.27 | ||
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 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