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, AAPL, EFA, VB, AMZN, and represent 21.20% of Badgley Phelps Wealth Managers's stock portfolio.
- Added to shares of these 10 stocks: COLM (+$64M), MSFT (+$55M), AAPL (+$28M), IWD (+$27M), AMZN (+$16M), TFLO (+$16M), ADBE (+$16M), PCAR (+$14M), EFA (+$12M), VB (+$11M).
- Started 26 new stock positions in IBM, VLTO, DECK, GS, URI, TFC, NRDS, VRTX, FIF, SCTXX.
- Reduced shares in these 10 stocks: IJR (-$19M), JCI (-$14M), BMY (-$13M), CVX (-$7.9M), EL (-$5.9M), HUM, BRK.A, SYY, NSRGY, NI.
- Sold out of its positions in AMRSQ, BRK.A, CMRF, NSRGY, RCI, SPGI, SNY, Seagen, TLLYF, VGSH. VCSH, AUIAF, UNLRF.
- Badgley Phelps Wealth Managers was a net buyer of stock by $437M.
- Badgley Phelps Wealth Managers has $3.7B in assets under management (AUM), dropping by 24.96%.
- Central Index Key (CIK): 0001895362
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Portfolio Holdings for Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers holds 241 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.5 | $240M | +29% | 637k | 376.04 |
|
| Apple (AAPL) | 4.6 | $169M | +19% | 878k | 192.53 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 4.6 | $168M | +7% | 2.2M | 75.35 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 3.0 | $110M | +11% | 514k | 213.33 |
|
| Amazon (AMZN) | 2.5 | $91M | +21% | 601k | 151.94 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $91M | +9% | 329k | 277.15 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.4 | $89M | +7% | 1.9M | 47.90 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $78M | +11% | 158k | 495.22 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.1 | $78M | -2% | 1.9M | 41.10 |
|
| Costco Wholesale Corporation (COST) | 1.8 | $66M | +18% | 98k | 673.21 |
|
| Columbia Sportswear Company (COLM) | 1.7 | $64M | NEW | 805k | 79.54 |
|
| Eli Lilly & Co. (LLY) | 1.6 | $58M | +11% | 99k | 582.92 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.5 | $57M | +92% | 343k | 165.25 |
|
| Visa Com Cl A (V) | 1.5 | $55M | +12% | 212k | 260.35 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 1.5 | $54M | +8% | 350k | 155.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $54M | +7% | 150k | 356.66 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.4 | $53M | 951k | 55.90 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 1.3 | $49M | +7% | 196k | 252.22 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $49M | +6% | 289k | 170.10 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.3 | $49M | +48% | 962k | 50.47 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.2 | $46M | +11% | 586k | 77.73 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $42M | +10% | 297k | 139.69 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $40M | +14% | 281k | 140.93 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.1 | $39M | 665k | 59.32 |
|
|
| Morgan Stanley Com New (MS) | 1.1 | $39M | +7% | 416k | 93.25 |
|
| Meta Platforms Cl A (META) | 1.1 | $39M | +3% | 110k | 353.96 |
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $38M | +68% | 64k | 596.60 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.0 | $38M | 493k | 76.38 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $37M | +24% | 122k | 303.17 |
|
| Servicenow (NOW) | 1.0 | $37M | +13% | 52k | 706.49 |
|
| Prologis (PLD) | 1.0 | $36M | +7% | 267k | 133.30 |
|
| salesforce (CRM) | 0.9 | $34M | +12% | 128k | 263.14 |
|
| Procter & Gamble Company (PG) | 0.9 | $34M | +5% | 230k | 146.54 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.9 | $34M | 154k | 218.15 |
|
|
| Johnson & Johnson (JNJ) | 0.9 | $32M | 207k | 156.74 |
|
|
| Palo Alto Networks (PANW) | 0.8 | $30M | +16% | 103k | 294.88 |
|
| Chevron Corporation (CVX) | 0.8 | $29M | -21% | 196k | 149.16 |
|
| UnitedHealth (UNH) | 0.8 | $29M | +10% | 55k | 526.47 |
|
| Marsh & McLennan Companies (MMC) | 0.8 | $28M | +11% | 148k | 189.47 |
|
| Home Depot (HD) | 0.8 | $28M | +12% | 80k | 346.55 |
|
| Linde SHS (LIN) | 0.7 | $27M | +8% | 66k | 410.71 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.7 | $27M | 538k | 50.46 |
|
|
| United Parcel Service CL B (UPS) | 0.7 | $27M | -7% | 173k | 157.23 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $27M | +2% | 330k | 81.28 |
|
| Lam Research Corporation (LRCX) | 0.7 | $26M | +7% | 33k | 785.13 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $24M | +13% | 46k | 531.09 |
|
| Cisco Systems (CSCO) | 0.7 | $24M | +3% | 472k | 50.52 |
|
| Booking Holdings (BKNG) | 0.6 | $24M | +10% | 6.7k | 3547.22 |
|
| McDonald's Corporation (MCD) | 0.6 | $23M | +6% | 79k | 296.51 |
|
| Caterpillar (CAT) | 0.6 | $23M | +9% | 79k | 295.67 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.6 | $23M | +8% | 222k | 104.46 |
|
| Union Pacific Corporation (UNP) | 0.6 | $23M | +7% | 93k | 245.62 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $23M | +7% | 311k | 72.82 |
|
| Boeing Company (BA) | 0.6 | $23M | +45% | 87k | 260.66 |
|
| Bank of America Corporation (BAC) | 0.6 | $22M | +5% | 665k | 33.67 |
|
| Danaher Corporation (DHR) | 0.6 | $22M | +8% | 95k | 231.56 |
|
| Pepsi (PEP) | 0.6 | $22M | +9% | 126k | 170.97 |
|
| EOG Resources (EOG) | 0.5 | $20M | +9% | 165k | 120.95 |
|
| Honeywell International (HON) | 0.5 | $20M | +4% | 95k | 209.71 |
|
| Wal-Mart Stores (WMT) | 0.5 | $19M | +10% | 122k | 158.17 |
|
| Equinix (EQIX) | 0.5 | $19M | +13% | 24k | 805.39 |
|
| Valero Energy Corporation (VLO) | 0.5 | $19M | +10% | 143k | 130.00 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.5 | $18M | +126% | 328k | 56.14 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $18M | +14% | 52k | 350.91 |
|
| Medtronic SHS (MDT) | 0.5 | $18M | -8% | 211k | 83.03 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.5 | $17M | +4% | 149k | 116.29 |
|
| Oracle Corporation (ORCL) | 0.5 | $17M | +8% | 164k | 105.43 |
|
| Coca-Cola Company (KO) | 0.5 | $17M | 286k | 58.93 |
|
|
| CoStar (CSGP) | 0.5 | $17M | +12% | 190k | 87.39 |
|
| Chubb (CB) | 0.4 | $16M | 72k | 226.85 |
|
|
| American Tower Reit (AMT) | 0.4 | $16M | +10% | 74k | 217.36 |
|
| Nextera Energy (NEE) | 0.4 | $16M | +4% | 264k | 60.74 |
|
| Paccar (PCAR) | 0.4 | $16M | +793% | 158k | 100.96 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $16M | +45% | 60k | 262.26 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $16M | +9% | 50k | 311.90 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.4 | $15M | +9% | 198k | 75.53 |
|
| Stryker Corporation (SYK) | 0.4 | $15M | +10% | 49k | 300.16 |
|
| Zoetis Cl A (ZTS) | 0.4 | $15M | +13% | 74k | 197.37 |
|
| Applied Materials (AMAT) | 0.4 | $14M | +12% | 86k | 162.07 |
|
| Synopsys (SNPS) | 0.4 | $14M | +14% | 27k | 514.91 |
|
| O'reilly Automotive (ORLY) | 0.4 | $14M | 14k | 950.08 |
|
|
| Tesla Motors (TSLA) | 0.4 | $13M | +14% | 53k | 248.48 |
|
| Amgen (AMGN) | 0.4 | $13M | +17% | 45k | 288.02 |
|
| Nike CL B (NKE) | 0.4 | $13M | +83% | 120k | 108.91 |
|
| Ecolab (ECL) | 0.4 | $13M | +11% | 65k | 198.84 |
|
| Global Payments (GPN) | 0.3 | $12M | 96k | 127.00 |
|
|
| Walt Disney Company (DIS) | 0.3 | $12M | +15% | 130k | 90.57 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $12M | +13% | 5.0k | 2286.96 |
|
| Kkr & Co (KKR) | 0.3 | $11M | +306% | 134k | 82.85 |
|
| Aptiv SHS (APTV) | 0.3 | $11M | +2% | 123k | 89.72 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $11M | 187k | 57.96 |
|
|
| SYSCO Corporation (SYY) | 0.3 | $10M | -19% | 141k | 73.13 |
|
| Jacobs Engineering Group (J) | 0.3 | $10M | +417% | 78k | 129.80 |
|
| J P Morgan Exchange Traded F Betabuilders Dev (BBAX) | 0.3 | $10M | -14% | 205k | 49.51 |
|
| Humana (HUM) | 0.3 | $10M | -24% | 22k | 458.64 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $10M | 43k | 237.22 |
|
|
| Gilead Sciences (GILD) | 0.3 | $10M | +40% | 124k | 81.01 |
|
| NiSource (NI) | 0.3 | $9.7M | -18% | 367k | 26.55 |
|
| Pfizer (PFE) | 0.3 | $9.6M | -12% | 335k | 28.79 |
|
| Crown Holdings (CCK) | 0.3 | $9.4M | +5% | 102k | 92.09 |
|
| Schwab Charles Family Amt Tax Free Mny (SCTXX) | 0.2 | $9.1M | NEW | 9.1M | 1.00 |
|
| Verizon Communications (VZ) | 0.2 | $8.7M | -13% | 230k | 37.70 |
|
| L3harris Technologies (LHX) | 0.2 | $8.1M | +8% | 39k | 210.62 |
|
| Marvell Technology (MRVL) | 0.2 | $7.8M | +2% | 129k | 60.31 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.2 | $7.5M | -12% | 72k | 104.76 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $7.5M | +20% | 37k | 200.71 |
|
| McKesson Corporation (MCK) | 0.2 | $6.5M | NEW | 14k | 462.98 |
|
| Starbucks Corporation (SBUX) | 0.2 | $6.4M | +13% | 67k | 96.01 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $6.0M | 13k | 477.21 |
|
|
| United Rentals (URI) | 0.2 | $5.6M | NEW | 9.8k | 573.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $5.3M | 11k | 477.63 |
|
|
| General Motors Company (GM) | 0.1 | $5.1M | -12% | 141k | 35.92 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.3M | 8.4k | 509.22 |
|
|
| Schlumberger Com Stk (SLB) | 0.1 | $4.2M | NEW | 81k | 52.29 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.1 | $3.5M | 116k | 29.78 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $3.4M | -2% | 25k | 136.38 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.3M | -2% | 26k | 124.97 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $3.3M | -85% | 30k | 108.25 |
|
| Lowe's Companies (LOW) | 0.1 | $3.2M | 15k | 222.55 |
|
|
| Albemarle Corporation (ALB) | 0.1 | $3.1M | -21% | 22k | 144.91 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $3.0M | +47% | 13k | 232.64 |
|
| Copart (CPRT) | 0.1 | $2.9M | 59k | 49.00 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.8M | -9% | 115k | 24.79 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $2.6M | 25k | 105.23 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $2.5M | +912% | 49k | 51.04 |
|
| Abbvie (ABBV) | 0.1 | $2.3M | +4% | 15k | 154.97 |
|
| Deere & Company (DE) | 0.1 | $2.3M | 5.8k | 401.34 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $2.2M | +7% | 5.1k | 436.81 |
|
| Intel Corporation (INTC) | 0.1 | $2.2M | +109% | 44k | 50.25 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.1M | 5.2k | 409.71 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $2.1M | 27k | 79.71 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $2.1M | 27k | 78.02 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $2.0M | -2% | 13k | 160.33 |
|
| American Express Company (AXP) | 0.1 | $2.0M | -2% | 10k | 187.34 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $1.9M | 27k | 72.54 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.9M | 8.2k | 234.35 |
|
|
| Beazer Homes Usa Com New (BZH) | 0.1 | $1.9M | NEW | 56k | 33.79 |
|
| Qualcomm (QCOM) | 0.1 | $1.9M | 13k | 144.63 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.9M | -2% | 17k | 110.07 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.7M | +30% | 22k | 78.96 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.7M | 3.7k | 460.70 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $1.6M | -2% | 16k | 99.98 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $1.6M | +71% | 10k | 149.50 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.5M | -89% | 30k | 51.31 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $1.5M | 26k | 56.40 |
|
|
| Constellation Brands Cl A (STZ) | 0.0 | $1.5M | +101% | 6.0k | 241.75 |
|
| Paychex (PAYX) | 0.0 | $1.4M | 12k | 119.11 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $1.4M | +136% | 16k | 84.14 |
|
| Epam Systems (EPAM) | 0.0 | $1.3M | 4.4k | 297.34 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $1.3M | 27k | 47.24 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $1.3M | 4.6k | 273.74 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $1.3M | -91% | 22k | 57.69 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.2M | -83% | 7.9k | 146.25 |
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| Remitly Global (RELY) | 0.0 | $1.1M | 59k | 19.42 |
|
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| Ferguson SHS (FERG) | 0.0 | $1.1M | -6% | 5.8k | 193.07 |
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| Nerdwallet Com Cl A (NRDS) | 0.0 | $1.1M | NEW | 76k | 14.72 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.1M | +262% | 11k | 99.25 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $1.1M | 5.5k | 192.48 |
|
|
| Philip Morris International (PM) | 0.0 | $1.0M | 11k | 95.38 |
|
|
| Ball Corporation (BALL) | 0.0 | $984k | -4% | 17k | 57.52 |
|
| Dollar General (DG) | 0.0 | $953k | NEW | 7.0k | 135.95 |
|
| Merck & Co (MRK) | 0.0 | $942k | 8.6k | 109.77 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $932k | NEW | 1.5k | 602.66 |
|
| Broadcom (AVGO) | 0.0 | $929k | +5% | 832.00 | 1116.45 |
|
| Washington Federal (WAFD) | 0.0 | $900k | 27k | 32.96 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $864k | -7% | 7.0k | 123.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $847k | +47% | 2.7k | 310.90 |
|
| Altria (MO) | 0.0 | $814k | 20k | 41.32 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $806k | +8% | 18k | 43.77 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $782k | NEW | 9.5k | 82.35 |
|
| RPM International (RPM) | 0.0 | $767k | 6.9k | 111.63 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $754k | NEW | 1.9k | 406.89 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $751k | 20k | 36.96 |
|
|
| BlackRock (BLK) | 0.0 | $745k | +4% | 918.00 | 811.92 |
|
| Iron Mountain (IRM) | 0.0 | $719k | -8% | 10k | 70.64 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $711k | -6% | 6.4k | 111.62 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $693k | +10% | 8.3k | 82.98 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $682k | NEW | 11k | 59.89 |
|
| Emerson Electric (EMR) | 0.0 | $671k | -16% | 6.9k | 97.33 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $653k | +4% | 1.5k | 426.50 |
|
| Wabtec Corporation (WAB) | 0.0 | $634k | -14% | 5.0k | 126.90 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $630k | NEW | 17k | 36.92 |
|
| Wec Energy Group (WEC) | 0.0 | $620k | +4% | 7.4k | 84.17 |
|
| Eaton Corp SHS (ETN) | 0.0 | $598k | 2.5k | 240.82 |
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|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $582k | NEW | 17k | 34.77 |
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| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $572k | 4.9k | 116.53 |
|
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| Netflix (NFLX) | 0.0 | $561k | -14% | 1.2k | 486.88 |
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| F5 Networks (FFIV) | 0.0 | $527k | -7% | 2.9k | 178.98 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $517k | +15% | 3.0k | 170.39 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $511k | 9.3k | 55.02 |
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| Expeditors International of Washington (EXPD) | 0.0 | $486k | NEW | 3.8k | 127.20 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $475k | +52% | 6.9k | 68.80 |
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| Ferrari Nv Ord (RACE) | 0.0 | $473k | 1.4k | 338.43 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $441k | +90% | 9.5k | 46.62 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $429k | +4% | 4.1k | 103.45 |
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| General Mills (GIS) | 0.0 | $413k | 6.3k | 65.14 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $413k | -5% | 9.3k | 44.30 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $397k | +20% | 876.00 | 453.24 |
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| TJX Companies (TJX) | 0.0 | $392k | +15% | 4.2k | 93.81 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $386k | +9% | 8.8k | 43.85 |
|
| 3M Company (MMM) | 0.0 | $378k | 3.5k | 109.32 |
|
|
| Waste Management (WM) | 0.0 | $372k | +39% | 2.1k | 179.14 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $370k | 4.2k | 88.36 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $361k | 5.0k | 72.66 |
|
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| International Business Machines (IBM) | 0.0 | $346k | NEW | 2.1k | 163.55 |
|
| Becton, Dickinson and (BDX) | 0.0 | $338k | 1.4k | 243.83 |
|
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $336k | 1.2k | 286.24 |
|
|
| Xcel Energy (XEL) | 0.0 | $327k | -3% | 5.3k | 62.20 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $327k | 1.5k | 225.51 |
|
|
| Heritage Financial Corporation (HFWA) | 0.0 | $326k | 15k | 21.39 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $325k | -7% | 1.2k | 275.55 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $320k | 1.9k | 164.40 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $319k | +8% | 3.9k | 82.50 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $310k | +24% | 641.00 | 484.19 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $304k | 2.8k | 108.41 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $301k | -11% | 2.8k | 107.50 |
|
| Clorox Company (CLX) | 0.0 | $300k | 2.1k | 142.60 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $296k | +9% | 3.9k | 76.14 |
|
| Banner Corp Com New (BANR) | 0.0 | $289k | NEW | 5.4k | 53.56 |
|
| AutoZone (AZO) | 0.0 | $274k | 106.00 | 2585.61 |
|
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $269k | 7.2k | 37.22 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $264k | -31% | 3.0k | 89.47 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $263k | 5.9k | 44.55 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $257k | +2% | 3.1k | 83.84 |
|
| Omeros Corporation (OMER) | 0.0 | $257k | 79k | 3.27 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $253k | +7% | 4.1k | 61.41 |
|
| Zillow Group Cl A (ZG) | 0.0 | $252k | NEW | 4.4k | 56.72 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $248k | NEW | 5.1k | 48.45 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $236k | 3.5k | 68.17 |
|
|
| Timberland Ban (TSBK) | 0.0 | $232k | NEW | 7.4k | 31.46 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $226k | NEW | 3.9k | 57.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $221k | -19% | 3.1k | 70.35 |
|
| Goldman Sachs (GS) | 0.0 | $221k | NEW | 573.00 | 385.77 |
|
| Manhattan Associates (MANH) | 0.0 | $219k | 1.0k | 215.32 |
|
|
| First Tr Energy Infrastrctr (FIF) | 0.0 | $216k | NEW | 13k | 16.46 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $213k | -7% | 5.7k | 37.49 |
|
| Ford Motor Company (F) | 0.0 | $209k | -2% | 17k | 12.19 |
|
| Nordstrom (JWN) | 0.0 | $207k | NEW | 11k | 18.45 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $204k | NEW | 305.00 | 668.43 |
|
| Riverview Ban (RVSB) | 0.0 | $156k | 24k | 6.40 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $84k | NEW | 11k | 7.72 |
|
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 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