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Badgley Phelps Wealth Managers, LLC

13F
Badgley Phelps Wealth Managers, LLC
Last update 2025-05-01 299 Stocks (19 new)
Value $4.14 Bil Turnover 4 %
Countries:
Badgley Phelps Wealth Managers... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
645,237
242,215.5
+3.26%
5.850
+0.18%
0.010
+39.34%
+18.54%
3,699,325.7
Software
EFA
iShares MSCI EAFE ETF
2,234,468
182,623.1
-1.51%
4.410
-0.06%
0.310
+23.05%
+19.14%
63,862.9
 
AAPL
Apple Inc
814,440
180,911.6
-0.12%
4.370
-0.01%
0.010
+15.85%
-15.96%
3,135,776.7
Hardware
NVDA
NVIDIA Corp
1,275,380
138,238.1
-2.09%
3.340
-0.09%
0.010
+62.08%
+17.85%
3,859,087.0
Semiconductors
VB
Vanguard Small Cap ETF
541,667
120,114.7
+2.54%
2.900
+0.07%
0.200
+21.34%
+0.89%
60,432.7
 
AMZN
Amazon.com Inc
608,344
115,743.5
-0.58%
2.790
-0.02%
0.010
+27.51%
+1.86%
2,372,436.3
Retail - Cyclical
IJH
iShares Core S&P Mid-Cap ETF
1,641,452
95,778.7
+3.37%
2.310
+0.08%
0.110
+21.13%
+1.95%
96,551.0
 
VWO
Vanguard FTSE Emerging Markets ETF
2,102,362
95,152.9
-1.37%
2.300
-0.03%
0.120
+22.61%
+12.68%
84,357.9
 
VEA
Vanguard FTSE Developed Markets ETF
1,836,739
93,361.4
-1.50%
2.250
-0.03%
0.070
+24.12%
+19.66%
156,310.6
 
COST
Costco Wholesale Corp
91,973
86,985.9
-0.80%
2.100
-0.02%
0.020
+9.40%
+8.55%
440,009.1
Retail - Defensive

Badgley Phelps Wealth Managers, LLC's Historical Top Holdings Breakdowns

Badgley Phelps Wealth Managers, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.59%
57.44 ($58.5) 59.4
$59.17
1.15%
Add 59.31%
1,099,429
409,293
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.54%
64.88 ($69.16) 72.1
$73.03
5.60%
Reduce -33.43%
671,252
-337,160
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.35%
182.82 ($190.45) 196.21
$195.88
2.85%
Reduce -24.64%
245,700
-80,346
CTAS
Cintas Corp
2025-03-31
Add
Add
+0.25%
182.09 ($199.2) 208.14
$217.54
9.21%
Add 813.24%
56,694
50,486
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
New Buy
New Buy
+0.25%
169.43 ($177.82) 182.84
$183.70
3.31%
New holding
59,310
59,310
VXUS
Vanguard Total International Stock
2025-03-31
Reduce
Reduce
-0.23%
58.01 ($61.77) 64.46
$68.63
11.11%
Reduce -85.66%
28,479
-170,052
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.19%
663000 ($729331) 801950
$716,415.00
-1.77%
New holding
10
10
GEHC
GE HealthCare Technologies Inc
2025-03-31
New Buy
New Buy
+0.19%
78.38 ($85.94) 93.48
$74.61
-13.18%
New holding
98,573
98,573
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.18%
375.39 ($407.71) 447.2
$497.72
22.08%
Add 3.26%
645,237
20,398
ORCL
Oracle Corp
2025-03-31
Reduce
Reduce
-0.18%
139.81 ($162.81) 186.47
$232.26
42.66%
Reduce -25.71%
133,477
-46,193

Badgley Phelps Wealth Managers, LLC Total Holding History ($B)

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Badgley Phelps Wealth Managers, LLC's Asset Allocation

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Badgley Phelps Wealth Managers, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Badgley Phelps Wealth Managers, LLC's Hypothetical Growth since 2025-03-31

Badgley Phelps Wealth Managers, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Badgley Phelps Wealth Managers, LLC's Holdings Heat Map

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