Badgley Phelps Wealth Managers, LLC Portfolio Holdings
Badgley Phelps Wealth Managers, LLC
- $3.76 Billion
- Q1 2024
Badgley Phelps Wealth Managers, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.76 Billion distributed in 376 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $267M, Ishares Tr Msci Eafe ETF with a value of $182M, Nvidia Corp with a value of $140M, Vanguard Small Cap ETF with a value of $119M, and Amazon Com Inc with a value of $110M.
Examining the 13F form we can see an increase of $145M in the current position value, from $3.62B to 3.76B.
Below you can find more details about Badgley Phelps Wealth Managers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.76 Billion
ETFs: $1.29 Billion
Technology: $704 Million
Consumer Cyclical: $347 Million
Healthcare: $310 Million
Financial Services: $308 Million
Consumer Defensive: $217 Million
Industrials: $179 Million
Communication Services: $173 Million
Other: $238 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 376
- Current Value $3.76 Billion
- Prior Value $3.62 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 32 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks