Badgley Phelps Wealth Managers, LLC Purchases in Q1 2025

Badgley Phelps Wealth Managers, LLC

  • $4.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
409K
+ 59.31%
$57.44 - $59.4 $23.5M - $24.3M
1.1M $65.3M
CTAS
Cintas Corp

Industrials
50.5K
+ 813.24%
$182.09 - $208.14 $9.19M - $10.5M
56.7K $11.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
59.3K
New
$169.43 - $182.84 $10M - $10.8M
59.3K $10.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
10
New
$663000.0 - $801950.0 $6.63M - $8.02M
10 $7.98M
IBM
International Business Machines Corp

Technology
23.3K
+ 595.33%
$217.4 - $264.74 $5.07M - $6.18M
27.2K $6.77M
AVGO
Broadcom Inc.

Technology
37K
+ 237.17%
$167.43 - $244.7 $6.2M - $9.06M
52.6K $8.81M
MDT
Medtronic PLC

Healthcare
16.5K
+ 8.01%
$79.84 - $94.5 $1.31M - $1.56M
222K $20M
SNX
Td Synnex Corp

Technology
33.6K
New
$103.96 - $144.69 $3.49M - $4.86M
33.6K $3.49M
TMUS
T Mobile Us, Inc.

Communication Services
5.84K
+ 15.71%
$211.3 - $272.83 $1.23M - $1.59M
43K $11.5M
RELY
Remitly Global, Inc.

Technology
158K
+ 270.95%
$19.49 - $27.14 $3.07M - $4.28M
216K $4.49M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.16K
+ 2.67%
$56.12 - $68.15 $458K - $556K
314K $21.3M
XOM
Exxon Mobil Corp

Energy
17.6K
+ 21.66%
$105.44 - $118.93 $1.85M - $2.09M
98.7K $11.7M
GE
General Electric CO

Industrials
5.12K
+ 9.27%
$168.59 - $212.13 $863K - $1.09M
60.3K $12.1M
JNJ
Johnson & Johnson

Healthcare
1.69K
+ 1.45%
$142.06 - $167.7 $239K - $283K
118K $19.6M
GILD
Gilead Sciences, Inc.

Healthcare
328
+ 0.27%
$89.14 - $117.41 $29.2K - $38.5K
123K $13.7M
MRK
Merck & Co., Inc.

Healthcare
37.2K
+ 39.78%
$83.01 - $101.02 $3.08M - $3.75M
131K $11.7M
PEG
Public Service Enterprise Group Inc

Utilities
27.9K
+ 32.16%
$78.2 - $90.39 $2.18M - $2.52M
115K $9.44M
NI
Nisource Inc.

Utilities
6.8K
+ 1.24%
$35.57 - $41.23 $242K - $280K
556K $22.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3.88K
+ 77.75%
$634.14 - $744.83 $2.46M - $2.89M
8.86K $5.62M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13K
+ 2.45%
$73.78 - $76.59 $963K - $999K
546K $41.8M
TXN
Texas Instruments Inc

Technology
9.66K
+ 33.29%
N/A
38.7K $7.53M
PLD
Prologis, Inc.

Real Estate
5.57K
+ 2.72%
$103.59 - $124.04 $577K - $691K
211K $23.6M
META
Meta Platforms, Inc.

Communication Services
5.42K
+ 5.14%
$576.36 - $736.67 $3.12M - $3.99M
111K $63.8M
GVI
Ishares Tr

ETFs
14.5K
+ 17.16%
$103.49 - $106.02 $1.5M - $1.54M
99.1K $10.5M
BSX
Boston Scientific Corp

Healthcare
5.07K
+ 5.2%
$89.38 - $106.18 $453K - $538K
103K $10.3M
VLO
Valero Energy Corp

Energy
2.08K
+ 1.45%
$121.76 - $142.99 $253K - $297K
146K $19.2M
CSGP
Costar Group, Inc.

Real Estate
1.44K
+ 0.81%
$69.29 - $80.37 $100K - $116K
179K $14.2M
EOG
Eog Resources Inc

Energy
3.8K
+ 2.28%
$120.54 - $138.05 $458K - $525K
171K $21.9M
NFLX
Netflix Inc

Communication Services
1.06K
+ 10.2%
$828.4 - $1058.6 $881K - $1.13M
11.5K $10.7M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.6K
+ 3.02%
$79.17 - $82.04 $841K - $871K
362K $29.6M
TJX
Tjx Companies Inc

Consumer Cyclical
8.88K
+ 9.47%
$112.81 - $126.16 $1M - $1.12M
103K $12.5M
FISV
Fiserv Inc

Technology
8.94K
+ 19.89%
N/A
53.9K $6.75M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
15.9K
+ 1.99%
$50.39 - $50.66 $803K - $808K
818K $41.4M
UNP
Union Pacific Corp

Industrials
582
+ 0.6%
$225.21 - $254.42 $131K - $148K
97.8K $23.1M
MET
Metlife Inc

Financial Services
13.1K
+ 14.4%
$77.7 - $87.0 $1.02M - $1.14M
104K $8.34M
CCK
Crown Holdings Inc

Consumer Cyclical
2.48K
+ 2.49%
$78.77 - $91.74 $195K - $227K
102K $9.12M
LHX
L3 Harris Technologies, Inc.

Industrials
2.35K
+ 4.81%
$194.65 - $222.86 $457K - $523K
51.1K $10.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
+ 2.31%
$56.17 - $59.71 $584K - $621K
460K $26.3M
SPSB
Spdr Portfolio Short Term Corp

ETFs
12.7K
+ 7.99%
$29.82 - $30.1 $378K - $381K
171K $5.16M
AYI
Acuity Brands Inc

Industrials
1.51K
New
$257.8 - $337.07 $390K - $510K
1.51K $398K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
790
New
$408.78 - $448.82 $323K - $355K
790 $331K
IDV
Ishares Tr

ETFs
10.1K
New
$27.0 - $31.7 $272K - $320K
10.1K $312K
JWN
Nordstrom Inc

Consumer Cyclical
12.6K
New
$24.01 - $24.46 $303K - $309K
12.6K $308K
VRT
Vertiv Holdings CO

Industrials
3.49K
+ 6.04%
N/A
61.2K $5.3M
DE
Deere & CO

Industrials
56
+ 0.94%
$408.57 - $509.27 $22.9K - $28.5K
5.99K $2.81M
CVS
Cvs Health Corp

Healthcare
13
+ 0.1%
$44.22 - $68.64 $575 - $892
12.8K $865K
VIG
Vanguard Dividend Appreciation

ETFs
1.5K
+ 59.84%
N/A
4K $727K
DJP
Barclays Bank PLC

ETFs
7.69K
+ 1.66%
N/A
471K $15.2M
T
At&T Inc.

Communication Services
8.12K
New
$21.56 - $28.28 $175K - $230K
8.12K $229K
Activity Summary
Buys All Purchases 139 New Holdings 19 Increased Positions 120 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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