Badgley Phelps Wealth Managers, LLC Purchases in Q4 2024

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
102K
+ 45.77%
$183.23 - $199.79 $18.8M - $20.5M
326K $60.4M
AAPL
Apple Inc.

Technology
1.05K
+ 0.13%
$221.69 - $259.02 $233K - $272K
815K $204M
TJX
Tjx Companies Inc

Consumer Cyclical
88.4K
+ 1635.54%
$112.15 - $127.2 $9.91M - $11.2M
93.8K $11.3M
JPM
Jpmorgan Chase & CO

Financial Services
3.76K
+ 1.26%
$205.18 - $250.29 $772K - $941K
303K $72.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.49K
+ 2.74%
$213.65 - $479.86 $317K - $713K
55.6K $22.5M
NFLX
Netflix Inc

Communication Services
8.99K
+ 624.6%
$687.65 - $936.56 $6.18M - $8.42M
10.4K $9.29M
MET
Metlife Inc

Financial Services
90.8K
New
$78.15 - $88.25 $7.1M - $8.01M
90.8K $7.43M
GOOG
Alphabet Inc.

Communication Services
2.81K
+ 0.97%
$163.08 - $198.16 $458K - $556K
293K $55.7M
PEG
Public Service Enterprise Group Inc

Utilities
82.9K
+ 2151.92%
$81.87 - $94.51 $6.79M - $7.83M
86.7K $7.33M
MS
Morgan Stanley

Financial Services
2.24K
+ 0.79%
$104.42 - $134.99 $234K - $303K
288K $36.2M
MRVL
Marvell Technology, Inc.

Technology
3.43K
+ 2.58%
$70.31 - $124.78 $241K - $428K
137K $15.1M
FISV
Fiserv Inc

Technology
43.8K
+ 3877.61%
N/A
44.9K $5.63M
TMUS
T Mobile Us, Inc.

Communication Services
23.8K
+ 176.91%
$206.1 - $246.94 $4.9M - $5.87M
37.2K $8.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
6.41K
+ 6.18%
$370.24 - $418.94 $2.37M - $2.68M
110K $44.2M
WMT
Walmart Inc.

Consumer Defensive
6.91K
+ 1.75%
$79.1 - $95.7 $547K - $661K
403K $36.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
92.6K
+ 57.43%
$57.29 - $63.1 $5.31M - $5.85M
254K $14.6M
BAC
Bank Of America Corp

Financial Services
14.4K
+ 1.97%
$39.22 - $47.77 $564K - $687K
744K $32.7M
GE
General Electric CO

Industrials
24.4K
+ 79.1%
$159.95 - $194.23 $3.9M - $4.73M
55.2K $9.2M
KKR
Kkr & Co. Inc.

Financial Services
2.61K
+ 1.59%
$129.87 - $162.87 $338K - $424K
167K $24.7M
CSCO
Cisco Systems, Inc.

Technology
228
+ 0.05%
$52.45 - $60.02 $12K - $13.7K
482K $28.5M
MCK
Mckesson Corp

Healthcare
404
+ 1.44%
$482.27 - $628.5 $195K - $254K
28.5K $16.3M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.53K
+ 0.68%
$116.4 - $138.52 $178K - $212K
227K $28.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.9K
+ 1.19%
$66.77 - $71.52 $793K - $849K
1.01M $69.5M
OMER
Omeros Corp

Healthcare
187K
+ 319.66%
$3.77 - $12.15 $706K - $2.27M
246K $2.43M
NI
Nisource Inc.

Utilities
17K
+ 3.2%
$33.74 - $38.25 $574K - $651K
549K $20.2M
VV
Vanguard Large Cap ETF

ETFs
2.55K
+ 1.59%
$260.27 - $280.65 $663K - $715K
163K $43.8M
AVGO
Broadcom Inc.

Technology
2.9K
+ 22.79%
$159.67 - $250.0 $463K - $724K
15.6K $3.62M
VONV
Vanguard Russell 1000 Value Et

ETFs
17.8K
+ 78.87%
$80.87 - $87.69 $1.44M - $1.56M
40.4K $3.29M
BSX
Boston Scientific Corp

Healthcare
9.16K
+ 10.37%
$83.62 - $91.5 $766K - $838K
97.5K $8.71M
SOXX
Ishares Semiconductor ETF

ETFs
5.95K
New
$211.27 - $239.8 $1.26M - $1.43M
5.95K $1.28M
PCAR
Paccar Inc

Industrials
213
+ 0.13%
$97.92 - $118.41 $20.9K - $25.2K
159K $16.6M
IWM
Ishares Russell 2000 ETF

ETFs
3.86K
+ 11.68%
$216.13 - $242.4 $835K - $937K
36.9K $8.16M
PH
Parker Hannifin Corp

Industrials
1.11K
+ 3.48%
$621.74 - $709.46 $691K - $788K
33K $21M
WAFD
Washington Federal Inc

Financial Services
25.3K
+ 221.17%
$31.95 - $38.06 $810K - $965K
36.8K $1.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.12K
+ 0.83%
$87.25 - $95.52 $446K - $489K
620K $54.8M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.7K
+ 2.13%
$50.37 - $50.6 $842K - $845K
802K $40.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.63K
New
$115.08 - $119.55 $533K - $553K
4.63K $534K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.1K
New
$69.3 - $74.3 $492K - $528K
7.1K $507K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
18
+ 0.13%
$1146.59 - $1270.6 $20.6K - $22.9K
13.9K $16.5M
MU
Micron Technology Inc

Technology
6.15K
+ 261.09%
$84.16 - $113.41 $518K - $698K
8.51K $716K
PHYS
Sprott Physical Gold Trust

Financial Services
21.6K
New
$19.66 - $21.66 $425K - $468K
21.6K $435K
XLE
Energy Sector Spdr

ETFs
4.88K
+ 123.73%
$83.32 - $97.27 $407K - $475K
8.83K $756K
SPSB
Spdr Portfolio Short Term Corp

ETFs
13.5K
+ 9.32%
$29.77 - $30.19 $403K - $408K
159K $4.74M
RKLB
Rocket Lab Usa, Inc.

Industrials
12K
New
$9.23 - $28.44 $111K - $341K
12K $305K
VRT
Vertiv Holdings CO

Industrials
3.49K
+ 6.44%
N/A
57.7K $5M
MA
Mastercard Inc

Financial Services
410
+ 21.09%
$491.3 - $536.15 $201K - $220K
2.35K $1.24M
DJP
Barclays Bank PLC

ETFs
7.78K
+ 1.71%
N/A
463K $15M
CTSH
Cognizant Technology Solutions Corp

Technology
4.04K
+ 1.88%
$74.37 - $82.32 $300K - $333K
219K $16.8M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.28K
New
$129.13 - $198.21 $166K - $255K
1.28K $237K
Activity Summary
Buys All Purchases 117 New Holdings 14 Increased Positions 103 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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