Badgley Phelps Wealth Managers, LLC Purchases in Q2 2025

Badgley Phelps Wealth Managers, LLC

  • $4.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
2.1K
+ 2.05%
$119.13 - $135.03 $251K - $284K
105K $12.9M
GVI
Ishares Tr

ETFs
3.05K
+ 3.08%
$104.82 - $106.79 $320K - $326K
102K $10.9M
VO
Vanguard Mid Cap ETF

ETFs
174
+ 1.27%
$228.54 - $279.83 $39.8K - $48.7K
13.9K $3.89M
IWV
Ishares Russell 3000 ETF

ETFs
360
+ 5.9%
$281.67 - $351.0 $101K - $126K
6.46K $2.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
203
+ 6.08%
$456.74 - $568.03 $92.7K - $115K
3.54K $2.01M
MET
Metlife Inc

Financial Services
3.26K
+ 3.14%
$68.42 - $82.49 $223K - $269K
107K $8.62M
AMT
American Tower Corp

Real Estate
238
+ 0.37%
$203.96 - $228.19 $48.5K - $54.3K
65.3K $14.4M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
167
+ 0.37%
$49.48 - $61.22 $8.26K - $10.2K
44.8K $2.73M
EBAY
Ebay Inc

Consumer Cyclical
2.75K
New
$59.52 - $79.36 $164K - $218K
2.75K $204K
PSA
Public Storage

Real Estate
697
New
$266.31 - $309.77 $186K - $216K
697 $204K
USB
Us Bancorp \De\

Financial Services
2.88K
+ 17.62%
$36.4 - $45.76 $105K - $132K
19.2K $868K
MUB
Ishares National Muni Bond ETF

ETFs
1.72K
+ 42.58%
$102.31 - $105.8 $176K - $182K
5.76K $601K
VUG
Vanguard Growth ETF

ETFs
8
+ 0.35%
$329.49 - $438.4 $2.64K - $3.51K
2.31K $1.01M
SPSB
Spdr Portfolio Short Term Corp

ETFs
4.48K
+ 2.61%
$29.82 - $30.19 $134K - $135K
176K $5.31M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.48K
+ 6.44%
$17.76 - $22.1 $44.1K - $54.8K
41K $905K
LEN
Lennar Corp

Consumer Cyclical
3.53K
+ 5.96%
$102.76 - $115.66 $363K - $408K
62.8K $6.95M
SCHG
Schwab Strategic Tr Us Large C

ETFs
111
+ 0.33%
$22.27 - $29.21 $2.47K - $3.24K
33.4K $974K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.07K
+ 1.97%
$20.42 - $25.3 $21.8K - $27.1K
55.3K $1.4M
RACE
Ferrari N.V.

Consumer Cyclical
11
+ 0.67%
$397.86 - $499.02 $4.38K - $5.49K
1.66K $816K
MAR
Marriott International Inc

Consumer Cyclical
199
+ 13.53%
$211.12 - $274.14 $42K - $54.6K
1.67K $456K
DJP
Barclays Bank PLC

ETFs
3.27K
+ 0.69%
N/A
474K $15.3M
BALL
Ball Corp

Consumer Cyclical
348
+ 2.19%
$44.94 - $56.99 $15.6K - $19.8K
16.2K $909K
VTV
Vanguard Value ETF

ETFs
299
+ 3.93%
$153.67 - $176.74 $45.9K - $52.8K
7.92K $1.4M
DLR
Digital Realty Trust, Inc.

Real Estate
60
+ 2.67%
$136.11 - $177.69 $8.17K - $10.7K
2.31K $402K
AYI
Acuity Brands Inc

Industrials
86
+ 5.68%
$223.31 - $304.18 $19.2K - $26.2K
1.6K $477K
IEFA
Ishares Tr

ETFs
564
+ 19.32%
$67.83 - $84.09 $38.3K - $47.4K
3.48K $290K
WMB
Williams Companies, Inc.

Energy
691
+ 9.97%
$54.33 - $62.87 $37.5K - $43.4K
7.62K $478K
QUAL
Ishares Msci Usa Quality Facto

ETFs
191
+ 8.36%
$152.42 - $182.82 $29.1K - $34.9K
2.48K $452K
KR
Kroger CO

Consumer Defensive
441
+ 11.99%
$64.62 - $74.0 $28.5K - $32.6K
4.12K $295K
PHYS
Sprott Physical Gold Trust

Financial Services
600
+ 2.77%
$22.82 - $26.29 $13.7K - $15.8K
22.2K $563K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
200
+ 4.32%
$116.93 - $119.39 $23.4K - $23.9K
4.83K $575K
VNQ
Vanguard Specialized Funds Van

ETFs
384
+ 9.57%
$79.79 - $91.42 $30.6K - $35.1K
4.4K $391K
IEF
Ishares Barclays

ETFs
281
+ 11.73%
$93.15 - $96.56 $26.2K - $27.1K
2.68K $256K
PSLV
Sprott Physical Silver Trust

Financial Services
900
+ 3.85%
$9.98 - $12.51 $8.98K - $11.3K
24.3K $297K
WEC
Wec Energy Group, Inc.

Utilities
456
+ 9.71%
$102.24 - $109.76 $46.6K - $50.1K
5.15K $536K
SCHO
Schwab Short Term Us Treasury

ETFs
771
+ 6.45%
$24.19 - $24.45 $18.7K - $18.9K
12.7K $310K
AZO
Autozone Inc

Consumer Cyclical
7
+ 6.8%
$3478.38 - $3880.15 $24.3K - $27.2K
110 $408K
CME
Cme Group Inc.

Financial Services
14
+ 1.71%
$252.37 - $290.71 $3.53K - $4.07K
833 $229K
NOC
Northrop Grumman Corp

Industrials
30
+ 5.14%
$456.3 - $540.39 $13.7K - $16.2K
614 $306K
TIP
Ishares Tr Tips Bd ETF

ETFs
21
+ 0.77%
$107.93 - $110.97 $2.27K - $2.33K
2.74K $301K
Rocket Lab Corp
12.1K
New
N/A
12.1K $0
Amentum Holdings Inc
12.9K
New
N/A
12.9K $0
VUSB
Vanguard Bd Index Fds
5.19K
New
N/A
5.19K $0
INTC
Intel Corp

Technology
393
+ 1.41%
$18.13 - $22.69 $7.13K - $8.92K
28.3K $634K
Ge Healthcare Technologies I
16K
+ 16.19%
N/A
115K $0
WM
Waste Management Inc

Industrials
19
+ 0.71%
$216.47 - $242.1 $4.11K - $4.6K
2.69K $614K
KO
Coca Cola CO

Consumer Defensive
3.72K
+ 1.16%
$68.37 - $73.9 $254K - $275K
325K $23M
RPM
Rpm International Inc

Basic Materials
201
+ 2.93%
$96.97 - $117.58 $19.5K - $23.6K
7.07K $776K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
39
+ 0.14%
$24.32 - $27.87 $948 - $1.09K
27K $715K
Activity Summary
Buys All Purchases 123 New Holdings 8 Increased Positions 115 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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