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
LEN
Lennar Corp

Consumer Cyclical
11.1K
+ 22.94%
$113.93 - $141.54 $1.26M - $1.57M
59.3K $6.8M
IEF
Ishares Barclays

ETFs
2.4K
New
$91.17 - $95.39 $218K - $228K
2.4K $228K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.46K
New
$48.02 - $53.02 $214K - $237K
4.46K $221K
CME
Cme Group Inc.

Financial Services
819
New
$225.82 - $266.54 $185K - $218K
819 $217K
SPGI
S&P Global Inc.

Financial Services
419
New
$478.26 - $543.77 $200K - $228K
419 $212K
PGR
Progressive Corp

Financial Services
738
New
$235.61 - $291.22 $174K - $215K
738 $208K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.07K
New
$96.93 - $109.51 $201K - $227K
2.07K $202K
RFG
Invesco Exchange Traded Fd Tr

ETFs
4.61K
New
$43.07 - $51.51 $199K - $237K
4.61K $202K
ABC
Amerisourcebergen Corp

Healthcare
1.09K
New
N/A
1.09K $200K
VO
Vanguard Mid Cap ETF

ETFs
1.02K
+ 8.05%
$251.87 - $277.95 $258K - $284K
13.7K $3.55M
GLD
Spdr Gold Trust

ETFs
59
+ 2.02%
$243.19 - $288.14 $14.3K - $17K
2.97K $856K
MA
Mastercard Inc

Financial Services
171
+ 7.26%
$504.67 - $576.31 $86.3K - $98.5K
2.53K $1.38M
MUB
Ishares National Muni Bond ETF

ETFs
1.24K
+ 44.25%
$104.71 - $107.69 $130K - $133K
4.04K $425K
WELL
Welltower Inc.

Real Estate
118
+ 4.13%
$124.05 - $156.86 $14.6K - $18.5K
2.97K $455K
GS
Goldman Sachs Group Inc

Financial Services
200
+ 33.67%
$524.81 - $672.19 $105K - $134K
794 $433K
DG
Dollar General Corp

Consumer Defensive
3
+ 0.04%
$68.44 - $87.93 $205 - $264
6.9K $607K
IWV
Ishares Russell 3000 ETF

ETFs
552
+ 9.94%
$313.1 - $349.83 $173K - $193K
6.1K $1.94M
SCHW
Schwab Charles Corp

Financial Services
511
+ 6.53%
$71.24 - $83.64 $36.4K - $42.7K
8.33K $652K
EPD
Enterprise Products Partners L.P.

Energy
707
+ 4.01%
$31.75 - $34.14 $22.4K - $24.1K
18.3K $626K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.98%
$3193.96 - $3828.11 $3.19K - $3.83K
103 $392K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
407
+ 4.88%
$126.11 - $135.06 $51.3K - $55K
8.75K $1.13M
CL
Colgate Palmolive CO

Consumer Defensive
3
+ 0.01%
$85.68 - $97.5 $257 - $293
22.4K $2.1M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.08K
+ 15.84%
$42.18 - $45.16 $45.6K - $48.9K
7.91K $350K
QCOM
Qualcomm Inc

Technology
302
+ 1.83%
$151.94 - $175.86 $45.9K - $53.1K
16.8K $2.59M
BDX
Becton Dickinson & CO

Healthcare
164
+ 11.26%
$222.79 - $249.08 $36.5K - $40.8K
1.62K $371K
FFIV
F5, Inc.

Technology
1
+ 0.04%
$251.75 - $310.6 $252 - $311
2.8K $745K
JCI
Johnson Controls International PLC

Industrials
212
+ 1.09%
$76.12 - $90.6 $16.1K - $19.2K
19.6K $1.57M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.18K
+ 6.08%
$22.46 - $23.26 $26.4K - $27.4K
20.5K $475K
NOC
Northrop Grumman Corp

Industrials
14
+ 2.46%
$433.45 - $513.82 $6.07K - $7.19K
584 $299K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
83
+ 0.83%
$95.85 - $99.25 $7.96K - $8.24K
10.1K $999K
KR
Kroger CO

Consumer Defensive
64
+ 1.77%
$58.36 - $67.72 $3.74K - $4.33K
3.68K $248K
SO
Southern CO

Utilities
1
+ 0.04%
$80.96 - $92.96 $81 - $93
2.61K $240K
HUM
Humana Inc

Healthcare
10
+ 0.48%
$249.11 - $303.11 $2.49K - $3.03K
2.07K $548K
SCHO
Schwab Short Term Us Treasury

ETFs
836
+ 7.52%
$24.1 - $24.34 $20.1K - $20.3K
12K $290K
ONCY
Oncolytics Biotech Inc

Healthcare
40K
New
$0.55 - $0.93 $22K - $37.2K
40K $22K
APD
Air Products & Chemicals, Inc.

Basic Materials
12
+ 0.79%
$283.24 - $338.07 $3.4K - $4.06K
1.53K $451K
ISRG
Intuitive Surgical Inc

Healthcare
41
+ 6.59%
$476.63 - $610.45 $19.5K - $25K
663 $328K
OXY
Occidental Petroleum Corp

Energy
2
+ 0.02%
$45.45 - $52.7 $90.9 - $105
11.1K $545K
Millrose Pptys Inc
24.6K
New
N/A
24.6K $0
Jacobs Solutions Inc
2.75K
+ 3.02%
N/A
93.8K $0
Ge Healthcare Technologies I
98.6K
New
N/A
98.6K $0
LMT
Lockheed Martin Corp

Industrials
80
+ 8.63%
$423.19 - $506.29 $33.9K - $40.5K
1.01K $449K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
311
+ 2.58%
$21.23 - $23.75 $6.6K - $7.39K
12.3K $265K
CSX
Csx Corp

Industrials
249
+ 3.23%
$29.11 - $33.67 $7.25K - $8.38K
7.97K $234K
TT
Trane Technologies PLC

Industrials
20
+ 2.61%
$332.0 - $400.86 $6.64K - $8.02K
785 $264K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
75
+ 1.32%
$37.35 - $43.35 $2.8K - $3.25K
5.75K $217K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10
+ 0.14%
$67.03 - $74.61 $670 - $746
7.11K $483K
CLX
Clorox CO

Consumer Defensive
23
+ 1.16%
$141.76 - $162.89 $3.26K - $3.75K
2.01K $295K
IWS
Ishares Russell Midcap Value E

ETFs
4.04K
+ 2.53%
$122.59 - $135.24 $495K - $546K
164K $20.6M
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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