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
IAU
Ishares Gold Trust

ETFs
4.63K
+ 100.56%
$48.37 - $52.65 $224K - $244K
9.24K $457K
PSLV
Sprott Physical Silver Trust

Financial Services
23.4K
New
$9.65 - $11.76 $226K - $275K
23.4K $225K
KR
Kroger CO

Consumer Defensive
3.61K
New
$55.21 - $63.3 $199K - $229K
3.61K $220K
MTB
M&T Bank Corp

Financial Services
1.1K
New
$172.48 - $221.95 $190K - $244K
1.1K $206K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
331
+ 3.63%
$563.99 - $620.12 $187K - $205K
9.45K $5.38M
IVV
Ishares Core S&P 500 ETF

ETFs
109
+ 1.04%
$570.51 - $610.59 $62.2K - $66.6K
10.5K $6.21M
BMY
Bristol Myers Squibb CO

Healthcare
1.28K
+ 5.52%
$51.92 - $59.94 $66.6K - $76.9K
24.5K $1.39M
EMR
Emerson Electric CO

Industrials
145
+ 1.43%
$108.13 - $134.33 $15.7K - $19.5K
10.3K $1.28M
IWV
Ishares Russell 3000 ETF

ETFs
268
+ 5.07%
$323.08 - $349.08 $86.6K - $93.6K
5.55K $1.86M
SCHW
Schwab Charles Corp

Financial Services
703
+ 9.87%
$63.31 - $82.85 $44.5K - $58.2K
7.82K $578K
SPG
Simon Property Group Inc

Real Estate
488
+ 34.05%
$167.23 - $183.84 $81.6K - $89.7K
1.92K $330K
QCOM
Qualcomm Inc

Technology
2.12K
+ 14.68%
$150.4 - $178.04 $318K - $377K
16.5K $2.54M
GS
Goldman Sachs Group Inc

Financial Services
81
+ 15.79%
$486.1 - $608.57 $39.4K - $49.3K
594 $340K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
217
+ 12.66%
$172.07 - $207.36 $37.3K - $45K
1.93K $381K
PYPL
Pay Pal Holdings, Inc.

Financial Services
547
+ 15.06%
$77.25 - $91.3 $42.3K - $49.9K
4.18K $356K
DLR
Digital Realty Trust, Inc.

Real Estate
111
+ 4.58%
$156.46 - $195.69 $17.4K - $21.7K
2.54K $449K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8.69K
+ 259.76%
$22.01 - $66.82 $191K - $581K
12K $273K
NOC
Northrop Grumman Corp

Industrials
150
+ 35.71%
$466.52 - $543.88 $70K - $81.6K
570 $267K
DE
Deere & CO

Industrials
14
+ 0.24%
$389.45 - $466.0 $5.45K - $6.52K
5.94K $2.52M
WIT
Wipro LTD

Technology
12K
New
$3.54 - $7.24 $42.5K - $86.9K
12K $42K
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.3K
+ 291.65%
$25.93 - $105.3 $629K - $2.56M
32.6K $908K
JCI
Johnson Controls International PLC

Industrials
114
+ 0.59%
$74.23 - $86.6 $8.46K - $9.87K
19.4K $1.53M
SYK
Stryker Corp

Healthcare
213
+ 0.46%
$345.14 - $392.15 $73.5K - $83.5K
46.8K $16.9M
MANH
Manhattan Associates Inc

Technology
1.15K
+ 4.43%
$263.36 - $309.78 $304K - $357K
27.2K $7.35M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
300
+ 12.5%
$88.59 - $94.57 $26.6K - $28.4K
2.7K $239K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
9.92K
+ 10.02%
$26.63 - $30.23 $264K - $300K
109K $2.9M
BDX
Becton Dickinson & CO

Healthcare
127
+ 9.56%
$220.02 - $243.75 $27.9K - $31K
1.46K $330K
SCHA
Schwab Strategic Tr Us Small C

ETFs
27.2K
+ 100.16%
$25.33 - $51.16 $688K - $1.39M
54.3K $1.4M
WM
Waste Management Inc

Industrials
98
+ 3.8%
$201.79 - $228.46 $19.8K - $22.4K
2.68K $539K
Jacobs Solutions Inc
4.71K
+ 5.45%
N/A
91K $0
Aptiv PLC
8.65K
New
N/A
8.65K $0
Blackrock Inc
1.57K
New
N/A
1.57K $0
Lam Research Corp
235K
New
N/A
235K $0
Linde PLC
894
+ 1.28%
N/A
70.6K $0
SCHO
Schwab Short Term Us Treasury

ETFs
5.61K
+ 101.91%
$24.06 - $48.88 $135K - $274K
11.1K $267K
WELL
Welltower Inc.

Real Estate
27
+ 0.96%
$123.11 - $139.3 $3.32K - $3.76K
2.85K $359K
IEFA
Ishares Tr

ETFs
247
+ 8.15%
$70.06 - $77.43 $17.3K - $19.1K
3.28K $230K
OXY
Occidental Petroleum Corp

Energy
84
+ 0.77%
$45.36 - $55.91 $3.81K - $4.7K
11.1K $545K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
208
+ 1.2%
$43.84 - $48.76 $9.12K - $10.1K
17.6K $774K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.32K
+ 92.92%
$22.63 - $47.53 $211K - $443K
19.4K $439K
RTX
Raytheon Technologies Corp

Industrials
458
+ 2.72%
$114.45 - $127.21 $52.4K - $58.3K
17.3K $2M
CMCSA
Comcast Corp

Communication Services
85
+ 0.76%
$37.39 - $45.14 $3.18K - $3.84K
11.3K $424K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
54
+ 0.18%
$113.92 - $127.38 $6.15K - $6.88K
30.3K $3.49M
LMT
Lockheed Martin Corp

Industrials
20
+ 2.21%
$479.66 - $614.62 $9.59K - $12.3K
927 $450K
WY
Weyerhaeuser CO

Real Estate
296
+ 1.79%
$27.21 - $33.7 $8.05K - $9.98K
16.8K $473K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.5K
+ 97.49%
$18.41 - $40.87 $360K - $798K
39.6K $732K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.7K
+ 174.17%
$26.93 - $84.95 $477K - $1.51M
27.9K $762K
SCHX
Schwab Strategic Tr Us Large C

ETFs
37.3K
+ 167.8%
$22.4 - $68.28 $835K - $2.55M
59.5K $1.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.2K
+ 2.8%
$57.53 - $60.83 $704K - $745K
450K $25.9M
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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