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
WSM
Williams Sonoma Inc

Consumer Cyclical
22
+ 1.71%
$158.1 - $217.71 $3.48K - $4.79K
1.31K $206K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
152
+ 7.87%
$165.25 - $224.62 $25.1K - $34.1K
2.08K $345K
ITOT
Ishares Core S&P Total U.S. St

ETFs
958
+ 3.9%
$120.29 - $134.6 $115K - $129K
25.5K $3.11M
RPM
Rpm International Inc

Basic Materials
2
+ 0.03%
$114.03 - $128.31 $228 - $257
6.87K $794K
MAR
Marriott International Inc

Consumer Cyclical
21
+ 1.45%
$237.01 - $304.45 $4.98K - $6.39K
1.47K $350K
TFC
Truist Financial Corp

Financial Services
10
+ 0.04%
$39.48 - $48.15 $395 - $482
25.1K $1.03M
EL
Estee Lauder Companies Inc

Consumer Defensive
8
+ 0.12%
$64.26 - $85.48 $514 - $684
6.42K $423K
SCHX
Schwab Strategic Tr Us Large C

ETFs
146
+ 0.25%
$21.75 - $24.28 $3.18K - $3.54K
59.7K $1.32M
GM
General Motors CO

Consumer Cyclical
20
+ 0.17%
$45.22 - $54.92 $904 - $1.1K
11.7K $550K
SCHG
Schwab Strategic Tr Us Large C

ETFs
645
+ 1.98%
$24.91 - $29.02 $16.1K - $18.7K
33.2K $832K
XLK
Technology Sector Spdr

ETFs
56
+ 1.15%
$206.38 - $242.18 $11.6K - $13.6K
4.93K $1.02M
WAFD
Washington Federal Inc

Financial Services
5
+ 0.01%
$27.4 - $32.6 $137 - $163
36.8K $1.05M
EMR
Emerson Electric CO

Industrials
46
+ 0.45%
$108.64 - $131.17 $5K - $6.03K
10.4K $1.13M
PEP
Pepsico Inc

Consumer Defensive
239
+ 0.2%
$142.64 - $156.42 $34.1K - $37.4K
120K $18M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
125
+ 1.32%
$522.96 - $601.18 $65.4K - $75.1K
9.58K $5.11M
PH
Parker Hannifin Corp

Industrials
491
+ 1.49%
$591.65 - $707.05 $291K - $347K
33.5K $20.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
15K
+ 2.41%
$82.81 - $92.93 $1.24M - $1.39M
635K $54M
PCAR
Paccar Inc

Industrials
244
+ 0.15%
$96.91 - $112.51 $23.6K - $27.5K
159K $15.5M
URI
United Rentals, Inc.

Industrials
402
+ 2.26%
$594.17 - $789.56 $239K - $317K
18.2K $11.4M
DIS
Walt Disney CO

Communication Services
3.19K
+ 2.34%
$96.87 - $114.0 $309K - $364K
140K $13.8M
AMAT
Applied Materials Inc

Technology
105
+ 0.13%
$145.06 - $195.51 $15.2K - $20.5K
82.3K $11.9M
BAC
Bank Of America Corp

Financial Services
3.88K
+ 0.52%
$39.61 - $47.74 $154K - $185K
748K $31.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.9K
+ 2.15%
$114.9 - $139.6 $563K - $684K
232K $27.3M
VV
Vanguard Large Cap ETF

ETFs
1.59K
+ 0.98%
$253.32 - $282.66 $403K - $449K
164K $42.2M
CAT
Caterpillar Inc

Industrials
365
+ 0.54%
$326.75 - $407.63 $119K - $149K
67.5K $22.3M
ETN
Eaton Corp PLC

Industrials
870
+ 2.06%
$271.83 - $371.23 $236K - $323K
43K $11.7M
DHR
Danaher Corp

Healthcare
281
+ 0.29%
$201.62 - $250.59 $56.7K - $70.4K
97.4K $20M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 0.05%
$4295.4 - $5141.88 $12.9K - $15.4K
6.56K $30.2M
MS
Morgan Stanley

Financial Services
1.05K
+ 0.36%
$111.68 - $141.08 $117K - $148K
289K $33.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
53.6K
+ 3.37%
$57.21 - $65.8 $3.06M - $3.52M
1.64M $95.8M
IWN
Ishares Russell2000 Val ETF

ETFs
6.34K
+ 1.79%
$149.27 - $169.4 $946K - $1.07M
360K $54.4M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6.59K
+ 3.26%
$254.58 - $302.92 $1.68M - $2M
209K $53.3M
KKR
Kkr & Co. Inc.

Financial Services
833
+ 0.5%
$108.17 - $167.07 $90.1K - $139K
168K $19.4M
VB
Vanguard Small Cap ETF

ETFs
13.4K
+ 2.54%
$217.89 - $252.64 $2.92M - $3.39M
542K $120M
TSLA
Tesla, Inc.

Consumer Cyclical
3.37K
+ 6.07%
$222.15 - $428.22 $750K - $1.44M
59K $15.3M
GOOG
Alphabet Inc.

Communication Services
6.72K
+ 2.3%
$156.06 - $207.71 $1.05M - $1.4M
299K $46.8M
GOOGL
Alphabet Inc.

Communication Services
1.24K
+ 0.42%
$154.33 - $206.19 $191K - $255K
292K $45.2M
MSFT
Microsoft Corp

Technology
20.4K
+ 3.26%
$375.39 - $447.2 $7.66M - $9.12M
645K $242M
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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