Badgley Phelps Wealth Managers, LLC Incresed Positions in Q3 2025

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
6.83K
+ 0.54%
$153.3 - $186.58 $1.05M - $1.27M
1.28M $238M
AVGO
Broadcom Inc.

Technology
41.3K
+ 30.49%
$264.74 - $369.57 $10.9M - $15.3M
177K $58.3M
GOOG
Alphabet Inc.

Communication Services
301
+ 0.1%
$175.16 - $255.24 $52.7K - $76.8K
304K $74M
VB
Vanguard Small Cap ETF

ETFs
5.57K
+ 1.0%
$237.58 - $259.17 $1.32M - $1.44M
564K $143M
ISRG
Intuitive Surgical Inc

Healthcare
20.1K
+ 3082.7%
$433.66 - $544.47 $8.73M - $11M
20.8K $9.29M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2.25K
+ 1.05%
$284.45 - $324.95 $641K - $732K
217K $69.4M
IWN
Ishares Russell2000 Val ETF

ETFs
4.65K
+ 1.26%
$157.1 - $178.94 $730K - $832K
375K $66.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.7K
+ 1.16%
$62.09 - $66.51 $1.22M - $1.31M
1.71M $112M
CAT
Caterpillar Inc

Industrials
763
+ 1.12%
$390.92 - $477.15 $298K - $364K
68.9K $32.9M
MS
Morgan Stanley

Financial Services
1.86K
+ 0.65%
$139.09 - $161.16 $259K - $300K
290K $46.1M
SPGI
S&P Global Inc.

Financial Services
10.6K
+ 2575.18%
$484.94 - $564.15 $5.13M - $5.97M
11K $5.35M
IBM
International Business Machines Corp

Technology
19.5K
+ 68.03%
$234.77 - $292.47 $4.57M - $5.69M
48.1K $13.6M
URI
United Rentals, Inc.

Industrials
668
+ 3.61%
$774.14 - $975.23 $517K - $651K
19.2K $18.3M
TXN
Texas Instruments Inc

Technology
22.1K
+ 55.63%
N/A
61.7K $12M
JNJ
Johnson & Johnson

Healthcare
882
+ 0.71%
$155.17 - $185.42 $137K - $164K
125K $23.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.86K
+ 0.73%
$72.65 - $78.68 $353K - $383K
673K $52.7M
VV
Vanguard Large Cap ETF

ETFs
888
+ 0.54%
$285.05 - $309.14 $253K - $275K
167K $51.3M
GE
General Electric CO

Industrials
4.13K
+ 6.48%
$244.75 - $305.63 $1.01M - $1.26M
67.8K $20.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.02K
+ 1.07%
$92.26 - $97.51 $648K - $685K
661K $63.8M
LHX
L3 Harris Technologies, Inc.

Industrials
1.16K
+ 2.16%
$252.18 - $305.41 $292K - $354K
54.7K $16.7M
WMT
Walmart Inc.

Consumer Defensive
5.1K
+ 1.28%
$94.4 - $104.27 $481K - $532K
402K $41.4M
PH
Parker Hannifin Corp

Industrials
391
+ 1.15%
$697.13 - $769.67 $273K - $301K
34.4K $26.1M
TJX
Tjx Companies Inc

Consumer Cyclical
772
+ 0.74%
$121.35 - $144.54 $93.7K - $112K
106K $15.3M
TRMB
Trimble Inc.

Technology
15.4K
+ 11.31%
$76.46 - $85.24 $1.18M - $1.31M
151K $12.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.88K
+ 1.67%
$181.56 - $190.33 $523K - $549K
175K $33.3M
AMAT
Applied Materials Inc

Technology
549
+ 0.68%
$156.25 - $204.95 $85.8K - $113K
81.7K $16.7M
NI
Nisource Inc.

Utilities
4.22K
+ 0.74%
$39.0 - $43.33 $165K - $183K
573K $24.8M
MDT
Medtronic PLC

Healthcare
331
+ 0.15%
$87.67 - $95.74 $29K - $31.7K
224K $21.4M
SNX
Td Synnex Corp

Technology
3.14K
+ 8.72%
$135.82 - $166.01 $427K - $522K
39.2K $6.42M
IWS
Ishares Russell Midcap Value E

ETFs
1.33K
+ 0.8%
$132.83 - $140.61 $176K - $187K
168K $23.5M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
9.53K
+ 3.61%
$69.02 - $73.57 $658K - $701K
274K $20.1M
MCK
Mckesson Corp

Healthcare
312
+ 1.05%
$659.01 - $772.54 $206K - $241K
30K $23.2M
LEN
Lennar Corp

Consumer Cyclical
1.44K
+ 2.29%
$107.73 - $142.4 $155K - $204K
64.2K $8.1M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.56K
+ 0.66%
$137.51 - $145.26 $215K - $227K
237K $33.7M
IWM
Ishares Russell 2000 ETF

ETFs
285
+ 0.78%
$214.92 - $244.84 $61.3K - $69.8K
37K $8.94M
ETN
Eaton Corp PLC

Industrials
613
+ 1.42%
$342.99 - $392.76 $210K - $241K
43.9K $16.4M
MCD
Mcdonalds Corp

Consumer Cyclical
956
+ 1.75%
$291.67 - $316.99 $279K - $303K
55.6K $16.9M
XOM
Exxon Mobil Corp

Energy
3.24K
+ 3.16%
$105.83 - $117.22 $342K - $379K
106K $11.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
154
+ 0.08%
$66.38 - $71.68 $10.2K - $11K
205K $14.6M
UBER
Uber Technologies, Inc

Technology
3.89K
+ 3.99%
$86.91 - $99.57 $338K - $387K
101K $9.93M
OMER
Omeros Corp

Healthcare
142K
+ 117.03%
$3.06 - $4.48 $435K - $637K
264K $1.08M
UNP
Union Pacific Corp

Industrials
264
+ 0.27%
$214.91 - $237.16 $56.7K - $62.6K
98.2K $23.2M
GVI
Ishares Tr

ETFs
4.78K
+ 4.68%
$105.8 - $107.81 $506K - $516K
107K $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
94
+ 0.88%
$620.67 - $670.08 $58.3K - $63K
10.8K $7.21M
PCAR
Paccar Inc

Industrials
237
+ 0.15%
$92.91 - $102.86 $22K - $24.4K
157K $15.4M
VRT
Vertiv Holdings CO

Industrials
5.24K
+ 7.54%
N/A
74.8K $6.48M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
208
+ 2.07%
$567.09 - $607.37 $118K - $126K
10.2K $6.11M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.01%
$215.01 - $273.02 $215 - $273
13.9K $3.48M
AMD
Advanced Micro Devices Inc

Technology
408
+ 2.45%
$134.8 - $184.42 $55K - $75.2K
17.1K $2.76M
Activity Summary
Buys All Purchases 100 New Holdings 8 Increased Positions 92 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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