Badgley Phelps Wealth Managers, LLC Incresed Positions in Q3 2024

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.84K
+ 0.35%
$207.23 - $234.82 $588K - $666K
814K $190M
EFA
Ishares Tr Msci Eafe ETF

ETFs
20K
+ 0.88%
$75.32 - $84.37 $1.51M - $1.69M
2.29M $192M
VB
Vanguard Small Cap ETF

ETFs
5.7K
+ 1.09%
$214.77 - $237.72 $1.22M - $1.35M
530K $126M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
53.9K
+ 2.57%
$41.9 - $48.26 $2.26M - $2.6M
2.15M $103M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.05K
+ 3.29%
$405.19 - $478.57 $2.05M - $2.42M
159K $73M
XOM
Exxon Mobil Corp

Energy
71.1K
+ 434.12%
$109.72 - $119.0 $7.8M - $8.46M
87.5K $10.3M
VEA
Vanguard Ftse Developed Market

ETFs
17.8K
+ 0.95%
$47.6 - $53.31 $849K - $951K
1.9M $101M
META
Meta Platforms, Inc.

Communication Services
155
+ 0.15%
$453.41 - $572.44 $70.3K - $88.7K
106K $60.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.9K
+ 0.75%
$57.32 - $62.65 $680K - $743K
1.59M $99.2M
ORCL
Oracle Corp

Technology
4.84K
+ 2.76%
$125.9 - $170.35 $609K - $824K
180K $30.7M
PH
Parker Hannifin Corp

Industrials
2.89K
+ 9.96%
$501.01 - $635.92 $1.45M - $1.84M
31.9K $20.2M
IWN
Ishares Russell2000 Val ETF

ETFs
2.21K
+ 0.63%
$150.05 - $171.34 $332K - $379K
354K $59M
NEE
Nextera Energy Inc

Utilities
6.12K
+ 1.74%
$69.9 - $84.97 $428K - $520K
358K $30.3M
IWR
Ishares Russell Mid Cap ETF

ETFs
6.22K
+ 1.02%
$79.92 - $88.19 $497K - $548K
615K $54.2M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.81K
+ 0.9%
$256.4 - $289.78 $465K - $525K
203K $57.6M
KKR
Kkr & Co. Inc.

Financial Services
2.78K
+ 1.72%
$104.51 - $133.23 $290K - $370K
164K $21.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
12.6K
+ 1.28%
$60.84 - $67.51 $769K - $853K
997K $67.3M
MCD
Mcdonalds Corp

Consumer Cyclical
754
+ 0.93%
$245.82 - $304.51 $185K - $230K
81.7K $24.9M
CAT
Caterpillar Inc

Industrials
1.06K
+ 1.61%
$316.8 - $391.12 $334K - $413K
66.7K $26.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.95K
+ 1.34%
$173.36 - $189.8 $512K - $560K
224K $42.5M
URI
United Rentals, Inc.

Industrials
1.46K
+ 9.37%
$627.41 - $814.1 $917K - $1.19M
17.1K $13.8M
TSLA
Tesla, Inc.

Consumer Cyclical
1.3K
+ 2.46%
$191.76 - $263.26 $249K - $342K
54.1K $14.2M
NI
Nisource Inc.

Utilities
20.1K
+ 3.92%
$28.54 - $34.64 $573K - $696K
532K $18.4M
KO
Coca Cola CO

Consumer Defensive
8.2K
+ 2.63%
$62.69 - $73.01 $514K - $598K
319K $23M
DHR
Danaher Corp

Healthcare
1.14K
+ 1.19%
$239.25 - $280.76 $273K - $320K
97.1K $27M
JPM
Jpmorgan Chase & CO

Financial Services
2.12K
+ 0.72%
$194.9 - $224.8 $414K - $477K
299K $63M
MDT
Medtronic PLC

Healthcare
1.34K
+ 0.55%
$76.84 - $91.03 $103K - $122K
245K $22M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.36K
+ 1.06%
$64.35 - $75.71 $216K - $254K
321K $23.6M
AMD
Advanced Micro Devices Inc

Technology
16.3K
+ 35.18%
$128.67 - $183.96 $2.1M - $3M
62.6K $10.3M
VV
Vanguard Large Cap ETF

ETFs
2.02K
+ 1.28%
$236.92 - $263.4 $479K - $533K
160K $42.1M
CB
Chubb LTD

Financial Services
674
+ 0.92%
$252.51 - $292.2 $170K - $197K
74.2K $21.4M
CTSH
Cognizant Technology Solutions Corp

Technology
9.33K
+ 4.54%
$66.89 - $77.87 $624K - $726K
215K $16.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
9.06K
+ 1.77%
$74.26 - $78.84 $673K - $714K
520K $40.8M
UNP
Union Pacific Corp

Industrials
2.14K
+ 2.25%
$221.78 - $256.09 $474K - $548K
97K $23.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.6K
+ 2.12%
$57.8 - $60.8 $845K - $889K
704K $42.5M
PG
Procter & Gamble CO

Consumer Defensive
3.82K
+ 1.86%
$160.76 - $177.82 $615K - $680K
209K $36.2M
LEN
Lennar Corp

Consumer Cyclical
3.19K
+ 6.89%
$142.5 - $192.45 $454K - $614K
49.5K $9.28M
MS
Morgan Stanley

Financial Services
2.84K
+ 1.0%
$92.07 - $106.96 $261K - $304K
286K $29.8M
CRM
Salesforce, Inc.

Technology
591
+ 0.48%
$238.42 - $276.53 $141K - $163K
123K $33.8M
LHX
L3 Harris Technologies, Inc.

Industrials
6.79K
+ 16.31%
$221.96 - $243.27 $1.51M - $1.65M
48.4K $11.5M
JNJ
Johnson & Johnson

Healthcare
1.82K
+ 1.56%
$145.48 - $167.38 $265K - $305K
119K $19.2M
IWS
Ishares Russell Midcap Value E

ETFs
2.33K
+ 1.49%
$119.52 - $132.25 $278K - $308K
158K $20.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.9K
+ 3.04%
$54.98 - $59.51 $711K - $769K
438K $26M
ETN
Eaton Corp PLC

Industrials
4.47K
+ 22.8%
$272.52 - $333.02 $1.22M - $1.49M
24.1K $7.97M
BBAX
J P Morgan Betabuilders Develo

ETFs
6.75K
+ 2.75%
$46.61 - $54.03 $314K - $364K
252K $13.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
5.57K
+ 1.67%
$79.29 - $84.02 $441K - $468K
340K $28.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.42K
+ 0.63%
$103.87 - $117.59 $147K - $166K
226K $26.5M
BSX
Boston Scientific Corp

Healthcare
12.7K
+ 16.79%
$72.96 - $84.0 $927K - $1.07M
88.3K $7.4M
VTI
Vanguard Total Stock Market Et

ETFs
2.98K
+ 7.02%
$255.18 - $283.2 $761K - $845K
45.5K $12.9M
Activity Summary
Buys All Purchases 179 New Holdings 40 Increased Positions 139 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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