Badgley Phelps Wealth Managers, LLC Incresed Positions in Q2 2025

Badgley Phelps Wealth Managers, LLC

  • $4.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
6.27K
+ 0.97%
$354.56 - $497.45 $2.22M - $3.12M
652K $324M
AVGO
Broadcom Inc.

Technology
82.9K
+ 157.56%
$146.29 - $275.65 $12.1M - $22.9M
136K $37.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
418K
+ 38.0%
$58.63 - $59.9 $24.5M - $25M
1.52M $90.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
113K
+ 190.85%
$152.93 - $181.74 $17.3M - $20.6M
173K $31.4M
VB
Vanguard Small Cap ETF

ETFs
16.3K
+ 3.0%
$193.73 - $237.37 $3.15M - $3.86M
558K $132M
NOW
Service Now, Inc.

Technology
197
+ 0.4%
$721.65 - $1040.18 $142K - $205K
49.8K $51.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
50.5K
+ 3.08%
$51.16 - $62.02 $2.58M - $3.13M
1.69M $105M
IWF
Ishares Russell 1000 Gr ETF

ETFs
5.55K
+ 5.15%
$320.42 - $424.58 $1.78M - $2.35M
113K $47.8M
UBER
Uber Technologies, Inc

Technology
94.1K
+ 2788.26%
$64.62 - $93.3 $6.08M - $8.78M
97.5K $9.09M
NFLX
Netflix Inc

Communication Services
2.61K
+ 22.73%
$855.86 - $1339.13 $2.24M - $3.5M
14.1K $18.9M
GOOG
Alphabet Inc.

Communication Services
4.33K
+ 1.45%
$146.58 - $180.01 $634K - $779K
304K $53.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
19.2K
+ 3.02%
$74.88 - $91.97 $1.44M - $1.77M
654K $60.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.67K
+ 1.15%
$104.34 - $138.68 $279K - $371K
235K $32.6M
VV
Vanguard Large Cap ETF

ETFs
1.58K
+ 0.96%
$228.25 - $285.3 $361K - $451K
166K $47.3M
TSLA
Tesla, Inc.

Consumer Cyclical
3.47K
+ 5.88%
$221.86 - $362.89 $770K - $1.26M
62.5K $19.8M
GE
General Electric CO

Industrials
3.37K
+ 5.58%
$166.81 - $257.39 $562K - $867K
63.7K $16.4M
CAT
Caterpillar Inc

Industrials
622
+ 0.92%
$273.94 - $388.21 $170K - $241K
68.2K $26.5M
IWN
Ishares Russell2000 Val ETF

ETFs
9.82K
+ 2.73%
$131.84 - $157.76 $1.3M - $1.55M
370K $58.4M
ETN
Eaton Corp PLC

Industrials
194
+ 0.45%
$246.52 - $356.99 $47.8K - $69.3K
43.2K $15.4M
DIS
Walt Disney CO

Communication Services
427
+ 0.31%
$81.72 - $124.01 $34.9K - $53K
140K $17.4M
PH
Parker Hannifin Corp

Industrials
499
+ 1.49%
$517.23 - $700.54 $258K - $350K
34K $23.8M
LHX
L3 Harris Technologies, Inc.

Industrials
2.41K
+ 4.71%
$200.21 - $256.99 $482K - $618K
53.5K $13.4M
URI
United Rentals, Inc.

Industrials
297
+ 1.63%
$551.94 - $753.4 $164K - $224K
18.5K $13.9M
MCK
Mckesson Corp

Healthcare
968
+ 3.37%
$652.83 - $732.78 $632K - $709K
29.7K $21.8M
IBM
International Business Machines Corp

Technology
1.37K
+ 5.04%
$221.03 - $294.78 $304K - $405K
28.6K $8.44M
CTAS
Cintas Corp

Industrials
2.83K
+ 4.99%
$190.11 - $227.66 $538K - $644K
59.5K $13.3M
BBAX
J P Morgan Betabuilders Develo

ETFs
807
+ 0.33%
$42.69 - $54.65 $34.5K - $44.1K
243K $13.3M
CCK
Crown Holdings Inc

Consumer Cyclical
52
+ 0.05%
$78.47 - $104.45 $4.08K - $5.43K
102K $10.5M
SNX
Td Synnex Corp

Technology
2.46K
+ 7.33%
$95.81 - $137.79 $236K - $339K
36.1K $4.89M
IWS
Ishares Russell Midcap Value E

ETFs
2.75K
+ 1.68%
$110.58 - $132.14 $304K - $363K
167K $22M
V
Visa Inc.

Financial Services
1.03K
+ 0.51%
$308.27 - $373.31 $318K - $385K
202K $71.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
16
+ 0.01%
$45.98 - $56.15 $736 - $898
203K $11.4M
FISV
Fiserv Inc

Technology
9.06K
+ 16.81%
N/A
62.9K $7.88M
BSX
Boston Scientific Corp

Healthcare
2.38K
+ 2.32%
$89.7 - $107.41 $213K - $255K
105K $11.3M
IWM
Ishares Russell 2000 ETF

ETFs
825
+ 2.3%
$174.82 - $215.79 $144K - $178K
36.7K $7.92M
AMD
Advanced Micro Devices Inc

Technology
874
+ 5.53%
$78.21 - $143.81 $68.4K - $126K
16.7K $2.37M
PEG
Public Service Enterprise Group Inc

Utilities
6.25K
+ 5.45%
$77.13 - $84.18 $482K - $526K
121K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
161
+ 1.53%
$498.8 - $620.9 $80.3K - $100K
10.7K $6.63M
VRT
Vertiv Holdings CO

Industrials
8.31K
+ 13.58%
N/A
69.5K $6.02M
NI
Nisource Inc.

Utilities
13.3K
+ 2.39%
$37.11 - $40.64 $494K - $541K
569K $23M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.77K
+ 0.51%
$75.05 - $77.34 $208K - $214K
549K $42.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
465
+ 4.86%
$468.22 - $566.51 $218K - $263K
10K $5.69M
VLO
Valero Energy Corp

Energy
1.73K
+ 1.19%
$104.69 - $141.77 $181K - $245K
147K $19.8M
BA
Boeing CO

Industrials
333
+ 2.76%
$136.59 - $217.51 $45.5K - $72.4K
12.4K $2.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
9.26K
+ 2.95%
$63.54 - $68.5 $588K - $634K
323K $21.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
657
+ 0.18%
$79.56 - $82.92 $52.3K - $54.5K
363K $30.1M
TJX
Tjx Companies Inc

Consumer Cyclical
2.1K
+ 2.05%
$119.13 - $135.03 $251K - $284K
105K $12.9M
GVI
Ishares Tr

ETFs
3.05K
+ 3.08%
$104.82 - $106.79 $320K - $326K
102K $10.9M
VO
Vanguard Mid Cap ETF

ETFs
174
+ 1.27%
$228.54 - $279.83 $39.8K - $48.7K
13.9K $3.89M
Activity Summary
Buys All Purchases 123 New Holdings 8 Increased Positions 115 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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