Badgley Phelps Wealth Managers, LLC Incresed Positions in Q4 2024

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
470
+ 19.22%
$236.59 - $257.5 $111K - $121K
2.92K $705K
QCOM
Qualcomm Inc

Technology
2.12K
+ 14.68%
$150.4 - $178.04 $318K - $377K
16.5K $2.54M
SPG
Simon Property Group Inc

Real Estate
488
+ 34.05%
$167.23 - $183.84 $81.6K - $89.7K
1.92K $330K
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
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
Linde PLC
894
+ 1.28%
N/A
70.6K $0
Jacobs Solutions Inc
4.71K
+ 5.45%
N/A
91K $0
WELL
Welltower Inc.

Real Estate
27
+ 0.96%
$123.11 - $139.3 $3.32K - $3.76K
2.85K $359K
SCHO
Schwab Short Term Us Treasury

ETFs
5.61K
+ 101.91%
$24.06 - $48.88 $135K - $274K
11.1K $267K
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
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
87
+ 0.18%
$52.1 - $57.26 $4.53K - $4.98K
47.8K $2.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.8K
+ 3.46%
$80.13 - $83.77 $942K - $985K
352K $28.2M
IWS
Ishares Russell Midcap Value E

ETFs
1.67K
+ 1.06%
$128.08 - $140.32 $214K - $235K
160K $20.7M
ABBV
Abb Vie Inc.

Healthcare
27
+ 0.18%
$164.99 - $203.87 $4.45K - $5.5K
15K $2.66M
PANW
Palo Alto Networks Inc

Technology
78.2K
+ 83.1%
$181.96 - $405.9 $14.2M - $31.7M
172K $31.3M
CB
Chubb LTD

Financial Services
57
+ 0.08%
$271.57 - $301.89 $15.5K - $17.2K
74.3K $20.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
349
+ 0.22%
$442.29 - $483.08 $154K - $169K
159K $72.1M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
12.6K
+ 2.41%
$74.5 - $78.37 $936K - $984K
533K $39.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.49K
+ 1.27%
$58.88 - $64.8 $147K - $161K
199K $11.7M
PG
Procter & Gamble CO

Consumer Defensive
910
+ 0.43%
$161.05 - $179.7 $147K - $164K
210K $35.3M
LHX
L3 Harris Technologies, Inc.

Industrials
367
+ 0.76%
$208.94 - $264.22 $76.7K - $97K
48.8K $10.3M
URI
United Rentals, Inc.

Industrials
731
+ 4.29%
$704.44 - $880.32 $515K - $644K
17.8K $12.5M
UNP
Union Pacific Corp

Industrials
257
+ 0.26%
$223.15 - $249.32 $57.3K - $64.1K
97.3K $22.2M
CAT
Caterpillar Inc

Industrials
500
+ 0.75%
$360.37 - $416.88 $180K - $208K
67.2K $24.4M
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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