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
GE
General Electric CO

Industrials
3.36K
+ 12.23%
$156.66 - $189.66 $526K - $637K
30.8K $5.81M
VZ
Verizon Communications Inc

Communication Services
6.82K
+ 2.36%
$38.89 - $45.0 $265K - $307K
295K $13.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
544
+ 0.53%
$332.02 - $382.76 $181K - $208K
104K $38.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.89K
+ 3.1%
$58.03 - $65.37 $342K - $385K
196K $12.7M
SYY
Sysco Corp

Consumer Defensive
1.57K
+ 0.96%
$69.16 - $78.98 $108K - $124K
164K $12.8M
MANH
Manhattan Associates Inc

Technology
960
+ 3.83%
$218.59 - $286.0 $210K - $275K
26.1K $7.33M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5.21K
+ 20.47%
$125.95 - $142.04 $656K - $739K
30.6K $4.35M
GVI
Ishares Tr

ETFs
7.94K
+ 10.36%
$103.17 - $107.43 $819K - $853K
84.6K $9.06M
IWM
Ishares Russell 2000 ETF

ETFs
2.2K
+ 7.13%
$200.87 - $224.6 $442K - $494K
33.1K $7.31M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
14.8K
+ 1.92%
$50.25 - $50.74 $742K - $750K
785K $39.8M
LOW
Lowes Companies Inc

Consumer Cyclical
339
+ 2.32%
$213.3 - $270.78 $72.3K - $91.8K
15K $4.05M
BLK
Black Rock Inc.

Financial Services
664
+ 73.29%
$782.27 - $949.51 $519K - $630K
1.57K $1.49M
AXP
American Express CO

Financial Services
1.2K
+ 11.52%
$225.92 - $271.17 $272K - $326K
11.6K $3.16M
AMGN
Amgen Inc

Healthcare
869
+ 1.88%
$309.38 - $337.38 $269K - $293K
47K $15.1M
AVGO
Broadcom Inc.

Technology
11.7K
+ 1219.94%
$136.27 - $1745.86 $1.6M - $20.5M
12.7K $2.19M
SPSB
Spdr Portfolio Short Term Corp

ETFs
18.8K
+ 14.89%
$29.58 - $30.31 $556K - $570K
145K $4.39M
GPN
Global Payments Inc

Industrials
753
+ 0.78%
$92.66 - $112.97 $69.8K - $85.1K
97K $9.93M
PFE
Pfizer Inc

Healthcare
7.74K
+ 2.02%
$27.7 - $31.39 $214K - $243K
392K $11.3M
RTX
Raytheon Technologies Corp

Industrials
2.25K
+ 15.44%
$99.55 - $123.34 $224K - $278K
16.8K $2.04M
IBM
International Business Machines Corp

Technology
1.87K
+ 88.44%
$175.1 - $223.38 $328K - $419K
3.99K $882K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
332
+ 3.78%
$523.84 - $572.02 $174K - $190K
9.12K $5.2M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
466
+ 4.71%
$1024.09 - $1201.76 $477K - $560K
10.4K $10.9M
TMUS
T Mobile Us, Inc.

Communication Services
492
+ 3.8%
$175.14 - $206.36 $86.2K - $102K
13.4K $2.77M
VO
Vanguard Mid Cap ETF

ETFs
648
+ 5.33%
$237.84 - $263.83 $154K - $171K
12.8K $3.38M
TFC
Truist Financial Corp

Financial Services
8.06K
+ 47.27%
$38.22 - $44.94 $308K - $362K
25.1K $1.07M
ABBV
Abb Vie Inc.

Healthcare
89
+ 0.6%
$163.84 - $199.33 $14.6K - $17.7K
15K $2.95M
NFLX
Netflix Inc

Communication Services
516
+ 55.9%
$598.55 - $722.26 $309K - $373K
1.44K $1.02M
MRVL
Marvell Technology, Inc.

Technology
1.23K
+ 0.93%
$56.15 - $76.24 $69K - $93.6K
133K $9.61M
VRT
Vertiv Holdings CO

Industrials
4.32K
+ 8.65%
$86.66 - $86.66 $374K - $374K
54.2K $4.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.78K
+ 59.12%
$77.02 - $85.06 $291K - $322K
10.2K $860K
VTV
Vanguard Value ETF

ETFs
1.35K
+ 15.27%
$159.75 - $174.57 $215K - $235K
10.2K $1.77M
ADP
Automatic Data Processing Inc

Industrials
160
+ 1.96%
$233.44 - $279.45 $37.4K - $44.7K
8.34K $2.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
167
+ 0.56%
$105.53 - $118.34 $17.6K - $19.8K
30.2K $3.53M
DJP
Barclays Bank PLC

ETFs
6.6K
+ 1.47%
$32.3 - $32.3 $213K - $213K
455K $14.7M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.01K
+ 4.13%
$113.41 - $125.62 $115K - $127K
25.5K $3.2M
EMR
Emerson Electric CO

Industrials
2.55K
+ 33.44%
$98.19 - $118.87 $250K - $303K
10.2K $1.11M
RACE
Ferrari N.V.

Consumer Cyclical
297
+ 20.86%
$405.92 - $496.79 $121K - $148K
1.72K $808K
TJX
Tjx Companies Inc

Consumer Cyclical
1.66K
+ 44.16%
$107.93 - $120.23 $179K - $199K
5.4K $635K
ABT
Abbott Laboratories

Healthcare
264
+ 1.58%
$100.07 - $118.13 $26.4K - $31.2K
17K $1.93M
MA
Mastercard Inc

Financial Services
218
+ 12.63%
$429.6 - $500.99 $93.7K - $109K
1.94K $959K
CTAS
Cintas Corp

Industrials
4.66K
+ 301.55%
$201.38 - $819.83 $939K - $3.82M
6.21K $1.28M
VGT
Vanguard Information Technolog

ETFs
319
+ 58.75%
$514.43 - $606.85 $164K - $194K
862 $505K
CMCSA
Comcast Corp

Communication Services
3.94K
+ 54.01%
$37.33 - $41.78 $147K - $164K
11.2K $468K
IYY
Ishares Tr

ETFs
926
+ 20.53%
$125.77 - $139.59 $116K - $129K
5.44K $758K
LMT
Lockheed Martin Corp

Industrials
114
+ 14.38%
$460.3 - $584.56 $52.5K - $66.6K
907 $530K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
197
+ 3.97%
$150.01 - $182.29 $29.6K - $35.9K
5.16K $938K
VONV
Vanguard Russell 1000 Value Et

ETFs
8
+ 0.04%
$76.07 - $83.33 $609 - $667
22.6K $1.88M
APD
Air Products & Chemicals, Inc.

Basic Materials
338
+ 28.64%
$247.34 - $300.11 $83.6K - $101K
1.52K $451K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.77K
+ 9.71%
$36.98 - $41.55 $65.6K - $73.7K
20K $823K
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
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email