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
IWV
Ishares Russell 3000 ETF

ETFs
39
+ 0.74%
$294.75 - $326.73 $11.5K - $12.7K
5.28K $1.73M
WY
Weyerhaeuser CO

Real Estate
430
+ 2.67%
$27.05 - $33.84 $11.6K - $14.6K
16.5K $559K
WAFD
Washington Federal Inc

Financial Services
556
+ 5.1%
$27.9 - $36.89 $15.5K - $20.5K
11.5K $399K
SCHG
Schwab Strategic Tr Us Large C

ETFs
579
+ 7.48%
$92.63 - $105.69 $53.6K - $61.2K
8.32K $867K
VNQ
Vanguard Specialized Funds Van

ETFs
274
+ 7.18%
$82.97 - $98.97 $22.7K - $27.1K
4.09K $398K
GLD
Spdr Gold Trust

ETFs
42
+ 1.75%
$215.56 - $246.98 $9.05K - $10.4K
2.45K $594K
GIS
General Mills Inc

Consumer Defensive
154
+ 2.45%
$62.5 - $75.15 $9.63K - $11.6K
6.43K $474K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
339
+ 3.3%
$96.25 - $101.98 $32.6K - $34.6K
10.6K $1.07M
XLE
Energy Sector Spdr

ETFs
985
+ 33.28%
$84.35 - $93.39 $83.1K - $92K
3.95K $346K
ZG
Zillow Group, Inc.

Communication Services
18
+ 0.41%
$40.35 - $65.79 $726 - $1.18K
4.46K $276K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
360
+ 26.59%
$147.95 - $191.05 $53.3K - $68.8K
1.71K $297K
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.47%
$434.77 - $502.96 $10.9K - $12.6K
5.38K $2.62M
NVO
Novo Nordisk A S

Healthcare
1.13K
+ 26.51%
$119.07 - $145.42 $134K - $164K
5.38K $640K
WM
Waste Management Inc

Industrials
209
+ 8.83%
$196.96 - $223.45 $41.2K - $46.7K
2.58K $534K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
35
+ 0.35%
$45.2 - $47.87 $1.58K - $1.68K
10K $476K
IEFA
Ishares Tr

ETFs
59
+ 1.99%
$70.09 - $78.74 $4.14K - $4.65K
3.03K $236K
VIG
Vanguard Dividend Appreciation

ETFs
47
+ 1.92%
$182.15 - $182.15 $8.56K - $8.56K
2.5K $455K
SCHO
Schwab Short Term Us Treasury

ETFs
40
+ 0.73%
$47.93 - $49.06 $1.92K - $1.96K
5.51K $269K
SHEL
Shell PLC

Energy
331
+ 10.39%
$65.65 - $73.28 $21.7K - $24.3K
3.52K $232K
Jacobs Solutions Inc
835
+ 0.98%
N/A
86.3K $0
Schwab Charles Family Fd
757K
+ 40.82%
N/A
2.61M $0
Linde PLC
1.45K
+ 2.12%
N/A
69.7K $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.53K
+ 500.0%
$150.73 - $974.56 $230K - $1.49M
1.83K $291K
MU
Micron Technology Inc

Technology
417
+ 21.49%
$86.27 - $136.82 $36K - $57.1K
2.36K $244K
BAC
Bank Of America Corp

Financial Services
384
+ 0.05%
$36.65 - $44.13 $14.1K - $16.9K
729K $29M
OXY
Occidental Petroleum Corp

Energy
343
+ 3.23%
$49.91 - $63.73 $17.1K - $21.9K
11K $565K
QCOM
Qualcomm Inc

Technology
1.27K
+ 9.69%
$156.12 - $209.64 $199K - $267K
14.4K $2.45M
EOG
Eog Resources Inc

Energy
1.58K
+ 0.93%
$117.9 - $132.65 $186K - $209K
171K $21.1M
HON
Honeywell International Inc

Industrials
1.21K
+ 1.25%
$196.73 - $220.21 $238K - $267K
98.5K $20.4M
DIS
Walt Disney CO

Communication Services
225
+ 0.16%
$85.6 - $98.61 $19.3K - $22.2K
142K $13.6M
MRK
Merck & Co., Inc.

Healthcare
2.31K
+ 1.24%
$111.15 - $128.97 $257K - $298K
189K $21.5M
NVDA
Nvidia Corp

Technology
7.29K
+ 0.55%
$98.91 - $134.91 $721K - $984K
1.34M $162M
MCK
Mckesson Corp

Healthcare
498
+ 1.8%
$479.06 - $630.38 $239K - $314K
28.1K $13.9M
AMAT
Applied Materials Inc

Technology
722
+ 0.87%
$174.88 - $254.97 $126K - $184K
83.7K $16.9M
AMZN
Amazon Com Inc

Consumer Cyclical
8.04K
+ 1.31%
$161.02 - $200.0 $1.29M - $1.61M
622K $116M
VLO
Valero Energy Corp

Energy
989
+ 0.67%
$132.81 - $163.48 $131K - $162K
148K $20M
GOOG
Alphabet Inc.

Communication Services
2.24K
+ 0.78%
$149.54 - $192.66 $335K - $431K
290K $48.5M
MSFT
Microsoft Corp

Technology
2.44K
+ 0.39%
$395.15 - $467.56 $963K - $1.14M
635K $273M
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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