Badgley Phelps Wealth Managers, LLC New Holdings in Q3 2024

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
33.7K
New
$194.6 - $194.6 $6.55M - $6.55M
33.7K $6.55M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
17.4K
New
$42.22 - $48.62 $734K - $846K
17.4K $809K
IVW
Ishares S&P 500 Growth ETF

ETFs
8.21K
New
$84.77 - $97.13 $696K - $797K
8.21K $785K
EPD
Enterprise Products Partners L.P.

Energy
18.1K
New
$27.88 - $30.0 $505K - $543K
18.1K $526K
GD
General Dynamics Corp

Industrials
1.64K
New
$279.51 - $308.09 $458K - $504K
1.64K $494K
AVUV
American Centy ETF Tr Avantis

ETFs
5.08K
New
$88.24 - $99.7 $449K - $507K
5.08K $487K
DUHP
Dimensional ETF Tr Dimensional

ETFs
13.4K
New
$30.74 - $34.07 $412K - $457K
13.4K $456K
AZN
Astrazeneca PLC

Healthcare
5.81K
New
$76.67 - $87.62 $445K - $509K
5.81K $452K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.5K
New
$162.64 - $179.3 $407K - $449K
2.5K $448K
DLR
Digital Realty Trust, Inc.

Real Estate
2.42K
New
$144.47 - $162.98 $350K - $395K
2.42K $392K
WMB
Williams Companies, Inc.

Energy
7.92K
New
$41.24 - $46.22 $326K - $366K
7.92K $361K
WELL
Welltower Inc.

Real Estate
2.83K
New
$104.0 - $129.74 $294K - $367K
2.83K $361K
PEG
Public Service Enterprise Group Inc

Utilities
3.85K
New
$73.58 - $89.21 $283K - $344K
3.85K $343K
HCA
Hca Healthcare, Inc.

Healthcare
809
New
$315.12 - $406.43 $255K - $329K
809 $328K
OEF
Ishares S&P 100 ETF

ETFs
1.19K
New
$266.03 - $266.03 $317K - $317K
1.19K $316K
TGT
Target Corp

Consumer Defensive
2.02K
New
$133.47 - $159.25 $270K - $322K
2.02K $315K
UBER
Uber Technologies, Inc

Technology
4.19K
New
$58.48 - $77.47 $245K - $325K
4.19K $314K
SAP
Sap Se

Technology
1.3K
New
$197.21 - $231.0 $256K - $300K
1.3K $297K
KMI
Kinder Morgan, Inc.

Energy
12.9K
New
$19.72 - $22.22 $254K - $286K
12.9K $284K
CSX
Csx Corp

Industrials
7.72K
New
$32.48 - $35.45 $251K - $274K
7.72K $266K
DHI
Horton D R Inc

Consumer Cyclical
1.39K
New
$135.21 - $197.06 $188K - $274K
1.39K $264K
ED
Consolidated Edison Inc

Utilities
2.44K
New
$88.42 - $104.97 $215K - $256K
2.44K $253K
PGR
Progressive Corp

Financial Services
988
New
$209.46 - $259.24 $207K - $256K
988 $250K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.91K
New
$41.77 - $67.84 $163K - $265K
3.91K $249K
SPG
Simon Property Group Inc

Real Estate
1.43K
New
$146.09 - $170.11 $209K - $244K
1.43K $242K
PSA
Public Storage

Real Estate
664
New
$283.13 - $365.01 $188K - $242K
664 $241K
SO
Southern CO

Utilities
2.61K
New
$77.0 - $90.52 $201K - $236K
2.61K $235K
SPGI
S&P Global Inc.

Financial Services
448
New
$446.32 - $527.38 $200K - $236K
448 $231K
IAU
Ishares Gold Trust

ETFs
4.61K
New
$44.06 - $50.5 $203K - $233K
4.61K $228K
HPE
Hewlett Packard Enterprise CO

Technology
10.9K
New
$16.1 - $21.44 $176K - $235K
10.9K $223K
NOC
Northrop Grumman Corp

Industrials
420
New
$423.73 - $533.14 $178K - $224K
420 $221K
HPQ
Hp Inc

Technology
6.01K
New
$32.02 - $38.11 $192K - $229K
6.01K $215K
OTIS
Otis Worldwide Corp

Industrials
2.03K
New
$91.43 - $104.43 $185K - $212K
2.03K $210K
TSBK
Timberland Bancorp Inc

Financial Services
6.87K
New
$24.85 - $31.72 $171K - $218K
6.87K $207K
AVLV
American Centy ETF Tr Avantis
3.13K
New
$60.05 - $65.83 $188K - $206K
3.13K $206K
ING
Ing Groep Nv

Financial Services
10.7K
New
$16.55 - $18.66 $176K - $199K
10.7K $193K
FISV
Fiserv Inc

Technology
1.13K
New
N/A
1.13K $141K
Ferguson Enterprises Inc
5.76K
New
N/A
5.76K $0
Amentum Holdings Inc
86.2K
New
N/A
86.2K $0
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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