Badgley Phelps Wealth Managers, LLC Reduced Holdings in Q3 2025

Badgley Phelps Wealth Managers, LLC

  • $4.67 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EQIX
Equinix Inc

Real Estate
-14.6K
- 65.79%
$756.7 - $811.13 $11M - $11.8M
7.58K $5.93M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-177K
- 87.34%
$38.58 - $58.24 $6.83M - $10.3M
25.7K $1.01M
PEP
Pepsico Inc

Consumer Defensive
-69.3K
- 57.57%
$133.81 - $152.16 $9.27M - $10.5M
51.1K $7.17M
MSFT
Microsoft Corp

Technology
-42.5K
- 6.52%
$491.09 - $535.64 $20.9M - $22.8M
609K $315M
COST
Costco Wholesale Corp

Consumer Defensive
-2.76K
- 3.0%
$915.95 - $994.57 $2.53M - $2.74M
89.1K $82.4M
FISV
Fiserv Inc

Technology
-58.1K
- 92.33%
N/A
4.83K $604K
ADBE
Adobe Inc.

Technology
-15.9K
- 34.65%
$333.65 - $392.1 $5.31M - $6.25M
30K $10.6M
CRM
Salesforce, Inc.

Technology
-3.72K
- 3.11%
$231.66 - $273.65 $863K - $1.02M
116K $27.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-8.81K
- 92.4%
$534.91 - $598.71 $4.71M - $5.27M
725 $407K
V
Visa Inc.

Financial Services
-1.41K
- 0.7%
$332.09 - $358.86 $469K - $506K
200K $68.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.64K
- 1.23%
$196.15 - $217.83 $321K - $356K
131K $26.5M
LLY
Eli Lilly & CO

Healthcare
-1.29K
- 1.51%
$625.65 - $812.69 $807K - $1.05M
84.1K $64.1M
HON
Honeywell International Inc

Industrials
-478
- 0.52%
$207.7 - $240.4 $99.3K - $115K
92K $19.4M
AMT
American Tower Corp

Real Estate
-392
- 0.6%
$192.32 - $232.35 $75.4K - $91.1K
64.9K $12.5M
CTSH
Cognizant Technology Solutions Corp

Technology
-122
- 0.08%
$66.67 - $80.98 $8.13K - $9.88K
150K $10.1M
SYK
Stryker Corp

Healthcare
-166
- 0.37%
$368.57 - $403.53 $61.2K - $67K
45.2K $16.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-22.1K
- 37.11%
$50.47 - $50.74 $1.12M - $1.12M
37.5K $1.9M
ACN
Accenture PLC

Technology
-1.8K
- 14.29%
$232.56 - $304.78 $418K - $547K
10.8K $2.66M
CCK
Crown Holdings Inc

Consumer Cyclical
-2.02K
- 1.97%
$92.19 - $108.12 $186K - $218K
100K $9.67M
KKR
Kkr & Co. Inc.

Financial Services
-2.42K
- 1.5%
$129.95 - $152.16 $314K - $368K
158K $20.6M
UNH
Unitedhealth Group Inc

Healthcare
-3.9K
- 23.48%
$237.77 - $353.61 $928K - $1.38M
12.7K $4.39M
CSCO
Cisco Systems, Inc.

Technology
-4.43K
- 0.93%
$66.2 - $71.79 $293K - $318K
469K $32.1M
SNPS
Synopsys Inc

Technology
-159
- 0.6%
$387.78 - $645.35 $61.7K - $103K
26.3K $13M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 10.0%
$692600.0 - $759798.0 $693K - $760K
9 $6.79M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-11.2K
- 2.05%
$76.16 - $78.59 $856K - $884K
537K $42M
ZTS
Zoetis Inc.

Healthcare
-2.2K
- 17.79%
$141.13 - $159.19 $311K - $350K
10.2K $1.49M
SBUX
Starbucks Corp

Consumer Cyclical
-549
- 0.99%
$81.9 - $96.86 $45K - $53.2K
55.1K $4.66M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.33K
- 0.38%
$211.65 - $238.24 $493K - $555K
605K $133M
VCIT
Vanguard Intermediate Term Cor

ETFs
-9.81K
- 2.7%
$81.75 - $84.54 $802K - $830K
353K $29.7M
DE
Deere & CO

Industrials
-55
- 0.95%
$457.26 - $524.37 $25.1K - $28.8K
5.71K $2.61M
CPRT
Copart Inc

Consumer Cyclical
-585
- 1.06%
$44.6 - $49.97 $26.1K - $29.2K
54.7K $2.46M
CL
Colgate Palmolive CO

Consumer Defensive
-177
- 0.86%
$79.36 - $93.33 $14K - $16.5K
20.3K $1.63M
PAYX
Paychex Inc

Industrials
-19
- 0.17%
$126.69 - $147.99 $2.41K - $2.81K
11.4K $1.45M
PM
Philip Morris International Inc.

Consumer Defensive
-181
- 1.98%
$157.77 - $183.27 $28.6K - $33.2K
8.97K $1.45M
PANW
Palo Alto Networks Inc

Technology
-151
- 0.09%
$167.06 - $208.19 $25.2K - $31.4K
169K $34.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.52K
- 0.56%
$58.97 - $60.36 $503K - $514K
1.51M $90.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
-58
- 0.99%
$131.78 - $176.09 $7.64K - $10.2K
5.78K $778K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.7K
- 31.28%
$55.61 - $57.37 $150K - $155K
5.93K $338K
ADP
Automatic Data Processing Inc

Industrials
-15
- 0.18%
$288.69 - $310.94 $4.33K - $4.66K
8.25K $2.42M
BALL
Ball Corp

Consumer Cyclical
-429
- 2.64%
$48.47 - $59.71 $20.8K - $25.6K
15.8K $796K
VUG
Vanguard Growth ETF

ETFs
-416
- 18.01%
$433.97 - $484.08 $181K - $201K
1.89K $908K
NRDS
Nerdwallet, Inc.

Financial Services
-8K
- 16.57%
$9.18 - $11.38 $73.4K - $91K
40.3K $433K
NKE
Nike, Inc.

Consumer Cyclical
-350
- 0.67%
$69.24 - $79.24 $24.2K - $27.7K
52K $3.62M
DJP
Barclays Bank PLC

ETFs
-2.74K
- 0.58%
N/A
471K $15.2M
PEG
Public Service Enterprise Group Inc

Utilities
-4
- -0.0%
$79.99 - $90.14 $320 - $361
121K $10.1M
NVO
Novo Nordisk A S

Healthcare
-470
- 11.32%
$45.38 - $71.7 $21.3K - $33.7K
3.68K $204K
WY
Weyerhaeuser CO

Real Estate
-2.48K
- 15.3%
$24.1 - $26.83 $59.8K - $66.6K
13.7K $340K
TIP
Ishares Tr Tips Bd ETF

ETFs
-622
- 22.73%
$109.11 - $111.88 $67.9K - $69.6K
2.11K $235K
VTV
Vanguard Value ETF

ETFs
-763
- 9.64%
$175.51 - $186.57 $134K - $142K
7.15K $1.33M
Activity Summary
Buys All Purchases 100 New Holdings 8 Increased Positions 92 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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