Badgley Phelps Wealth Managers, LLC Reduced Holdings in Q4 2024

Badgley Phelps Wealth Managers, LLC

  • $4.21 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-24.2K
- 1.05%
$75.1 - $82.99 $1.82M - $2.01M
2.27M $172M
NEE
Nextera Energy Inc

Utilities
-126K
- 35.24%
$69.77 - $85.43 $8.81M - $10.8M
232K $16.6M
MRK
Merck & Co., Inc.

Healthcare
-96K
- 50.69%
$96.31 - $114.76 $9.25M - $11M
93.4K $9.29M
LLY
Eli Lilly & CO

Healthcare
-1.62K
- 1.77%
$727.2 - $932.06 $1.18M - $1.51M
90.3K $69.7M
VEA
Vanguard Ftse Developed Market

ETFs
-39.2K
- 2.06%
$47.57 - $52.44 $1.86M - $2.06M
1.86M $89.2M
VZ
Verizon Communications Inc

Communication Services
-236K
- 79.87%
$39.6 - $45.21 $9.33M - $10.7M
59.4K $2.38M
MSFT
Microsoft Corp

Technology
-10.3K
- 1.62%
$406.35 - $454.46 $4.19M - $4.69M
625K $263M
PFE
Pfizer Inc

Healthcare
-324K
- 82.58%
$24.8 - $30.19 $8.03M - $9.77M
68.3K $1.81M
MCD
Mcdonalds Corp

Consumer Cyclical
-28K
- 34.28%
$288.47 - $316.54 $8.08M - $8.87M
53.7K $15.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-16.4K
- 0.76%
$44.04 - $49.49 $722K - $811K
2.13M $93.9M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-5.38K
- 51.91%
$701.85 - $1046.91 $3.78M - $5.63M
4.99K $3.55M
MDT
Medtronic PLC

Healthcare
-39.1K
- 15.98%
$79.61 - $92.24 $3.11M - $3.61M
206K $16.4M
AMD
Advanced Micro Devices Inc

Technology
-23.3K
- 37.22%
$118.88 - $172.8 $2.77M - $4.03M
39.3K $4.75M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-14.9K
- 4.65%
$59.25 - $72.99 $885K - $1.09M
306K $18.3M
PLD
Prologis, Inc.

Real Estate
-8.91K
- 4.16%
$101.4 - $126.96 $903K - $1.13M
205K $21.7M
UNH
Unitedhealth Group Inc

Healthcare
-2.04K
- 3.92%
$485.52 - $625.25 $990K - $1.28M
49.9K $25.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.54K
- 3.64%
$501.29 - $612.85 $774K - $946K
40.8K $21.2M
ADBE
Adobe Inc.

Technology
-442
- 0.71%
$437.39 - $552.96 $193K - $244K
61.8K $27.5M
AMT
American Tower Corp

Real Estate
-4.4K
- 6.31%
$179.4 - $232.01 $790K - $1.02M
65.4K $12M
AMAT
Applied Materials Inc

Technology
-1.59K
- 1.9%
$161.44 - $213.89 $256K - $339K
82.2K $13.4M
PEP
Pepsico Inc

Consumer Defensive
-4.98K
- 3.98%
$151.29 - $176.1 $753K - $877K
120K $18.3M
LEN
Lennar Corp

Consumer Cyclical
-1.29K
- 2.6%
$136.2 - $188.96 $175K - $243K
48.2K $6.57M
VGIT
Vanguard Intermediate Term Tre

ETFs
-13.7K
- 1.94%
$57.78 - $60.4 $791K - $827K
690K $40M
VLO
Valero Energy Corp

Energy
-4.6K
- 3.1%
$118.59 - $144.02 $546K - $662K
144K $17.6M
ZTS
Zoetis Inc.

Healthcare
-730
- 1.04%
$162.24 - $194.42 $118K - $142K
69.4K $11.3M
JNJ
Johnson & Johnson

Healthcare
-2.2K
- 1.85%
$143.34 - $165.86 $315K - $365K
116K $16.8M
SHW
Sherwin Williams CO

Basic Materials
-818
- 1.77%
$338.75 - $399.71 $277K - $327K
45.5K $15.5M
CCK
Crown Holdings Inc

Consumer Cyclical
-5.01K
- 4.78%
$81.89 - $97.79 $410K - $490K
99.7K $8.24M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.11K
- 0.8%
$209.89 - $233.24 $232K - $258K
137K $29.1M
BBAX
J P Morgan Betabuilders Develo

ETFs
-6.91K
- 2.75%
$48.75 - $54.36 $337K - $376K
245K $11.9M
ECL
Ecolab Inc.

Basic Materials
-1.51K
- 2.41%
$234.32 - $261.43 $354K - $395K
61.3K $14.4M
XOM
Exxon Mobil Corp

Energy
-6.33K
- 7.23%
$105.51 - $125.37 $668K - $793K
81.2K $8.73M
UPS
United Parcel Service Inc

Industrials
-201
- 0.15%
$122.65 - $138.35 $24.7K - $27.8K
135K $17M
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 0.06%
$385.02 - $431.37 $18.9K - $21.1K
76.5K $29.8M
ACN
Accenture PLC

Technology
-2.87K
- 5.84%
$343.9 - $376.86 $987K - $1.08M
46.3K $16.3M
CSGP
Costar Group, Inc.

Real Estate
-4.75K
- 2.61%
$69.7 - $81.97 $331K - $390K
177K $12.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-17
- -0.0%
$162.69 - $181.35 $2.77K - $3.08K
354K $58.1M
TXN
Texas Instruments Inc

Technology
-4.63K
- 13.74%
N/A
29K $5.65M
NKE
Nike, Inc.

Consumer Cyclical
-1.58K
- 2.85%
$73.36 - $89.13 $116K - $140K
53.7K $4.06M
ORCL
Oracle Corp

Technology
-273
- 0.15%
$165.41 - $192.43 $45.2K - $52.5K
180K $29.9M
SNPS
Synopsys Inc

Technology
-116
- 0.43%
$485.36 - $588.0 $56.3K - $68.2K
26.7K $13M
EOG
Eog Resources Inc

Energy
-4.41K
- 2.58%
$118.22 - $136.54 $522K - $603K
167K $20.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.15K
- 25.56%
$521.84 - $558.82 $601K - $644K
3.36K $1.81M
CVX
Chevron Corp

Energy
-1.61K
- 1.16%
$141.15 - $162.53 $228K - $262K
137K $19.8M
SBUX
Starbucks Corp

Consumer Cyclical
-1.35K
- 2.36%
$87.44 - $102.5 $118K - $138K
55.7K $5.08M
CVS
Cvs Health Corp

Healthcare
-3.52K
- 21.61%
$43.78 - $67.46 $154K - $237K
12.8K $573K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.02K
- 3.33%
$131.66 - $144.0 $134K - $147K
29.6K $3.91M
LOW
Lowes Companies Inc

Consumer Cyclical
-254
- 1.7%
$244.52 - $284.07 $62.1K - $72.2K
14.7K $3.63M
XLV
Select Sector Spdr Fund Health

ETFs
-432
- 2.03%
$136.28 - $154.74 $58.9K - $66.8K
20.9K $2.87M
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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