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
QQQ
Invesco Qqq Trust, Series 1

ETFs
-136
- 2.53%
$481.22 - $538.17 $65.4K - $73.2K
5.24K $2.68M
GM
General Motors CO

Consumer Cyclical
-134
- 1.13%
$44.82 - $60.2 $6.01K - $8.07K
11.7K $622K
VTI
Vanguard Total Stock Market Et

ETFs
-668
- 1.47%
$280.04 - $302.45 $187K - $202K
44.8K $13M
VONG
Vanguard Russell 1000 Growth E

ETFs
-47
- 0.21%
$95.27 - $107.82 $4.48K - $5.07K
22K $2.27M
SPY
Spdr S&P 500 ETF Trust

ETFs
-64
- 0.31%
$567.81 - $607.81 $36.3K - $38.9K
20.6K $12.1M
BA
Boeing CO

Industrials
-643
- 4.66%
$138.14 - $180.72 $88.8K - $116K
13.2K $2.33M
CPRT
Copart Inc

Consumer Cyclical
-229
- 0.4%
$51.36 - $63.8 $11.8K - $14.6K
56.7K $3.25M
AXP
American Express CO

Financial Services
-89
- 0.76%
$267.35 - $305.57 $23.8K - $27.2K
11.5K $3.43M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.04K
- 1.94%
$55.73 - $66.16 $225K - $267K
204K $12.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-287
- 0.53%
$311.11 - $335.64 $89.3K - $96.3K
54.4K $17.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-649
- 0.32%
$278.19 - $315.36 $181K - $205K
202K $58.2M
GILD
Gilead Sciences, Inc.

Healthcare
-1.3K
- 1.05%
$83.95 - $97.9 $109K - $127K
122K $11.3M
EQIX
Equinix Inc

Real Estate
-227
- 0.99%
$865.69 - $985.0 $197K - $224K
22.7K $21.4M
COST
Costco Wholesale Corp

Consumer Defensive
-1.83K
- 1.94%
$873.59 - $994.69 $1.6M - $1.82M
92.7K $85M
VB
Vanguard Small Cap ETF

ETFs
-1.67K
- 0.31%
$233.76 - $261.58 $390K - $437K
528K $127M
META
Meta Platforms, Inc.

Communication Services
-519
- 0.49%
$554.08 - $632.68 $288K - $328K
105K $62.1M
DIS
Walt Disney CO

Communication Services
-4.98K
- 3.51%
$92.39 - $117.6 $460K - $585K
137K $15.2M
HON
Honeywell International Inc

Industrials
-628
- 0.64%
$202.84 - $236.0 $127K - $148K
97.8K $22.1M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-8
- 0.12%
$4100.99 - $5300.34 $32.8K - $42.4K
6.56K $32.6M
GOOGL
Alphabet Inc.

Communication Services
-3.92K
- 1.33%
$161.86 - $196.66 $634K - $770K
291K $55.1M
CRM
Salesforce, Inc.

Technology
-1.53K
- 1.24%
$270.87 - $367.87 $413K - $561K
122K $40.8M
V
Visa Inc.

Financial Services
-3.28K
- 1.59%
$273.87 - $320.91 $899K - $1.05M
204K $64.4M
NOW
Service Now, Inc.

Technology
-204
- 0.41%
$867.18 - $1148.42 $177K - $234K
49.8K $52.8M
NVDA
Nvidia Corp

Technology
-35.4K
- 2.64%
$117.0 - $148.88 $4.14M - $5.27M
1.3M $175M
AMZN
Amazon Com Inc

Consumer Cyclical
-9.7K
- 1.56%
$180.88 - $232.93 $1.75M - $2.26M
612K $134M
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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