Badgley Phelps Wealth Managers, LLC Sells in Q1 2025

Badgley Phelps Wealth Managers, LLC

  • $4.07 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-27.3K
- 2.09%
$106.98 - $149.43 $2.92M - $4.08M
1.28M $138M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-337K
- 33.43%
$64.88 - $72.1 $21.9M - $24.3M
671K $44.1M
AAPL
Apple Inc.

Technology
-988
- 0.12%
$209.68 - $247.1 $207K - $244K
814K $181M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.54K
- 0.58%
$190.26 - $242.06 $674K - $857K
608K $116M
IWD
Ishares Russell 1000 Val ETF

ETFs
-80.3K
- 24.64%
$182.82 - $196.21 $14.7M - $15.8M
246K $46.2M
NOW
Service Now, Inc.

Technology
-219
- 0.44%
$783.83 - $1170.39 $172K - $256K
49.6K $39.5M
ORCL
Oracle Corp

Technology
-46.2K
- 25.71%
$139.81 - $186.47 $6.46M - $8.61M
133K $18.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-170K
- 85.66%
$58.01 - $64.46 $9.86M - $11M
28.5K $1.77M
ADBE
Adobe Inc.

Technology
-15.2K
- 24.57%
$377.84 - $464.11 $5.74M - $7.05M
46.6K $17.9M
COLM
Columbia Sportswear CO

Consumer Cyclical
-31.8K
- 3.97%
$75.3 - $92.08 $2.4M - $2.93M
769K $58.2M
MANH
Manhattan Associates Inc

Technology
-25.2K
- 92.65%
$163.5 - $295.1 $4.12M - $7.44M
2K $345K
MRVL
Marvell Technology, Inc.

Technology
-197
- 0.14%
$61.57 - $126.06 $12.1K - $24.8K
137K $8.41M
AMGN
Amgen Inc

Healthcare
-27.6K
- 58.09%
$258.59 - $327.36 $7.14M - $9.04M
19.9K $6.21M
CTSH
Cognizant Technology Solutions Corp

Technology
-68K
- 31.07%
$75.32 - $90.7 $5.12M - $6.17M
151K $11.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.3K
- 2.09%
$360.07 - $417.26 $829K - $961K
108K $38.9M
AMD
Advanced Micro Devices Inc

Technology
-23.5K
- 59.8%
$96.63 - $129.55 $2.27M - $3.04M
15.8K $1.62M
EQIX
Equinix Inc

Real Estate
-136
- 0.6%
$803.0 - $959.97 $109K - $131K
22.5K $18.4M
UPS
United Parcel Service Inc

Industrials
-3.05K
- 2.27%
$109.66 - $136.26 $334K - $415K
132K $14.5M
PANW
Palo Alto Networks Inc

Technology
-2.47K
- 1.44%
$167.82 - $208.28 $415K - $515K
170K $29M
HON
Honeywell International Inc

Industrials
-4.24K
- 4.33%
$202.75 - $226.52 $859K - $960K
93.6K $19.8M
ACN
Accenture PLC

Technology
-970
- 2.1%
$300.91 - $398.25 $292K - $386K
45.3K $14.1M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.25K
- 0.61%
$47.79 - $59.89 $59.9K - $75K
203K $10.2M
HD
Home Depot, Inc.

Consumer Cyclical
-591
- 0.77%
$347.25 - $424.87 $205K - $251K
75.9K $27.8M
SNPS
Synopsys Inc

Technology
-132
- 0.49%
$428.58 - $551.54 $56.6K - $72.8K
26.6K $11.4M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.29K
- 4.21%
$302.31 - $337.54 $692K - $773K
52.1K $16M
VEU
Vanguard Ftse All World Ex Us

ETFs
-36.7K
- 14.45%
$56.51 - $62.98 $2.07M - $2.31M
217K $13.2M
WMT
Walmart Inc.

Consumer Defensive
-3.95K
- 0.98%
$84.5 - $105.05 $334K - $415K
399K $35M
VZ
Verizon Communications Inc

Communication Services
-35.3K
- 59.35%
$37.81 - $46.49 $1.33M - $1.64M
24.1K $1.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-613
- 1.5%
$497.6 - $606.74 $305K - $372K
40.2K $20M
VONV
Vanguard Russell 1000 Value Et

ETFs
-13.3K
- 33.0%
$80.21 - $86.14 $1.07M - $1.15M
27.1K $2.24M
NEE
Nextera Energy Inc

Utilities
-12.1K
- 5.23%
$66.96 - $76.16 $813K - $924K
220K $15.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-864
- 4.2%
$551.42 - $612.93 $476K - $530K
19.7K $11M
IWM
Ishares Russell 2000 ETF

ETFs
-1.08K
- 2.93%
$198.1 - $229.79 $215K - $249K
35.9K $7.15M
VTI
Vanguard Total Stock Market Et

ETFs
-583
- 1.3%
$271.18 - $303.12 $158K - $177K
44.2K $12.2M
NKE
Nike, Inc.

Consumer Cyclical
-426
- 0.79%
$63.29 - $81.72 $27K - $34.8K
53.3K $3.38M
XLE
Energy Sector Spdr

ETFs
-4.78K
- 54.11%
$85.7 - $93.96 $409K - $449K
4.05K $378K
VTV
Vanguard Value ETF

ETFs
-2.29K
- 23.14%
$167.73 - $179.21 $385K - $411K
7.62K $1.32M
AXP
American Express CO

Financial Services
-134
- 1.16%
$255.39 - $325.87 $34.2K - $43.7K
11.4K $3.07M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-220
- 0.73%
$102.49 - $119.96 $22.5K - $26.4K
30K $3.14M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-258
- 4.92%
$468.34 - $539.52 $121K - $139K
4.98K $2.34M
LOW
Lowes Companies Inc

Consumer Cyclical
-495
- 3.36%
$222.66 - $268.42 $110K - $133K
14.2K $3.32M
IVV
Ishares Core S&P 500 ETF

ETFs
-22
- 0.21%
$554.06 - $615.85 $12.2K - $13.5K
10.5K $5.91M
PFE
Pfizer Inc

Healthcare
-8.32K
- 12.19%
$25.01 - $27.13 $208K - $226K
60K $1.52M
SYY
Sysco Corp

Consumer Defensive
-2.79K
- 5.14%
$70.0 - $77.13 $196K - $215K
51.5K $3.87M
VONG
Vanguard Russell 1000 Growth E

ETFs
-507
- 2.31%
$92.71 - $107.38 $47K - $54.4K
21.4K $1.99M
STZ
Constellation Brands, Inc.

Consumer Defensive
-254
- 4.22%
$161.05 - $222.93 $40.9K - $56.6K
5.77K $1.06M
BA
Boeing CO

Industrials
-1.07K
- 8.15%
$148.15 - $186.25 $159K - $200K
12.1K $2.06M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-3.94K
- 35.36%
$44.81 - $46.22 $176K - $182K
7.19K $324K
VUG
Vanguard Growth ETF

ETFs
-159
- 6.46%
$369.1 - $427.61 $58.7K - $68K
2.3K $853K
Activity Summary
Buys All Purchases 139 New Holdings 19 Increased Positions 120 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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