Badgley Phelps Wealth Managers, LLC Sells in Q3 2024

Badgley Phelps Wealth Managers, LLC

  • $4.25 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
-7.75K
- 23.11%
$731.56 - $1127.3 $5.67M - $8.74M
25.8K $21M
CVX
Chevron Corp

Energy
-51K
- 26.92%
$137.88 - $161.97 $7.03M - $8.26M
138K $20.4M
GOOGL
Alphabet Inc.

Communication Services
-132
- 0.04%
$148.65 - $191.18 $19.6K - $25.2K
295K $48.9M
LLY
Eli Lilly & CO

Healthcare
-1.02K
- 1.1%
$772.14 - $960.02 $788K - $979K
91.9K $81.4M
ADBE
Adobe Inc.

Technology
-150
- 0.24%
$508.13 - $586.55 $76.2K - $88K
62.2K $32.2M
SNPS
Synopsys Inc

Technology
-61
- 0.23%
$463.97 - $621.3 $28.3K - $37.9K
26.8K $13.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-7.94K
- 3.68%
$49.83 - $62.75 $396K - $498K
208K $12M
PCAR
Paccar Inc

Industrials
-1.56K
- 0.97%
$91.64 - $109.98 $143K - $172K
159K $15.7M
INTC
Intel Corp

Technology
-12K
- 27.74%
$18.9 - $34.87 $226K - $417K
31.1K $730K
VEU
Vanguard Ftse All World Ex Us

ETFs
-21.2K
- 11.63%
$56.47 - $63.69 $1.2M - $1.35M
161K $10.2M
PANW
Palo Alto Networks Inc

Technology
-1.99K
- 2.07%
$294.18 - $368.01 $585K - $731K
94.1K $32.1M
DG
Dollar General Corp

Consumer Defensive
-12
- 0.17%
$80.41 - $132.42 $965 - $1.59K
6.9K $583K
UPS
United Parcel Service Inc

Industrials
-772
- 0.57%
$123.32 - $147.38 $95.2K - $114K
135K $18.4M
HUM
Humana Inc

Healthcare
-52
- 2.44%
$310.25 - $404.52 $16.1K - $21K
2.08K $657K
CPRT
Copart Inc

Consumer Cyclical
-635
- 1.1%
$49.19 - $55.54 $31.2K - $35.3K
56.9K $2.98M
OMER
Omeros Corp

Healthcare
-20K
- 25.46%
$3.54 - $5.47 $70.8K - $109K
58.6K $232K
GM
General Motors CO

Consumer Cyclical
-1.2K
- 9.21%
$39.95 - $49.9 $47.9K - $59.8K
11.8K $529K
XLK
Technology Sector Spdr

ETFs
-311
- 5.94%
$197.34 - $237.68 $61.4K - $73.9K
4.92K $1.11M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.16K
- 13.81%
$50.42 - $50.66 $58.4K - $58.7K
7.23K $365K
EL
Estee Lauder Companies Inc

Consumer Defensive
-72
- 1.1%
$84.18 - $106.5 $6.06K - $7.67K
6.46K $643K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-270
- 19.29%
$169.73 - $204.18 $45.8K - $55.1K
1.13K $223K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-84
- 4.3%
$460.0 - $505.78 $38.6K - $42.5K
1.87K $868K
CVS
Cvs Health Corp

Healthcare
-1.7K
- 9.43%
$55.81 - $63.18 $94.7K - $107K
16.3K $1.02M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-324
- 6.71%
$475.2 - $527.7 $154K - $171K
4.51K $2.38M
WEC
Wec Energy Group, Inc.

Utilities
-1.31K
- 21.8%
$77.68 - $96.19 $102K - $126K
4.7K $451K
MLPA
Global X Mlp ETF

ETFs
-205
- 2.4%
$45.78 - $49.84 $9.38K - $10.2K
8.35K $400K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.32K
- 5.6%
$61.11 - $67.85 $80.5K - $89.4K
22.2K $1.51M
STZ
Constellation Brands, Inc.

Consumer Defensive
-17
- 0.28%
$236.42 - $259.82 $4.02K - $4.42K
6.03K $1.55M
Veralto Corp
-33
- 1.28%
N/A
2.55K $0
VHT
Vanguard Health Care ETF

ETFs
-50
- 5.89%
$261.88 - $288.1 $13.1K - $14.4K
799 $225K
MUB
Ishares National Muni Bond ETF

ETFs
-29
- 1.03%
$106.13 - $108.7 $3.08K - $3.15K
2.8K $304K
BDX
Becton Dickinson & CO

Healthcare
-10
- 0.75%
$221.47 - $242.41 $2.21K - $2.42K
1.33K $320K
VONG
Vanguard Russell 1000 Growth E

ETFs
-555
- 2.46%
$85.48 - $98.39 $47.4K - $54.6K
22K $2.12M
TIP
Ishares Tr Tips Bd ETF

ETFs
-36
- 0.94%
$105.92 - $110.83 $3.81K - $3.99K
3.81K $420K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-150
- 2.19%
$56.04 - $62.2 $8.41K - $9.33K
6.71K $417K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-277
- 2.35%
$38.51 - $41.69 $10.7K - $11.5K
11.5K $479K
USB
Us Bancorp \De\

Financial Services
-1.72K
- 9.53%
$39.04 - $47.23 $67.1K - $81.1K
16.3K $746K
KMB
Kimberly Clark Corp

Consumer Defensive
-73
- 0.55%
$135.05 - $148.35 $9.86K - $10.8K
13.1K $1.87M
CLX
Clorox CO

Consumer Defensive
-35
- 1.73%
$131.73 - $166.97 $4.61K - $5.84K
1.99K $323K
MO
Altria Group, Inc.

Consumer Defensive
-500
- 3.11%
$45.95 - $54.71 $23K - $27.4K
15.6K $796K
RELY
Remitly Global, Inc.

Technology
-550
- 0.94%
$12.07 - $14.58 $6.64K - $8.02K
58.2K $778K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-125
- 1.47%
$117.9 - $128.2 $14.7K - $16K
8.39K $1.08M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-71
- 1.92%
$57.22 - $80.08 $4.06K - $5.69K
3.63K $283K
MMM
3 M CO

Industrials
-183
- 6.13%
$99.69 - $139.42 $18.2K - $25.5K
2.8K $382K
IVV
Ishares Core S&P 500 ETF

ETFs
-412
- 3.8%
$520.18 - $576.82 $214K - $238K
10.4K $6.02M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-394
- 1.43%
$46.9 - $51.96 $18.5K - $20.5K
27.1K $1.4M
CL
Colgate Palmolive CO

Consumer Defensive
-500
- 2.13%
$95.54 - $108.77 $47.8K - $54.4K
22.9K $2.38M
XLV
Select Sector Spdr Fund Health

ETFs
-423
- 1.95%
$143.3 - $157.24 $60.6K - $66.5K
21.3K $3.28M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-1.47K
- 3.0%
$50.99 - $57.81 $75.1K - $85.2K
47.7K $2.73M
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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