Badgley Phelps Wealth Managers, LLC Sells in Q2 2025

Badgley Phelps Wealth Managers, LLC

  • $4.44 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-758K
- 92.7%
$50.36 - $50.68 $38.2M - $38.4M
59.6K $3.02M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-452K
- 98.12%
$51.14 - $57.0 $23.1M - $25.7M
8.63K $490K
UNH
Unitedhealth Group Inc

Healthcare
-32.4K
- 66.11%
$274.35 - $599.47 $8.89M - $19.4M
16.6K $5.18M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-15.5K
- 9.79%
$483.48 - $539.8 $7.51M - $8.38M
143K $69.5M
AAPL
Apple Inc.

Technology
-1.03K
- 0.13%
$172.42 - $223.89 $177K - $230K
813K $167M
ACN
Accenture PLC

Technology
-32.7K
- 72.25%
$279.23 - $323.21 $9.14M - $10.6M
12.6K $3.76M
ZTS
Zoetis Inc.

Healthcare
-56.9K
- 82.13%
$144.41 - $170.3 $8.21M - $9.69M
12.4K $1.93M
LLY
Eli Lilly & CO

Healthcare
-1.81K
- 2.07%
$713.71 - $898.95 $1.29M - $1.62M
85.3K $66.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-504
- 1.25%
$390.26 - $489.06 $197K - $246K
39.7K $16.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.2K
- 0.89%
$212.1 - $244.27 $254K - $292K
133K $29.1M
AMGN
Amgen Inc

Healthcare
-4.11K
- 20.63%
$262.28 - $309.85 $1.08M - $1.27M
15.8K $4.42M
OMER
Omeros Corp

Healthcare
-124K
- 50.58%
$3.0 - $8.01 $373K - $996K
121K $364K
UPS
United Parcel Service Inc

Industrials
-32
- 0.02%
$91.92 - $110.2 $2.94K - $3.53K
132K $13.3M
EQIX
Equinix Inc

Real Estate
-395
- 1.75%
$740.07 - $914.43 $292K - $361K
22.1K $17.6M
WAFD
Washington Federal Inc

Financial Services
-25.3K
- 68.83%
$24.48 - $30.05 $620K - $761K
11.5K $335K
PCAR
Paccar Inc

Industrials
-2.98K
- 1.87%
$86.4 - $99.09 $257K - $295K
157K $14.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.59K
- 33.66%
$55.54 - $69.09 $532K - $662K
18.9K $1.31M
CPRT
Copart Inc

Consumer Cyclical
-708
- 1.26%
$47.72 - $63.84 $33.8K - $45.2K
55.3K $2.71M
ABBV
Abb Vie Inc.

Healthcare
-242
- 1.63%
$170.16 - $206.27 $41.2K - $49.9K
14.6K $2.72M
BMY
Bristol Myers Squibb CO

Healthcare
-740
- 3.1%
$44.12 - $59.6 $32.6K - $44.1K
23.2K $1.07M
TFC
Truist Financial Corp

Financial Services
-7.35K
- 29.27%
$34.79 - $42.99 $256K - $316K
17.8K $763K
EPD
Enterprise Products Partners L.P.

Energy
-6.64K
- 36.19%
$28.95 - $34.22 $192K - $227K
11.7K $363K
XLV
Select Sector Spdr Fund Health

ETFs
-231
- 1.17%
$128.77 - $144.3 $29.7K - $33.3K
19.5K $2.63M
LOW
Lowes Companies Inc

Consumer Cyclical
-363
- 2.55%
$210.83 - $235.28 $76.5K - $85.4K
13.9K $3.07M
CL
Colgate Palmolive CO

Consumer Defensive
-1.92K
- 8.54%
$87.57 - $96.0 $168K - $184K
20.5K $1.87M
HD
Home Depot, Inc.

Consumer Cyclical
-672
- 0.88%
$335.24 - $380.78 $225K - $256K
75.3K $27.6M
GILD
Gilead Sciences, Inc.

Healthcare
-309
- 0.25%
$96.91 - $113.0 $29.9K - $34.9K
122K $13.6M
BDX
Becton Dickinson & CO

Healthcare
-402
- 24.81%
$165.15 - $226.42 $66.4K - $91K
1.22K $209K
KMB
Kimberly Clark Corp

Consumer Defensive
-128
- 1.21%
$126.84 - $145.22 $16.2K - $18.6K
10.5K $1.35M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-790
- 2.85%
$121.58 - $136.74 $96K - $108K
27K $3.66M
QCOM
Qualcomm Inc

Technology
-1.23K
- 7.27%
$124.66 - $159.48 $153K - $195K
15.6K $2.49M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.24K
- 28.32%
$75.17 - $91.21 $93K - $113K
3.13K $285K
ADBE
Adobe Inc.

Technology
-648
- 1.39%
$340.0 - $420.68 $220K - $273K
46K $17.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
-216
- 14.12%
$248.61 - $294.96 $53.7K - $63.7K
1.31K $370K
PFE
Pfizer Inc

Healthcare
-521
- 0.87%
$21.59 - $24.84 $11.2K - $12.9K
59.4K $1.44M
GD
General Dynamics Corp

Industrials
-351
- 24.89%
$247.68 - $291.66 $86.9K - $102K
1.06K $308K
ABT
Abbott Laboratories

Healthcare
-956
- 5.79%
$123.95 - $138.08 $118K - $132K
15.6K $2.12M
VZ
Verizon Communications Inc

Communication Services
-530
- 2.19%
$41.67 - $45.62 $22.1K - $24.2K
23.6K $1.02M
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.69K
- 6.24%
$73.19 - $85.21 $124K - $144K
25.4K $2.17M
MU
Micron Technology Inc

Technology
-2.85K
- 37.02%
$64.72 - $127.91 $184K - $364K
4.85K $597K
CLX
Clorox CO

Consumer Defensive
-123
- 6.12%
$118.01 - $148.69 $14.5K - $18.3K
1.89K $226K
MANH
Manhattan Associates Inc

Technology
-576
- 28.81%
$143.9 - $197.47 $82.9K - $114K
1.42K $280K
TFLO
Ishares Treasury Floating Rate

ETFs
-1.23K
- 22.31%
$50.47 - $50.66 $62.2K - $62.4K
4.29K $217K
WELL
Welltower Inc.

Real Estate
-390
- 13.12%
$136.49 - $155.22 $53.2K - $60.5K
2.58K $396K
LMT
Lockheed Martin Corp

Industrials
-134
- 13.31%
$430.82 - $486.45 $57.7K - $65.2K
873 $404K
HUM
Humana Inc

Healthcare
-1
- 0.05%
$224.93 - $295.04 $225 - $295
2.07K $506K
XLE
Energy Sector Spdr

ETFs
-40
- 0.99%
$76.44 - $94.13 $3.06K - $3.77K
4.01K $340K
CMCSA
Comcast Corp

Communication Services
-665
- 7.84%
$32.84 - $36.72 $21.8K - $24.4K
7.81K $278K
ABC
Amerisourcebergen Corp

Healthcare
-137
- 12.63%
N/A
948 $175K
Activity Summary
Buys All Purchases 123 New Holdings 8 Increased Positions 115 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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