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
IRM
Iron Mountain Inc

Real Estate
-123
- 1.66%
$82.79 - $111.31 $10.2K - $13.7K
7.27K $625K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.85K
- 6.25%
$128.74 - $138.67 $238K - $257K
27.8K $3.77M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-79
- 0.15%
$23.16 - $27.04 $1.83K - $2.14K
54.2K $1.27M
BBAX
J P Morgan Betabuilders Develo

ETFs
-2.11K
- 0.86%
$48.21 - $51.59 $102K - $109K
243K $11.8M
DLR
Digital Realty Trust, Inc.

Real Estate
-284
- 11.2%
$142.1 - $183.56 $40.4K - $52.1K
2.25K $322K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.24K
- 7.57%
$25.81 - $28.52 $213K - $235K
101K $2.77M
CMCSA
Comcast Corp

Communication Services
-2.83K
- 25.01%
$33.19 - $38.23 $93.9K - $108K
8.48K $312K
BALL
Ball Corp

Consumer Cyclical
-953
- 5.66%
$49.04 - $56.53 $46.7K - $53.9K
15.9K $826K
NVO
Novo Nordisk A S

Healthcare
-263
- 5.91%
$69.3 - $90.95 $18.2K - $23.9K
4.19K $290K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-16
- 0.48%
$507.05 - $563.67 $8.11K - $9.02K
3.34K $1.72M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.41K
- 11.79%
$124.46 - $147.4 $176K - $208K
10.6K $1.5M
SPG
Simon Property Group Inc

Real Estate
-337
- 17.54%
$159.48 - $187.78 $53.7K - $63.3K
1.58K $263K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-74
- 1.44%
$175.5 - $209.86 $13K - $15.5K
5.07K $918K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-428
- 10.94%
$68.37 - $87.97 $29.3K - $37.7K
3.48K $238K
MU
Micron Technology Inc

Technology
-818
- 9.61%
$86.89 - $109.38 $71.1K - $89.5K
7.69K $668K
ZG
Zillow Group, Inc.

Communication Services
-463
- 10.38%
$66.41 - $85.29 $30.7K - $39.5K
4K $267K
TFLO
Ishares Treasury Floating Rate

ETFs
-855
- 13.41%
$50.48 - $50.68 $43.2K - $43.3K
5.52K $279K
AVUV
American Centy ETF Tr Avantis

ETFs
-13
- 0.3%
$84.95 - $100.62 $1.1K - $1.31K
4.37K $380K
SAP
Sap Se

Technology
-228
- 18.61%
$241.4 - $293.69 $55K - $67K
997 $267K
IXN
Ishares Global Information Tec

ETFs
-30
- 0.88%
$75.73 - $88.4 $2.27K - $2.65K
3.38K $256K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-335
- 5.93%
$55.97 - $64.13 $18.7K - $21.5K
5.32K $299K
WY
Weyerhaeuser CO

Real Estate
-1.15K
- 6.82%
$27.29 - $31.39 $31.3K - $36K
15.7K $459K
WMB
Williams Companies, Inc.

Energy
-988
- 12.48%
$54.02 - $61.09 $53.4K - $60.4K
6.93K $414K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-3.09K
- 6.46%
$51.39 - $57.43 $159K - $177K
44.7K $2.48M
IEFA
Ishares Tr

ETFs
-357
- 10.89%
$69.57 - $78.65 $24.8K - $28.1K
2.92K $220K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-958
- 3.43%
$27.01 - $28.54 $25.9K - $27.3K
26.9K $753K
TIP
Ishares Tr Tips Bd ETF

ETFs
-200
- 6.86%
$106.22 - $111.09 $21.2K - $22.2K
2.72K $301K
GD
General Dynamics Corp

Industrials
-55
- 3.75%
$241.94 - $272.58 $13.3K - $15K
1.41K $384K
KMI
Kinder Morgan, Inc.

Energy
-516
- 4.23%
$26.1 - $31.22 $13.5K - $16.1K
11.7K $333K
Ferguson Enterprises Inc
-1.87K
- 38.87%
N/A
2.94K $0
Blackrock Inc
-77
- 4.92%
N/A
1.49K $0
Aptiv PLC
-454
- 5.25%
N/A
8.2K $0
Linde PLC
-2.09K
- 2.96%
N/A
68.5K $0
Lam Research Corp
-13.6K
- 5.78%
N/A
221K $0
Veralto Corp
-10
- 0.4%
N/A
2.52K $0
MLPA
Global X Mlp ETF

ETFs
-400
- 5.1%
$49.83 - $54.53 $19.9K - $21.8K
7.44K $395K
XLV
Select Sector Spdr Fund Health

ETFs
-1.15K
- 5.49%
$137.61 - $149.68 $158K - $171K
19.7K $2.88M
UBER
Uber Technologies, Inc

Technology
-523
- 13.42%
$63.17 - $81.49 $33K - $42.6K
3.37K $245K
MMM
3 M CO

Industrials
-150
- 5.75%
$129.7 - $155.12 $19.5K - $23.3K
2.46K $361K
AFL
Aflac Inc

Financial Services
-26
- 0.68%
$100.99 - $111.19 $2.63K - $2.89K
3.81K $423K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.07K
- 2.69%
$18.36 - $20.51 $19.6K - $21.8K
38.5K $761K
RTX
Raytheon Technologies Corp

Industrials
-1.76K
- 10.16%
$114.1 - $135.66 $201K - $238K
15.5K $2.06M
INTC
Intel Corp

Technology
-693
- 2.42%
$19.1 - $27.39 $13.2K - $19K
27.9K $634K
BMY
Bristol Myers Squibb CO

Healthcare
-612
- 2.5%
$53.9 - $63.11 $33K - $38.6K
23.9K $1.46M
WM
Waste Management Inc

Industrials
-9
- 0.34%
$200.54 - $233.78 $1.8K - $2.1K
2.67K $617K
ADP
Automatic Data Processing Inc

Industrials
-61
- 0.73%
$286.85 - $318.64 $17.5K - $19.4K
8.28K $2.53M
ZTS
Zoetis Inc.

Healthcare
-108
- 0.16%
$156.48 - $175.67 $16.9K - $19K
69.2K $11.4M
MO
Altria Group, Inc.

Consumer Defensive
-242
- 1.57%
$50.81 - $60.02 $12.3K - $14.5K
15.2K $909K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2
- 0.11%
$402.49 - $513.76 $805 - $1.03K
1.87K $904K
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
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email