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
PAYX
Paychex Inc

Industrials
-20
- 0.17%
$136.06 - $154.52 $2.72K - $3.09K
11.4K $1.76M
SHW
Sherwin Williams CO

Basic Materials
-370
- 0.81%
$330.16 - $365.55 $122K - $135K
45.1K $15.8M
SBUX
Starbucks Corp

Consumer Cyclical
-717
- 1.29%
$91.75 - $115.81 $65.8K - $83K
55K $5.39M
ABT
Abbott Laboratories

Healthcare
-1
- 0.01%
$111.1 - $140.22 $111 - $140
16.5K $2.19M
PM
Philip Morris International Inc.

Consumer Defensive
-113
- 1.22%
$117.15 - $158.79 $13.2K - $17.9K
9.16K $1.45M
SYK
Stryker Corp

Healthcare
-500
- 1.07%
$355.18 - $399.9 $178K - $200K
46.3K $17.2M
UNH
Unitedhealth Group Inc

Healthcare
-925
- 1.85%
$461.52 - $548.18 $427K - $507K
49K $25.7M
ABBV
Abb Vie Inc.

Healthcare
-103
- 0.69%
$169.2 - $216.66 $17.4K - $22.3K
14.9K $3.12M
PG
Procter & Gamble CO

Consumer Defensive
-33
- 0.02%
$158.56 - $176.26 $5.23K - $5.82K
210K $35.8M
JPM
Jpmorgan Chase & CO

Financial Services
-3.03K
- 1.0%
$225.19 - $279.95 $683K - $849K
300K $73.5M
ECL
Ecolab Inc.

Basic Materials
-600
- 0.98%
$229.72 - $269.82 $138K - $162K
60.7K $15.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-540
- 1.01%
$279.74 - $321.29 $151K - $173K
53.2K $16.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-29.3K
- 1.37%
$42.5 - $46.71 $1.24M - $1.37M
2.1M $95.2M
CB
Chubb LTD

Financial Services
-333
- 0.45%
$257.71 - $301.99 $85.8K - $101K
74K $22.3M
COST
Costco Wholesale Corp

Consumer Defensive
-745
- 0.8%
$890.62 - $1076.86 $664K - $802K
92K $87M
AMT
American Tower Corp

Real Estate
-351
- 0.54%
$173.46 - $217.6 $60.9K - $76.4K
65K $14.2M
CVX
Chevron Corp

Energy
-5.27K
- 3.85%
$146.71 - $167.97 $773K - $885K
132K $22M
LLY
Eli Lilly & CO

Healthcare
-3.11K
- 3.44%
$725.72 - $929.72 $2.26M - $2.89M
87.1K $72M
KO
Coca Cola CO

Consumer Defensive
-243
- 0.08%
$60.81 - $72.32 $14.8K - $17.6K
321K $23M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-148
- 1.06%
$1187.71 - $1432.58 $176K - $212K
13.8K $19.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-2.75K
- 2.01%
$208.48 - $244.03 $574K - $671K
134K $32.8M
VEA
Vanguard Ftse Developed Market

ETFs
-28K
- 1.5%
$47.4 - $52.99 $1.33M - $1.48M
1.84M $93.4M
V
Visa Inc.

Financial Services
-3.03K
- 1.49%
$306.92 - $362.71 $929K - $1.1M
201K $70.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-34.2K
- 1.51%
$74.85 - $84.89 $2.56M - $2.9M
2.23M $183M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-339
- 0.21%
$442.66 - $534.52 $150K - $181K
159K $84.5M
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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