Badgley Phelps Wealth Managers, LLC Portfolio Holdings
Badgley Phelps Wealth Managers, LLC
- $4.07 Billion
- Q1 2025
Badgley Phelps Wealth Managers, LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.07 Billion distributed in 299 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $242M, Ishares Tr Msci Eafe ETF with a value of $183M, Apple Inc. with a value of $181M, Nvidia Corp with a value of $138M, and Vanguard Small Cap ETF with a value of $120M.
Examining the 13F form we can see an decrease of $149M in the current position value, from $4.21B to 4.07B.
Below you can find more details about Badgley Phelps Wealth Managers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.07 Billion
ETFs: $1.36 Billion
Technology: $832 Million
Financial Services: $396 Million
Consumer Cyclical: $342 Million
Healthcare: $287 Million
Consumer Defensive: $233 Million
Industrials: $196 Million
Communication Services: $194 Million
Other: $230 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 299
- Current Value $4.07 Billion
- Prior Value $4.21 Billion
- Filing
- Period Q1 2025
- Filing Date April 30, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 19 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks