Badgley Phelps Wealth Managers, LLC Portfolio Holdings
Badgley Phelps Wealth Managers, LLC
- $4 Billion
- Q2 2024
Badgley Phelps Wealth Managers, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $4 Billion distributed in 254 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $283M, Ishares Tr Msci Eafe ETF with a value of $178M, Apple Inc. with a value of $171M, Nvidia Corp with a value of $164M, and Amazon Com Inc with a value of $119M.
Examining the 13F form we can see an increase of $232M in the current position value, from $3.76B to 4B.
Below you can find more details about Badgley Phelps Wealth Managers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4 Billion
ETFs: $1.28 Billion
Technology: $937 Million
Consumer Cyclical: $339 Million
Healthcare: $323 Million
Financial Services: $307 Million
Consumer Defensive: $225 Million
Communication Services: $189 Million
Industrials: $174 Million
Other: $219 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 254
- Current Value $4 Billion
- Prior Value $3.76 Billion
- Filing
- Period Q2 2024
- Filing Date August 13, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 13 stocks
- Additional Purchases 93 stocks
- Sold out of 0 stocks
- Reduced holdings in 116 stocks