Badgley Phelps Wealth Managers, LLC Q1 2024 Filing

Filed May 15, 2024

Portfolio Value

$4.0T

Holdings

266

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (266 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
634,665$267.0B6.68%
2
EFAISHARES TR
2,278,663$182.0B4.55%
3
APPLE INC
860,791$147.6B3.69%
4
NVDANVIDIA CORPORATION
154,896$140.0B3.50%
5
VBVANGUARD INDEX FDS
520,142$118.9B2.97%
6
AMZNAMAZON COM INC
607,247$109.5B2.74%
7
IJHISHARES TR
1,572,430$95.5B2.39%
8
VEAVANGUARD TAX-MANAGED FDS
1,892,434$94.9B2.38%
9
VWOVANGUARD INTL EQUITY INDEX F
2,100,393$87.7B2.19%
10
LLYELI LILLY & CO
96,632$75.2B1.88%
11
COSTCOSTCO WHSL CORP NEW
96,352$70.6B1.77%
12
COLMCOLUMBIA SPORTSWEAR CO
804,775$65.3B1.63%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
152,306$64.0B1.60%
14
SPYMSPDR SER TR
980,077$60.3B1.51%
15
JPMJPMORGAN CHASE & CO
294,554$59.0B1.48%
16
VVISA INC
210,965$58.9B1.47%
17
IWNISHARES TR
353,363$56.1B1.40%
18
IWOISHARES TR
201,080$54.5B1.36%
19
METAMETA PLATFORMS INC
108,494$52.7B1.32%
20
IWRISHARES TR
597,795$50.3B1.26%
21
GOOGLALPHABET INC
296,775$44.8B1.12%
22
GOOGALPHABET INC
286,483$43.6B1.09%
23
IWDISHARES TR
225,080$40.3B1.01%
24
VGITVANGUARD SCOTTSDALE FDS
680,863$39.9B1.00%
25
NOWSERVICENOW INC
50,897$38.8B0.97%
26
PGPROCTER AND GAMBLE CO
236,508$38.4B0.96%
27
BIVVANGUARD BD INDEX FDS
504,688$38.1B0.95%
28
VVVANGUARD INDEX FDS
157,705$37.8B0.95%
29
CRMSALESFORCE INC
124,289$37.5B0.94%
30
PLDPROLOGIS INC.
271,877$35.4B0.89%
31
IWFISHARES TR
103,447$34.9B0.87%
32
LRCXEURLAM RESEARCH CORP
33,800$32.9B0.82%
33
ADBEADOBE INC
63,456$32.0B0.80%
34
LINLINDE PLC
67,569$31.4B0.78%
35
MRSHMARSH & MCLENNAN COS INC
146,596$30.2B0.76%
36
HDHOME DEPOT INC
78,506$30.1B0.75%
37
CVXCHEVRON CORP NEW
188,979$29.8B0.75%
38
CATCATERPILLAR INC
80,144$29.4B0.73%
39
PANWPALO ALTO NETWORKS INC
100,845$28.7B0.72%
40
JPSTJ P MORGAN EXCHANGE TRADED F
543,376$27.4B0.69%
41
UNHUNITEDHEALTH GROUP INC
54,799$27.1B0.68%
42
BACBANK AMERICA CORP
705,674$26.8B0.67%
43
VCITVANGUARD SCOTTSDALE FDS
330,936$26.6B0.67%
44
TFLOISHARES TR
517,560$26.2B0.66%
45
DWDMORGAN STANLEY
276,473$26.0B0.65%
46
TMOTHERMO FISHER SCIENTIFIC INC
44,493$25.9B0.65%
47
IWPISHARES TR
224,519$25.6B0.64%
48
VLOVALERO ENERGY CORP
145,663$24.9B0.62%
49
CSCOCISCO SYS INC
496,661$24.8B0.62%
50
MRKMERCK & CO INC
183,337$24.3B0.61%
51
BKNGBOOKING HOLDINGS INC
6,674$24.2B0.61%
52
DHRDANAHER CORPORATION
96,319$24.1B0.60%
53
JEPIJ P MORGAN EXCHANGE TRADED F
414,318$24.0B0.60%
54
UNPUNION PAC CORP
94,746$23.3B0.58%
55
MCDMCDONALDS CORP
80,737$22.8B0.57%
56
MDLZMONDELEZ INTL INC
316,344$22.3B0.56%
57
PEPPEPSICO INC
124,734$22.0B0.55%
58
WMTWALMART INC
361,211$21.8B0.55%
59
ORCLORACLE CORP
170,388$21.4B0.54%
60
EOGEOG RES INC
167,143$21.4B0.53%
61
MDTMEDTRONIC PLC
243,304$21.4B0.53%
62
SCTXXSCHWAB CHARLES FAMILY FD
20,780,630$20.8B0.52%
63
UPSUNITED PARCEL SERVICE INC
136,665$20.3B0.51%
64
HONHONEYWELL INTL INC
96,491$19.8B0.50%
65
PCARPACCAR INC
158,438$19.6B0.49%
66
IWSISHARES TR
155,771$19.5B0.49%
67
EQIXEQUINIX INC
23,586$19.5B0.49%
68
KOCOCA COLA CO
312,363$19.3B0.48%
69
CBCHUBB LIMITED
73,177$19.0B0.48%
70
JNJJOHNSON & JOHNSON
116,547$18.4B0.46%
71
ACNACCENTURE PLC IRELAND
52,572$18.2B0.46%
72
CSGPCOSTAR GROUP INC
186,772$18.0B0.45%
73
APPLIED MATLS INC
84,937$17.5B0.44%
74
NEENEXTERA ENERGY INC
274,070$17.5B0.44%
75
SYKSTRYKER CORPORATION
48,023$17.2B0.43%
76
IWBISHARES TR
59,492$17.1B0.43%
77
DISDISNEY WALT CO
139,467$17.1B0.43%
78
SHWSHERWIN WILLIAMS CO
48,624$16.9B0.42%
79
ORLYOREILLY AUTOMOTIVE INC
14,277$16.1B0.40%
80
KKRKKR & CO INC
158,767$16.0B0.40%
81
PHPARKER-HANNIFIN CORP
28,426$15.8B0.40%
82
SNPSSYNOPSYS INC
26,808$15.3B0.38%
83
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
208,869$15.3B0.38%
84
ECLECOLAB INC
64,017$14.8B0.37%
85
MCKMCKESSON CORP
26,807$14.4B0.36%
86
AMTAMERICAN TOWER CORP NEW
72,739$14.4B0.36%
87
CMGCHIPOTLE MEXICAN GRILL INC
4,927$14.3B0.36%
88
GPNGLOBAL PMTS INC
101,964$13.6B0.34%
89
NINISOURCE INC
490,108$13.6B0.34%
90
SYYSYSCO CORP
161,627$13.1B0.33%
91
AMGNAMGEN INC
46,132$13.1B0.33%
92
JJACOBS SOLUTIONS INC
85,002$13.1B0.33%
93
ZTSZOETIS INC
72,298$12.2B0.31%
94
BACVERIZON COMMUNICATIONS INC
284,578$11.9B0.30%
95
BBAXJ P MORGAN EXCHANGE TRADED F
247,631$11.9B0.30%
96
VXUSVANGUARD STAR FDS
191,299$11.5B0.29%
97
NKENIKE INC
118,898$11.2B0.28%
98
URIUNITED RENTALS INC
15,110$10.9B0.27%
99
VTIVANGUARD INDEX FDS
41,716$10.8B0.27%
100
VEUVANGUARD INTL EQUITY INDEX F
181,930$10.7B0.27%
Page 1 of 3Next