Badgley Phelps Wealth Managers, LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$4.1T
Holdings
299
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (299 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 645,237 | $242.2B | 5.85% | |
| 2 | EFAISHARES TR | 2,234,468 | $182.6B | 4.41% | |
| 3 | AAPLAPPLE INC | 814,440 | $180.9B | 4.37% | |
| 4 | NVDANVIDIA CORPORATION | 1,275,380 | $138.2B | 3.34% | |
| 5 | VBVANGUARD INDEX FDS | 541,667 | $120.1B | 2.90% | |
| 6 | AMZNAMAZON COM INC | 608,344 | $115.7B | 2.79% | |
| 7 | IJHISHARES TR | 1,641,452 | $95.8B | 2.31% | |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 2,102,362 | $95.2B | 2.30% | |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 1,836,739 | $93.4B | 2.25% | |
| 10 | COSTCOSTCO WHSL CORP NEW | 91,973 | $87.0B | 2.10% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 158,614 | $84.5B | 2.04% | |
| 12 | JPMJPMORGAN CHASE & CO. | 299,541 | $73.5B | 1.77% | |
| 13 | LLYELI LILLY & CO | 87,147 | $72.0B | 1.74% | |
| 14 | VVISA INC | 200,688 | $70.3B | 1.70% | |
| 15 | VGITVANGUARD SCOTTSDALE FDS | 1,099,429 | $65.3B | 1.58% | |
| 16 | METAMETA PLATFORMS INC | 110,761 | $63.8B | 1.54% | |
| 17 | COLMCOLUMBIA SPORTSWEAR CO | 768,830 | $58.2B | 1.40% | |
| 18 | IWNISHARES TR | 360,059 | $54.4B | 1.31% | |
| 19 | IWRISHARES TR | 635,070 | $54.0B | 1.30% | |
| 20 | IWOISHARES TR | 208,771 | $53.3B | 1.29% | |
| 21 | GOOGALPHABET INC | 299,342 | $46.8B | 1.13% | |
| 22 | IWDISHARES TR | 245,700 | $46.2B | 1.12% | |
| 23 | GOOGLALPHABET INC | 292,179 | $45.2B | 1.09% | |
| 24 | SPYMSPDR SER TR | 671,252 | $44.1B | 1.07% | |
| 25 | VVVANGUARD INDEX FDS | 164,142 | $42.2B | 1.02% | |
| 26 | BIVVANGUARD BD INDEX FDS | 545,884 | $41.8B | 1.01% | |
| 27 | JPSTJ P MORGAN EXCHANGE TRADED F | 817,627 | $41.4B | 1.00% | |
| 28 | NOWSERVICENOW INC | 49,587 | $39.5B | 0.95% | |
| 29 | IWFISHARES TR | 107,728 | $38.9B | 0.94% | |
| 30 | PGPROCTER AND GAMBLE CO | 210,227 | $35.8B | 0.86% | |
| 31 | WMTWALMART INC | 398,569 | $35.1B | 0.85% | |
| 32 | DWDMORGAN STANLEY | 288,810 | $33.7B | 0.81% | |
| 33 | MRSHMARSH & MCLENNAN COS INC | 134,316 | $32.8B | 0.79% | |
| 34 | CRMSALESFORCE INC | 121,013 | $32.5B | 0.78% | |
| 35 | LINLINDE PLC | 68,532 | $31.9B | 0.77% | |
| 36 | BACBANK AMERICA CORP | 747,731 | $31.2B | 0.75% | |
| 37 | BKNGBOOKING HOLDINGS INC | 6,561 | $30.2B | 0.73% | |
| 38 | VCITVANGUARD SCOTTSDALE FDS | 362,183 | $29.6B | 0.71% | |
| 39 | CSCOCISCO SYS INC | 478,264 | $29.5B | 0.71% | |
| 40 | PANWPALO ALTO NETWORKS INC | 169,746 | $29.0B | 0.70% | |
| 41 | HDHOME DEPOT INC | 75,935 | $27.8B | 0.67% | |
| 42 | IWPISHARES TR | 232,384 | $27.3B | 0.66% | |
| 43 | JEPIJ P MORGAN EXCHANGE TRADED F | 460,328 | $26.3B | 0.63% | |
| 44 | UNHUNITEDHEALTH GROUP INC | 49,019 | $25.7B | 0.62% | |
| 45 | PLDPROLOGIS INC. | 210,756 | $23.6B | 0.57% | |
| 46 | KOCOCA COLA CO | 321,093 | $23.2B | 0.56% | |
| 47 | UNPUNION PAC CORP | 97,834 | $23.1B | 0.56% | |
| 48 | CBCHUBB LIMITED | 73,958 | $22.4B | 0.54% | |
| 49 | NINISOURCE INC | 555,835 | $22.3B | 0.54% | |
| 50 | CATCATERPILLAR INC | 67,532 | $22.3B | 0.54% | |
| 51 | CVXCHEVRON CORP NEW | 131,524 | $22.0B | 0.53% | |
| 52 | EOGEOG RES INC | 170,710 | $21.9B | 0.53% | |
| 53 | MDLZMONDELEZ INTL INC | 314,202 | $21.5B | 0.52% | |
| 54 | IWSISHARES TR | 163,875 | $20.6B | 0.50% | |
| 55 | PHPARKER-HANNIFIN CORP | 33,536 | $20.4B | 0.49% | |
| 56 | MDTMEDTRONIC PLC | 222,174 | $20.1B | 0.49% | |
| 57 | TMOTHERMO FISHER SCIENTIFIC INC | 40,221 | $20.0B | 0.48% | |
| 58 | DHRDANAHER CORPORATION | 97,366 | $20.0B | 0.48% | |
| 59 | HONHONEYWELL INTL INC | 93,602 | $19.8B | 0.48% | |
| 60 | ORLYOREILLY AUTOMOTIVE INC | 13,785 | $19.7B | 0.48% | |
| 61 | JNJJOHNSON & JOHNSON | 118,061 | $19.6B | 0.47% | |
| 62 | KKRKKR & CO INC | 167,705 | $19.4B | 0.47% | |
| 63 | MCKMCKESSON CORP | 28,752 | $19.4B | 0.47% | |
| 64 | VLOVALERO ENERGY CORP | 145,755 | $19.2B | 0.46% | |
| 65 | ORCLORACLE CORP | 133,477 | $18.7B | 0.45% | |
| 66 | EQIXEQUINIX INC | 22,536 | $18.4B | 0.44% | |
| 67 | PEPPEPSICO INC | 120,261 | $18.0B | 0.44% | |
| 68 | ADBEADOBE INC | 46,616 | $17.9B | 0.43% | |
| 69 | SYKSTRYKER CORPORATION | 46,331 | $17.3B | 0.42% | |
| 70 | DJPBARCLAYS BANK PLC | 470,666 | $16.6B | 0.40% | |
| 71 | MCDMCDONALDS CORP | 53,182 | $16.6B | 0.40% | |
| 72 | LRCXLAM RESEARCH CORP | 221,426 | $16.1B | 0.39% | |
| 73 | IWBISHARES TR | 52,063 | $16.0B | 0.39% | |
| 74 | SHWSHERWIN WILLIAMS CO | 45,108 | $15.8B | 0.38% | |
| 75 | NEENEXTERA ENERGY INC | 219,842 | $15.6B | 0.38% | |
| 76 | PCARPACCAR INC | 159,479 | $15.5B | 0.37% | |
| 77 | ECLECOLAB INC | 60,692 | $15.4B | 0.37% | |
| 78 | TSLATESLA INC | 59,003 | $15.3B | 0.37% | |
| 79 | UPSUNITED PARCEL SERVICE INC | 131,551 | $14.5B | 0.35% | |
| 80 | CSGPCOSTAR GROUP INC | 178,936 | $14.2B | 0.34% | |
| 81 | AMTAMERICAN TOWER CORP NEW | 65,031 | $14.2B | 0.34% | |
| 82 | ACNACCENTURE PLC IRELAND | 45,281 | $14.1B | 0.34% | |
| 83 | DISDISNEY WALT CO | 139,820 | $13.8B | 0.33% | |
| 84 | GILDGILEAD SCIENCES INC | 122,656 | $13.7B | 0.33% | |
| 85 | VEUVANGUARD INTL EQUITY INDEX F | 217,265 | $13.2B | 0.32% | |
| 86 | TJXTJX COS INC NEW | 102,650 | $12.5B | 0.30% | |
| 87 | VTIVANGUARD INDEX FDS | 44,215 | $12.2B | 0.29% | |
| 88 | GEGE AEROSPACE | 60,298 | $12.1B | 0.29% | |
| 89 | AMATAPPLIED MATLS INC | 82,255 | $11.9B | 0.29% | |
| 90 | FISVFISERV INC | 53,889 | $11.9B | 0.29% | |
| 91 | MRKMERCK & CO INC | 130,575 | $11.8B | 0.29% | |
| 92 | BBAXJ P MORGAN EXCHANGE TRADED F | 242,666 | $11.8B | 0.29% | |
| 93 | XOMEXXON MOBIL CORP | 98,728 | $11.7B | 0.28% | |
| 94 | ETNEATON CORP PLC | 43,047 | $11.7B | 0.28% | |
| 95 | CITCINTAS CORP | 56,694 | $11.7B | 0.28% | |
| 96 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 150,892 | $11.5B | 0.28% | |
| 97 | TMUST-MOBILE US INC | 43,033 | $11.5B | 0.28% | |
| 98 | ZTSZOETIS INC | 69,247 | $11.4B | 0.28% | |
| 99 | URIUNITED RENTALS INC | 18,188 | $11.4B | 0.28% | |
| 100 | SNPSSYNOPSYS INC | 26,574 | $11.4B | 0.28% |
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