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)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
645,237$242.2B5.85%
2
EFAISHARES TR
2,234,468$182.6B4.41%
3
AAPLAPPLE INC
814,440$180.9B4.37%
4
NVDANVIDIA CORPORATION
1,275,380$138.2B3.34%
5
VBVANGUARD INDEX FDS
541,667$120.1B2.90%
6
AMZNAMAZON COM INC
608,344$115.7B2.79%
7
IJHISHARES TR
1,641,452$95.8B2.31%
8
VWOVANGUARD INTL EQUITY INDEX F
2,102,362$95.2B2.30%
9
VEAVANGUARD TAX-MANAGED FDS
1,836,739$93.4B2.25%
10
COSTCOSTCO WHSL CORP NEW
91,973$87.0B2.10%
11
BRK/BBERKSHIRE HATHAWAY INC DEL
158,614$84.5B2.04%
12
JPMJPMORGAN CHASE & CO.
299,541$73.5B1.77%
13
LLYELI LILLY & CO
87,147$72.0B1.74%
14
VVISA INC
200,688$70.3B1.70%
15
VGITVANGUARD SCOTTSDALE FDS
1,099,429$65.3B1.58%
16
METAMETA PLATFORMS INC
110,761$63.8B1.54%
17
COLMCOLUMBIA SPORTSWEAR CO
768,830$58.2B1.40%
18
IWNISHARES TR
360,059$54.4B1.31%
19
IWRISHARES TR
635,070$54.0B1.30%
20
IWOISHARES TR
208,771$53.3B1.29%
21
GOOGALPHABET INC
299,342$46.8B1.13%
22
IWDISHARES TR
245,700$46.2B1.12%
23
GOOGLALPHABET INC
292,179$45.2B1.09%
24
SPYMSPDR SER TR
671,252$44.1B1.07%
25
VVVANGUARD INDEX FDS
164,142$42.2B1.02%
26
BIVVANGUARD BD INDEX FDS
545,884$41.8B1.01%
27
JPSTJ P MORGAN EXCHANGE TRADED F
817,627$41.4B1.00%
28
NOWSERVICENOW INC
49,587$39.5B0.95%
29
IWFISHARES TR
107,728$38.9B0.94%
30
PGPROCTER AND GAMBLE CO
210,227$35.8B0.86%
31
WMTWALMART INC
398,569$35.1B0.85%
32
DWDMORGAN STANLEY
288,810$33.7B0.81%
33
MRSHMARSH & MCLENNAN COS INC
134,316$32.8B0.79%
34
CRMSALESFORCE INC
121,013$32.5B0.78%
35
LINLINDE PLC
68,532$31.9B0.77%
36
BACBANK AMERICA CORP
747,731$31.2B0.75%
37
BKNGBOOKING HOLDINGS INC
6,561$30.2B0.73%
38
VCITVANGUARD SCOTTSDALE FDS
362,183$29.6B0.71%
39
CSCOCISCO SYS INC
478,264$29.5B0.71%
40
PANWPALO ALTO NETWORKS INC
169,746$29.0B0.70%
41
HDHOME DEPOT INC
75,935$27.8B0.67%
42
IWPISHARES TR
232,384$27.3B0.66%
43
JEPIJ P MORGAN EXCHANGE TRADED F
460,328$26.3B0.63%
44
UNHUNITEDHEALTH GROUP INC
49,019$25.7B0.62%
45
PLDPROLOGIS INC.
210,756$23.6B0.57%
46
KOCOCA COLA CO
321,093$23.2B0.56%
47
UNPUNION PAC CORP
97,834$23.1B0.56%
48
CBCHUBB LIMITED
73,958$22.4B0.54%
49
NINISOURCE INC
555,835$22.3B0.54%
50
CATCATERPILLAR INC
67,532$22.3B0.54%
51
CVXCHEVRON CORP NEW
131,524$22.0B0.53%
52
EOGEOG RES INC
170,710$21.9B0.53%
53
MDLZMONDELEZ INTL INC
314,202$21.5B0.52%
54
IWSISHARES TR
163,875$20.6B0.50%
55
PHPARKER-HANNIFIN CORP
33,536$20.4B0.49%
56
MDTMEDTRONIC PLC
222,174$20.1B0.49%
57
TMOTHERMO FISHER SCIENTIFIC INC
40,221$20.0B0.48%
58
DHRDANAHER CORPORATION
97,366$20.0B0.48%
59
HONHONEYWELL INTL INC
93,602$19.8B0.48%
60
ORLYOREILLY AUTOMOTIVE INC
13,785$19.7B0.48%
61
JNJJOHNSON & JOHNSON
118,061$19.6B0.47%
62
KKRKKR & CO INC
167,705$19.4B0.47%
63
MCKMCKESSON CORP
28,752$19.4B0.47%
64
VLOVALERO ENERGY CORP
145,755$19.2B0.46%
65
ORCLORACLE CORP
133,477$18.7B0.45%
66
EQIXEQUINIX INC
22,536$18.4B0.44%
67
PEPPEPSICO INC
120,261$18.0B0.44%
68
ADBEADOBE INC
46,616$17.9B0.43%
69
SYKSTRYKER CORPORATION
46,331$17.3B0.42%
70
DJPBARCLAYS BANK PLC
470,666$16.6B0.40%
71
MCDMCDONALDS CORP
53,182$16.6B0.40%
72
LRCXLAM RESEARCH CORP
221,426$16.1B0.39%
73
IWBISHARES TR
52,063$16.0B0.39%
74
SHWSHERWIN WILLIAMS CO
45,108$15.8B0.38%
75
NEENEXTERA ENERGY INC
219,842$15.6B0.38%
76
PCARPACCAR INC
159,479$15.5B0.37%
77
ECLECOLAB INC
60,692$15.4B0.37%
78
TSLATESLA INC
59,003$15.3B0.37%
79
UPSUNITED PARCEL SERVICE INC
131,551$14.5B0.35%
80
CSGPCOSTAR GROUP INC
178,936$14.2B0.34%
81
AMTAMERICAN TOWER CORP NEW
65,031$14.2B0.34%
82
ACNACCENTURE PLC IRELAND
45,281$14.1B0.34%
83
DISDISNEY WALT CO
139,820$13.8B0.33%
84
GILDGILEAD SCIENCES INC
122,656$13.7B0.33%
85
VEUVANGUARD INTL EQUITY INDEX F
217,265$13.2B0.32%
86
TJXTJX COS INC NEW
102,650$12.5B0.30%
87
VTIVANGUARD INDEX FDS
44,215$12.2B0.29%
88
GEGE AEROSPACE
60,298$12.1B0.29%
89
AMATAPPLIED MATLS INC
82,255$11.9B0.29%
90
FISVFISERV INC
53,889$11.9B0.29%
91
MRKMERCK & CO INC
130,575$11.8B0.29%
92
BBAXJ P MORGAN EXCHANGE TRADED F
242,666$11.8B0.29%
93
XOMEXXON MOBIL CORP
98,728$11.7B0.28%
94
ETNEATON CORP PLC
43,047$11.7B0.28%
95
CITCINTAS CORP
56,694$11.7B0.28%
96
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
150,892$11.5B0.28%
97
TMUST-MOBILE US INC
43,033$11.5B0.28%
98
ZTSZOETIS INC
69,247$11.4B0.28%
99
URIUNITED RENTALS INC
18,188$11.4B0.28%
100
SNPSSYNOPSYS INC
26,574$11.4B0.28%
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