Badgley Phelps Wealth Managers, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$3.7B

Holdings

241

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (241 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
637,076$239.6T6530174.68%
2
AAPLAPPLE INC
878,292$169.1T4609320.10%
3
EFAISHARES TR
2,234,629$168.4T4589743.93%
4
VBVANGUARD INDEX FDS
513,634$109.6T2986795.56%
5
AMZNAMAZON COM INC
600,825$91.3T2488398.19%
6
IJHISHARES TR
328,700$91.1T2483213.56%
7
VEAVANGUARD TAX-MANAGED FDS
1,862,093$89.2T2431289.93%
8
NVDANVIDIA CORPORATION
157,627$78.1T2127785.05%
9
VWOVANGUARD INTL EQUITY INDEX F
1,890,343$77.7T2117786.63%
10
COSTCOSTCO WHSL CORP NEW
98,316$66.2T1804150.19%
11
COLMCOLUMBIA SPORTSWEAR CO
804,775$64.0T1744857.94%
12
LLYELI LILLY & CO
99,317$57.9T1578086.10%
13
IWDISHARES TR
342,744$56.6T1543869.42%
14
VVISA INC
212,257$55.3T1506325.14%
15
IWNISHARES TR
350,076$54.4T1482236.30%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
150,119$53.5T1459452.04%
17
SPYMSPDR SER TR
950,608$53.1T1448482.27%
18
IWOISHARES TR
195,597$49.3T1344750.54%
19
JPMJPMORGAN CHASE & CO
289,386$49.2T1341781.40%
20
TFLOISHARES TR
961,782$48.5T1323152.22%
21
IWRISHARES TR
586,031$45.6T1241679.04%
22
GOOGLALPHABET INC
297,130$41.5T1131388.03%
23
GOOGALPHABET INC
280,670$39.6T1078199.72%
24
VGITVANGUARD SCOTTSDALE FDS
664,916$39.4T1075146.78%
25
DWDMORGAN STANLEY
416,360$38.8T1058321.45%
26
METAMETA PLATFORMS INC
109,553$38.8T1057007.87%
27
ADBEADOBE INC
63,648$38.0T1035065.35%
28
BIVVANGUARD BD INDEX FDS
492,765$37.6T1025933.71%
29
IWFISHARES TR
121,525$36.8T1004268.52%
30
NOWSERVICENOW INC
51,944$36.7T1000325.11%
31
PLDPROLOGIS INC.
266,486$35.5T968287.46%
32
CRMSALESFORCE INC
128,306$33.8T920308.84%
33
PGPROCTER AND GAMBLE CO
230,150$33.7T919321.03%
34
VVVANGUARD INDEX FDS
153,880$33.6T915034.05%
35
JNJJOHNSON & JOHNSON
206,744$32.4T883310.09%
36
PANWPALO ALTO NETWORKS INC
102,881$30.3T826951.92%
37
CVXCHEVRON CORP NEW
195,737$29.2T795840.54%
38
UNHUNITEDHEALTH GROUP INC
54,645$28.8T784188.54%
39
MRSHMARSH & MCLENNAN COS INC
147,511$27.9T761841.51%
40
HDHOME DEPOT INC
80,186$27.8T757470.17%
41
LINLINDE PLC
66,377$27.3T743109.24%
42
JPSTJ P MORGAN EXCHANGE TRADED F
538,347$27.2T740498.08%
43
UPSUNITED PARCEL SERVICE INC
172,521$27.1T739396.07%
44
VCITVANGUARD SCOTTSDALE FDS
330,427$26.9T732080.75%
45
LRCXEURLAM RESEARCH CORP
33,397$26.2T714737.29%
46
TMOTHERMO FISHER SCIENTIFIC INC
45,671$24.3T661165.45%
47
CSCOCISCO SYS INC
472,024$23.8T650020.18%
48
BKNGBOOKING HOLDINGS INC
6,708$23.8T648605.97%
49
MCDMCDONALDS CORP
79,015$23.4T638631.75%
50
CATCATERPILLAR INC
78,751$23.3T634689.67%
51
IWPISHARES TR
222,049$23.2T632264.41%
52
UNPUNION PAC CORP
93,191$22.9T623934.10%
53
MDLZMONDELEZ INTL INC
311,324$22.7T617998.10%
54
BABOEING CO
86,960$22.7T617864.64%
55
BACBANK AMERICA CORP
664,761$22.4T610110.51%
56
DHRDANAHER CORPORATION
95,323$22.1T601671.05%
57
PEPPEPSICO INC
125,581$21.5T585264.84%
58
EOGEOG RES INC
165,280$20.0T544912.54%
59
HONHONEYWELL INTL INC
94,981$19.9T542943.67%
60
WMTWALMART INC
122,426$19.4T527840.93%
61
EQIXEQUINIX INC
23,635$19.0T518873.64%
62
VLOVALERO ENERGY CORP
143,132$18.6T507200.05%
63
VEUVANGUARD INTL EQUITY INDEX F
328,270$18.4T502346.40%
64
ACNACCENTURE PLC IRELAND
52,334$18.4T500586.85%
65
MDTMEDTRONIC PLC
210,963$17.5T477436.21%
66
IWSISHARES TR
148,976$17.3T472235.59%
67
ORCLORACLE CORP
163,714$17.3T470488.19%
68
KOCOCA COLA CO
286,005$16.9T459419.77%
69
CSGPCOSTAR GROUP INC
189,473$16.6T451345.21%
70
CBCHUBB LIMITED
72,073$16.3T445665.25%
71
AMTAMERICAN TOWER CORP NEW
74,313$16.2T440305.36%
72
NEENEXTERA ENERGY INC
264,238$16.0T437491.31%
73
PCARPACCAR INC
158,244$16.0T435471.96%
74
IWBISHARES TR
59,986$15.7T428828.85%
75
SHWSHERWIN WILLIAMS CO
49,715$15.5T422671.13%
76
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
198,439$15.0T408551.00%
77
SYKSTRYKER CORPORATION
49,031$14.7T401159.82%
78
ZTSZOETIS INC
74,057$14.6T398422.78%
79
AMATAPPLIED MATLS INC
85,451$13.8T377503.84%
80
SNPSSYNOPSYS INC
26,615$13.7T373557.59%
81
ORLYOREILLY AUTOMOTIVE INC
14,239$13.5T368756.30%
82
TSLATESLA INC
53,003$13.2T358997.70%
83
AMGNAMGEN INC
45,332$13.1T355898.29%
84
NKENIKE INC
119,707$13.0T355373.13%
85
ECLECOLAB INC
64,918$12.9T351865.44%
86
GPNGLOBAL PMTS INC
95,454$12.1T330443.80%
87
DISDISNEY WALT CO
129,482$11.7T319671.30%
88
CMGCHIPOTLE MEXICAN GRILL INC
5,017$11.5T312753.70%
89
KKRKKR & CO INC
134,098$11.1T302840.95%
90
APTVAPTIV PLC
123,227$11.1T301366.46%
91
VXUSVANGUARD STAR FDS
186,661$10.8T294903.99%
92
SYYSYSCO CORP
141,333$10.3T281733.79%
93
JJACOBS SOLUTIONS INC
78,429$10.2T277492.44%
94
BBAXJ P MORGAN EXCHANGE TRADED F
204,868$10.1T276481.38%
95
HUMHUMANA INC
22,048$10.1T275637.21%
96
VTIVANGUARD INDEX FDS
42,531$10.1T275014.79%
97
GILDGILEAD SCIENCES INC
123,866$10.0T273520.90%
98
NINISOURCE INC
366,614$9.7T265322.05%
99
PFEPFIZER INC
334,773$9.6T262719.26%
100
CCKCROWN HLDGS INC
102,439$9.4T257144.89%
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