Badgley Phelps Wealth Managers, LLC Q4 2024 Filing

Filed February 11, 2025

Portfolio Value

$4.3B

Holdings

288

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (288 positions)

StockValue
CVSCVS HEALTH CORP
$573K
EPDENTERPRISE PRODS PARTNERS L
$553K
OXYOCCIDENTAL PETE CORP
$548K
WMWASTE MGMT INC DEL
$540K
IEIISHARES TR
$535K
HUMHUMANA INC
$524K
APTVAPTIV PLC
$523K
DGDOLLAR GEN CORP NEW
$523K
VGTVANGUARD WORLD FD
$517K
TFISPDR SER TR
$508K
SPTMSPDR SER TR
$507K
IEURISHARES TR
$501K
VIGVANGUARD SPECIALIZED FUNDS
$489K
ELLAUDER ESTEE COS INC
$480K
WYWEYERHAEUSER CO MTN BE
$474K
DFUVDIMENSIONAL ETF TRUST
$458K
IAU*ISHARES GOLD TR
$457K
FQIDIGITAL RLTY TR INC
$452K
LMTLOCKHEED MARTIN CORP
$450K
WECWEC ENERGY GROUP INC
$442K
APDAIR PRODS & CHEMS INC
$440K
SCHZSCHWAB STRATEGIC TR
$439K
PHYS/USPROTT PHYSICAL GOLD TR
$436K
WMBWILLIAMS COS INC
$428K
DFUSDIMENSIONAL ETF TRUST
$427K
CMCSACOMCAST CORP NEW
$424K
AVUVAMERICAN CENTY ETF TR
$423K
QUALISHARES TR
$407K
MARMARRIOTT INTL INC NEW
$404K
GISGENERAL MLS INC
$397K
AFLAFLAC INC
$397K
DUHPDIMENSIONAL ETF TRUST
$389K
MLPAGLOBAL X FDS
$387K
GDGENERAL DYNAMICS CORP
$386K
NVONOVO-NORDISK A S
$383K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$383K
HFWAHERITAGE FINL CORP WASH
$373K
DECKDECKERS OUTDOOR CORP
$372K
WELLWELLTOWER INC
$360K
VNQVANGUARD INDEX FDS
$358K
PYPLPAYPAL HLDGS INC
$357K
GSGOLDMAN SACHS GROUP INC
$340K
VXFVANGUARD INDEX FDS
$337K
MMM3M CO
$337K
KMIKINDER MORGAN INC DEL
$334K
FCOMFIDELITY COVINGTON TRUST
$332K
SPGSIMON PPTY GROUP INC NEW
$331K
BDXBECTON DICKINSON & CO
$330K
AZOAUTOZONE INC
$327K
ISRGINTUITIVE SURGICAL INC
$325K
CLXCLOROX CO DEL
$323K
TFLOISHARES TR
$322K
ZGZILLOW GROUP INC
$316K
TIPISHARES TR
$311K
RKLBROCKET LAB USA INC
$306K
OEFISHARES TR
$303K
SAPSAP SE
$302K
MUBISHARES TR
$298K
SPYDSPDR SER TR
$295K
IYHISHARES TR
$293K
ZZILLOW GROUP INC
$290K
IXNISHARES TR
$289K
TTTRANE TECHNOLOGIES PLC
$283K
FW2NBANNER CORP
$279K
SCHBSCHWAB STRATEGIC TR
$273K
DYHTARGET CORP
$270K
SCHOSCHWAB STRATEGIC TR
$268K
NOCNORTHROP GRUMMAN CORP
$267K
VLTOVERALTO CORP
$258K
CSXCSX CORP
$249K
HCAHCA HEALTHCARE INC
$243K
USMVISHARES TR
$240K
WSMWILLIAMS SONOMA INC
$238K
PRFZINVESCO EXCHANGE TRADED FD T
$236K
UBERUBER TECHNOLOGIES INC
$235K
HPEHEWLETT PACKARD ENTERPRISE C
$235K
AQLTISHARES TR
$230K
XNTKSPDR SER TR
$228K
PSLV/USPROTT PHYSICAL SILVER TR
$226K
KRKROGER CO
$221K
SOSOUTHERN CO
$215K
TSBKTIMBERLAND BANCORP INC
$209K
MTBM & T BK CORP
$207K
INGING GROEP N.V.
$167K
RVSBRIVERVIEW BANCORP INC
$135K
XEXGXEATON VANCE TAX-MANAGED GLOB
$89K
NAUTNAUTILUS BIOTECHNOLOGY INC
$50K
WITWIPRO LTD
$42K
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