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CIK: 0001895362
Total reported value
$5.7B
$5.7B
288 檔
16.6%
According to the latest 13F quarterly dataset, Badgley Phelps Wealth Managers, LLC managed an equity portfolio of $5.7B at the end of Q4 2024, spanning 288 distinct U.S. exchange-listed positions.
In Q4 2024, Badgley Phelps Wealth Managers, LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.15% | -0.51% | -1.62% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.77% | +0.05% | +0.13% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.08% | +0.05% | -2.64% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.00% | -0.17% | -1.05% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | +0.03% | -1.56% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 2.96% | -0.04% | -0.31% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.31% | +0.04% | -0.28% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.19% | -0.03% | -0.76% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.08% | +0.03% | -2.06% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.98% | -0.27% | -1.94% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.05% | +1.26% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.13% | +0.22% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | +0.24% | -1.77% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | -0.02% | +1.19% | |
| 15 | COLM | Columbia Sportswear Co | Stock-Other | 1.57% | -0.01% | -0.14% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.50% | +0.01% | -1.59% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | -0.19% | -0.49% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.41% | +0.03% | +45.77% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.36% | +0.18% | -0.32% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.36% | +0.07% | -0.00% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.21% | +0.97% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.12% | -1.33% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.28% | -0.34% | +0.83% | |
| 24 | NOW | Servicenow Inc | Stock-Tech | 1.23% | -0.07% | -0.41% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.03% | +0.10% | +6.18% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 1.02% | +0.03% | +1.59% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.95% | -0.12% | -1.24% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.95% | -0.01% | +2.13% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.93% | -0.20% | -1.94% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.93% | -0.09% | +2.41% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.20% | +1.75% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.84% | +0.09% | +0.79% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.06% | +0.43% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.76% | +0.03% | +1.97% | |
| 35 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.76% | -0.13% | -0.12% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.73% | +0.56% | +83.10% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.70% | -0.04% | -0.15% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.05% | -0.06% | |
| 39 | LIN | Linde plc | Stock-Materials | 0.69% | -0.10% | +1.28% | |
| 40 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.68% | -0.07% | -0.80% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.67% | +0.01% | +0.68% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.67% | +0.23% | +0.05% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.66% | -0.06% | +3.46% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.64% | -0.07% | -0.71% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.61% | — | +2.80% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.02% | -3.92% | |
| 47 | KKR | Kkr & Co Inc | Stock-Financials | 0.58% | -0.04% | +1.59% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.57% | +0.33% | +0.75% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.03% | +2.74% | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.52% | -0.06% | +0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.4% | -1.56% | Trim |
| 2 | IWD | Ishares Russell 1000 Value E | +0.4% | +45.77% | Add |
| 3 | LRCX | Lam Research CORP | +0.4% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.4% | +0.13% | Add |
| 5 | NVDA | Nvidia CORP | +0.3% | -2.64% | Trim |
| 6 | TJX | Tjx Companies Inc | +0.3% | +1635.54% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +1.26% | Add |
| 8 | FISV | Fiserv Inc | +0.2% | +3877.61% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | +624.60% | Add |
| 10 | TSLA | Tesla Inc | +0.2% | +2.74% | Add |
| 11 | NOW | Servicenow Inc | +0.2% | -0.41% | Trim |
| 12 | V | Visa Inc-class A Shares | +0.2% | -1.59% | Trim |
| 13 | MET | Metlife Inc | +0.2% | NEW | New buy |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +0.97% | Add |
| 15 | PEG | Public Service Enterprise Gp | +0.2% | +2151.92% | Add |
| 16 | CRM | Salesforce Inc | +0.2% | -1.24% | Trim |
| 17 | MS | Morgan Stanley | +0.2% | +0.79% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.33% | Trim |
| 19 | ETN | Eaton Corporation plc | +0.1% | +75.25% | Add |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +2.58% | Add |
| 21 | TMUS | T-mobile US Inc | +0.1% | +176.91% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | +6.18% | Add |
| 23 | BKNG | Booking Holdings Inc | +0.1% | -0.12% | Trim |
| 24 | WMT | Walmart Inc | +0.1% | +1.75% | Add |
| 25 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +57.43% | Add |
| 26 | BAC | Bank Of America CORP | +0.1% | +1.97% | Add |
| 27 | AMT | American Tower CORP | -0.1% | -6.31% | Trim |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.1% | -3.64% | Trim |
| 29 | ADBE | Adobe Inc | -0.1% | -0.71% | Trim |
| 30 | DHR | Danaher CORP | -0.1% | +0.04% | Add |
| 31 | MDLZ | Mondelez International Inc-a | -0.1% | -4.65% | Trim |
| 32 | PLD | Prologis Inc | -0.1% | -4.16% | Trim |
| 33 | UNH | Unitedhealth Group Inc | -0.1% | -3.92% | Trim |
| 34 | MDT | Medtronic plc | -0.1% | -15.98% | Trim |
| 35 | AMD | Advanced Micro Devices | -0.1% | -37.22% | Trim |
| 36 | REGN | Regeneron Pharmaceuticals | -0.2% | -51.91% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | -1.62% | Trim |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -0.76% | Trim |
| 39 | SYY | Sysco CORP | -0.2% | -66.94% | Trim |
| 40 | APTV | Aptiv PLC | -0.2% | EXIT | Sold out |
| 41 | PFE | Pfizer Inc | -0.2% | -82.58% | Trim |
| 42 | MCD | Mcdonald's CORP | -0.2% | -34.28% | Trim |
| 43 | GPN | Global Payments Inc | -0.2% | EXIT | Sold out |
| 44 | VZ | Verizon Communications Inc | -0.3% | -79.87% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.3% | -1.77% | Trim |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.3% | -2.06% | Trim |
| 47 | MRK | Merck & Co. Inc. | -0.3% | -50.69% | Trim |
| 48 | NEE | Nextera Energy Inc | -0.3% | -35.24% | Trim |
| 49 | EFA | Ishares Msci Eafe ETF | -0.5% | -1.05% | Trim |
| 50 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Badgley Phelps Wealth Managers, LLC reported a total U.S. public equity portfolio value of $5.7B across 288 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 16.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $17.0M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $21.1M
During Q4 2024, Badgley Phelps Wealth Managers, LLC's top holdings by market value included MSFT (6.2%)、AAPL (4.8%)、NVDA (4.1%). The largest single position, MSFT, represented 6.2% of total portfolio value.
In Q4 2024, Badgley Phelps Wealth Managers, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 27 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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