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CIK: 0001895362
Total reported value
$5.7B
$5.7B
299 檔
15.1%
As reported in its official Q1 2025 Form 13F filing, Badgley Phelps Wealth Managers, LLC's tracked investment portfolio stood at $5.7B with 299 total positions.
During Q1 2025, Badgley Phelps Wealth Managers, LLC performed routine portfolio adjustments (4 new buys, 21 additions, 25 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.85% | -0.51% | +3.26% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.41% | -0.17% | -1.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.37% | +0.05% | -0.12% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.34% | +0.05% | -2.09% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 2.90% | -0.04% | +2.54% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.03% | -0.58% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.31% | +0.04% | +3.37% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.30% | -0.03% | -1.37% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.25% | +0.03% | -1.50% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.10% | -0.27% | -0.80% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.04% | -0.13% | -0.21% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | -0.05% | -1.00% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.24% | -3.44% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.70% | +0.01% | -1.49% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.58% | -0.20% | +59.31% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.54% | -0.19% | +5.14% | |
| 17 | COLM | Columbia Sportswear Co | Stock-Other | 1.40% | -0.01% | -3.97% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.31% | +0.07% | +1.79% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.30% | -0.34% | +2.41% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 1.29% | +0.18% | +3.26% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.21% | +2.30% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.12% | +0.03% | -24.64% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.12% | +0.42% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.02% | -33.43% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-Other | 1.02% | +0.03% | +0.98% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.01% | -0.09% | +2.45% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.00% | -0.01% | +1.99% | |
| 28 | NOW | Servicenow Inc | Stock-Tech | 0.95% | -0.07% | -0.44% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.94% | +0.10% | -2.09% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.86% | -0.06% | -0.02% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.85% | -0.20% | -0.98% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.81% | +0.09% | +0.36% | |
| 33 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.79% | -0.07% | -2.01% | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.78% | -0.12% | -0.78% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.77% | -0.10% | -2.96% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.75% | +0.03% | +0.52% | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.73% | -0.13% | +0.05% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.71% | -0.06% | +3.02% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | +0.23% | -0.74% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.70% | +0.56% | -1.44% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.05% | -0.77% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.66% | +0.01% | +2.15% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.63% | — | +2.31% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.62% | +0.02% | -1.85% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.57% | -0.06% | +2.72% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.56% | -0.03% | -0.08% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | — | +0.60% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.54% | -0.03% | -0.45% | |
| 49 | NI | Nisource Inc | Stock-Utilities | 0.54% | -0.06% | +1.24% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.54% | +0.33% | +0.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +0.7% | +59.31% | Add |
| 2 | EFA | Ishares Msci Eafe ETF | +0.4% | -1.51% | Trim |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -0.21% | Trim |
| 4 | CTAS | Cintas CORP | +0.3% | +813.24% | Add |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.3% | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | +0.2% | -1.49% | Trim |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | NEW | New buy |
| 8 | GEHC | GE Healthcare Technology | +0.2% | NEW | New buy |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.2% | -1.50% | Trim |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +595.33% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +237.17% | Add |
| 12 | MRSH | Marsh & Mclennan Cos | +0.1% | -2.01% | Trim |
| 13 | MDT | Medtronic plc | +0.1% | +8.01% | Add |
| 14 | TMUS | T-mobile US Inc | +0.1% | +15.71% | Add |
| 15 | ORLY | O'reilly Automotive Inc | +0.1% | -1.06% | Trim |
| 16 | KO | Coca-cola Co/the | +0.1% | -0.08% | Trim |
| 17 | MCK | Mckesson CORP | +0.1% | +0.76% | Add |
| 18 | MDLZ | Mondelez International Inc-a | +0.1% | +2.67% | Add |
| 19 | SNX | TD Synnex CORP | +0.1% | NEW | New buy |
| 20 | RELY | Remitly Global Inc | +0.1% | +270.95% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +21.66% | Add |
| 22 | JNJ | Johnson & Johnson | +0.1% | +1.45% | Add |
| 23 | GE | General Electric | +0.1% | +9.27% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | — | +3.37% | Add |
| 25 | IWN | Ishares Russell 2000 Value E | -0.1% | +1.79% | Add |
| 26 | VB | Vanguard Small-cap ETF | -0.1% | +2.54% | Add |
| 27 | EQIX | Equinix Inc | -0.1% | -0.60% | Trim |
| 28 | IWO | Ishares Russell 2000 Growth | -0.1% | +3.26% | Add |
| 29 | AMD | Advanced Micro Devices | -0.1% | -59.80% | Trim |
| 30 | IWF | Ishares Russell 1000 Growth | -0.1% | -2.09% | Trim |
| 31 | KKR | Kkr & Co Inc | -0.1% | +0.50% | Add |
| 32 | CTSH | Cognizant Tech Solutions-a | -0.1% | -31.07% | Trim |
| 33 | AMGN | Amgen Inc | -0.1% | -58.09% | Trim |
| 34 | TSLA | Tesla Inc | -0.2% | +6.07% | Add |
| 35 | MRVL | Marvell Technology Inc | -0.2% | -0.14% | Trim |
| 36 | MANH | Manhattan Associates Inc | -0.2% | -92.65% | Trim |
| 37 | COLM | Columbia Sportswear Co | -0.2% | -3.97% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | -0.2% | +2.30% | Add |
| 39 | CRM | Salesforce Inc | -0.2% | -0.78% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.42% | Add |
| 41 | ADBE | Adobe Inc | -0.2% | -24.57% | Trim |
| 42 | VXUS | Vanguard Total Intl Stock | -0.2% | -85.66% | Trim |
| 43 | ORCL | Oracle CORP | -0.3% | -25.71% | Trim |
| 44 | NOW | Servicenow Inc | -0.3% | -0.44% | Trim |
| 45 | IWD | Ishares Russell 1000 Value E | -0.3% | -24.64% | Trim |
| 46 | MSFT | Microsoft CORP | -0.3% | +3.26% | Add |
| 47 | AMZN | Amazon.com Inc | -0.3% | -0.58% | Trim |
| 48 | AAPL | Apple Inc | -0.4% | -0.12% | Trim |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.6% | -33.43% | Trim |
| 50 | NVDA | Nvidia CORP | -0.7% | -2.09% | Trim |
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 299 disclosed positions in Q1 2025.
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, EFA, AAPL) accounted for 15.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
RSP
市值: $10.3M
Top Position Liquidated / Trimmed
AAPL
前期市值: $204.2M
During Q1 2025, Badgley Phelps Wealth Managers, LLC's top holdings by market value included MSFT (5.8%)、EFA (4.4%)、AAPL (4.4%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q1 2025, Badgley Phelps Wealth Managers, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 25 holdings, and fully liquidating 0 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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