Badgley Phelps Wealth Managers, LLC Purchases in Q4 2025

Badgley Phelps Wealth Managers, LLC

  • $5.41 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
174K
+ 349.41%
$835.79 - $946.29 $146M - $165M
224K $187M
AAPL
Apple Inc.

Technology
188K
+ 23.71%
$245.27 - $275.25 $46.1M - $51.7M
980K $262M
IWM
Ishares Russell 2000 ETF

ETFs
204K
+ 551.23%
$236.79 - $250.33 $48.3M - $51M
241K $57.2M
VB
Vanguard Small Cap ETF

ETFs
202K
+ 35.9%
$248.1 - $260.08 $50.2M - $52.6M
766K $191M
LLY
Eli Lilly & CO

Healthcare
19.5K
+ 23.16%
$799.57 - $1025.28 $15.6M - $20M
104K $106M
MSFT
Microsoft Corp

Technology
77.1K
+ 12.66%
$496.82 - $542.07 $38.3M - $41.8M
686K $348M
GOOGL
Alphabet Inc.

Communication Services
77.5K
+ 27.14%
$236.57 - $291.31 $18.3M - $22.6M
363K $100M
AMZN
Amazon Com Inc

Consumer Cyclical
66.5K
+ 11.0%
$213.04 - $254.0 $14.2M - $16.9M
671K $157M
NVDA
Nvidia Corp

Technology
115K
+ 9.01%
$179.83 - $207.04 $20.7M - $23.8M
1.39M $259M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
340K
+ 16.36%
$52.54 - $55.77 $17.8M - $18.9M
2.42M $133M
PWR
Quanta Services, Inc.

Industrials
43.9K
New
$412.21 - $453.83 $18.1M - $19.9M
43.9K $18.8M
RTX
Raytheon Technologies Corp

Industrials
82.6K
+ 530.25%
$157.0 - $179.44 $13M - $14.8M
98.2K $17.2M
JNJ
Johnson & Johnson

Healthcare
63.4K
+ 50.6%
$185.98 - $199.58 $11.8M - $12.6M
189K $37.6M
MA
Mastercard Inc

Financial Services
24K
+ 1001.96%
$536.85 - $580.45 $12.9M - $13.9M
26.4K $14.2M
SCHW
Schwab Charles Corp

Financial Services
131K
+ 1637.36%
$91.91 - $97.71 $12M - $12.8M
139K $12.7M
SYK
Stryker Corp

Healthcare
34K
+ 75.35%
$353.81 - $388.35 $12M - $13.2M
79.2K $28.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
15.4K
+ 41.66%
$524.58 - $588.02 $8.08M - $9.05M
52.3K $29.7M
DHR
Danaher Corp

Healthcare
42.8K
+ 43.95%
$202.46 - $223.01 $8.66M - $9.54M
140K $30.9M
MNST
Monster Beverage Corp

Consumer Defensive
157K
New
$66.31 - $71.91 $10.4M - $11.3M
157K $11.2M
EFA
Ishares Tr Msci Eafe ETF

ETFs
72.7K
+ 3.32%
$92.24 - $96.56 $6.71M - $7.02M
2.26M $215M
EEM
Ishares Msci Emerging Markets

ETFs
192K
+ 5003.91%
$51.94 - $56.01 $9.98M - $10.8M
196K $10.8M
CCK
Crown Holdings Inc

Consumer Cyclical
106K
+ 105.88%
$90.21 - $100.97 $9.57M - $10.7M
206K $19.6M
IWD
Ishares Russell 1000 Val ETF

ETFs
40.7K
+ 16.7%
$199.44 - $208.01 $8.12M - $8.46M
284K $58.2M
PEP
Pepsico Inc

Consumer Defensive
52K
+ 101.79%
$138.84 - $153.71 $7.22M - $7.99M
103K $15.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2.45K
+ 37.6%
$4804.01 - $5424.55 $11.7M - $13.3M
8.95K $43M
HD
Home Depot, Inc.

Consumer Cyclical
30.6K
+ 40.78%
$358.03 - $397.02 $10.9M - $12.1M
106K $37.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.9K
+ 57.09%
$653.02 - $687.39 $7.09M - $7.47M
29.9K $19.9M
FISV
Fiserv Inc

Technology
55.5K
+ 1149.5%
N/A
60.3K $7.55M
CAT
Caterpillar Inc

Industrials
2.68K
+ 3.89%
$480.82 - $585.49 $1.29M - $1.57M
71.6K $39.5M
UNH
Unitedhealth Group Inc

Healthcare
20.6K
+ 162.14%
$320.52 - $369.92 $6.61M - $7.63M
33.3K $10.7M
BDX
Becton Dickinson & CO

Healthcare
31.4K
New
$176.39 - $193.93 $5.53M - $6.08M
31.4K $5.99M
AVGO
Broadcom Inc.

Technology
10K
+ 5.68%
$324.63 - $385.98 $3.26M - $3.87M
187K $64M
FTV
Fortive Corp

Technology
109K
New
$47.8 - $52.03 $5.23M - $5.69M
109K $5.64M
CSCO
Cisco Systems, Inc.

Technology
8.23K
+ 1.75%
$67.46 - $78.0 $555K - $642K
478K $37.1M
ADBE
Adobe Inc.

Technology
18K
+ 59.77%
$325.07 - $359.91 $5.84M - $6.46M
48K $15.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.56K
+ 5.33%
$475.68 - $513.11 $3.6M - $3.88M
149K $76M
IWF
Ishares Russell 1000 Gr ETF

ETFs
8.63K
+ 7.77%
$459.47 - $491.71 $3.97M - $4.24M
120K $56.4M
VEA
Vanguard Ftse Developed Market

ETFs
23.9K
+ 1.33%
$59.18 - $62.09 $1.42M - $1.49M
1.82M $112M
PH
Parker Hannifin Corp

Industrials
1.36K
+ 3.94%
$716.66 - $857.93 $972K - $1.16M
35.8K $29.8M
VONV
Vanguard Russell 1000 Value Et

ETFs
36.9K
+ 153.31%
$87.55 - $91.32 $3.23M - $3.37M
61K $5.49M
JPM
Jpmorgan Chase & CO

Financial Services
25.8K
+ 8.72%
$294.11 - $320.41 $7.58M - $8.26M
322K $96.6M
ISRG
Intuitive Surgical Inc

Healthcare
2.01K
+ 9.68%
$429.59 - $576.2 $864K - $1.16M
22.8K $12.5M
NEE
Nextera Energy Inc

Utilities
10.1K
+ 4.59%
$78.18 - $86.03 $787K - $866K
229K $19.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
76.2K
+ 4.45%
$63.25 - $66.24 $4.82M - $5.05M
1.79M $115M
MCK
Mckesson Corp

Healthcare
1K
+ 3.33%
$738.06 - $859.37 $739K - $860K
31K $26.1M
VLO
Valero Energy Corp

Energy
6.4K
+ 4.31%
$156.39 - $181.76 $1M - $1.16M
155K $28.1M
VGT
Vanguard Information Technolog

ETFs
3.54K
+ 283.25%
$736.33 - $801.52 $2.6M - $2.83M
4.78K $3.62M
AMAT
Applied Materials Inc

Technology
1.44K
+ 1.77%
$209.95 - $240.89 $303K - $348K
83.1K $19M
PLD
Prologis, Inc.

Real Estate
3.02K
+ 1.43%
$111.23 - $127.18 $335K - $383K
214K $26.4M
Activity Summary
Buys All Purchases 199 New Holdings 41 Increased Positions 158 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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