Badgley Phelps Wealth Managers, LLC Portfolio Holdings
Badgley Phelps Wealth Managers, LLC
- $4.21 Billion
- Q4 2024
Badgley Phelps Wealth Managers, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.21 Billion distributed in 288 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $263M, Apple Inc. with a value of $204M, Nvidia Corp with a value of $175M, Ishares Tr Msci Eafe ETF with a value of $172M, and Amazon Com Inc with a value of $134M.
Examining the 13F form we can see an decrease of $34.6M in the current position value, from $4.25B to 4.21B.
Below you can find more details about Badgley Phelps Wealth Managers, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$4.21 Billion
ETFs: $1.38 Billion
Technology: $964 Million
Consumer Cyclical: $378 Million
Financial Services: $372 Million
Healthcare: $275 Million
Consumer Defensive: $226 Million
Communication Services: $209 Million
Industrials: $193 Million
Other: $215 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 288
- Current Value $4.21 Billion
- Prior Value $4.25 Billion
- Filing
- Period Q4 2024
- Filing Date February 10, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 14 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 126 stocks