| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 12 | Q2 2024 | 7.0% |
| ISHARES TR | 12 | Q2 2024 | 5.3% |
| APPLE INC | 12 | Q2 2024 | 4.8% |
| Vanguard Small Cap ETF | 12 | Q2 2024 | 3.1% |
| ISHARES TR | 12 | Q2 2024 | 2.8% |
| VANGUARD TAX-MANAGED FDS | 12 | Q2 2024 | 2.8% |
| AMAZON COM INC | 12 | Q2 2024 | 2.9% |
| VANGUARD INTL EQUITY INDEX F | 12 | Q2 2024 | 3.0% |
| NVIDIA CORPORATION | 12 | Q2 2024 | 4.1% |
| ISHARES TR | 12 | Q2 2024 | 2.1% |
View Badgley Phelps Wealth Managers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-26 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-01 |
View Badgley Phelps Wealth Managers, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.