$2.75 Billion is the total value of Badgley Phelps Wealth Managers, LLC's 220 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EFA | New | iShares MSCI EAFE ETF | $140,044,000 | – | 1,795,209 | +100.0% | 5.08% | – |
| MSFT | New | Microsoft | $116,637,000 | – | 413,725 | +100.0% | 4.24% | – |
| AAPL | New | Apple | $99,130,000 | – | 700,564 | +100.0% | 3.60% | – |
| VB | New | Vanguard Small Cap ETF | $84,424,000 | – | 386,078 | +100.0% | 3.06% | – |
| AMZN | New | Amazon.com | $79,564,000 | – | 24,220 | +100.0% | 2.89% | – |
| IJH | New | iShares Core S&P Mid-Cap ETF | $68,877,000 | – | 261,819 | +100.0% | 2.50% | – |
| VEA | New | Vanguard FTSE Developed Market | $68,591,000 | – | 1,358,513 | +100.0% | 2.49% | – |
| IWN | New | iShares Russell 2000 Value Ind | $58,526,000 | – | 365,260 | +100.0% | 2.12% | – |
| IWO | New | iShares Russell 2000 Growth In | $52,268,000 | – | 178,030 | +100.0% | 1.90% | – |
| VWO | New | Vanguard FTSE Emerging Markets | $50,128,000 | – | 1,002,355 | +100.0% | 1.82% | – |
| JPM | New | JPMorgan Chase | $48,167,000 | – | 294,256 | +100.0% | 1.75% | – |
| VV | New | Vanguard Large Cap ETF | $44,599,000 | – | 221,974 | +100.0% | 1.62% | – |
| DHR | New | Danaher | $42,325,000 | – | 139,027 | +100.0% | 1.54% | – |
| PYPL | New | PayPal Holdings | $38,884,000 | – | 149,433 | +100.0% | 1.41% | – |
| IEI | New | iShares 3-7 Year Treasury Bond | $38,768,000 | – | 297,829 | +100.0% | 1.41% | – |
| V | New | VISA Class A | $38,444,000 | – | 172,589 | +100.0% | 1.40% | – |
| MS | New | Morgan Stanley | $36,106,000 | – | 371,039 | +100.0% | 1.31% | – |
| GOOGL | New | Alphabet | $34,831,000 | – | 13,028 | +100.0% | 1.26% | – |
| COST | New | Costco Wholesale | $34,631,000 | – | 77,069 | +100.0% | 1.26% | – |
| SPIB | New | SPDR Portfolio Intermediate Te | $33,639,000 | – | 921,124 | +100.0% | 1.22% | – |
| FB | New | Meta Platforms | $33,466,000 | – | 98,605 | +100.0% | 1.22% | – |
| TMO | New | Thermo Fisher Scientific | $32,204,000 | – | 56,367 | +100.0% | 1.17% | – |
| UPS | New | United Parcel Service | $31,780,000 | – | 174,519 | +100.0% | 1.15% | – |
| NEE | New | NextEra Energy | $30,747,000 | – | 391,588 | +100.0% | 1.12% | – |
| NVDA | New | NVIDIA | $30,370,000 | – | 146,601 | +100.0% | 1.10% | – |
| PLD | New | Prologis | $29,805,000 | – | 237,627 | +100.0% | 1.08% | – |
| CRM | New | Salesforce.com | $29,381,000 | – | 108,329 | +100.0% | 1.07% | – |
| DIS | New | Walt Disney | $28,682,000 | – | 169,545 | +100.0% | 1.04% | – |
| NOW | New | ServiceNow | $28,103,000 | – | 45,162 | +100.0% | 1.02% | – |
| GOOG | New | Alphabet Cl C | $28,098,000 | – | 10,542 | +100.0% | 1.02% | – |
| BRKB | New | Berkshire Hathaway B | $27,349,000 | – | 100,201 | +100.0% | 0.99% | – |
| LRCX | New | LAM Research | $27,115,000 | – | 47,641 | +100.0% | 0.98% | – |
| HD | New | Home Depot | $26,769,000 | – | 81,548 | +100.0% | 0.97% | – |
| NFLX | New | Netflix | $26,701,000 | – | 43,747 | +100.0% | 0.97% | – |
| MDT | New | Medtronic | $26,318,000 | – | 209,960 | +100.0% | 0.96% | – |
| IVOL | New | Quadratic Int Rt Volatility & | $24,449,000 | – | 877,257 | +100.0% | 0.89% | – |
| IWF | New | iShares Russell 1000 Growth In | $24,127,000 | – | 88,043 | +100.0% | 0.88% | – |
| BAC | New | Bank of America | $23,365,000 | – | 550,401 | +100.0% | 0.85% | – |
| IWD | New | iShares Russell 1000 Value Ind | $22,252,000 | – | 142,174 | +100.0% | 0.81% | – |
| JNJ | New | Johnson & Johnson | $22,141,000 | – | 137,097 | +100.0% | 0.80% | – |
| LLY | New | Eli Lilly | $21,607,000 | – | 93,517 | +100.0% | 0.78% | – |
| IWP | New | iShares Russell Midcap Growth | $20,965,000 | – | 187,067 | +100.0% | 0.76% | – |
| CVX | New | Chevron | $20,931,000 | – | 206,316 | +100.0% | 0.76% | – |
| UNP | New | Union Pacific | $20,906,000 | – | 106,657 | +100.0% | 0.76% | – |
| FRC | New | First Republic Bank | $20,583,000 | – | 106,712 | +100.0% | 0.75% | – |
| IWR | New | iShares Russell Midcap Index E | $20,184,000 | – | 258,040 | +100.0% | 0.73% | – |
| XSOE | New | WisdomTree EM ex-State-Owned E | $19,641,000 | – | 526,295 | +100.0% | 0.71% | – |
| ECL | New | Ecolab | $19,594,000 | – | 93,924 | +100.0% | 0.71% | – |
| MMC | New | Marsh & McLennan | $19,215,000 | – | 126,888 | +100.0% | 0.70% | – |
| ADBE | New | Adobe | $18,655,000 | – | 32,403 | +100.0% | 0.68% | – |
| PANW | New | Palo Alto Networks | $18,175,000 | – | 37,944 | +100.0% | 0.66% | – |
| JCI | New | Johnson Controls International | $17,957,000 | – | 263,770 | +100.0% | 0.65% | – |
| CSCO | New | Cisco Systems | $17,370,000 | – | 319,127 | +100.0% | 0.63% | – |
| APTV | New | Aptiv | $17,018,000 | – | 114,240 | +100.0% | 0.62% | – |
| UNH | New | UnitedHealth Group | $16,893,000 | – | 43,233 | +100.0% | 0.61% | – |
| EQIX | New | Equinix | $16,883,000 | – | 21,367 | +100.0% | 0.61% | – |
| MCD | New | McDonald's | $16,343,000 | – | 67,780 | +100.0% | 0.59% | – |
| MBB | New | iShares MBS ETF | $15,627,000 | – | 144,511 | +100.0% | 0.57% | – |
| AMT | New | American Tower | $15,481,000 | – | 58,330 | +100.0% | 0.56% | – |
| MDLZ | New | Mondelez International | $15,420,000 | – | 265,038 | +100.0% | 0.56% | – |
| DJP | New | iPath Bloomberg Commodity Inde | $15,426,000 | – | 527,395 | +100.0% | 0.56% | – |
| PG | New | Procter & Gamble | $15,260,000 | – | 109,156 | +100.0% | 0.55% | – |
| EL | New | Estee Lauder | $15,199,000 | – | 50,674 | +100.0% | 0.55% | – |
| JPST | New | JPMorgan Ultra-Short Income ET | $14,746,000 | – | 290,726 | +100.0% | 0.54% | – |
| SYK | New | Stryker | $14,500,000 | – | 54,984 | +100.0% | 0.53% | – |
| WMT | New | Walmart, Inc. | $14,134,000 | – | 101,407 | +100.0% | 0.51% | – |
| PFE | New | Pfizer | $14,043,000 | – | 326,495 | +100.0% | 0.51% | – |
| CSGP | New | CoStar Group | $14,042,000 | – | 163,165 | +100.0% | 0.51% | – |
| VZ | New | Verizon Communications | $14,042,000 | – | 259,991 | +100.0% | 0.51% | – |
| SHW | New | Sherwin-Williams | $13,903,000 | – | 49,701 | +100.0% | 0.50% | – |
| FIS | New | Fidelity National Info Service | $13,719,000 | – | 112,744 | +100.0% | 0.50% | – |
| DLR | New | Digital Realty Trust | $13,642,000 | – | 94,439 | +100.0% | 0.50% | – |
| PEP | New | PepsiCo | $13,413,000 | – | 89,173 | +100.0% | 0.49% | – |
| HON | New | Honeywell | $13,317,000 | – | 62,731 | +100.0% | 0.48% | – |
| BKNG | New | Booking Holdings | $13,201,000 | – | 5,561 | +100.0% | 0.48% | – |
| ESGE | New | iShares ESG Aware MSCI EM ETF | $13,113,000 | – | 316,423 | +100.0% | 0.48% | – |
| TFC | New | Truist Financial | $13,011,000 | – | 221,846 | +100.0% | 0.47% | – |
| XT | New | iShares Exponential Technologi | $12,809,000 | – | 204,155 | +100.0% | 0.46% | – |
| CAT | New | Caterpillar | $12,495,000 | – | 65,090 | +100.0% | 0.45% | – |
| SPHQ | New | Invesco S&P 500 Quality ETF | $12,445,000 | – | 256,326 | +100.0% | 0.45% | – |
| BA | New | Boeing | $12,144,000 | – | 55,215 | +100.0% | 0.44% | – |
| RTX | New | Raytheon Technologies | $11,785,000 | – | 137,099 | +100.0% | 0.43% | – |
| LHX | New | L3Harris Technologies | $11,774,000 | – | 53,458 | +100.0% | 0.43% | – |
| DHI | New | D.R. Horton | $11,646,000 | – | 138,689 | +100.0% | 0.42% | – |
| ZTS | New | Zoetis | $11,562,000 | – | 59,553 | +100.0% | 0.42% | – |
| ALLY | New | Ally Financial | $11,166,000 | – | 218,721 | +100.0% | 0.40% | – |
| VLO | New | Valero Energy | $10,881,000 | – | 154,187 | +100.0% | 0.40% | – |
| AMAT | New | Applied Materials | $10,869,000 | – | 84,436 | +100.0% | 0.40% | – |
| ABT | New | Abbott Labs | $10,739,000 | – | 90,908 | +100.0% | 0.39% | – |
| LIN | New | Linde | $10,664,000 | – | 36,350 | +100.0% | 0.39% | – |
| EOG | New | EOG Resources | $10,382,000 | – | 129,344 | +100.0% | 0.38% | – |
| IWB | New | iShares Russell 1000 Index ETF | $10,158,000 | – | 42,025 | +100.0% | 0.37% | – |
| ADSK | New | Autodesk | $9,945,000 | – | 34,873 | +100.0% | 0.36% | – |
| VTI | New | Vanguard Total Stock Market In | $9,259,000 | – | 41,698 | +100.0% | 0.34% | – |
| DOCU | New | Docusign | $9,065,000 | – | 35,214 | +100.0% | 0.33% | – |
| PPG | New | PPG Industries | $8,775,000 | – | 61,357 | +100.0% | 0.32% | – |
| INTC | New | Intel | $8,665,000 | – | 162,637 | +100.0% | 0.32% | – |
| NKE | New | NIKE Class B | $8,688,000 | – | 59,824 | +100.0% | 0.32% | – |
| AMGN | New | Amgen | $8,123,000 | – | 38,198 | +100.0% | 0.30% | – |
| VFC | New | V.F. Corporation | $7,634,000 | – | 113,964 | +100.0% | 0.28% | – |
| CMG | New | Chipotle Mexican Grill | $7,417,000 | – | 4,081 | +100.0% | 0.27% | – |
| MU | New | Micron Technology | $7,374,000 | – | 103,887 | +100.0% | 0.27% | – |
| VRSK | New | Verisk Analytics | $7,171,000 | – | 35,809 | +100.0% | 0.26% | – |
| BLL | New | Ball | $6,542,000 | – | 72,718 | +100.0% | 0.24% | – |
| GILD | New | Gilead Sciences | $6,504,000 | – | 93,115 | +100.0% | 0.24% | – |
| CGNX | New | Cognex | $6,415,000 | – | 79,965 | +100.0% | 0.23% | – |
| IWM | New | iShares Russell 2000 Fund ETF | $6,086,000 | – | 27,823 | +100.0% | 0.22% | – |
| SNPS | New | Synopsys | $5,713,000 | – | 19,080 | +100.0% | 0.21% | – |
| VEU | New | Vanguard FTSE All-World Ex-US | $5,596,000 | – | 91,801 | +100.0% | 0.20% | – |
| SPY | New | SPDR S&P 500 ETF Trust | $5,414,000 | – | 12,615 | +100.0% | 0.20% | – |
| GVI | New | iShares Intermediate Govt/Cred | $4,991,000 | – | 43,355 | +100.0% | 0.18% | – |
| SBUX | New | Starbucks | $4,673,000 | – | 42,358 | +100.0% | 0.17% | – |
| MDY | New | SPDR S&P MidCap 400 ETF Trust | $3,947,000 | – | 8,208 | +100.0% | 0.14% | – |
| IJR | New | iShares S&P Small Cap 600 Inde | $3,069,000 | – | 28,106 | +100.0% | 0.11% | – |
| EPAM | New | EPAM Systems | $2,567,000 | – | 4,500 | +100.0% | 0.09% | – |
| IVV | New | iShares S&P 500 Index Fund | $2,506,000 | – | 5,816 | +100.0% | 0.09% | – |
| SYY | New | Sysco | $2,255,000 | – | 28,729 | +100.0% | 0.08% | – |
| CL | New | Colgate-Palmolive | $2,116,000 | – | 28,003 | +100.0% | 0.08% | – |
| VOO | New | Vanguard S&P 500 ETF | $1,974,000 | – | 5,005 | +100.0% | 0.07% | – |
| VXUS | New | Vanguard Total International S | $1,695,000 | – | 26,790 | +100.0% | 0.06% | – |
| ADP | New | Automatic Data Processing | $1,698,000 | – | 8,491 | +100.0% | 0.06% | – |
| BRKA | New | Berkshire Hathaway A | $1,646,000 | – | 4 | +100.0% | 0.06% | – |
| SPSB | New | SPDR Short Term Corporate Bond | $1,584,000 | – | 50,704 | +100.0% | 0.06% | – |
| PM | New | Philip Morris Int'l | $1,603,000 | – | 16,912 | +100.0% | 0.06% | – |
| IWS | New | iShares Russell Midcap Value | $1,459,000 | – | 12,880 | +100.0% | 0.05% | – |
| ACN | New | Accenture Ltd. Cl A | $1,420,000 | – | 4,439 | +100.0% | 0.05% | – |
| MO | New | Altria Group | $1,348,000 | – | 29,613 | +100.0% | 0.05% | – |
| USB | New | U.S. Bancorp | $1,286,000 | – | 21,635 | +100.0% | 0.05% | – |
| IJT | New | iShares S&P SmlCap 600 Growth | $1,240,000 | – | 9,534 | +100.0% | 0.04% | – |
| QQQ | New | Invesco QQQ Trust | $1,186,000 | – | 3,312 | +100.0% | 0.04% | – |
| STZ | New | Constellation Brands | $1,110,000 | – | 5,269 | +100.0% | 0.04% | – |
| ACWX | New | iShares MSCI ACWI ex US ETF | $1,068,000 | – | 19,282 | +100.0% | 0.04% | – |
| MMM | New | 3M | $1,061,000 | – | 6,048 | +100.0% | 0.04% | – |
| SCHX | New | Schwab US Large Cap ETF | $987,000 | – | 9,486 | +100.0% | 0.04% | – |
| BND | New | Vanguard Total Bond Market ETF | $965,000 | – | 11,290 | +100.0% | 0.04% | – |
| IWV | New | iShares Russell 3000 | $851,000 | – | 3,339 | +100.0% | 0.03% | – |
| PCAR | New | PACCAR | $844,000 | – | 10,694 | +100.0% | 0.03% | – |
| VIG | New | Vanguard Dividend Appreciation | $841,000 | – | 5,475 | +100.0% | 0.03% | – |
| NSRGY | New | Nestle SA F ADR | $737,000 | – | 6,130 | +100.0% | 0.03% | – |
| XOM | New | Exxon Mobil | $739,000 | – | 12,558 | +100.0% | 0.03% | – |
| WEC | New | WEC Energy Group | $713,000 | – | 8,083 | +100.0% | 0.03% | – |
| TIP | New | iShares TIPS Bond ETF | $689,000 | – | 5,397 | +100.0% | 0.02% | – |
| EQR | New | Equity Residential | $690,000 | – | 8,527 | +100.0% | 0.02% | – |
| BLK | New | BlackRock | $660,000 | – | 787 | +100.0% | 0.02% | – |
| TSLA | New | Tesla Motors | $629,000 | – | 811 | +100.0% | 0.02% | – |
| XLK | New | Technology Select Sector SPDR | $608,000 | – | 4,071 | +100.0% | 0.02% | – |
| SEOAY | New | Stora Enso Oyj | $577,000 | – | 34,761 | +100.0% | 0.02% | – |
| EMR | New | Emerson Electric | $585,000 | – | 6,206 | +100.0% | 0.02% | – |
| IYY | New | iShares Dow Jones US ETF | $556,000 | – | 5,150 | +100.0% | 0.02% | – |
| KO | New | Coca-Cola | $558,000 | – | 10,637 | +100.0% | 0.02% | – |
| CVS | New | CVS Health Corporation | $546,000 | – | 6,431 | +100.0% | 0.02% | – |
| ORCL | New | Oracle | $511,000 | – | 5,864 | +100.0% | 0.02% | – |
| SCHG | New | Schwab U.S. Large-Cap Growth E | $523,000 | – | 3,531 | +100.0% | 0.02% | – |
| AGG | New | iShares Core US Aggregate Bond | $509,000 | – | 4,431 | +100.0% | 0.02% | – |
| INVH | New | Invitation Homes | $502,000 | – | 13,105 | +100.0% | 0.02% | – |
| MA | New | MasterCard | $507,000 | – | 1,457 | +100.0% | 0.02% | – |
| PINS | New | $459,000 | – | 9,009 | +100.0% | 0.02% | – | |
| QCOM | New | Qualcomm | $467,000 | – | 3,617 | +100.0% | 0.02% | – |
| CMCSA | New | Comcast Class A | $474,000 | – | 8,483 | +100.0% | 0.02% | – |
| MRK | New | Merck | $475,000 | – | 6,328 | +100.0% | 0.02% | – |
| XLV | New | Health Care Select Sector SPDR | $432,000 | – | 3,390 | +100.0% | 0.02% | – |
| LOW | New | Lowe's | $447,000 | – | 2,202 | +100.0% | 0.02% | – |
| SPTM | New | SPDR Portfolio S&P 1500 Compos | $445,000 | – | 8,400 | +100.0% | 0.02% | – |
| BMY | New | Bristol-Myers Squibb | $424,000 | – | 7,160 | +100.0% | 0.02% | – |
| GIS | New | General Mills | $416,000 | – | 6,960 | +100.0% | 0.02% | – |
| VTEB | New | Vanguard Tax-Exempt Bond ETF | $410,000 | – | 7,492 | +100.0% | 0.02% | – |
| ALGN | New | Align Technology | $415,000 | – | 623 | +100.0% | 0.02% | – |
| BANR | New | Banner | $372,000 | – | 6,734 | +100.0% | 0.01% | – |
| HFWA | New | Heritage Financial | $378,000 | – | 14,827 | +100.0% | 0.01% | – |
| GS | New | Goldman Sachs Group | $379,000 | – | 1,002 | +100.0% | 0.01% | – |
| VTV | New | Vanguard Value ETF | $361,000 | – | 2,668 | +100.0% | 0.01% | – |
| VUG | New | Vanguard Growth ETF | $348,000 | – | 1,199 | +100.0% | 0.01% | – |
| RACE | New | Ferrari N V | $341,000 | – | 1,633 | +100.0% | 0.01% | – |
| IYH | New | iShares Dow Jones US Healthcar | $324,000 | – | 1,175 | +100.0% | 0.01% | – |
| XEL | New | Xcel Energy | $324,000 | – | 5,182 | +100.0% | 0.01% | – |
| AVGO | New | Broadcom | $336,000 | – | 692 | +100.0% | 0.01% | – |
| CLX | New | Clorox | $319,000 | – | 1,925 | +100.0% | 0.01% | – |
| SGEN | New | Seattle Genetics | $331,000 | – | 1,950 | +100.0% | 0.01% | – |
| T | New | AT&T | $330,000 | – | 12,235 | +100.0% | 0.01% | – |
| BDX | New | Becton Dickinson | $290,000 | – | 1,179 | +100.0% | 0.01% | – |
| ABBV | New | AbbVie | $311,000 | – | 2,885 | +100.0% | 0.01% | – |
| SCHF | New | Schwab International Equity ET | $303,000 | – | 7,822 | +100.0% | 0.01% | – |
| SCHW | New | Charles Schwab | $297,000 | – | 4,083 | +100.0% | 0.01% | – |
| VXF | New | Vanguard Extended Market ETF | $272,000 | – | 1,489 | +100.0% | 0.01% | – |
| PRFZ | New | Invesco FTSE RAFI US 1500 ETF | $284,000 | – | 1,558 | +100.0% | 0.01% | – |
| XNTK | New | SPDR Morgan Stanley Technology | $274,000 | – | 1,750 | +100.0% | 0.01% | – |
| VO | New | Vanguard Mid-Cap ETF | $263,000 | – | 1,113 | +100.0% | 0.01% | – |
| TROW | New | T. Rowe Price Group | $281,000 | – | 1,428 | +100.0% | 0.01% | – |
| JWN | New | Nordstrom | $274,000 | – | 10,374 | +100.0% | 0.01% | – |
| SUB | New | iShares S/T Natnl Muni Bd ETF | $237,000 | – | 2,200 | +100.0% | 0.01% | – |
| FTNT | New | Fortinet | $241,000 | – | 825 | +100.0% | 0.01% | – |
| TWTR | New | $257,000 | – | 4,248 | +100.0% | 0.01% | – | |
| FISV | New | Fiserv | $258,000 | – | 2,376 | +100.0% | 0.01% | – |
| SPDW | New | SPDR Portfolio Developed World | $218,000 | – | 6,025 | +100.0% | 0.01% | – |
| DE | New | Deere & Company | $213,000 | – | 635 | +100.0% | 0.01% | – |
| LMT | New | Lockheed Martin | $233,000 | – | 676 | +100.0% | 0.01% | – |
| EBAY | New | eBay | $216,000 | – | 3,098 | +100.0% | 0.01% | – |
| MAR | New | Marriott International Cl A | $227,000 | – | 1,535 | +100.0% | 0.01% | – |
| F | New | Ford Motor | $226,000 | – | 15,954 | +100.0% | 0.01% | – |
| VEEV | New | Veeva Systems | $232,000 | – | 805 | +100.0% | 0.01% | – |
| NKX | New | Nuveen CA AMT-Free Quality Mun | $190,000 | – | 11,613 | +100.0% | 0.01% | – |
| TXN | New | Texas Instruments | $204,000 | – | 1,063 | +100.0% | 0.01% | – |
| CSQ | New | Calamos Strategic Total Return | $191,000 | – | 10,793 | +100.0% | 0.01% | – |
| EXG | New | Eaton Vance Tax-Manag Global D | $158,000 | – | 15,796 | +100.0% | 0.01% | – |
| RVSB | New | Riverview Bancorp Inc. | $177,000 | – | 24,300 | +100.0% | 0.01% | – |
| New | Trilogy International Partners | $16,000 | – | 10,000 | +100.0% | 0.00% | – | |
| New | PT Unilever Indonesia Tbk | $8,000 | – | 30,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares MSCI EAFE ETF | 9 | Q3 2023 | 5.3% |
| Microsoft | 9 | Q3 2023 | 5.5% |
| Apple | 9 | Q3 2023 | 4.8% |
| Vanguard Small Cap ETF | 9 | Q3 2023 | 3.1% |
| iShares Core S&P Mid-Cap ETF | 9 | Q3 2023 | 2.8% |
| Vanguard FTSE Developed Market | 9 | Q3 2023 | 2.8% |
| Vanguard FTSE Emerging Markets | 9 | Q3 2023 | 3.0% |
| Amazon.com | 9 | Q3 2023 | 2.9% |
| iShares Russell 2000 Value Ind | 9 | Q3 2023 | 2.1% |
| iShares Russell 2000 Growth In | 9 | Q3 2023 | 1.9% |
View Badgley Phelps Wealth Managers, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-29 |
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.