Badgley Phelps Wealth Managers, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BP Badgley Phelps Wealth Managers, LLC | Institutional Filer | ▼ 8.01% | $5.02B | 328 |
Current Portfolio Holdings
Showing all 328 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 643K | $238.2M | 4.74% |
| 2 | NVDA | NVIDIA Corporation | Technology | 1.4M | $236.6M | 4.71% |
| 3 | EFA | ISHARES TR | — | 2.3M | $219.4M | 4.37% |
| 4 | AAPL | Apple Inc. | Technology | 856K | $217.1M | 4.32% |
| 5 | VB | VANGUARD INDEX FDS | — | 674K | $176.4M | 3.51% |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | — | 2.5M | $134.4M | 2.68% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 643K | $133.8M | 2.66% |
| 8 | IJH | ISHARES TR | — | 1.8M | $121.4M | 2.42% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.8M | $117.9M | 2.35% |
| 10 | GOOGL | Alphabet Inc. | Technology | 319K | $91.7M | 1.83% |
| 11 | GOOG | Alphabet Inc. | Technology | 318K | $91.3M | 1.82% |
| 12 | COST | Costco Wholesale Corporation | Consumer Defensive | 88K | $88.1M | 1.75% |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | — | 1.5M | $87.1M | 1.74% |
| 14 | LLY | Eli Lilly and Company | Healthcare | 93K | $85.9M | 1.71% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 276K | $81.1M | 1.62% |
Showing 1 to 15 of 328 holdings