HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 iShares MSCI EAFE ETF (EFA) |
1,922,204 | -25,939 | $120,118 |
| EFA | 1,922,204 | -25,939 | $120,118 |
| Microsoft |
419,301 | +452 | $107,689 |
| MSFT | 419,301 | +452 | $107,689 |
| Apple |
712,876 | +2,709 | $97,465 |
| AAPL | 712,876 | +2,709 | $97,465 |
| Vanguard Small Cap ETF (VB) |
416,336 | +1,413 | $73,321 |
| VB | 416,336 | +1,413 | $73,321 |
| Vanguard FTSE Emerging Markets (VWO) |
1,752,310 | +268,324 | $72,984 |
| VWO | 1,752,310 | +268,324 | $72,984 |
| iShares Treasury Floating Rate (TFLO) |
1,248,548 | +1,248,548 | $62,927 |
| TFLO | 1,248,548 | +1,248,548 | $62,927 |
| iShares Core S&P Mid Cap ETF (IJH) |
277,092 | -823 | $62,687 |
| IJH | 277,092 | -823 | $62,687 |
| Vanguard FTSE Developed Market (VEA) |
1,511,964 | +16,079 | $61,688 |
| VEA | 1,511,964 | +16,079 | $61,688 |
| Amazon.com |
491,590 | +467,004 | $52,212 |
| AMZN | 491,590 | +467,004 | $52,212 |
| iShares Russell 2000 Value Ind (IWN) |
352,759 | -19,841 | $48,028 |
| IWN | 352,759 | -19,841 | $48,028 |
| iShares 3 7 Year Treasury Bond (IEI) |
396,308 | -1,225 | $47,295 |
| IEI | 396,308 | -1,225 | $47,295 |
| iShares Russell 2000 Growth In (IWO) |
186,867 | -5,436 | $38,553 |
| IWO | 186,867 | -5,436 | $38,553 |
| Costco Wholesale |
76,911 | -156 | $36,861 |
| COST | 76,911 | -156 | $36,861 |
| JPMorgan Ultra Short Income ET |
718,897 | +636 | $36,010 |
| JPST | 718,897 | +636 | $36,010 |
| United Parcel Service |
193,339 | -64 | $35,292 |
| UPS | 193,339 | -64 | $35,292 |
| VISA Class A |
172,381 | +1,063 | $33,940 |
| V | 172,381 | +1,063 | $33,940 |
| Johnson & Johnson |
183,371 | +42,629 | $32,550 |
| JNJ | 183,371 | +42,629 | $32,550 |
| JPMorgan Equity Premium Income |
582,892 | +162,881 | $32,321 |
| JEPI | 582,892 | +162,881 | $32,321 |
| Chevron |
217,257 | +1,184 | $31,454 |
| CVX | 217,257 | +1,184 | $31,454 |
 Berkshire Hathaway B |
$29,216 | ||
| BRK.B | 101,016 | -695 | $27,580 |
| BRK.A | 4 | UNCH | $1,636 |
| Eli Lilly |
87,478 | -1,355 | $28,363 |
| LLY | 87,478 | -1,355 | $28,363 |
| Alphabet |
12,994 | -5 | $28,317 |
| GOOGL | 12,994 | -5 | $28,317 |
| Procter & Gamble |
195,691 | +31,464 | $28,139 |
| PG | 195,691 | +31,464 | $28,139 |
| Danaher |
109,711 | -2,069 | $27,814 |
| DHR | 109,711 | -2,069 | $27,814 |
| Prologis |
232,900 | -4,740 | $27,401 |
| PLD | 232,900 | -4,740 | $27,401 |
| Morgan Stanley |
357,312 | -5,952 | $27,177 |
| MS | 357,312 | -5,952 | $27,177 |
| JPMorgan Chase |
230,425 | -69,498 | $25,948 |
| JPM | 230,425 | -69,498 | $25,948 |
| Thermo Fisher Scientific |
47,507 | +168 | $25,809 |
| TMO | 47,507 | +168 | $25,809 |
| NextEra Energy |
330,198 | -2,514 | $25,577 |
| NEE | 330,198 | -2,514 | $25,577 |
| Vanguard Large Cap ETF (VV) |
144,497 | -127,930 | $24,905 |
| VV | 144,497 | -127,930 | $24,905 |
| Alphabet Cl C |
10,491 | +14 | $22,949 |
| GOOG | 10,491 | +14 | $22,949 |
| Home Depot |
82,741 | +457 | $22,693 |
| HD | 82,741 | +457 | $22,693 |
| UnitedHealth Group |
42,893 | -154 | $22,031 |
| UNH | 42,893 | -154 | $22,031 |
| ServiceNow |
45,491 | -545 | $21,632 |
| NOW | 45,491 | -545 | $21,632 |
| NVIDIA |
142,599 | -718 | $21,617 |
| NVDA | 142,599 | -718 | $21,617 |
| iShares Russell 1000 Value Ind (IWD) |
148,566 | +848 | $21,537 |
| IWD | 148,566 | +848 | $21,537 |
| iShares Russell Midcap Index E (IWR) |
321,113 | +4,924 | $20,763 |
| IWR | 321,113 | +4,924 | $20,763 |
| LAM Research |
47,467 | -853 | $20,228 |
| LRCX | 47,467 | -853 | $20,228 |
| Marsh & McLennan |
129,281 | -1,011 | $20,071 |
| MMC | 129,281 | -1,011 | $20,071 |
| Bristol Myers Squibb |
256,462 | -91 | $19,748 |
| BMY | 256,462 | -91 | $19,748 |
| Medtronic |
214,812 | -569 | $19,279 |
| MDT | 214,812 | -569 | $19,279 |
| iShares Russell 1000 Growth In (IWF) |
85,709 | -1,259 | $18,744 |
| IWF | 85,709 | -1,259 | $18,744 |
| Palo Alto Networks |
37,772 | -328 | $18,657 |
| PANW | 37,772 | -328 | $18,657 |
| Pfizer |
347,815 | +1,828 | $18,236 |
| PFE | 347,815 | +1,828 | $18,236 |
| Salesforce |
109,140 | -81 | $18,012 |
| CRM | 109,140 | -81 | $18,012 |
| Union Pacific |
83,130 | -24,811 | $17,730 |
| UNP | 83,130 | -24,811 | $17,730 |
| Bank of America |
557,289 | -5,313 | $17,348 |
| BAC | 557,289 | -5,313 | $17,348 |
| Valero Energy |
162,935 | +4,575 | $17,317 |
| VLO | 162,935 | +4,575 | $17,317 |
| Coca Cola |
275,195 | +4,739 | $17,313 |
| KO | 275,195 | +4,739 | $17,313 |
| McDonald&apos s |
68,516 | -550 | $16,915 |
| MCD | 68,516 | -550 | $16,915 |
See Full List: All Stocks Held By Badgley Phelps Wealth Managers LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Badgley Phelps Wealth Managers LLC
|
Size ($ in 1000's)
At 06/30/2022: $2,433,204 At 03/31/2022: $2,873,378 Badgley Phelps Wealth Managers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Badgley Phelps Wealth Managers LLC 13F filings. Link to 13F filings: SEC filings |
