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Badgley Phelps Wealth Managers LLC Top Holdings
As of  06/30/2022, below is a summary of the Badgley Phelps Wealth Managers LLC top holdings by largest position size, as per the latest 13f filing made by Badgley Phelps Wealth Managers LLC. In the Badgley Phelps Wealth Managers LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Badgley Phelps Wealth Managers LLC in that top holding, then the share count change between reporting periods, and finally the Badgley Phelps Wealth Managers LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
iShares MSCI EAFE ETF (EFA) 1,922,204 -25,939 $120,118
     EFA1,922,204-25,939$120,118
Microsoft 419,301 +452 $107,689
     MSFT419,301+452$107,689
Apple 712,876 +2,709 $97,465
     AAPL712,876+2,709$97,465
Vanguard Small Cap ETF (VB) 416,336 +1,413 $73,321
     VB416,336+1,413$73,321
Vanguard FTSE Emerging Markets (VWO) 1,752,310 +268,324 $72,984
     VWO1,752,310+268,324$72,984
iShares Treasury Floating Rate (TFLO) 1,248,548 +1,248,548 $62,927
     TFLO1,248,548+1,248,548$62,927
iShares Core S&P Mid Cap ETF (IJH) 277,092 -823 $62,687
     IJH277,092-823$62,687
Vanguard FTSE Developed Market (VEA) 1,511,964 +16,079 $61,688
     VEA1,511,964+16,079$61,688
Amazon.com 491,590 +467,004 $52,212
     AMZN491,590+467,004$52,212
iShares Russell 2000 Value Ind (IWN) 352,759 -19,841 $48,028
     IWN352,759-19,841$48,028
iShares 3 7 Year Treasury Bond (IEI) 396,308 -1,225 $47,295
     IEI396,308-1,225$47,295
iShares Russell 2000 Growth In (IWO) 186,867 -5,436 $38,553
     IWO186,867-5,436$38,553
Costco Wholesale 76,911 -156 $36,861
     COST76,911-156$36,861
JPMorgan Ultra Short Income ET 718,897 +636 $36,010
     JPST718,897+636$36,010
United Parcel Service 193,339 -64 $35,292
     UPS193,339-64$35,292
VISA Class A 172,381 +1,063 $33,940
     V172,381+1,063$33,940
Johnson & Johnson 183,371 +42,629 $32,550
     JNJ183,371+42,629$32,550
JPMorgan Equity Premium Income 582,892 +162,881 $32,321
     JEPI582,892+162,881$32,321
Chevron 217,257 +1,184 $31,454
     CVX217,257+1,184$31,454
Berkshire Hathaway B      $29,216
     BRK.B101,016-695$27,580
     BRK.A4UNCH$1,636
Eli Lilly 87,478 -1,355 $28,363
     LLY87,478-1,355$28,363
Alphabet 12,994 -5 $28,317
     GOOGL12,994-5$28,317
Procter & Gamble 195,691 +31,464 $28,139
     PG195,691+31,464$28,139
Danaher 109,711 -2,069 $27,814
     DHR109,711-2,069$27,814
Prologis 232,900 -4,740 $27,401
     PLD232,900-4,740$27,401
Morgan Stanley 357,312 -5,952 $27,177
     MS357,312-5,952$27,177
JPMorgan Chase 230,425 -69,498 $25,948
     JPM230,425-69,498$25,948
Thermo Fisher Scientific 47,507 +168 $25,809
     TMO47,507+168$25,809
NextEra Energy 330,198 -2,514 $25,577
     NEE330,198-2,514$25,577
Vanguard Large Cap ETF (VV) 144,497 -127,930 $24,905
     VV144,497-127,930$24,905
Alphabet Cl C 10,491 +14 $22,949
     GOOG10,491+14$22,949
Home Depot 82,741 +457 $22,693
     HD82,741+457$22,693
UnitedHealth Group 42,893 -154 $22,031
     UNH42,893-154$22,031
ServiceNow 45,491 -545 $21,632
     NOW45,491-545$21,632
NVIDIA 142,599 -718 $21,617
     NVDA142,599-718$21,617
iShares Russell 1000 Value Ind (IWD) 148,566 +848 $21,537
     IWD148,566+848$21,537
iShares Russell Midcap Index E (IWR) 321,113 +4,924 $20,763
     IWR321,113+4,924$20,763
LAM Research 47,467 -853 $20,228
     LRCX47,467-853$20,228
Marsh & McLennan 129,281 -1,011 $20,071
     MMC129,281-1,011$20,071
Bristol Myers Squibb 256,462 -91 $19,748
     BMY256,462-91$19,748
Medtronic 214,812 -569 $19,279
     MDT214,812-569$19,279
iShares Russell 1000 Growth In (IWF) 85,709 -1,259 $18,744
     IWF85,709-1,259$18,744
Palo Alto Networks 37,772 -328 $18,657
     PANW37,772-328$18,657
Pfizer 347,815 +1,828 $18,236
     PFE347,815+1,828$18,236
Salesforce 109,140 -81 $18,012
     CRM109,140-81$18,012
Union Pacific 83,130 -24,811 $17,730
     UNP83,130-24,811$17,730
Bank of America 557,289 -5,313 $17,348
     BAC557,289-5,313$17,348
Valero Energy 162,935 +4,575 $17,317
     VLO162,935+4,575$17,317
Coca Cola 275,195 +4,739 $17,313
     KO275,195+4,739$17,313
McDonald&apos s 68,516 -550 $16,915
     MCD68,516-550$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

Badgley Phelps Wealth Managers LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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