Badgley Phelps Wealth Managers, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-04-30
Total Holdings
299
Total Value
4142234691
Accession Number
0001895362-25-000004
Form Type
13F-HR
CIK
0001895362
Manager Name
Badgley Phelps Wealth Managers, LLC
Data Enrichment
87% identified
259 identified40 unidentified

Holdings

299 positions
Manager:
SEC
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Page 9 of 15
Philip Morris International Inc.
PM|718172109
Shares:
9155(-1.2%)
Value:
$1.5B(+29.9%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
23893(-2.5%)
Value:
$1.5B(+5.1%)
BlackRock, Inc.
BLK|09290D101
Shares:
1488(-4.9%)
Value:
$1.4B(-12.2%)
Mastercard Inc
MA|57636Q104
Shares:
2525(+7.3%)
Value:
$1.4B(+11.7%)
808524201
SCHX|808524201
Shares:
59661(+0.2%)
Value:
$1.3B(-4.5%)
922908744
VTV|922908744
Shares:
7616(-23.1%)
Value:
$1.3B(-21.6%)
808524607
SCHA|808524607
Shares:
54220(-0.1%)
Value:
$1.3B(-9.5%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
10351(+0.4%)
Value:
$1.1B(-11.1%)
921946406
VYM|921946406
Shares:
8753(+4.9%)
Value:
$1.1B(+6.0%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
24146(-59.3%)
Value:
$1.1B(-53.9%)
BEAZER HOMES USA INC
BZH|07556Q881
Shares:
53068(+0.0%)
Value:
$1.1B(-25.7%)
CONSTELLATION BRANDS, INC.
STZ|21036P108
Shares:
5771(-4.2%)
Value:
$1.1B(-20.5%)
WAFD INC
WAFD|938824109
Shares:
36805(+0.0%)
Value:
$1.1B(-11.3%)
TRUIST FINANCIAL CORP
TFC|89832Q109
Shares:
25109(+0.0%)
Value:
$1.0B(-5.1%)
81369Y803
XLK|81369Y803
Shares:
4929(+1.1%)
Value:
$1.0B(-10.2%)
464287226
464287226
Shares:
10104(+0.8%)
Value:
$999.5M(+2.9%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
15161(-1.6%)
Value:
$925.4M(+12.7%)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
WAB|929740108
Shares:
5067(-1.4%)
Value:
$918.9M(-5.7%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
1865(-0.1%)
Value:
$904.2M(+20.3%)
CVS HEALTH Corp
CVS|126650100
Shares:
12778(+0.1%)
Value:
$865.7M(+51.1%)