Badgley Phelps Wealth Managers, LLC
Investment Portfolio & 13F Holdings Analysis
About
Badgley Phelps Wealth Managers, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 299 holdings worth $4.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified259 identified40 unidentified
Holdings
299 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Microsoft Corp(MSFTcusip594918104) | 645.2K | All Managers (Combined) | $242.2M | ||
2.2M | All Managers (Combined) | $182.6M | |||
Apple Inc.(AAPLcusip037833100) | 814.4K | All Managers (Combined) | $180.9M | ||
Nvidia Corp(NVDAcusip67066G104) | 1.3M | All Managers (Combined) | $138.2M | ||
541.7K | All Managers (Combined) | $120.1M | |||
Amazon Com Inc(AMZNcusip023135106) | 608.3K | All Managers (Combined) | $115.7M | ||
1.6M | All Managers (Combined) | $95.8M | |||
2.1M | All Managers (Combined) | $95.2M | |||
1.8M | All Managers (Combined) | $93.4M | |||
92.0K | All Managers (Combined) | $87.0M | |||
158.6K | All Managers (Combined) | $84.5M | |||
299.5K | All Managers (Combined) | $73.5M | |||
Eli Lilly & Co(LLYcusip532457108) | 87.1K | All Managers (Combined) | $72.0M | ||
200.7K | All Managers (Combined) | $70.3M | |||
1.1M | All Managers (Combined) | $65.3M | |||
110.8K | All Managers (Combined) | $63.8M | |||
768.8K | All Managers (Combined) | $58.2M | |||
360.1K | All Managers (Combined) | $54.4M | |||
635.1K | All Managers (Combined) | $54.0M | |||
208.8K | All Managers (Combined) | $53.3M |