Badgley Phelps Wealth Managers, LLC

Q4 2024 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    288

  • Value ($000)

    $4,284,535

  • Date Filed
    02/10/2025
  • Form type
    13F-HR
  • CIK
    0001895362
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$263.37M
6 %

624,839

AAPL
AAPL

APPLE INC

COM
037833100
$204.20M
5 %

815,428

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$174.93M
4 %

1,302,656

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$171.53M
4 %

2,268,679

AMZN
AMZN

AMAZON COM INC

COM
023135106
$134.24M
3 %

611,886

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
922908751
$126.93M
3 %

528,262

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$98.94M
2 %

1,587,884

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$93.88M
2 %

2,131,632

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$89.17M
2 %

1,864,742

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$84.95M
2 %

92,718

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