Badgley Phelps Wealth Managers, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$4.5T
Holdings
296
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (296 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | XOMEXXON MOBIL CORP | 102,560 | $11.1B | 0.24% | |
| 102 | GVIISHARES TR | 102,175 | $10.9B | 0.24% | |
| 103 | FISVFISERV INC | 62,947 | $10.9B | 0.24% | |
| 104 | MRKMERCK & CO INC | 133,526 | $10.7B | 0.24% | |
| 105 | CCKCROWN HLDGS INC | 102,181 | $10.5B | 0.23% | |
| 106 | TRMBTRIMBLE INC | 135,935 | $10.3B | 0.23% | |
| 107 | PEGPUBLIC SVC ENTERPRISE GRP IN | 120,895 | $10.2B | 0.23% | |
| 108 | MRVLMARVELL TECHNOLOGY INC | 130,115 | $10.1B | 0.22% | |
| 109 | UBERUBER TECHNOLOGIES INC | 97,450 | $9.1B | 0.20% | |
| 110 | VRTVERTIV HOLDINGS CO | 69,513 | $8.9B | 0.20% | |
| 111 | METMETLIFE INC | 107,131 | $8.6B | 0.19% | |
| 112 | CITHE CIGNA GROUP | 26,018 | $8.6B | 0.19% | |
| 113 | GEHCGE HEALTHCARE TECHNOLOGIES I | 114,530 | $8.5B | 0.19% | |
| 114 | IBMINTERNATIONAL BUSINESS MACHS | 28,617 | $8.4B | 0.19% | |
| 115 | TXNTEXAS INSTRS INC | 39,671 | $8.2B | 0.18% | |
| 116 | IWMISHARES TR | 36,683 | $7.9B | 0.18% | |
| 117 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $7.3B | 0.16% | |
| 118 | LENLENNAR CORP | 62,796 | $6.9B | 0.15% | |
| 119 | IVVISHARES TR | 10,685 | $6.6B | 0.15% | |
| 120 | MDYSPDR S&P MIDCAP 400 ETF TR | 10,041 | $5.7B | 0.13% | |
| 121 | SPSBSPDR SERIES TRUST | 175,802 | $5.3B | 0.12% | |
| 122 | UNHUNITEDHEALTH GROUP INC | 16,614 | $5.2B | 0.11% | |
| 123 | SBUXSTARBUCKS CORP | 55,630 | $5.1B | 0.11% | |
| 124 | REGNREGENERON PHARMACEUTICALS | 9,535 | $5.0B | 0.11% | |
| 125 | SUXTD SYNNEX CORPORATION | 36,062 | $4.9B | 0.11% | |
| 126 | AMGNAMGEN INC | 15,816 | $4.4B | 0.10% | |
| 127 | RELYREMITLY GLOBAL INC | 215,900 | $4.1B | 0.09% | |
| 128 | VOVANGUARD INDEX FDS | 13,898 | $3.9B | 0.09% | |
| 129 | SYYSYSCO CORP | 51,408 | $3.9B | 0.09% | |
| 130 | ACNACCENTURE PLC IRELAND | 12,566 | $3.8B | 0.08% | |
| 131 | NKENIKE INC | 52,309 | $3.7B | 0.08% | |
| 132 | SDYSPDR SERIES TRUST | 26,972 | $3.7B | 0.08% | |
| 133 | AXPAMERICAN EXPRESS CO | 11,414 | $3.6B | 0.08% | |
| 134 | ITOTISHARES TR | 24,740 | $3.3B | 0.07% | |
| 135 | IJRISHARES TR | 29,981 | $3.3B | 0.07% | |
| 136 | LOWLOWES COS INC | 13,857 | $3.1B | 0.07% | |
| 137 | JPSTJ P MORGAN EXCHANGE TRADED F | 59,649 | $3.0B | 0.07% | |
| 138 | JJACOBS SOLUTIONS INC | 22,824 | $3.0B | 0.07% | |
| 139 | SCHESCHWAB STRATEGIC TR | 98,063 | $3.0B | 0.07% | |
| 140 | DEDEERE & CO | 5,761 | $2.9B | 0.07% | |
| 141 | ACWXISHARES TR | 44,839 | $2.7B | 0.06% | |
| 142 | ABBVABBVIE INC | 14,637 | $2.7B | 0.06% | |
| 143 | CPRTCOPART INC | 55,312 | $2.7B | 0.06% | |
| 144 | XLVSELECT SECTOR SPDR TR | 19,499 | $2.6B | 0.06% | |
| 145 | BABOEING CO | 12,412 | $2.6B | 0.06% | |
| 146 | ADPAUTOMATIC DATA PROCESSING IN | 8,261 | $2.6B | 0.06% | |
| 147 | NDQINVESCO QQQ TR | 4,603 | $2.5B | 0.06% | |
| 148 | QCOMQUALCOMM INC | 15,617 | $2.5B | 0.06% | |
| 149 | AMDADVANCED MICRO DEVICES INC | 16,672 | $2.4B | 0.05% | |
| 150 | VONGVANGUARD SCOTTSDALE FDS | 21,394 | $2.3B | 0.05% | |
| 151 | IWVISHARES TR | 6,464 | $2.3B | 0.05% | |
| 152 | RTXRTX CORPORATION | 15,230 | $2.2B | 0.05% | |
| 153 | VONVVANGUARD SCOTTSDALE FDS | 25,409 | $2.2B | 0.05% | |
| 154 | ABTABBOTT LABS | 15,560 | $2.1B | 0.05% | |
| 155 | JCIJOHNSON CTLS INTL PLC | 19,419 | $2.1B | 0.05% | |
| 156 | VOOVANGUARD INDEX FDS | 3,542 | $2.0B | 0.04% | |
| 157 | ZTSZOETIS INC | 12,372 | $1.9B | 0.04% | |
| 158 | CLCOLGATE PALMOLIVE CO | 20,519 | $1.9B | 0.04% | |
| 159 | 4I1PHILIP MORRIS INTL INC | 9,146 | $1.7B | 0.04% | |
| 160 | PAYXPAYCHEX INC | 11,467 | $1.7B | 0.04% | |
| 161 | BLKBLACKROCK INC | 1,462 | $1.5B | 0.03% | |
| 162 | SCHXSCHWAB STRATEGIC TR | 59,285 | $1.4B | 0.03% | |
| 163 | PFEPFIZER INC | 59,434 | $1.4B | 0.03% | |
| 164 | VTVVANGUARD INDEX FDS | 7,915 | $1.4B | 0.03% | |
| 165 | SCHASCHWAB STRATEGIC TR | 55,290 | $1.4B | 0.03% | |
| 166 | MAMASTERCARD INCORPORATED | 2,434 | $1.4B | 0.03% | |
| 167 | KMBKIMBERLY-CLARK CORP | 10,453 | $1.4B | 0.03% | |
| 168 | EMREMERSON ELEC CO | 10,175 | $1.4B | 0.03% | |
| 169 | VXUSVANGUARD STAR FDS | 18,893 | $1.3B | 0.03% | |
| 170 | BZHBEAZER HOMES USA INC | 53,068 | $1.2B | 0.03% | |
| 171 | VYMVANGUARD WHITEHALL FDS | 8,753 | $1.2B | 0.03% | |
| 172 | XLKSELECT SECTOR SPDR TR | 4,354 | $1.1B | 0.02% | |
| 173 | BMYBRISTOL-MYERS SQUIBB CO | 23,153 | $1.1B | 0.02% | |
| 174 | WABWABTEC | 4,974 | $1.0B | 0.02% | |
| 175 | BACVERIZON COMMUNICATIONS INC | 23,616 | $1.0B | 0.02% | |
| 176 | VUGVANGUARD INDEX FDS | 2,310 | $1.0B | 0.02% | |
| 177 | AGGISHARES TR | 9,906 | $982.7M | 0.02% | |
| 178 | SCHGSCHWAB STRATEGIC TR | 33,353 | $974.2M | 0.02% | |
| 179 | STZCONSTELLATION BRANDS INC | 5,842 | $950.4M | 0.02% | |
| 180 | BALLBALL CORP | 16,223 | $909.9M | 0.02% | |
| 181 | SCHFSCHWAB STRATEGIC TR | 40,984 | $905.7M | 0.02% | |
| 182 | MOALTRIA GROUP INC | 15,157 | $904.1M | 0.02% | |
| 183 | IVWISHARES TR | 8,205 | $903.4M | 0.02% | |
| 184 | GQ9SPDR GOLD TR | 2,915 | $888.6M | 0.02% | |
| 185 | USBUS BANCORP DEL | 19,189 | $877.9M | 0.02% | |
| 186 | CVSCVS HEALTH CORP | 12,627 | $871.0M | 0.02% | |
| 187 | VRTXVERTEX PHARMACEUTICALS INC | 1,887 | $840.1M | 0.02% | |
| 188 | VGTVANGUARD WORLD FD | 1,255 | $832.3M | 0.02% | |
| 189 | VIGVANGUARD SPECIALIZED FUNDS | 3,996 | $821.3M | 0.02% | |
| 190 | IYY*ISHARES TR | 5,436 | $820.2M | 0.02% | |
| 191 | RACEFERRARI N V | 1,663 | $816.1M | 0.02% | |
| 192 | FFIVF5 INC | 2,760 | $812.3M | 0.02% | |
| 193 | DGDOLLAR GEN CORP NEW | 6,901 | $789.3M | 0.02% | |
| 194 | EPAMEPAM SYS INC | 4,415 | $780.7M | 0.02% | |
| 195 | RPMRPM INTL INC | 7,071 | $776.7M | 0.02% | |
| 196 | TFCTRUIST FINL CORP | 17,759 | $763.5M | 0.02% | |
| 197 | IRMIRON MTN INC DEL | 7,245 | $743.1M | 0.02% | |
| 198 | SCHWSCHWAB CHARLES CORP | 8,079 | $737.2M | 0.02% | |
| 199 | SCHDSCHWAB STRATEGIC TR | 26,983 | $715.1M | 0.02% | |
| 200 | INTCINTEL CORP | 28,338 | $634.8M | 0.01% |