Badgley Phelps Wealth Managers, LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$3.7T

Holdings

241

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (241 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
637,076$239.6B6.53%
2
AAPLAPPLE INC
878,292$169.1B4.61%
3
EFAISHARES TR
2,234,629$168.4B4.59%
4
VBVANGUARD INDEX FDS
513,634$109.6B2.99%
5
AMZNAMAZON COM INC
600,825$91.3B2.49%
6
IJHISHARES TR
328,700$91.1B2.48%
7
VEAVANGUARD TAX-MANAGED FDS
1,862,093$89.2B2.43%
8
NVDANVIDIA CORPORATION
157,627$78.1B2.13%
9
VWOVANGUARD INTL EQUITY INDEX F
1,890,343$77.7B2.12%
10
COSTCOSTCO WHSL CORP NEW
98,316$66.2B1.80%
11
COLMCOLUMBIA SPORTSWEAR CO
804,775$64.0B1.74%
12
LLYELI LILLY & CO
99,317$57.9B1.58%
13
IWDISHARES TR
342,744$56.6B1.54%
14
VVISA INC
212,257$55.3B1.51%
15
IWNISHARES TR
350,076$54.4B1.48%
16
BRK/BBERKSHIRE HATHAWAY INC DEL
150,119$53.5B1.46%
17
SPYMSPDR SER TR
950,608$53.1B1.45%
18
IWOISHARES TR
195,597$49.3B1.34%
19
JPMJPMORGAN CHASE & CO
289,386$49.2B1.34%
20
TFLOISHARES TR
961,782$48.5B1.32%
21
IWRISHARES TR
586,031$45.6B1.24%
22
GOOGLALPHABET INC
297,130$41.5B1.13%
23
GOOGALPHABET INC
280,670$39.6B1.08%
24
VGITVANGUARD SCOTTSDALE FDS
664,916$39.4B1.08%
25
DWDMORGAN STANLEY
416,360$38.8B1.06%
26
METAMETA PLATFORMS INC
109,553$38.8B1.06%
27
ADBEADOBE INC
63,648$38.0B1.04%
28
BIVVANGUARD BD INDEX FDS
492,765$37.6B1.03%
29
IWFISHARES TR
121,525$36.8B1.00%
30
NOWSERVICENOW INC
51,944$36.7B1.00%
31
PLDPROLOGIS INC.
266,486$35.5B0.97%
32
CRMSALESFORCE INC
128,306$33.8B0.92%
33
PGPROCTER AND GAMBLE CO
230,150$33.7B0.92%
34
VVVANGUARD INDEX FDS
153,880$33.6B0.92%
35
JNJJOHNSON & JOHNSON
206,744$32.4B0.88%
36
PANWPALO ALTO NETWORKS INC
102,881$30.3B0.83%
37
CVXCHEVRON CORP NEW
195,737$29.2B0.80%
38
UNHUNITEDHEALTH GROUP INC
54,645$28.8B0.78%
39
MRSHMARSH & MCLENNAN COS INC
147,511$27.9B0.76%
40
HDHOME DEPOT INC
80,186$27.8B0.76%
41
LINLINDE PLC
66,377$27.3B0.74%
42
JPSTJ P MORGAN EXCHANGE TRADED F
538,347$27.2B0.74%
43
UPSUNITED PARCEL SERVICE INC
172,521$27.1B0.74%
44
VCITVANGUARD SCOTTSDALE FDS
330,427$26.9B0.73%
45
LRCXEURLAM RESEARCH CORP
33,397$26.2B0.71%
46
TMOTHERMO FISHER SCIENTIFIC INC
45,671$24.3B0.66%
47
CSCOCISCO SYS INC
472,024$23.8B0.65%
48
BKNGBOOKING HOLDINGS INC
6,708$23.8B0.65%
49
MCDMCDONALDS CORP
79,015$23.4B0.64%
50
CATCATERPILLAR INC
78,751$23.3B0.63%
51
IWPISHARES TR
222,049$23.2B0.63%
52
UNPUNION PAC CORP
93,191$22.9B0.62%
53
MDLZMONDELEZ INTL INC
311,324$22.7B0.62%
54
BABOEING CO
86,960$22.7B0.62%
55
BACBANK AMERICA CORP
664,761$22.4B0.61%
56
DHRDANAHER CORPORATION
95,323$22.1B0.60%
57
PEPPEPSICO INC
125,581$21.5B0.59%
58
EOGEOG RES INC
165,280$20.0B0.54%
59
HONHONEYWELL INTL INC
94,981$19.9B0.54%
60
WMTWALMART INC
122,426$19.4B0.53%
61
EQIXEQUINIX INC
23,635$19.0B0.52%
62
VLOVALERO ENERGY CORP
143,132$18.6B0.51%
63
VEUVANGUARD INTL EQUITY INDEX F
328,270$18.4B0.50%
64
ACNACCENTURE PLC IRELAND
52,334$18.4B0.50%
65
MDTMEDTRONIC PLC
210,963$17.5B0.48%
66
IWSISHARES TR
148,976$17.3B0.47%
67
ORCLORACLE CORP
163,714$17.3B0.47%
68
KOCOCA COLA CO
286,005$16.9B0.46%
69
CSGPCOSTAR GROUP INC
189,473$16.6B0.45%
70
CBCHUBB LIMITED
72,073$16.3B0.45%
71
AMTAMERICAN TOWER CORP NEW
74,313$16.2B0.44%
72
NEENEXTERA ENERGY INC
264,238$16.0B0.44%
73
PCARPACCAR INC
158,244$16.0B0.44%
74
IWBISHARES TR
59,986$15.7B0.43%
75
SHWSHERWIN WILLIAMS CO
49,715$15.5B0.42%
76
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
198,439$15.0B0.41%
77
SYKSTRYKER CORPORATION
49,031$14.7B0.40%
78
ZTSZOETIS INC
74,057$14.6B0.40%
79
AMATAPPLIED MATLS INC
85,451$13.8B0.38%
80
SNPSSYNOPSYS INC
26,615$13.7B0.37%
81
ORLYOREILLY AUTOMOTIVE INC
14,239$13.5B0.37%
82
TSLATESLA INC
53,003$13.2B0.36%
83
AMGNAMGEN INC
45,332$13.1B0.36%
84
NKENIKE INC
119,707$13.0B0.36%
85
ECLECOLAB INC
64,918$12.9B0.35%
86
GPNGLOBAL PMTS INC
95,454$12.1B0.33%
87
DISDISNEY WALT CO
129,482$11.7B0.32%
88
CMGCHIPOTLE MEXICAN GRILL INC
5,017$11.5B0.31%
89
KKRKKR & CO INC
134,098$11.1B0.30%
90
APTVAPTIV PLC
123,227$11.1B0.30%
91
VXUSVANGUARD STAR FDS
186,661$10.8B0.29%
92
SYYSYSCO CORP
141,333$10.3B0.28%
93
JJACOBS SOLUTIONS INC
78,429$10.2B0.28%
94
BBAXJ P MORGAN EXCHANGE TRADED F
204,868$10.1B0.28%
95
HUMHUMANA INC
22,048$10.1B0.28%
96
VTIVANGUARD INDEX FDS
42,531$10.1B0.28%
97
GILDGILEAD SCIENCES INC
123,866$10.0B0.27%
98
NINISOURCE INC
366,614$9.7B0.27%
99
PFEPFIZER INC
334,773$9.6B0.26%
100
CCKCROWN HLDGS INC
102,439$9.4B0.26%
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