Badgley Phelps Wealth Managers, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$4.3B
Signature - Title
David Spratt - Director of Business Administration and Compliance, CCO
Location
Seattle, WA
Summary
This page shows a list of all the recent 13F filings made by Badgley Phelps Wealth Managers, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Badgley Phelps Wealth Managers, LLC reported 290 stock holdings with total value $4.3B as of Q3 2024. Top holdings included MSFT, EFA, AAPL, NVDA, and VB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 290 $4.3B +$92.4M -$33.1M +$59.3M MSFT, EFA, AAPL, NVDA, VB 13F-HR 10/17/2024, 05:46 PM
Q2 2024 254 $4.04B +$432M -$263M +$168M MSFT, EFA, AAPL, NVDA, AMZN 13F-HR 8/13/2024, 08:17 PM
Q1 2024 260 $4B +$438M -$316M +$122M MSFT, EFA, NVDA, VB, AMZN 13F-HR 5/15/2024, 03:37 PM
Q4 2023 241 $3.67B +$526M -$89.9M +$437M MSFT, AAPL, EFA, VB, AMZN 13F-HR 2/14/2024, 11:41 AM
Q3 2023 228 $2.94B +$84.9M -$68.1M +$16.7M MSFT, EFA, AAPL, VB, VWO 13F-HR 11/2/2023, 04:26 PM
Q2 2023 233 $3.03B +$176M -$47.9M +$128M MSFT, EFA, AAPL, VB, VEA 13F-HR 8/14/2023, 07:06 PM
Q1 2023 206 $2.72B +$176M -$112M +$64.2M EFA, MSFT, AAPL, VB, VEA 13F-HR 4/28/2023, 09:51 AM
Q4 2022 212 $2.5B +$181M -$175M +$5.84M EFA, MSFT, AAPL, VB, IJH 13F-HR 1/27/2023, 10:52 AM
Q3 2022 200 $2.33B +$164M -$64.1M +$99.5M EFA, AAPL, MSFT, VB, VWO 13F-HR 11/9/2022, 04:28 PM
Q2 2022 202 $2.43B +$191M -$150M +$41.4M EFA, MSFT, AAPL, VB, VWO 13F-HR 8/1/2022, 01:26 PM
Q1 2022 214 $2.87B +$192M -$186M +$6.31M EFA, MSFT, AAPL, VB, AMZN 13F-HR 5/9/2022, 04:18 PM
Q4 2021 221 $3.08B +$179M -$71.1M +$108M EFA, MSFT, AAPL, VB, AMZN 13F-HR 2/8/2022, 04:07 PM
Q3 2021 207 $2.75B $0 $0 EFA, MSFT, AAPL, VB, AMZN 13F-HR 11/29/2021, 11:27 AM