News + Filings Holdings
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Badgley Phelps Wealth Managers, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SPDR SERIES TRUST
| ONEK | Common | 539,213 | 539,213 | 25,963,106,000 | 25,963,106,000 | 0.96 | |
Hist
| 03/31/2023 |
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LINDE PLC
| LIN | SHS | 55,706 | 55,706 | 19,800,141,000 | 19,800,141,000 | 0.73 | 0.01 |
Hist
| 03/31/2023 |
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Chubb Ltd
| CB | COM | 69,342 | 69,342 | 13,464,830,000 | 13,464,830,000 | 0.50 | 0.02 |
Hist
| 03/31/2023 |
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VANGUARD STAR FUNDS
| VXUS | Common | 170,895 | 170,895 | 9,435,119,000 | 9,435,119,000 | 0.35 | |
Hist
| 03/31/2023 |
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O REILLY AUTOMOTIVE INC
| ORLY | COM | 9,000 | 9,000 | 7,640,820,000 | 7,640,820,000 | 0.28 | 0.01 |
Hist
| 03/31/2023 |
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Marvell Technology, Inc.
| MRVL | COMMON STOCK | 119,913 | 119,913 | 5,192,233,000 | 5,192,233,000 | 0.19 | 0.01 |
Hist
| 03/31/2023 |
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Air Products & Chemicals, Inc.
| APD | Common | 1,284 | 1,284 | 368,778,000 | 368,778,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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SPDR GOLD TRUST
| GLD | COM | 1,898 | 1,898 | 347,752,000 | 347,752,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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AMERICAN EXPRESS CO
| AXP | Common | 1,675 | 1,675 | 276,291,000 | 276,291,000 | 0.01 | |
Hist
| 03/31/2023 |
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iSHARES TRUST
| IEFA | Common | 3,777 | 3,777 | 252,492,000 | 252,492,000 | 0.01 | |
Hist
| 03/31/2023 |
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Autodesk, Inc.
| ADSK | Common | 1,032 | 1,032 | 214,821,000 | 214,821,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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FORD MOTOR CO
| F | Common | 16,921 | 16,921 | 213,206,000 | 213,206,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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Shell plc
| SHEL | ADR | 3,494 | 3,494 | 201,045,000 | 201,045,000 | 0.01 | 0.00 |
Hist
| 03/31/2023 |
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