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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Badgley Phelps Wealth Managers, LLC

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001895362-25-000004

Total Value
$4.14B
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (299)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT645,237$242.2M5.85%
2ISHARES TR4642874652,234,468$182.6M4.41%
3APPLE INCAAPL814,440$180.9M4.37%
4NVIDIA CORPORATIONNVDA1,275,380$138.2M3.34%
5VANGUARD INDEX FDS922908751541,667$120.1M2.90%
6AMAZON COM INCAMZN608,344$115.7M2.79%
7ISHARES TR4642875071,641,452$95.8M2.31%
8VANGUARD INTL EQUITY INDEX F9220428582,102,362$95.2M2.30%
9VANGUARD TAX-MANAGED FDS9219438581,836,739$93.4M2.25%
10COSTCO WHSL CORP NEW22160K10591,973$87.0M2.10%
11BERKSHIRE HATHAWAY INC DELBRK-A158,614$84.5M2.04%
12JPMORGAN CHASE & CO.VYLD299,541$73.5M1.77%
13ELI LILLY & COLLY87,147$72.0M1.74%
14VISA INCV200,688$70.3M1.70%
15VANGUARD SCOTTSDALE FDS92206C7061,099,429$65.3M1.58%
16META PLATFORMS INCMETA110,761$63.8M1.54%
17COLUMBIA SPORTSWEAR COCOLM768,830$58.2M1.40%
18ISHARES TR464287630360,059$54.4M1.31%
19ISHARES TR464287499635,070$54.0M1.30%
20ISHARES TR464287648208,771$53.3M1.29%
21ALPHABET INCGOOG299,342$46.8M1.13%
22ISHARES TR464287598245,700$46.2M1.12%
23ALPHABET INCGOOG292,179$45.2M1.09%
24SPDR SER TR78464A854671,252$44.1M1.07%
25VANGUARD INDEX FDS922908637164,142$42.2M1.02%
26VANGUARD BD INDEX FDS921937819545,884$41.8M1.01%
27J P MORGAN EXCHANGE TRADED F46641Q837817,627$41.4M1.00%
28SERVICENOW INCNOW49,587$39.5M0.95%
29ISHARES TR464287614107,728$38.9M0.94%
30PROCTER AND GAMBLE CO742718109210,227$35.8M0.86%
31WALMART INCWMT398,569$35.1M0.85%
32MORGAN STANLEYMS-PQ288,810$33.7M0.81%
33MARSH & MCLENNAN COS INC571748102134,316$32.8M0.79%
34SALESFORCE INCCRM121,013$32.5M0.78%
35LINDE PLCLIN68,532$31.9M0.77%
36BANK AMERICA CORP060505104747,731$31.2M0.75%
37BOOKING HOLDINGS INCBKNG6,561$30.2M0.73%
38VANGUARD SCOTTSDALE FDS92206C870362,183$29.6M0.71%
39CISCO SYS INCCSCO478,264$29.5M0.71%
40PALO ALTO NETWORKS INCPANW169,746$29.0M0.70%
41HOME DEPOT INCHD75,935$27.8M0.67%
42ISHARES TR464287481232,384$27.3M0.66%
43J P MORGAN EXCHANGE TRADED F46641Q332460,328$26.3M0.63%
44UNITEDHEALTH GROUP INCUNH49,019$25.7M0.62%
45PROLOGIS INC.PLDGP210,756$23.6M0.57%
46COCA COLA COKO321,093$23.2M0.56%
47UNION PAC CORPUNP97,834$23.1M0.56%
48CHUBB LIMITEDCB73,958$22.4M0.54%
49NISOURCE INCNI555,835$22.3M0.54%
50CATERPILLAR INCCAT67,532$22.3M0.54%
51CHEVRON CORP NEWCVX131,524$22.0M0.53%
52EOG RES INCEOG170,710$21.9M0.53%
53MONDELEZ INTL INC609207105314,202$21.5M0.52%
54ISHARES TR464287473163,875$20.6M0.50%
55PARKER-HANNIFIN CORPPH33,536$20.4M0.49%
56MEDTRONIC PLCMDT222,174$20.1M0.49%
57THERMO FISHER SCIENTIFIC INCTMO40,221$20.0M0.48%
58DANAHER CORPORATION23585110297,366$20.0M0.48%
59HONEYWELL INTL INC43851610693,602$19.8M0.48%
60OREILLY AUTOMOTIVE INC67103H10713,785$19.7M0.48%
61JOHNSON & JOHNSONJNJ118,061$19.6M0.47%
62KKR & CO INCKKRT167,705$19.4M0.47%
63MCKESSON CORPMCK28,752$19.4M0.47%
64VALERO ENERGY CORPVLO145,755$19.2M0.46%
65ORACLE CORPORCL-PD133,477$18.7M0.45%
66EQUINIX INCEQIX22,536$18.4M0.44%
67PEPSICO INCPEP120,261$18.0M0.44%
68ADOBE INCADBE46,616$17.9M0.43%
69STRYKER CORPORATIONSYK46,331$17.3M0.42%
70BARCLAYS BANK PLCVXZ470,666$16.6M0.40%
71MCDONALDS CORPMCD53,182$16.6M0.40%
72LAM RESEARCH CORPLRCX221,426$16.1M0.39%
73ISHARES TR46428762252,063$16.0M0.39%
74SHERWIN WILLIAMS COSHW45,108$15.8M0.38%
75NEXTERA ENERGY INCNEE-PW219,842$15.6M0.38%
76PACCAR INCPCAR159,479$15.5M0.37%
77ECOLAB INCECL60,692$15.4M0.37%
78TESLA INCTSLA59,003$15.3M0.37%
79UNITED PARCEL SERVICE INCUPS131,551$14.5M0.35%
80COSTAR GROUP INCCSGP178,936$14.2M0.34%
81AMERICAN TOWER CORP NEW03027X10065,031$14.2M0.34%
82ACCENTURE PLC IRELANDACN45,281$14.1M0.34%
83DISNEY WALT CO254687106139,820$13.8M0.33%
84GILEAD SCIENCES INCGILD122,656$13.7M0.33%
85VANGUARD INTL EQUITY INDEX F922042775217,265$13.2M0.32%
86TJX COS INC NEW872540109102,650$12.5M0.30%
87VANGUARD INDEX FDS92290876944,215$12.2M0.29%
88GE AEROSPACE36960430160,298$12.1M0.29%
89APPLIED MATLS INC03822210582,255$11.9M0.29%
90FISERV INCFISV53,889$11.9M0.29%
91MERCK & CO INCMRK130,575$11.8M0.29%
92J P MORGAN EXCHANGE TRADED F46641Q233242,666$11.8M0.29%
93EXXON MOBIL CORPXOM98,728$11.7M0.28%
94EATON CORP PLCETN43,047$11.7M0.28%
95CINTAS CORPCTAS56,694$11.7M0.28%
96COGNIZANT TECHNOLOGY SOLUTIOCTSH150,892$11.5M0.28%
97T-MOBILE US INCTMUSZ43,033$11.5M0.28%
98ZOETIS INCZTS69,247$11.4M0.28%
99UNITED RENTALS INCURI18,188$11.4M0.28%
100SYNOPSYS INCSNPS26,574$11.4M0.28%
101JACOBS SOLUTIONS INCJ93,800$11.3M0.27%
102SPDR S&P 500 ETF TRSPY19,725$11.1M0.27%
103NETFLIX INCNFLX11,491$10.7M0.26%
104L3HARRIS TECHNOLOGIES INCLHX51,107$10.7M0.26%
105ISHARES TR46428861299,123$10.5M0.25%
106BOSTON SCIENTIFIC CORPBSX102,572$10.3M0.25%
107INVESCO EXCHANGE TRADED FD TIVZ59,310$10.3M0.25%
108CHIPOTLE MEXICAN GRILL INCCMG202,595$10.2M0.25%
109PUBLIC SVC ENTERPRISE GRP IN744573106114,645$9.4M0.23%
110CROWN HLDGS INCCCK102,129$9.1M0.22%
111BROADCOM INCAVGO52,626$8.8M0.21%
112MARVELL TECHNOLOGY INCMRVL136,535$8.4M0.20%
113METLIFE INCMET-PF103,872$8.3M0.20%
114BERKSHIRE HATHAWAY INC DELBRK-A10$8.0M0.19%
115GE HEALTHCARE TECHNOLOGIES IGEHC98,573$8.0M0.19%
116ISHARES TR46428765535,858$7.2M0.17%
117TEXAS INSTRS INC88250810438,693$7.0M0.17%
118LENNAR CORPLEN-B59,266$6.8M0.16%
119INTERNATIONAL BUSINESS MACHSINTR27,243$6.8M0.16%
120AMGEN INCAMGN19,928$6.2M0.15%
121ISHARES TR46428720010,524$5.9M0.14%
122REGENERON PHARMACEUTICALSREGN8,861$5.6M0.14%
123STARBUCKS CORPSBUX54,990$5.4M0.13%
124SPDR SER TR78464A474171,324$5.2M0.12%
125SPDR S&P MIDCAP 400 ETF TRMDY9,576$5.1M0.12%
126REMITLY GLOBAL INCRELY215,900$4.5M0.11%
127VERTIV HOLDINGS COVRT61,200$4.4M0.11%
128SYSCO CORPSYY51,549$3.9M0.09%
129SPDR SER TR78464A76327,762$3.8M0.09%
130VANGUARD INDEX FDS92290862913,724$3.5M0.09%
131TD SYNNEX CORPORATIONSNX33,600$3.5M0.08%
132NIKE INCNKE53,284$3.4M0.08%
133LOWES COS INC54866110714,220$3.3M0.08%
134COPART INCCPRT56,020$3.2M0.08%
135ISHARES TR46428780430,040$3.1M0.08%
136ABBVIE INCABBV14,879$3.1M0.08%
137ISHARES TR46428715025,498$3.1M0.08%
138AMERICAN EXPRESS COAXP11,414$3.1M0.07%
139SELECT SECTOR SPDR TR81369Y20919,730$2.9M0.07%
140DEERE & CODE5,992$2.8M0.07%
141SCHWAB STRATEGIC TR808524706100,632$2.8M0.07%
142QUALCOMM INCQCOM16,842$2.6M0.06%
143AUTOMATIC DATA PROCESSING INADP8,277$2.5M0.06%
144ISHARES TR46428824044,672$2.5M0.06%
145INVESCO QQQ TRIVZ4,984$2.3M0.06%
146VANGUARD SCOTTSDALE FDS92206C71427,099$2.2M0.05%
147ABBOTT LABSABLZF16,516$2.2M0.05%
148COLGATE PALMOLIVE COCL22,435$2.1M0.05%
149BOEING COBA-PA12,079$2.1M0.05%
150RTX CORPORATIONRTX15,546$2.1M0.05%
151OMEROS CORPOMER245,734$2.0M0.05%
152VANGUARD SCOTTSDALE FDS92206C68021,446$2.0M0.05%
153ISHARES TR4642876896,104$1.9M0.05%
154VANGUARD STAR FDS92190976828,479$1.8M0.04%
155PAYCHEX INCPAYX11,414$1.8M0.04%
156VANGUARD INDEX FDS9229083633,339$1.7M0.04%
157ADVANCED MICRO DEVICES INCAMD15,798$1.6M0.04%
158JOHNSON CTLS INTL PLCG5150210519,631$1.6M0.04%
159PFIZER INCPFE59,955$1.5M0.04%
160KIMBERLY-CLARK CORPKMB10,581$1.5M0.04%
161PHILIP MORRIS INTL INC7181721099,155$1.5M0.04%
162BRISTOL-MYERS SQUIBB COCELG-RI23,893$1.5M0.04%
163BLACKROCK INCBLK1,488$1.4M0.03%
164MASTERCARD INCORPORATEDMA2,525$1.4M0.03%
165SCHWAB STRATEGIC TR80852420159,661$1.3M0.03%
166VANGUARD INDEX FDS9229087447,616$1.3M0.03%
167SCHWAB STRATEGIC TR80852460754,220$1.3M0.03%
168EMERSON ELEC COEMR10,351$1.1M0.03%
169VANGUARD WHITEHALL FDS9219464068,753$1.1M0.03%
170VERIZON COMMUNICATIONS INCVZ24,146$1.1M0.03%
171BEAZER HOMES USA INCBZH53,068$1.1M0.03%
172CONSTELLATION BRANDS INCSTZ5,771$1.1M0.03%
173WAFD INCWAFDP36,805$1.1M0.03%
174TRUIST FINL CORP89832Q10925,109$1.0M0.02%
175SELECT SECTOR SPDR TR81369Y8034,929$1.0M0.02%
176ISHARES TR46428722610,104$999,5280.02%
177ALTRIA GROUP INCMO15,161$925,4190.02%
178WABTEC9297401085,067$918,9010.02%
179VERTEX PHARMACEUTICALS INCVRTX1,865$904,1900.02%
180CVS HEALTH CORPCVS12,778$865,7310.02%
181SPDR GOLD TRGLD2,974$856,9290.02%
182VANGUARD INDEX FDS9229087362,302$853,7010.02%
183SCHWAB STRATEGIC TR80852430033,242$832,3870.02%
184BALL CORPBALL15,875$826,6120.02%
185RPM INTL INC7496851036,870$794,7220.02%
186VANGUARD SPECIALIZED FUNDS9219088443,996$775,0960.02%
187ISHARES TR4642873098,205$761,6710.02%
188SCHWAB STRATEGIC TR80852480538,503$761,5960.02%
189SCHWAB STRATEGIC TR80852479726,944$753,3630.02%
190F5 INCFFIV2,801$745,8230.02%
191EPAM SYS INCEPAM4,415$745,4290.02%
192ISHARES TR4642878465,436$739,8400.02%
193FERRARI N VRACE1,652$706,8580.02%
194US BANCORP DELUSB-PS16,314$696,9350.02%
195VANGUARD WORLD FD92204A7021,267$687,3730.02%
196MICRON TECHNOLOGY INCMU7,693$669,2940.02%
197SCHWAB CHARLES CORPSCHW-PJ8,333$652,3400.02%
198MILLROSE PPTYS INC60113710224,556$650,9800.02%
199INTEL CORPINTC27,945$634,6370.02%
200ENTERPRISE PRODS PARTNERS L29379210718,348$626,4010.02%
201IRON MTN INC DEL46284V1017,270$625,5110.02%
202WASTE MGMT INC DEL94106L1092,666$617,1760.01%
203DOLLAR GEN CORP NEW2566771056,904$607,0690.01%
204ISHARES TR46434V7389,285$558,4930.01%
205GENERAL MTRS CO37045V10011,702$550,3460.01%
206HUMANA INCHUM2,074$548,8600.01%
207OCCIDENTAL PETE CORP67459910511,052$548,1600.01%
208ISHARES TR4642886614,629$546,8470.01%
209ISHARES GOLD TRIAU9,238$544,6730.01%
210SPROTT PHYSICAL GOLD TRSII21,625$520,2980.01%
211WEC ENERGY GROUP INCWEC4,696$511,7710.01%
212NERDWALLET INCNRDS56,278$509,3160.01%
213APTIV PLCAPTV8,199$487,8410.01%
214SPDR SER TR78464A8057,110$483,5520.01%
215SCHWAB STRATEGIC TR80852483920,527$475,4060.01%
216FERGUSON ENTERPRISES INCFERG2,935$472,7120.01%
217DIMENSIONAL ETF TRUST25434V72411,204$461,7170.01%
218WEYERHAEUSER CO MTN BEWY15,690$459,4000.01%
219WELLTOWER INCWELL2,972$455,3410.01%
220AIR PRODS & CHEMS INCAIIR1,530$451,2280.01%
221LOCKHEED MARTIN CORPLMT1,007$449,8370.01%
222GOLDMAN SACHS GROUP INCGSCE794$433,8540.01%
223ISHARES TR4642884144,039$425,8730.01%
224AFLAC INCAFL3,811$423,7460.01%
225LAUDER ESTEE COS INC5184391046,415$423,3900.01%
226WILLIAMS COS INC9694571006,929$414,0780.01%
227DIMENSIONAL ETF TRUST25434V4016,705$405,5190.01%
228ACUITY INCAYI1,514$398,7370.01%
229GLOBAL X FDS37954Y3437,437$395,8720.01%
230AUTOZONE INCAZO103$392,7170.01%
231ISHARES TR46432F3392,284$390,3130.01%
232GENERAL DYNAMICS CORPGD1,410$384,3380.01%
233DIMENSIONAL ETF TRUST25434V83111,512$381,5080.01%
234AMERICAN CENTY ETF TR0250728774,368$380,7590.01%
235SELECT SECTOR SPDR TR81369Y5064,050$378,4730.01%
236GENERAL MLS INC3703341046,232$372,6360.01%
237BECTON DICKINSON & COBDX1,620$371,1270.01%
238HERITAGE FINL CORP WASH42722X10615,227$370,4730.01%
239VANGUARD INDEX FDS9229085534,014$363,4280.01%
2403M COMMM2,460$361,2760.01%
241MARRIOTT INTL INC NEW5719032021,471$350,3930.01%
242SPDR SER TR78468R7887,911$350,1410.01%
243TAIWAN SEMICONDUCTOR MFG LTD8740391002,083$347,1900.01%
244MANHATTAN ASSOCIATES INCMANH1,999$345,9070.01%
245KINDER MORGAN INC DELEP-PC11,676$333,1170.01%
246SPDR DOW JONES INDL AVERAGE78467X109790$332,3380.01%
247INTUITIVE SURGICAL INCISRG663$328,3650.01%
248SPDR SER TR78468R7217,193$324,1890.01%
249DIGITAL RLTY TR INC2538681032,251$322,5460.01%
250ISHARES TR46428844810,087$312,8990.01%
251COMCAST CORP NEWCCZ8,478$312,8230.01%
252NORDSTROM INC65566410012,614$308,4130.01%
253ISHARES TR4642877625,026$306,0340.01%
254VANGUARD INDEX FDS9229086521,775$305,7220.01%
255CENCORA INCCOR1,085$301,6310.01%
256ISHARES TR4642871762,715$301,5720.01%
257FIDELITY COVINGTON TRUST3160928735,316$299,0790.01%
258NORTHROP GRUMMAN CORPNOC584$299,0140.01%
259CLOROX CO DELCLX2,009$295,8520.01%
260NOVO-NORDISK A SNONOF4,187$295,5300.01%
261SCHWAB STRATEGIC TR80852486211,955$290,9850.01%
262ISHARES TR4642871011,049$284,1010.01%
263PAYPAL HLDGS INCPYPL4,298$280,4450.01%
264ISHARES TR46434V8605,522$279,7450.01%
265SPROTT PHYSICAL SILVER TRSII23,400$271,4400.01%
266SAP SESAPGF997$267,6350.01%
267ZILLOW GROUP INCZ3,997$267,2400.01%
268BANNER CORPBANR4,175$266,2400.01%
269SCHWAB STRATEGIC TR80852410212,345$265,7850.01%
270TRANE TECHNOLOGIES PLCTT785$264,4830.01%
271SIMON PPTY GROUP INC NEW8288061091,584$263,0710.01%
272ISHARES TR4642872913,380$255,9750.01%
273ISHARES TR46429B6972,700$252,8820.01%
274KROGER COKR3,677$248,8970.01%
275UBER TECHNOLOGIES INCUBER3,374$245,8300.01%
276VERALTO CORPVLTO2,518$245,6570.01%
277SOUTHERN COSOMN2,611$240,0560.01%
278ZILLOW GROUP INCZ3,483$238,7950.01%
279CSX CORPCSX7,966$234,4480.01%
280AT&T INCT-PC8,123$229,7270.01%
281ISHARES TR4642874402,395$228,4120.01%
282WISDOMTREE TRWT4,464$221,0580.01%
283ISHARES TR46432F8422,920$220,9030.01%
284INVESCO EXCHANGE TRADED FD TIVZ5,745$217,5090.01%
285CME GROUP INCCME819$217,2730.01%
286SPDR SER TR78464A1021,130$216,7460.01%
287ROCKET LAB USA INCRKLB12,000$214,5600.01%
288S&P GLOBAL INCSPGI419$212,8940.01%
289PROGRESSIVE CORP743315103738$208,8620.01%
290TIMBERLAND BANCORP INCTSBK6,866$207,0100.00%
291WILLIAMS SONOMA INCWSM1,306$206,4790.00%
292DECKERS OUTDOOR CORPDECK1,830$204,6130.00%
293VANGUARD WORLD FD9219107332,072$202,9530.00%
294INVESCO EXCHANGE TRADED FD TIVZ4,610$202,0570.00%
295RIVERVIEW BANCORP INCRVSB23,533$132,9620.00%
296EATON VANCE TAX-MANAGED GLOBETN10,896$88,6940.00%
297WIPRO LTDWIT12,000$36,7200.00%
298NAUTILUS BIOTECHNOLOGY INCNAUT30,000$25,8300.00%
299ONCOLYTICS BIOTECH INCONCY40,000$22,0000.00%