Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BADGLEY PHELPS WEALTH MANAGERS LLC | 05-15-2024 | 03-31-2024 | 376 | 3,997,530,395 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US AGGREGATE B | 201 | $435,340 | 9,464 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL X FDS | GLBL X MLP ETF | 202 | $425,542 | 8,825 | 0.00 | 0.00 | -492 | -5.28 | 03-31-2024 |
| TJX COS INC NEW | COM | 203 | $424,238 | 4,183 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 204 | $399,489 | 2,092 | 0.00 | 0.00 | -25 | -1.18 | 03-31-2024 |
