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 |
|---|---|---|---|---|---|---|---|---|---|
| RTX CORPORATION | COM | 151 | $1,419,647 | 14,556 | 0.00 | 0.00 | -1,597 | -9.89 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 152 | $1,409,381 | 8,654 | 0.00 | 0.00 | -1,721 | -16.59 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 153 | $1,386,390 | 25,565 | 0.00 | 0.00 | -4,366 | -14.59 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 154 | $1,355,208 | 27,522 | 0.00 | 0.00 | 381 | 1.40 | 03-31-2024 |
