Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BADGLEY, PHELPS AND BELL, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 30, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES (464287465)
|
1,327,645 |
$87,266k |
|
MICROSOFT CORP (594918104)
|
379,179 |
$50,795k |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
1,181,249 |
$49,270k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
229,435 |
$44,570k |
|
Amazon.com Inc (023135106)
|
23,513 |
$44,525k |
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
902,995 |
$38,404k |
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
239,131 |
$37,462k |
|
VISA INC COM CL A (92826C839)
|
180,086 |
$31,254k |
|
Apple Inc (037833100)
|
156,712 |
$31,016k |
|
JPMORGAN CHASE & CO (46625H100)
|
240,172 |
$26,851k |
|
Berkshire Hathaway, Inc. (084670702)
|
120,944 |
$25,782k |
|
JOHNSON & JOHNSON (478160104)
|
169,979 |
$23,675k |
|
Boeing Co/The (097023105)
|
58,905 |
$21,442k |
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
105,385 |
$21,169k |
|
COSTCO WHSL CORP (22160K105)
|
79,760 |
$21,077k |
|
ISHARES TR RUS MID CAP ETF (464287499)
|
369,180 |
$20,626k |
|
DANAHER CORP (235851102)
|
143,536 |
$20,514k |
|
CISCO SYSTEMS INC (17275R102)
|
371,649 |
$20,340k |
|
Facebook Inc (30303M102)
|
104,393 |
$20,148k |
|
NEXTERA ENERGY INC (65339F101)
|
97,267 |
$19,926k |
|
PROCTER & GAMBLE CO (742718109)
|
178,018 |
$19,520k |
|
DISNEY WALT CO (254687106)
|
137,271 |
$19,169k |
|
ECOLAB INC (278865100)
|
97,032 |
$19,158k |
|
PayPal Holdings Inc (70450Y103)
|
166,516 |
$19,059k |
|
FIDELITY NATL INFO (31620M106)
|
150,809 |
$18,501k |
|
HOME DEPOT INC (437076102)
|
86,198 |
$17,927k |
|
PFIZER INC (717081103)
|
410,496 |
$17,783k |
|
Thermo Fisher Scientific Inc (883556102)
|
60,549 |
$17,782k |
|
Netflix Inc (64110L106)
|
48,278 |
$17,733k |
|
ISHARES (464287630)
|
146,072 |
$17,602k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
121,684 |
$17,351k |
|
MCDONALDS CORP (580135101)
|
82,260 |
$17,082k |
|
salesforce.com Inc (79466L302)
|
107,932 |
$16,377k |
|
MEDTRONIC PLC (G5960L103)
|
168,038 |
$16,365k |
|
UNION PAC CORP (907818108)
|
93,834 |
$15,868k |
|
MARSH & MCLENNAN COS (571748102)
|
156,217 |
$15,583k |
|
HONEYWELL INTL INC (438516106)
|
88,313 |
$15,419k |
|
PROLOGIS INC (74340W103)
|
189,693 |
$15,194k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
116,626 |
$14,837k |
|
UNITEDHEALTH GRP INC (91324P102)
|
59,507 |
$14,520k |
|
FORTIVE CORPORATION (34959J108)
|
177,551 |
$14,474k |
|
AMGEN INC (031162100)
|
75,183 |
$13,855k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
87,908 |
$13,832k |
|
ALPHABET INC (02079K305)
|
12,606 |
$13,650k |
|
VERIZON COMMUNICATIONS (92343V104)
|
237,639 |
$13,576k |
|
Chevron Corp (166764100)
|
108,789 |
$13,538k |
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
102,568 |
$13,096k |
|
AMERICAN TOWER CORP NEW (03027X100)
|
62,342 |
$12,746k |
|
JP MORGAN EXCHANGE TRADED FD (46641Q209)
|
231,617 |
$12,614k |
|
LILLY ELI & CO (532457108)
|
113,663 |
$12,593k |
|
WALMART INC COM (931142103)
|
112,504 |
$12,431k |
|
Alphabet Inc (02079K107)
|
11,490 |
$12,420k |
|
Bank of America Corp. (060505104)
|
424,460 |
$12,309k |
|
SERVICENOW INC (81762P102)
|
44,544 |
$12,230k |
|
WEC ENERGY GROUP INC COM (92939U106)
|
144,505 |
$12,047k |
|
ISHARES (464287887)
|
65,874 |
$12,021k |
|
PEPSICO INC (713448108)
|
89,520 |
$11,739k |
|
MONDELEZ INTL INC (609207105)
|
214,603 |
$11,567k |
|
STRYKER CORP (863667101)
|
56,127 |
$11,539k |
|
CONSTELLATION BRANDS (21036P108)
|
58,078 |
$11,438k |
|
MARRIOTT INTL INC (571903202)
|
78,965 |
$11,078k |
|
ISHARES (464286665)
|
232,135 |
$10,964k |
|
Booking Holdings, Inc. (09857L108)
|
5,675 |
$10,639k |
|
EQUINIX INC (29444U700)
|
21,008 |
$10,594k |
|
WASTE MGMT INC DEL (94106L109)
|
91,180 |
$10,519k |
|
EOG Resources Inc (26875P101)
|
111,818 |
$10,417k |
|
GOLDMAN SACHS ETF TR (381430206)
|
303,027 |
$9,960k |
|
FIRST REPUBLIC BANK (33616C100)
|
96,266 |
$9,400k |
|
BROADCOM INC (11135F101)
|
32,404 |
$9,328k |
|
ESTEE LAUDER CO (518439104)
|
50,695 |
$9,283k |
|
PROGRESSIVE CORP (743315103)
|
114,648 |
$9,164k |
|
BB&T CORPORATION (054937107)
|
183,464 |
$9,014k |
|
DIGITAL RLTY TR INC (253868103)
|
75,165 |
$8,854k |
|
COSTAR GROUP INC (22160N109)
|
15,502 |
$8,589k |
|
ALIBABA GROUP HLDG LTD (01609W102)
|
47,743 |
$8,090k |
|
ADOBE INC (00724F101)
|
27,453 |
$8,089k |
|
MORGAN STANLEY (617446448)
|
181,751 |
$7,963k |
|
Exxon Mobil Corp (30231G102)
|
98,652 |
$7,560k |
|
SHERWIN WILLIAMS CO (824348106)
|
16,261 |
$7,452k |
|
PALO ALTO NETWORKS (697435105)
|
36,240 |
$7,384k |
|
LAM RESEARCH CORP (512807108)
|
38,207 |
$7,177k |
|
RAYTHEON (755111507)
|
36,605 |
$6,365k |
|
Valero Energy Corp (91913Y100)
|
71,446 |
$6,116k |
|
UNITED TECHNOLOGIES (913017109)
|
46,689 |
$6,079k |
|
DXC TECHNOLOGY CO (23355L106)
|
100,867 |
$5,563k |
|
HEALTHEQUITY INC COM (42226A107)
|
82,394 |
$5,389k |
|
Dow Inc (260557103)
|
109,112 |
$5,380k |
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
31,603 |
$4,914k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
29,574 |
$4,814k |
|
Schlumberger Ltd (806857108)
|
120,306 |
$4,781k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
12,644 |
$4,484k |
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
74,714 |
$3,810k |
|
ISHARES (464288612)
|
33,829 |
$3,798k |
|
STARBUCKS CORP (855244109)
|
38,331 |
$3,213k |
|
SYSCO CORP (871829107)
|
32,299 |
$2,284k |
|
ADP (053015103)
|
12,267 |
$2,028k |
|
Array Biopharma Inc (04269X105)
|
34,500 |
$1,598k |
|
INTEL CORP (458140100)
|
33,044 |
$1,582k |
|
ISHARES TR (464288240)
|
31,788 |
$1,486k |
|
US BANCORP DEL (902973304)
|
25,787 |
$1,351k |
|
ABBVIE INC (00287Y109)
|
17,210 |
$1,252k |
|
ABBOTT LABS (002824100)
|
14,766 |
$1,242k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
13,078 |
$1,166k |
|
3M CO (88579Y101)
|
6,025 |
$1,044k |
|
NESTLE S A (641069406)
|
9,080 |
$939k |
|
COLGATE PALMOLIVE CO (194162103)
|
12,996 |
$931k |
|
EPAM SYS INC COM USD0.001 (29414B104)
|
5,300 |
$917k |
|
PACCAR INC (693718108)
|
12,318 |
$883k |
|
COCA-COLA CO (191216100)
|
17,263 |
$879k |
|
CELGENE CORP (151020104)
|
9,055 |
$837k |
|
NAVISTAR INTL CORP COM (63934E108)
|
23,300 |
$803k |
|
UNIVERSAL DISPLAY CP (91347P105)
|
4,000 |
$752k |
|
BERKSHIRE HATHAWAY (084670108)
|
2 |
$742k |
|
VANGUARD STAR FD VG TL INTL STK F (921909768)
|
12,737 |
$672k |
|
ACCENTURE PLC IRELAND (G1151C101)
|
3,608 |
$667k |
|
MERCK & CO INC (58933Y105)
|
7,891 |
$662k |
|
SPDR SERIES TRUST (78464A474)
|
21,446 |
$660k |
|
SCHWEITZER-MAUDUIT INTL INC (808541106)
|
19,000 |
$630k |
|
ROPER TECHNOLOGIES (776696106)
|
1,715 |
$628k |
|
AVANOS MEDICAL INC (05350V106)
|
14,400 |
$628k |
|
ISHARES TR (464287176)
|
5,435 |
$628k |
|
NOVO-NORDISK AS (670100205)
|
11,806 |
$603k |
|
ACTIVISION BLIZZARD INC (00507V109)
|
12,498 |
$590k |
|
Vertex Pharmaceuticals Inc (92532F100)
|
3,160 |
$579k |
|
UNITED PARCEL SERVIC (911312106)
|
5,465 |
$564k |
|
SCHWAB STRATEGIC TR (808524805)
|
15,936 |
$511k |
|
Amcor Limited - Spons ADR (02341r302)
|
43,860 |
$504k |
|
AABA (021346101)
|
6,750 |
$468k |
|
Incyte Corp (45337C102)
|
5,400 |
$459k |
|
GILEAD SCIENCES INC (375558103)
|
6,651 |
$449k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
4,018 |
$447k |
|
BECTON DICKINSON (075887109)
|
1,773 |
$447k |
|
NOVARTIS AG (66987V109)
|
4,347 |
$397k |
|
GENERAL MILLS INC (370334104)
|
7,202 |
$378k |
|
EMERSON ELEC CO (291011104)
|
5,617 |
$375k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
4,482 |
$373k |
|
COMCAST CORP (20030N101)
|
8,318 |
$352k |
|
ISHARES TR (464288588)
|
3,270 |
$352k |
|
CVS HEALTH CORP (126650100)
|
6,062 |
$330k |
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
1,993 |
$326k |
|
CLOROX CO (189054109)
|
2,070 |
$317k |
|
PAYCHEX INC (704326107)
|
3,629 |
$299k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,696 |
$299k |
|
NOBLE ENERGY INC (655044105)
|
13,170 |
$295k |
|
BlackRock, Inc. (09247X101)
|
613 |
$288k |
|
AT&T INC (00206R102)
|
8,561 |
$287k |
|
First Trust Small Cap Core Alp (33734Y109)
|
4,667 |
$287k |
|
PHILIP MORRIS INTL (718172109)
|
3,648 |
$286k |
|
AFLAC INC (001055102)
|
5,120 |
$281k |
|
SEATTLE GENETICS INC (812578102)
|
4,050 |
$280k |
|
CORNING INCORPORATED (219350105)
|
8,435 |
$280k |
|
INVESCO EXCHNG TRADED FD TR (46138E727)
|
12,566 |
$271k |
|
ORACLE CORP (68389X105)
|
4,615 |
$263k |
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
1,563 |
$261k |
|
LOWES CO (548661107)
|
2,577 |
$260k |
|
MASTERCARD INC (57636Q104)
|
976 |
$258k |
|
TEXAS INSTRUMENTS (882508104)
|
2,235 |
$256k |
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
8,576 |
$237k |
|
EXELIXIS INC (30161Q104)
|
11,000 |
$235k |
|
QUALCOMM INC (747525103)
|
3,073 |
$234k |
|
Schwab Aggregate Bond ETF (SCH (808524839)
|
4,412 |
$234k |
|
ISHARES TR (464288406)
|
1,460 |
$230k |
|
VANGUARD INDEX FDS (922908652)
|
1,941 |
$230k |
|
ROCHE HLDGS LTD SPONSORED ADR (771195104)
|
6,400 |
$225k |
|
Banner Corp (06652V208)
|
4,131 |
$224k |
|
FISERV INC (337738108)
|
2,400 |
$219k |
|
ALTRIA GROUP INC (02209S103)
|
4,506 |
$213k |
|
Caterpillar Inc (149123101)
|
1,563 |
$213k |
|
ASSOCIATED BANC CORP (045487105)
|
10,000 |
$211k |
|
COGNIZANT TECH SOLNS (192446102)
|
3,264 |
$207k |
|
Trilogy International Partners (89621t108)
|
10,000 |
$25k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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