Bordeaux Wealth Advisors LLC Purchases and Sells in Q2 2025

Bordeaux Wealth Advisors LLC

$777 Million
Q2 2025

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	973K + 93.7%	$94.31 - $157.99 $91.8M - $154M	2.01M $318M
META	8.2K + 67.39%	$484.66 - $738.09 $3.97M - $6.05M	20.4K $15M
MSFT	1.63K + 2.82%	$354.56 - $497.45 $579K - $812K	59.5K $29.6M
ORCL	12.2K + 171.39%	$122.82 - $218.63 $1.49M - $2.66M	19.3K $4.21M
VEA	18.2K + 6.61%	$45.65 - $57.01 $829K - $1.03M	293K $16.7M
VGT	185 + 1.06%	$470.37 - $663.28 $87K - $123K	17.7K $11.8M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OTEX	18.4K New	$23.04 - $29.2 $423K - $536K	18.4K $536K
QQQM	2.02K New	$171.4 - $227.1 $346K - $458K	2.02K $457K
VTEB	8.35K New	$48.13 - $49.85 $402K - $416K	8.35K $409K
SCHF	17.4K New	$17.76 - $22.1 $308K - $384K	17.4K $383K
INTU	435 New	$544.07 - $787.63 $237K - $343K	435 $342K
NFLX	234 New	$855.86 - $1339.13 $200K - $313K	234 $313K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	-28.3K - 76.5%	$221.86 - $362.89 $6.27M - $10.3M	8.68K $2.76M
AAPL	-8.15K - 5.0%	$172.42 - $223.89 $1.41M - $1.83M	155K $31.8M
ABBV	-10K - 47.8%	$170.16 - $206.27 $1.71M - $2.07M	11K $2.04M
VHT	-151 - 0.33%	$236.71 - $261.92 $35.7K - $39.5K	45.8K $11.4M
V	-2.17K - 14.06%	$308.27 - $373.31 $668K - $809K	13.2K $4.7M
PG	-3.31K - 57.84%	$157.66 - $172.39 $521K - $570K	2.41K $383K

Activity Summary All Purchases 78 New Holdings 17 Increased Positions 61 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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