Bordeaux Wealth Advisors LLC Purchases and Sells in Q1 2025

Bordeaux Wealth Advisors LLC

$538 Million
Q1 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ABBV	18.7K + 812.24%	$169.2 - $216.66 $3.17M - $4.05M	21K $4.4M
BA	18.3K + 19.69%	$148.15 - $186.25 $2.72M - $3.41M	111K $19M
V	1.83K + 13.47%	$306.92 - $362.71 $562K - $664K	15.4K $5.4M
LLY	1.01K + 84.17%	$725.72 - $929.72 $729K - $934K	2.2K $1.82M
CVX	2.25K + 70.4%	$146.71 - $167.97 $330K - $378K	5.45K $911K
XOM	2.37K + 20.5%	$105.44 - $118.93 $249K - $281K	13.9K $1.65M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSTG	17.8K New	$44.27 - $72.37 $787K - $1.29M	17.8K $787K
RIVN	34.4K New	$10.61 - $16.49 $365K - $568K	34.4K $428K
NSC	1.28K New	$227.69 - $259.76 $291K - $332K	1.28K $302K
GBTC	3.86K New	$62.43 - $84.12 $241K - $324K	3.86K $251K
FNDF	6.78K New	$32.9 - $37.45 $223K - $254K	6.78K $244K
GE	1.21K New	$168.59 - $212.13 $203K - $256K	1.21K $241K

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-135K - 11.49%	$106.98 - $149.43 $14.4M - $20.1M	1.04M $113M
GOOG	-37.9K - 16.28%	$156.06 - $207.71 $5.92M - $7.87M	195K $30.5M
AAPL	-6.02K - 3.56%	$209.68 - $247.1 $1.26M - $1.49M	163K $36.2M
GOOGL	-19 - 0.02%	$154.33 - $206.19 $2.93K - $3.92K	104K $16M
MSFT	-1.24K - 2.1%	$375.39 - $447.2 $465K - $554K	57.9K $21.7M
VTI	-1.03K - 0.68%	$271.18 - $303.12 $280K - $313K	151K $41.5M

Activity Summary All Purchases 59 New Holdings 9 Increased Positions 50 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bordeaux Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bordeaux Wealth Advisors LLC with notifications on news.