Bordeaux Wealth Advisors LLC Purchases and Sells in Q4 2024

Bordeaux Wealth Advisors LLC

$619 Million
Q4 2024

Top Buys

Incresed Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	362K + 44.55%	$117.0 - $148.88 $42.3M - $53.8M	1.17M $158M
AMZN	3.91K + 14.75%	$180.88 - $232.93 $707K - $911K	30.4K $6.67M
VYM	4.96K + 5.03%	$126.68 - $134.74 $629K - $669K	104K $13.2M
VEA	10.8K + 3.75%	$47.57 - $52.44 $514K - $567K	299K $14.3M
SCHD	14.6K + 199.99%	$26.93 - $84.95 $392K - $1.24M	21.8K $596K
SCHB	16.8K + 217.79%	$22.01 - $66.82 $369K - $1.12M	24.5K $555K

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	9.76K New	$118.88 - $172.8 $1.16M - $1.69M	9.76K $1.18M
SHOP	2.56K New	$78.14 - $119.49 $200K - $305K	2.56K $271K
ENFR	8.59K New	$28.52 - $33.11 $245K - $284K	8.59K $267K
UNP	1.14K New	$223.15 - $249.32 $254K - $283K	1.14K $259K
WFC	3.55K New	$54.98 - $77.35 $195K - $275K	3.55K $249K
XLK	977 New	$220.26 - $241.44 $215K - $236K	977 $227K

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-16.2K - 44.04%	$124.26 - $134.12 $2.02M - $2.18M	20.6K $2.65M
BA	-7.31K - 7.28%	$138.14 - $180.72 $1.01M - $1.32M	93.1K $16.5M
MDY	-2.03K - 10.49%	$563.99 - $620.12 $1.14M - $1.26M	17.3K $9.85M
GOOG	-4.41K - 1.86%	$163.08 - $198.16 $720K - $875K	233K $44.3M
AAPL	-2.68K - 1.56%	$221.69 - $259.02 $594K - $694K	169K $42.3M
BND	-7.66K - 12.5%	$71.75 - $75.11 $550K - $575K	53.6K $3.86M

Activity Summary All Purchases 74 New Holdings 13 Increased Positions 61 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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