Bordeaux Wealth Advisors LLC Purchases in Q2 2025

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
973K
+ 93.7%
$94.31 - $157.99 $91.8M - $154M
2.01M $318M
META
Meta Platforms, Inc.

Communication Services
8.2K
+ 67.39%
$484.66 - $738.09 $3.97M - $6.05M
20.4K $15M
MSFT
Microsoft Corp

Technology
1.63K
+ 2.82%
$354.56 - $497.45 $579K - $812K
59.5K $29.6M
ORCL
Oracle Corp

Technology
12.2K
+ 171.39%
$122.82 - $218.63 $1.49M - $2.66M
19.3K $4.21M
VEA
Vanguard Ftse Developed Market

ETFs
18.2K
+ 6.61%
$45.65 - $57.01 $829K - $1.03M
293K $16.7M
VGT
Vanguard Information Technolog

ETFs
185
+ 1.06%
$470.37 - $663.28 $87K - $123K
17.7K $11.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.98K
+ 134.72%
$496.48 - $617.85 $1.48M - $1.84M
5.19K $3.21M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.88K
+ 6.68%
$55.54 - $69.09 $548K - $682K
158K $10.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
67
+ 0.14%
$272.36 - $339.57 $18.2K - $22.8K
48.7K $16.5M
IXN
Ishares Global Information Tec

ETFs
11
+ 0.01%
$65.81 - $92.34 $724 - $1.02K
95.4K $8.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.49K
+ 3.58%
$114.78 - $133.31 $401K - $466K
101K $13.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
768
+ 11.93%
$456.74 - $568.03 $351K - $436K
7.21K $4.09M
AVGO
Broadcom Inc.

Technology
423
+ 9.28%
$146.29 - $275.65 $61.9K - $117K
4.98K $1.37M
OTEX
Open Text Corp

Technology
18.4K
New
$23.04 - $29.2 $423K - $536K
18.4K $536K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.02K
New
$171.4 - $227.1 $346K - $458K
2.02K $457K
AMD
Advanced Micro Devices Inc

Technology
259
+ 2.72%
$78.21 - $143.81 $20.3K - $37.2K
9.78K $1.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.35K
New
$48.13 - $49.85 $402K - $416K
8.35K $409K
PSTG
Pure Storage, Inc.

Technology
2.7K
+ 15.18%
$37.18 - $57.58 $100K - $155K
20.5K $1.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
17.4K
New
$17.76 - $22.1 $308K - $384K
17.4K $383K
VCR
Vanguard Consumer Discretionar

ETFs
9
+ 0.1%
$290.42 - $364.35 $2.61K - $3.28K
9.41K $3.41M
INTU
Intuit Inc

Technology
435
New
$544.07 - $787.63 $237K - $343K
435 $342K
NFLX
Netflix Inc

Communication Services
234
New
$855.86 - $1339.13 $200K - $313K
234 $313K
DFAS
Dimensional ETF Tr U S Small C

ETFs
21
+ 0.03%
$52.31 - $63.72 $1.1K - $1.34K
74.6K $4.75M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.7K
New
$20.42 - $25.3 $238K - $295K
11.7K $295K
CDNS
Cadence Design Systems Inc

Technology
132
+ 2.82%
$231.64 - $323.08 $30.6K - $42.6K
4.82K $1.48M
COIN
Coinbase Global, Inc.

Technology
74
+ 5.34%
$151.47 - $375.07 $11.2K - $27.8K
1.46K $512K
PLTR
Palantir Technologies Inc.

Technology
2K
New
$74.01 - $144.25 $148K - $289K
2K $272K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.49K
New
$100.35 - $100.71 $250K - $251K
2.49K $250K
DIS
Walt Disney CO

Communication Services
1.9K
New
$81.72 - $124.01 $155K - $236K
1.9K $235K
VTV
Vanguard Value ETF

ETFs
1.22K
New
$153.67 - $176.74 $188K - $216K
1.22K $216K
ASML
Asml Holding Nv

Technology
269
New
$595.37 - $815.24 $160K - $219K
269 $215K
BK
Bank Of New York Mellon Corp

Financial Services
2.28K
New
$73.31 - $91.62 $167K - $209K
2.28K $207K
SO
Southern CO

Utilities
2.26K
New
$84.91 - $92.56 $192K - $209K
2.26K $207K
CSX
Csx Corp

Industrials
6.28K
New
$26.69 - $32.91 $168K - $207K
6.28K $204K
COST
Costco Wholesale Corp

Consumer Defensive
32
+ 0.99%
$908.13 - $1056.85 $29.1K - $33.8K
3.27K $3.24M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
972
+ 2.32%
$71.89 - $88.34 $69.9K - $85.9K
42.8K $3.75M
WMT
Walmart Inc.

Consumer Defensive
719
+ 9.09%
$81.79 - $99.98 $58.8K - $71.9K
8.63K $843K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.8K
+ 52.14%
$54.19 - $67.22 $97.5K - $121K
5.25K $352K
GDRX
Good Rx Holdings, Inc.

Healthcare
24.1K
+ 64.56%
$3.74 - $5.07 $90K - $122K
61.3K $305K
ALK
Alaska Air Group, Inc.

Industrials
2.71K
+ 15.77%
$41.01 - $54.88 $111K - $149K
19.9K $983K
SCHW
Schwab Charles Corp

Financial Services
182
+ 2.19%
$69.06 - $91.24 $12.6K - $16.6K
8.5K $775K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
24
+ 0.24%
$65.04 - $82.18 $1.56K - $1.97K
10.1K $825K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
23
+ 0.73%
$160.22 - $209.35 $3.69K - $4.82K
3.17K $662K
IWM
Ishares Russell 2000 ETF

ETFs
312
+ 20.21%
$174.82 - $215.79 $54.5K - $67.3K
1.86K $400K
FTNT
Fortinet, Inc.

Technology
247
+ 4.16%
$84.71 - $108.69 $20.9K - $26.8K
6.18K $653K
PFE
Pfizer Inc

Healthcare
3.38K
+ 31.97%
$21.59 - $24.84 $72.9K - $83.9K
13.9K $337K
VNQ
Vanguard Specialized Funds Van

ETFs
1.05K
+ 4.78%
$79.79 - $91.42 $83.9K - $96.1K
23K $2.05M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.03%
$19.1 - $23.83 $153 - $191
25.8K $613K
HUBB
Hubbell Inc

Industrials
30
+ 4.96%
$315.94 - $408.41 $9.48K - $12.3K
635 $259K
Activity Summary
Buys All Purchases 78 New Holdings 17 Increased Positions 61 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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