Bordeaux Wealth Advisors LLC Incresed Positions in Q4 2024

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
362K
+ 44.55%
$117.0 - $148.88 $42.3M - $53.8M
1.17M $158M
AMZN
Amazon Com Inc

Consumer Cyclical
3.91K
+ 14.75%
$180.88 - $232.93 $707K - $911K
30.4K $6.67M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.96K
+ 5.03%
$126.68 - $134.74 $629K - $669K
104K $13.2M
VEA
Vanguard Ftse Developed Market

ETFs
10.8K
+ 3.75%
$47.57 - $52.44 $514K - $567K
299K $14.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.6K
+ 199.99%
$26.93 - $84.95 $392K - $1.24M
21.8K $596K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.8K
+ 217.79%
$22.01 - $66.82 $369K - $1.12M
24.5K $555K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.9K
+ 187.99%
$22.4 - $68.28 $290K - $883K
19.8K $459K
QQQ
Invesco Qqq Trust, Series 1

ETFs
574
+ 8.04%
$481.22 - $538.17 $276K - $309K
7.71K $3.94M
MSFT
Microsoft Corp

Technology
675
+ 1.16%
$406.35 - $454.46 $274K - $307K
59.1K $24.9M
VTI
Vanguard Total Stock Market Et

ETFs
885
+ 0.59%
$280.04 - $302.45 $248K - $268K
152K $44.1M
GOOGL
Alphabet Inc.

Communication Services
985
+ 0.96%
$161.86 - $196.66 $159K - $194K
104K $19.6M
FNDX
Schwab Fundamental U S Large C

ETFs
7.7K
+ 201.41%
$23.49 - $71.77 $181K - $552K
11.5K $272K
AVGO
Broadcom Inc.

Technology
647
+ 15.13%
$159.67 - $250.0 $103K - $162K
4.92K $1.14M
META
Meta Platforms, Inc.

Communication Services
229
+ 2.03%
$554.08 - $632.68 $127K - $145K
11.5K $6.79M
LLY
Eli Lilly & CO

Healthcare
140
+ 13.28%
$727.2 - $932.06 $102K - $130K
1.19K $921K
VGSH
Vanguard

ETFs
1.69K
+ 10.94%
$58.02 - $58.88 $98.1K - $99.5K
17.1K $997K
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.7K
+ 82.84%
$25.33 - $51.16 $93.7K - $189K
8.16K $211K
CRM
Salesforce, Inc.

Technology
261
+ 5.93%
$270.87 - $367.87 $70.7K - $96K
4.66K $1.56M
MA
Mastercard Inc

Financial Services
145
+ 26.65%
$491.3 - $536.15 $71.2K - $77.7K
689 $362K
BAC
Bank Of America Corp

Financial Services
1.66K
+ 22.4%
$39.22 - $47.77 $64.9K - $79.1K
9.05K $397K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
367
+ 20.16%
$172.07 - $207.36 $63.1K - $76.1K
2.19K $431K
MO
Altria Group, Inc.

Consumer Defensive
1.27K
+ 8.44%
$49.06 - $57.74 $62.5K - $73.6K
16.4K $855K
ABT
Abbott Laboratories

Healthcare
570
+ 21.92%
$111.93 - $119.39 $63.8K - $68.1K
3.17K $358K
JPM
Jpmorgan Chase & CO

Financial Services
238
+ 2.61%
$205.18 - $250.29 $48.8K - $59.6K
9.34K $2.24M
GWW
W.W. Grainger, Inc.

Industrials
49
+ 18.08%
$1023.06 - $1220.93 $50.1K - $59.8K
320 $337K
MELI
Mercadolibre Inc

Consumer Cyclical
28
+ 13.33%
$1666.0 - $2117.3 $46.6K - $59.3K
238 $404K
IWM
Ishares Russell 2000 ETF

ETFs
200
+ 16.21%
$216.13 - $242.4 $43.2K - $48.5K
1.43K $316K
PFE
Pfizer Inc

Healthcare
1.47K
+ 12.35%
$24.8 - $30.19 $36.5K - $44.4K
13.4K $354K
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 3.52%
$288.47 - $316.54 $30.9K - $33.9K
3.15K $911K
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 1.75%
$570.51 - $610.59 $28.5K - $30.5K
2.9K $1.71M
SYK
Stryker Corp

Healthcare
78
+ 13.22%
$345.14 - $392.15 $26.9K - $30.6K
668 $240K
UNH
Unitedhealth Group Inc

Healthcare
51
+ 3.2%
$485.52 - $625.25 $24.8K - $31.9K
1.65K $833K
SBUX
Starbucks Corp

Consumer Cyclical
284
+ 1.25%
$87.44 - $102.5 $24.8K - $29.1K
23K $2.1M
FTNT
Fortinet, Inc.

Technology
263
+ 4.48%
$76.49 - $99.21 $20.1K - $26.1K
6.14K $580K
MRK
Merck & Co., Inc.

Healthcare
223
+ 4.85%
$96.31 - $114.76 $21.5K - $25.6K
4.82K $479K
VZ
Verizon Communications Inc

Communication Services
514
+ 10.95%
$39.6 - $45.21 $20.4K - $23.2K
5.21K $208K
ADP
Automatic Data Processing Inc

Industrials
72
+ 1.93%
$280.08 - $307.97 $20.2K - $22.2K
3.8K $1.11M
QCOM
Qualcomm Inc

Technology
108
+ 6.07%
$150.4 - $178.04 $16.2K - $19.2K
1.89K $289K
EMR
Emerson Electric CO

Industrials
113
+ 2.27%
$108.13 - $134.33 $12.2K - $15.2K
5.09K $630K
CDNS
Cadence Design Systems Inc

Technology
45
+ 0.95%
$249.1 - $324.54 $11.2K - $14.6K
4.78K $1.44M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 0.34%
$521.84 - $558.82 $11K - $11.7K
6.18K $3.33M
LOW
Lowes Companies Inc

Consumer Cyclical
47
+ 5.16%
$244.52 - $284.07 $11.5K - $13.4K
958 $236K
MUB
Ishares National Muni Bond ETF

ETFs
79
+ 0.88%
$105.78 - $108.7 $8.36K - $8.59K
9.02K $961K
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 0.76%
$501.29 - $612.85 $8.52K - $10.4K
2.27K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 1.54%
$385.02 - $431.37 $8.47K - $9.49K
1.45K $562K
DHS
Wisdomtree Tr U.S

ETFs
62
+ 0.99%
$92.66 - $100.58 $5.74K - $6.24K
6.35K $592K
ORCL
Oracle Corp

Technology
37
+ 0.51%
$165.41 - $192.43 $6.12K - $7.12K
7.26K $1.21M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
8
+ 0.99%
$701.85 - $1046.91 $5.61K - $8.38K
817 $581K
CAT
Caterpillar Inc

Industrials
10
+ 0.66%
$360.37 - $416.88 $3.6K - $4.17K
1.52K $550K
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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