Bordeaux Wealth Advisors LLC Incresed Positions in Q1 2025

Bordeaux Wealth Advisors LLC

  • $538 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
18.7K
+ 812.24%
$169.2 - $216.66 $3.17M - $4.05M
21K $4.4M
BA
Boeing CO

Industrials
18.3K
+ 19.69%
$148.15 - $186.25 $2.72M - $3.41M
111K $19M
V
Visa Inc.

Financial Services
1.83K
+ 13.47%
$306.92 - $362.71 $562K - $664K
15.4K $5.4M
LLY
Eli Lilly & CO

Healthcare
1.01K
+ 84.17%
$725.72 - $929.72 $729K - $934K
2.2K $1.82M
CVX
Chevron Corp

Energy
2.25K
+ 70.4%
$146.71 - $167.97 $330K - $378K
5.45K $911K
XOM
Exxon Mobil Corp

Energy
2.37K
+ 20.5%
$105.44 - $118.93 $249K - $281K
13.9K $1.65M
CAT
Caterpillar Inc

Industrials
972
+ 64.07%
$326.75 - $407.63 $318K - $396K
2.49K $820K
KO
Coca Cola CO

Consumer Defensive
2.49K
+ 46.08%
$60.81 - $72.32 $151K - $180K
7.89K $565K
META
Meta Platforms, Inc.

Communication Services
658
+ 5.72%
$576.36 - $736.67 $379K - $485K
12.2K $7.01M
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 4.25%
$890.62 - $1076.86 $118K - $142K
3.24K $3.06M
AMGN
Amgen Inc

Healthcare
152
+ 5.52%
$258.59 - $327.36 $39.3K - $49.8K
2.91K $905K
SBUX
Starbucks Corp

Consumer Cyclical
21
+ 0.09%
$91.75 - $115.81 $1.93K - $2.43K
23K $2.26M
PG
Procter & Gamble CO

Consumer Defensive
860
+ 17.71%
$158.56 - $176.26 $136K - $152K
5.72K $974K
JNJ
Johnson & Johnson

Healthcare
149
+ 2.35%
$142.06 - $167.7 $21.2K - $25K
6.5K $1.08M
ABT
Abbott Laboratories

Healthcare
51
+ 1.61%
$111.1 - $140.22 $5.67K - $7.15K
3.22K $427K
SCHW
Schwab Charles Corp

Financial Services
437
+ 5.55%
$71.24 - $83.64 $31.1K - $36.6K
8.31K $650K
XLK
Technology Sector Spdr

ETFs
343
+ 35.11%
$206.38 - $242.18 $70.8K - $83.1K
1.32K $272K
VZ
Verizon Communications Inc

Communication Services
315
+ 6.05%
$37.81 - $46.49 $11.9K - $14.6K
5.52K $250K
RTX
Raytheon Technologies Corp

Industrials
13
+ 0.56%
$114.1 - $135.66 $1.48K - $1.76K
2.32K $307K
MU
Micron Technology Inc

Technology
340
+ 9.76%
$86.89 - $109.38 $29.5K - $37.2K
3.82K $332K
MUB
Ishares National Muni Bond ETF

ETFs
444
+ 4.92%
$104.71 - $107.69 $46.5K - $47.8K
9.47K $998K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.6K
+ 16.37%
$32.42 - $36.13 $51.7K - $57.7K
11.3K $374K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
623
+ 2.85%
$27.01 - $28.54 $16.8K - $17.8K
22.5K $628K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
157
+ 14.23%
$196.12 - $229.48 $30.8K - $36K
1.26K $254K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
56
+ 0.56%
$69.87 - $75.62 $3.91K - $4.23K
10K $726K
NUE
Nucor Corp

Basic Materials
62
+ 3.01%
$114.48 - $142.52 $7.1K - $8.84K
2.12K $255K
QCOM
Qualcomm Inc

Technology
83
+ 4.4%
$151.94 - $175.86 $12.6K - $14.6K
1.97K $302K
FNDA
Schwab Fundamental U S Small C

ETFs
1.07K
+ 14.62%
$26.87 - $30.99 $28.7K - $33.1K
8.37K $229K
VO
Vanguard Mid Cap ETF

ETFs
64
+ 5.43%
$251.87 - $277.95 $16.1K - $17.8K
1.24K $321K
FNDX
Schwab Fundamental U S Large C

ETFs
170
+ 1.48%
$23.03 - $25.01 $3.92K - $4.25K
11.7K $276K
VAW
Vanguard Materials ETF

ETFs
5
+ 0.37%
$185.71 - $202.46 $929 - $1.01K
1.34K $253K
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.43%
N/A
3.96K $720K
SNOW
Snowflake Inc.

Technology
178
+ 6.15%
$146.16 - $192.78 $26K - $34.3K
3.07K $448K
Lam Research Corp
66
+ 1.43%
N/A
4.67K $0
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.28K
+ 5.24%
$21.23 - $23.75 $27.2K - $30.4K
25.8K $554K
SNPS
Synopsys Inc

Technology
51
+ 11.67%
$428.58 - $551.54 $21.9K - $28.1K
488 $209K
IWM
Ishares Russell 2000 ETF

ETFs
110
+ 7.67%
$198.1 - $229.79 $21.8K - $25.3K
1.54K $308K
DOV
Dover Corp

Industrials
15
+ 1.23%
$174.65 - $206.43 $2.62K - $3.1K
1.23K $216K
GWW
W.W. Grainger, Inc.

Industrials
7
+ 2.19%
$953.54 - $1132.42 $6.67K - $7.93K
327 $323K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
259
+ 4.19%
$507.05 - $563.67 $131K - $146K
6.44K $3.31M
STZ
Constellation Brands, Inc.

Consumer Defensive
89
+ 8.33%
$161.05 - $222.93 $14.3K - $19.8K
1.16K $212K
SHOP
Shopify Inc.

Technology
8
+ 0.31%
$90.59 - $129.31 $725 - $1.03K
2.56K $244K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
153
+ 7.0%
$165.25 - $224.62 $25.3K - $34.4K
2.34K $388K
SPY
Spdr S&P 500 ETF Trust

ETFs
24
+ 1.1%
$551.42 - $612.93 $13.2K - $14.7K
2.21K $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 1.62%
$554.06 - $615.85 $26K - $28.9K
2.95K $1.66M
VB
Vanguard Small Cap ETF

ETFs
88
+ 2.32%
$217.89 - $252.64 $19.2K - $22.2K
3.88K $860K
EMR
Emerson Electric CO

Industrials
79
+ 1.55%
$108.64 - $131.17 $8.58K - $10.4K
5.16K $566K
AMZN
Amazon Com Inc

Consumer Cyclical
406
+ 1.34%
$190.26 - $242.06 $77.2K - $98.3K
30.8K $5.86M
TSLA
Tesla, Inc.

Consumer Cyclical
7.52K
+ 25.54%
$222.15 - $428.22 $1.67M - $3.22M
36.9K $9.57M
Activity Summary
Buys All Purchases 59 New Holdings 9 Increased Positions 50 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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