Bordeaux Wealth Advisors LLC Incresed Positions in Q3 2024

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
3.01K
+ 1.78%
$207.23 - $234.82 $623K - $706K
172K $40M
VEA
Vanguard Ftse Developed Market

ETFs
28.7K
+ 11.06%
$47.6 - $53.31 $1.37M - $1.53M
288K $15.2M
TSLA
Tesla, Inc.

Consumer Cyclical
1.97K
+ 7.05%
$191.76 - $263.26 $377K - $518K
29.9K $7.82M
NVDA
Nvidia Corp

Technology
28.2K
+ 3.6%
$98.91 - $134.91 $2.79M - $3.81M
812K $98.6M
META
Meta Platforms, Inc.

Communication Services
1.22K
+ 12.1%
$453.41 - $572.44 $552K - $697K
11.3K $6.46M
VFH
Vanguard Financial ETF

ETFs
256
+ 0.24%
$99.27 - $111.21 $25.4K - $28.5K
108K $11.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
215
+ 0.22%
$117.9 - $128.2 $25.3K - $27.6K
98.6K $12.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.79K
+ 19.01%
$71.45 - $75.64 $699K - $740K
61.3K $4.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.2K
+ 16.43%
$113.41 - $125.62 $590K - $654K
36.9K $4.63M
VHT
Vanguard Health Care ETF

ETFs
130
+ 0.27%
$261.88 - $288.1 $34K - $37.5K
47.7K $13.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
740
+ 0.48%
$58.03 - $65.37 $42.9K - $48.4K
154K $9.96M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
189
+ 0.16%
$65.06 - $71.72 $12.3K - $13.6K
117K $8.29M
VCIT
Vanguard Intermediate Term Cor

ETFs
4.3K
+ 10.51%
$79.29 - $84.02 $341K - $361K
45.2K $3.79M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.12K
+ 1.25%
$59.25 - $65.33 $66.5K - $73.4K
90.9K $5.9M
SBUX
Starbucks Corp

Consumer Cyclical
502
+ 2.26%
$72.51 - $98.6 $36.4K - $49.5K
22.7K $2.21M
COST
Costco Wholesale Corp

Consumer Defensive
345
+ 12.43%
$801.83 - $917.05 $277K - $316K
3.12K $2.77M
MSFT
Microsoft Corp

Technology
3.02K
+ 5.44%
$395.15 - $467.56 $1.19M - $1.41M
58.4K $25.1M
ORCL
Oracle Corp

Technology
1.08K
+ 17.61%
$125.9 - $170.35 $136K - $184K
7.23K $1.23M
JPM
Jpmorgan Chase & CO

Financial Services
1.4K
+ 18.17%
$194.9 - $224.8 $273K - $315K
9.11K $1.92M
VNQ
Vanguard Specialized Funds Van

ETFs
12
+ 0.05%
$82.97 - $98.97 $996 - $1.19K
24.8K $2.41M
AVGO
Broadcom Inc.

Technology
4.02K
+ 1564.2%
$136.27 - $1745.86 $548K - $7.02M
4.28K $737K
V
Visa Inc.

Financial Services
617
+ 5.01%
$253.74 - $291.56 $157K - $180K
12.9K $3.56M
LLY
Eli Lilly & CO

Healthcare
377
+ 55.69%
$772.14 - $960.02 $291K - $362K
1.05K $933K
XOM
Exxon Mobil Corp

Energy
2.36K
+ 23.39%
$109.72 - $119.0 $259K - $281K
12.5K $1.46M
UNH
Unitedhealth Group Inc

Healthcare
338
+ 26.87%
$488.01 - $604.18 $165K - $204K
1.6K $933K
VXF
Vanguard Extended Market ETF

ETFs
35
+ 0.16%
$163.98 - $182.92 $5.74K - $6.4K
21.7K $3.95M
AMZN
Amazon Com Inc

Consumer Cyclical
2.44K
+ 10.13%
$161.02 - $200.0 $392K - $487K
26.5K $4.94M
WMT
Walmart Inc.

Consumer Defensive
2.63K
+ 46.71%
$66.91 - $81.4 $176K - $214K
8.26K $666K
VCR
Vanguard Consumer Discretionar

ETFs
8
+ 0.08%
$291.88 - $341.94 $2.34K - $2.74K
9.79K $3.33M
JNJ
Johnson & Johnson

Healthcare
1.06K
+ 18.78%
$145.48 - $167.38 $154K - $177K
6.68K $1.08M
HD
Home Depot, Inc.

Consumer Cyclical
483
+ 51.27%
$333.64 - $405.2 $161K - $196K
1.43K $577K
ABBV
Abb Vie Inc.

Healthcare
1.07K
+ 85.91%
$163.84 - $199.33 $175K - $213K
2.31K $455K
TMO
Thermo Fisher Scientific Inc.

Healthcare
140
+ 6.64%
$531.86 - $624.21 $74.5K - $87.4K
2.25K $1.39M
KO
Coca Cola CO

Consumer Defensive
2.6K
+ 65.42%
$62.69 - $73.01 $163K - $190K
6.57K $472K
MCD
Mcdonalds Corp

Consumer Cyclical
224
+ 7.96%
$245.82 - $304.51 $55.1K - $68.2K
3.04K $925K
VGT
Vanguard Information Technolog

ETFs
15
+ 0.08%
$514.43 - $606.85 $7.72K - $9.1K
18.8K $11M
ADP
Automatic Data Processing Inc

Industrials
204
+ 5.79%
$233.44 - $279.45 $47.6K - $57K
3.73K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
895
+ 21.87%
$160.76 - $177.82 $144K - $159K
4.99K $863K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
16
+ 0.26%
$475.2 - $527.7 $7.6K - $8.44K
6.16K $3.25M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.38K
+ 52.88%
$61.11 - $67.85 $145K - $161K
6.88K $466K
IBM
International Business Machines Corp

Technology
507
+ 40.5%
$175.1 - $223.38 $88.8K - $113K
1.76K $388K
DHR
Danaher Corp

Healthcare
204
+ 5.35%
$239.25 - $280.76 $48.8K - $57.3K
4.02K $1.12M
CSCO
Cisco Systems, Inc.

Technology
1.79K
+ 16.38%
$44.74 - $53.22 $80K - $95.2K
12.7K $676K
CAT
Caterpillar Inc

Industrials
205
+ 15.75%
$316.8 - $391.12 $64.9K - $80.2K
1.51K $589K
VO
Vanguard Mid Cap ETF

ETFs
454
+ 38.51%
$237.84 - $263.83 $108K - $120K
1.63K $430K
MO
Altria Group, Inc.

Consumer Defensive
996
+ 7.07%
$45.95 - $54.71 $45.8K - $54.5K
15.1K $770K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.77K
+ 23.71%
$51.0 - $57.07 $90.3K - $101K
9.23K $513K
FTNT
Fortinet, Inc.

Technology
247
+ 4.39%
$55.39 - $77.55 $13.7K - $19.2K
5.88K $455K
VB
Vanguard Small Cap ETF

ETFs
148
+ 3.9%
$214.77 - $237.72 $31.8K - $35.2K
3.94K $934K
Activity Summary
Buys All Purchases 114 New Holdings 24 Increased Positions 90 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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