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
AMGN
Amgen Inc

Healthcare
218
+ 7.97%
$309.38 - $337.38 $67.4K - $73.5K
2.95K $951K
TOST
Toast, Inc.

Technology
800
+ 2.85%
$22.71 - $28.31 $18.2K - $22.6K
28.8K $815K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
51
+ 1.65%
$150.01 - $182.29 $7.65K - $9.3K
3.14K $571K
AEE
Ameren Corp

Utilities
54
+ 1.2%
$70.45 - $87.46 $3.8K - $4.72K
4.57K $399K
DE
Deere & CO

Industrials
110
+ 17.38%
$344.84 - $418.0 $37.9K - $46K
743 $310K
ISRG
Intuitive Surgical Inc

Healthcare
28
+ 2.47%
$416.14 - $494.01 $11.7K - $13.8K
1.16K $570K
DHS
Wisdomtree Tr U.S

ETFs
58
+ 0.93%
$83.9 - $93.83 $4.87K - $5.44K
6.28K $589K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
146
+ 2.05%
$77.02 - $85.06 $11.2K - $12.4K
7.28K $615K
PFE
Pfizer Inc

Healthcare
1.78K
+ 17.52%
$27.7 - $31.39 $49.2K - $55.7K
11.9K $344K
CVX
Chevron Corp

Energy
603
+ 18.56%
$137.88 - $161.97 $83.1K - $97.7K
3.85K $567K
TXN
Texas Instruments Inc

Technology
280
+ 16.7%
$194.6 - $194.6 $54.5K - $54.5K
1.96K $380K
VUG
Vanguard Growth ETF

ETFs
6
+ 0.12%
$341.08 - $391.94 $2.05K - $2.35K
5.12K $1.96M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
72
+ 0.65%
$69.61 - $79.56 $5.01K - $5.73K
11.1K $869K
IWM
Ishares Russell 2000 ETF

ETFs
143
+ 13.11%
$200.87 - $224.6 $28.7K - $32.1K
1.23K $272K
HUBB
Hubbell Inc

Industrials
19
+ 3.15%
$355.55 - $428.48 $6.76K - $8.14K
622 $266K
PANW
Palo Alto Networks Inc

Technology
126
+ 19.06%
$294.18 - $368.01 $37.1K - $46.4K
787 $268K
NUE
Nucor Corp

Basic Materials
379
+ 16.07%
$137.77 - $166.14 $52.2K - $63K
2.74K $411K
DFAI
Dimensional ETF Tr

ETFs
70
+ 0.43%
$28.69 - $32.06 $2.01K - $2.24K
16.4K $522K
QCOM
Qualcomm Inc

Technology
398
+ 28.84%
$156.12 - $209.64 $62.1K - $83.4K
1.78K $302K
VAW
Vanguard Materials ETF

ETFs
5
+ 0.38%
$189.89 - $213.71 $949 - $1.07K
1.33K $280K
VOX
Vanguard Communication Service

ETFs
8
+ 0.24%
$129.82 - $145.39 $1.04K - $1.16K
3.34K $485K
VEU
Vanguard Ftse All World Ex Us

ETFs
134
+ 3.45%
$56.47 - $63.69 $7.57K - $8.53K
4.02K $253K
MUB
Ishares National Muni Bond ETF

ETFs
57
+ 0.64%
$106.13 - $108.7 $6.05K - $6.2K
8.94K $971K
VGSH
Vanguard

ETFs
154
+ 1.01%
$57.74 - $59.13 $8.89K - $9.11K
15.5K $911K
IYW
Ishares Dj Us Tech ETF

ETFs
7
+ 0.06%
$133.16 - $158.73 $932 - $1.11K
12.6K $1.91M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
47
+ 2.65%
$147.95 - $191.05 $6.95K - $8.98K
1.82K $316K
STZ
Constellation Brands, Inc.

Consumer Defensive
14
+ 1.32%
$236.42 - $259.82 $3.31K - $3.64K
1.07K $275K
Brookfield Corp
581
+ 7.9%
N/A
7.93K $0
EMR
Emerson Electric CO

Industrials
38
+ 0.77%
$98.19 - $118.87 $3.73K - $4.52K
4.97K $543K
CDNS
Cadence Design Systems Inc

Technology
565
+ 13.54%
$246.84 - $321.11 $139K - $181K
4.74K $1.28M
CHGG
Chegg, Inc

Consumer Defensive
137
+ 1.04%
$1.63 - $3.72 $223 - $510
13.3K $23K
MRK
Merck & Co., Inc.

Healthcare
240
+ 5.51%
$111.15 - $128.97 $26.7K - $31K
4.6K $521K
TBF
Proshares Trust Short 20+ Trea

ETFs
135
+ 0.9%
$21.62 - $24.15 $2.92K - $3.26K
15.2K $335K
SNOW
Snowflake Inc.

Technology
257
+ 9.12%
$108.56 - $143.02 $27.9K - $36.8K
3.08K $353K
MU
Micron Technology Inc

Technology
406
+ 12.9%
$86.27 - $136.82 $35K - $55.5K
3.55K $368K
LRCX
Lam Research Corp

Technology
49
+ 12.44%
$731.56 - $1127.3 $35.8K - $55.2K
443 $361K
ABNB
Airbnb, Inc.

Consumer Cyclical
127
+ 1.97%
$113.01 - $154.34 $14.4K - $19.6K
6.57K $833K
PINS
Pinterest, Inc.

Communication Services
33
+ 0.04%
$28.66 - $43.51 $946 - $1.44K
82.8K $2.68M
GOOGL
Alphabet Inc.

Communication Services
2.11K
+ 2.1%
$148.65 - $191.18 $314K - $404K
103K $17M
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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