Bordeaux Wealth Advisors LLC Reduced Holdings in Q1 2025

Bordeaux Wealth Advisors LLC

  • $538 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-135K
- 11.49%
$106.98 - $149.43 $14.4M - $20.1M
1.04M $113M
GOOG
Alphabet Inc.

Communication Services
-37.9K
- 16.28%
$156.06 - $207.71 $5.92M - $7.87M
195K $30.5M
AAPL
Apple Inc.

Technology
-6.02K
- 3.56%
$209.68 - $247.1 $1.26M - $1.49M
163K $36.2M
GOOGL
Alphabet Inc.

Communication Services
-19
- 0.02%
$154.33 - $206.19 $2.93K - $3.92K
104K $16M
MSFT
Microsoft Corp

Technology
-1.24K
- 2.1%
$375.39 - $447.2 $465K - $554K
57.9K $21.7M
VTI
Vanguard Total Stock Market Et

ETFs
-1.03K
- 0.68%
$271.18 - $303.12 $280K - $313K
151K $41.5M
VGT
Vanguard Information Technolog

ETFs
-443
- 2.46%
$542.38 - $646.34 $240K - $286K
17.5K $9.51M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-18.6K
- 13.63%
$57.21 - $65.8 $1.06M - $1.22M
118K $6.86M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.98K
- 10.74%
$58.81 - $68.2 $528K - $612K
74.6K $4.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.2K
- 25.21%
$120.29 - $134.6 $626K - $700K
15.4K $1.88M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.01K
- 5.8%
$126.11 - $135.06 $758K - $811K
97.6K $12.6M
VCR
Vanguard Consumer Discretionar

ETFs
-98
- 1.03%
$318.51 - $391.75 $31.2K - $38.4K
9.4K $3.06M
VXF
Vanguard Extended Market ETF

ETFs
-484
- 2.36%
$170.36 - $201.04 $82.5K - $97.3K
20K $3.45M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.87K
- 43.61%
$119.38 - $161.42 $342K - $462K
3.7K $442K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-728
- 32.14%
$497.6 - $606.74 $362K - $442K
1.54K $764K
AVGO
Broadcom Inc.

Technology
-365
- 7.41%
$167.43 - $244.7 $61.1K - $89.3K
4.56K $763K
VEA
Vanguard Ftse Developed Market

ETFs
-24.7K
- 8.25%
$47.4 - $52.99 $1.17M - $1.31M
274K $14M
CRM
Salesforce, Inc.

Technology
-146
- 3.13%
$268.36 - $359.95 $39.2K - $52.6K
4.52K $1.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.01K
- 7.58%
$42.5 - $46.71 $383K - $421K
110K $4.97M
CDNS
Cadence Design Systems Inc

Technology
-97
- 2.03%
$233.96 - $324.52 $22.7K - $31.5K
4.69K $1.19M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.02K
- 32.26%
$279.74 - $321.29 $284K - $326K
2.13K $665K
ORCL
Oracle Corp

Technology
-163
- 2.24%
$139.81 - $186.47 $22.8K - $30.4K
7.1K $992K
VUG
Vanguard Growth ETF

ETFs
-6
- 0.12%
$369.1 - $427.61 $2.21K - $2.57K
5.11K $1.89M
AMD
Advanced Micro Devices Inc

Technology
-233
- 2.39%
$96.63 - $129.55 $22.5K - $30.2K
9.53K $978K
VNQ
Vanguard Specialized Funds Van

ETFs
-2.31K
- 9.49%
$85.55 - $94.34 $197K - $217K
22K $1.99M
VOX
Vanguard Communication Service

ETFs
-767
- 28.65%
$147.73 - $169.24 $113K - $130K
1.91K $283K
DHR
Danaher Corp

Healthcare
-122
- 3.06%
$201.62 - $250.59 $24.6K - $30.6K
3.86K $791K
MRK
Merck & Co., Inc.

Healthcare
-781
- 16.21%
$83.01 - $101.02 $64.8K - $78.9K
4.04K $362K
VGSH
Vanguard

ETFs
-1.75K
- 10.19%
$58.07 - $58.69 $101K - $102K
15.4K $903K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.34K
- 4.36%
$71.17 - $73.66 $166K - $172K
51.3K $3.77M
PFE
Pfizer Inc

Healthcare
-2.81K
- 21.03%
$25.01 - $27.13 $70.3K - $76.3K
10.6K $267K
JPM
Jpmorgan Chase & CO

Financial Services
-527
- 5.64%
$225.19 - $279.95 $119K - $148K
8.82K $2.16M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-8
- 0.98%
$634.14 - $744.83 $5.07K - $5.96K
809 $513K
VFH
Vanguard Financial ETF

ETFs
-1.77K
- 1.66%
$114.07 - $127.34 $202K - $225K
105K $12.5M
HUBB
Hubbell Inc

Industrials
-18
- 2.89%
$330.91 - $456.86 $5.96K - $8.22K
605 $200K
ENFR
Alerian Energy Infrastructure

ETFs
-2.15K
- 25.01%
$30.27 - $34.12 $65K - $73.3K
6.44K $211K
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 4.28%
$347.25 - $424.87 $21.5K - $26.3K
1.39K $507K
WMT
Walmart Inc.

Consumer Defensive
-353
- 4.27%
$84.5 - $105.05 $29.8K - $37.1K
7.91K $694K
UNP
Union Pacific Corp

Industrials
-220
- 19.35%
$225.21 - $254.42 $49.5K - $56K
917 $216K
UNH
Unitedhealth Group Inc

Healthcare
-135
- 8.2%
$461.52 - $548.18 $62.3K - $74K
1.51K $791K
MELI
Mercadolibre Inc

Consumer Cyclical
-49
- 20.59%
$1739.0 - $2260.0 $85.2K - $111K
189 $368K
BAC
Bank Of America Corp

Financial Services
-373
- 4.12%
$39.61 - $47.74 $14.8K - $17.8K
8.68K $362K
MS
Morgan Stanley

Financial Services
-105
- 4.96%
$111.68 - $141.08 $11.7K - $14.8K
2.01K $234K
AMP
Ameriprise Financial Inc

Financial Services
-17
- 3.7%
$472.29 - $575.13 $8.03K - $9.78K
443 $214K
ISRG
Intuitive Surgical Inc

Healthcare
-1
- 0.09%
$476.63 - $610.45 $477 - $610
1.05K $521K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-13
- 0.41%
$175.5 - $209.86 $2.28K - $2.73K
3.14K $569K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-73
- 0.37%
$21.75 - $24.28 $1.59K - $1.77K
19.7K $435K
VEU
Vanguard Ftse All World Ex Us

ETFs
-574
- 14.26%
$56.51 - $62.98 $32.4K - $36.2K
3.45K $209K
SYK
Stryker Corp

Healthcare
-68
- 10.18%
$355.18 - $399.9 $24.2K - $27.2K
600 $223K
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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