Bordeaux Wealth Advisors LLC Reduced Holdings in Q2 2025

Bordeaux Wealth Advisors LLC

  • $777 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-28.3K
- 76.5%
$221.86 - $362.89 $6.27M - $10.3M
8.68K $2.76M
AAPL
Apple Inc.

Technology
-8.15K
- 5.0%
$172.42 - $223.89 $1.41M - $1.83M
155K $31.8M
ABBV
Abb Vie Inc.

Healthcare
-10K
- 47.8%
$170.16 - $206.27 $1.71M - $2.07M
11K $2.04M
VHT
Vanguard Health Care ETF

ETFs
-151
- 0.33%
$236.71 - $261.92 $35.7K - $39.5K
45.8K $11.4M
V
Visa Inc.

Financial Services
-2.17K
- 14.06%
$308.27 - $373.31 $668K - $809K
13.2K $4.7M
PG
Procter & Gamble CO

Consumer Defensive
-3.31K
- 57.84%
$157.66 - $172.39 $521K - $570K
2.41K $383K
DASH
Door Dash, Inc.

Communication Services
-4.61K
- 41.61%
$163.16 - $246.51 $752K - $1.14M
6.47K $1.6M
UNH
Unitedhealth Group Inc

Healthcare
-294
- 19.44%
$274.35 - $599.47 $80.7K - $176K
1.22K $379K
LLY
Eli Lilly & CO

Healthcare
-293
- 13.32%
$713.71 - $898.95 $209K - $263K
1.91K $1.49M
XOM
Exxon Mobil Corp

Energy
-1.02K
- 7.32%
$99.93 - $119.04 $102K - $121K
12.9K $1.39M
MA
Mastercard Inc

Financial Services
-412
- 39.13%
$479.92 - $590.74 $198K - $243K
641 $360K
SNOW
Snowflake Inc.

Technology
-1.99K
- 64.86%
$130.53 - $223.77 $260K - $446K
1.08K $241K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-60
- 3.9%
$390.26 - $489.06 $23.4K - $29.3K
1.48K $598K
MRK
Merck & Co., Inc.

Healthcare
-1.39K
- 34.42%
$73.47 - $87.12 $102K - $121K
2.65K $209K
CVX
Chevron Corp

Energy
-89
- 1.63%
$133.73 - $168.51 $11.9K - $15K
5.36K $767K
DE
Deere & CO

Industrials
-307
- 43.06%
$412.99 - $531.48 $127K - $163K
406 $206K
MCD
Mcdonalds Corp

Consumer Cyclical
-261
- 12.25%
$285.55 - $321.23 $74.5K - $83.8K
1.87K $546K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.4K
- 27.69%
$35.9 - $43.76 $122K - $149K
8.88K $383K
AMGN
Amgen Inc

Healthcare
-6
- 0.21%
$262.28 - $309.85 $1.57K - $1.86K
2.9K $809K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-7
- 0.87%
$483.07 - $625.6 $3.38K - $4.38K
802 $421K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.9K
- 8.45%
$24.32 - $27.87 $46.2K - $52.9K
20.6K $545K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-238
- 17.31%
$376.48 - $440.65 $89.6K - $105K
1.14K $501K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10.5K
- 9.59%
$39.89 - $49.46 $420K - $521K
99.3K $4.91M
IBM
International Business Machines Corp

Technology
-433
- 27.2%
$221.03 - $294.78 $95.7K - $128K
1.16K $341K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.87K
- 19.61%
$19.6 - $24.44 $75.9K - $94.6K
15.9K $387K
MUB
Ishares National Muni Bond ETF

ETFs
-339
- 3.58%
$102.31 - $105.8 $34.7K - $35.9K
9.13K $953K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.34K
- 11.78%
$29.12 - $35.84 $38.9K - $47.9K
10K $358K
VIG
Vanguard Dividend Appreciation

ETFs
-17
- 0.43%
N/A
3.94K $717K
QCOM
Qualcomm Inc

Technology
-75
- 3.81%
$124.66 - $159.48 $9.35K - $12K
1.89K $301K
Lam Research Corp
-275
- 5.88%
N/A
4.4K $0
WFC
Wells Fargo & Company

Financial Services
-296
- 9.0%
$60.98 - $80.12 $18.1K - $23.7K
2.99K $239K
TSHA
Taysha Gene Therapies, Inc.

Healthcare
-51
- 0.5%
$1.13 - $2.9 $57.6 - $148
10.1K $23K
EEM
Ishares Msci Emerging Markets

ETFs
-327
- 5.64%
$38.52 - $48.28 $12.6K - $15.8K
5.47K $263K
SNPS
Synopsys Inc

Technology
-57
- 11.68%
$380.9 - $517.66 $21.7K - $29.5K
431 $220K
BAC
Bank Of America Corp

Financial Services
-681
- 7.85%
$34.39 - $47.46 $23.4K - $32.3K
7.99K $378K
FXI
Ishares Tr

ETFs
-593
- 1.25%
$29.59 - $37.41 $17.5K - $22.2K
46.9K $1.73M
NSC
Norfolk Southern Corp

Industrials
-11
- 0.86%
$206.34 - $257.46 $2.27K - $2.83K
1.27K $324K
ABNB
Airbnb, Inc.

Consumer Cyclical
-163
- 4.4%
$105.69 - $140.64 $17.2K - $22.9K
3.54K $468K
VB
Vanguard Small Cap ETF

ETFs
-81
- 2.09%
$193.73 - $237.37 $15.7K - $19.2K
3.8K $900K
IVV
Ishares Core S&P 500 ETF

ETFs
-210
- 7.12%
$498.8 - $620.9 $105K - $130K
2.74K $1.7M
SHOP
Shopify Inc.

Technology
-24
- 0.94%
$76.89 - $115.35 $1.85K - $2.77K
2.54K $292K
GE
General Electric CO

Industrials
-11
- 0.91%
$166.81 - $257.39 $1.83K - $2.83K
1.19K $307K
CSCO
Cisco Systems, Inc.

Technology
-139
- 1.25%
$53.19 - $69.38 $7.39K - $9.64K
11K $761K
EMR
Emerson Electric CO

Industrials
-163
- 3.16%
$94.15 - $133.33 $15.3K - $21.7K
5K $666K
MU
Micron Technology Inc

Technology
-268
- 7.01%
$64.72 - $127.91 $17.3K - $34.3K
3.56K $438K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-796
- 4.6%
$468.22 - $566.51 $373K - $451K
16.5K $9.35M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-45
- 2.05%
$320.42 - $424.58 $14.4K - $19.1K
2.15K $913K
CAT
Caterpillar Inc

Industrials
-33
- 1.33%
$273.94 - $388.21 $9.04K - $12.8K
2.46K $953K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-25
- 1.07%
$141.37 - $228.57 $3.53K - $5.71K
2.32K $524K
Activity Summary
Buys All Purchases 78 New Holdings 17 Increased Positions 61 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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