Bordeaux Wealth Advisors LLC Sells in Q4 2024

Bordeaux Wealth Advisors LLC

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-16.2K
- 44.04%
$124.26 - $134.12 $2.02M - $2.18M
20.6K $2.65M
BA
Boeing CO

Industrials
-7.31K
- 7.28%
$138.14 - $180.72 $1.01M - $1.32M
93.1K $16.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.03K
- 10.49%
$563.99 - $620.12 $1.14M - $1.26M
17.3K $9.85M
GOOG
Alphabet Inc.

Communication Services
-4.41K
- 1.86%
$163.08 - $198.16 $720K - $875K
233K $44.3M
AAPL
Apple Inc.

Technology
-2.68K
- 1.56%
$221.69 - $259.02 $594K - $694K
169K $42.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.66K
- 12.5%
$71.75 - $75.11 $550K - $575K
53.6K $3.86M
VGT
Vanguard Information Technolog

ETFs
-825
- 4.39%
$571.78 - $647.97 $472K - $535K
18K $11.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-7.37K
- 8.1%
$63.58 - $71.15 $468K - $524K
83.6K $5.44M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.74K
- 8.28%
$80.13 - $83.77 $300K - $313K
41.5K $3.33M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-3.84K
- 3.29%
$63.27 - $70.31 $243K - $270K
113K $7.16M
VHT
Vanguard Health Care ETF

ETFs
-809
- 1.69%
$250.81 - $283.3 $203K - $229K
46.9K $11.9M
TSLA
Tesla, Inc.

Consumer Cyclical
-445
- 1.49%
$213.65 - $479.86 $95.1K - $214K
29.4K $11.9M
FXI
Ishares Tr

ETFs
-4.99K
- 9.49%
$29.52 - $36.69 $147K - $183K
47.5K $1.45M
VFH
Vanguard Financial ETF

ETFs
-1.04K
- 0.97%
$108.87 - $126.2 $113K - $131K
107K $12.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.8K
- 2.3%
$44.04 - $49.49 $123K - $139K
119K $5.23M
EEM
Ishares Msci Emerging Markets

ETFs
-2.89K
- 33.26%
$41.82 - $47.36 $121K - $137K
5.8K $242K
VO
Vanguard Mid Cap ETF

ETFs
-454
- 27.8%
$261.5 - $284.63 $119K - $129K
1.18K $311K
VCR
Vanguard Consumer Discretionar

ETFs
-299
- 3.05%
$328.51 - $401.37 $98.2K - $120K
9.5K $3.56M
VOX
Vanguard Communication Service

ETFs
-659
- 19.75%
$144.31 - $163.57 $95.1K - $108K
2.68K $414K
XOM
Exxon Mobil Corp

Energy
-925
- 7.42%
$105.51 - $125.37 $97.6K - $116K
11.5K $1.24M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.77K
- 19.17%
$54.54 - $61.04 $96.5K - $108K
7.46K $415K
CVX
Chevron Corp

Energy
-656
- 17.03%
$141.15 - $162.53 $92.6K - $107K
3.2K $462K
CSCO
Cisco Systems, Inc.

Technology
-1.49K
- 11.75%
$52.45 - $60.02 $78.3K - $89.6K
11.2K $663K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-1.17K
- 2.62%
$74.93 - $97.17 $87.6K - $114K
43.5K $3.3M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.13K
- 10.15%
$70.63 - $78.23 $79.5K - $88.1K
9.97K $708K
NUE
Nucor Corp

Basic Materials
-676
- 24.7%
$115.78 - $167.74 $78.3K - $113K
2.06K $240K
KO
Coca Cola CO

Consumer Defensive
-1.17K
- 17.82%
$61.74 - $71.71 $72.3K - $84K
5.4K $336K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.11K
- 0.72%
$58.88 - $64.8 $65.5K - $72.1K
153K $9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-798
- 2.68%
$75.1 - $82.99 $59.9K - $66.2K
28.9K $2.19M
ISRG
Intuitive Surgical Inc

Healthcare
-107
- 9.22%
$471.27 - $550.62 $50.4K - $58.9K
1.05K $550K
AMGN
Amgen Inc

Healthcare
-200
- 6.77%
$258.78 - $328.31 $51.8K - $65.7K
2.75K $717K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-829
- 0.61%
$61.68 - $67.87 $51.1K - $56.3K
136K $8.49M
MS
Morgan Stanley

Financial Services
-378
- 15.14%
$104.42 - $134.99 $39.5K - $51K
2.12K $266K
JNJ
Johnson & Johnson

Healthcare
-327
- 4.9%
$143.34 - $165.86 $46.9K - $54.2K
6.35K $918K
IXN
Ishares Global Information Tec

ETFs
-541
- 0.56%
$80.67 - $87.84 $43.6K - $47.5K
95.4K $8.08M
VNQ
Vanguard Specialized Funds Van

ETFs
-504
- 2.03%
$87.85 - $98.6 $44.3K - $49.7K
24.3K $2.16M
VB
Vanguard Small Cap ETF

ETFs
-148
- 3.76%
$233.76 - $261.58 $34.6K - $38.7K
3.79K $911K
IBM
International Business Machines Corp

Technology
-158
- 8.98%
$204.9 - $238.04 $32.4K - $37.6K
1.6K $351K
SNOW
Snowflake Inc.

Technology
-183
- 5.95%
$109.65 - $186.51 $20.1K - $34.1K
2.89K $446K
INTC
Intel Corp

Technology
-1.17K
- 7.6%
$19.07 - $26.23 $22.4K - $30.8K
14.3K $286K
PG
Procter & Gamble CO

Consumer Defensive
-131
- 2.63%
$161.05 - $179.7 $21.1K - $23.5K
4.86K $814K
COST
Costco Wholesale Corp

Consumer Defensive
-17
- 0.54%
$873.59 - $994.69 $14.9K - $16.9K
3.1K $2.84M
TXN
Texas Instruments Inc

Technology
-67
- 3.42%
N/A
1.89K $367K
RTX
Raytheon Technologies Corp

Industrials
-78
- 3.27%
$114.45 - $127.21 $8.93K - $9.92K
2.31K $267K
DHR
Danaher Corp

Healthcare
-33
- 0.82%
$226.16 - $274.52 $7.46K - $9.06K
3.98K $914K
MU
Micron Technology Inc

Technology
-70
- 1.97%
$84.16 - $113.41 $5.89K - $7.94K
3.48K $293K
SNPS
Synopsys Inc

Technology
-13
- 2.89%
$485.36 - $588.0 $6.31K - $7.64K
437 $212K
DE
Deere & CO

Industrials
-13
- 1.75%
$389.45 - $466.0 $5.06K - $6.06K
730 $309K
SCHW
Schwab Charles Corp

Financial Services
-41
- 0.52%
$63.31 - $82.85 $2.6K - $3.4K
7.88K $582K
Activity Summary
Buys All Purchases 74 New Holdings 13 Increased Positions 61 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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