Bordeaux Wealth Advisors LLC Sells in Q3 2024

Bordeaux Wealth Advisors LLC

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

Communication Services
-420
- 0.18%
$149.54 - $192.66 $62.8K - $80.9K
237K $39.7M
BA
Boeing CO

Industrials
-2.73K
- 2.64%
$152.04 - $190.6 $414K - $519K
100K $15.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.46K
- 32.65%
$434.77 - $502.96 $1.5M - $1.74M
7.14K $3.48M
CRM
Salesforce, Inc.

Technology
-2.09K
- 32.21%
$238.42 - $276.53 $499K - $579K
4.4K $1.21M
INTC
Intel Corp

Technology
-3.58K
- 18.8%
$18.9 - $34.87 $67.6K - $125K
15.4K $362K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-292
- 11.73%
$332.02 - $382.76 $96.9K - $112K
2.2K $824K
ADNT
Adient PLC

Consumer Cyclical
-15
- 0.04%
$19.9 - $25.76 $299 - $386
36.2K $817K
SCHW
Schwab Charles Corp

Financial Services
-12
- 0.15%
$61.74 - $76.08 $741 - $913
7.92K $513K
IWD
Ishares Russell 1000 Val ETF

ETFs
-638
- 16.88%
$173.36 - $189.8 $111K - $121K
3.14K $596K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-311
- 6.51%
$46.9 - $51.96 $14.6K - $16.2K
4.46K $229K
IVV
Ishares Core S&P 500 ETF

ETFs
-120
- 4.04%
$520.18 - $576.82 $62.4K - $69.2K
2.85K $1.65M
EFV
Msci Eafe Value ETF

ETFs
-2
- 0.03%
$51.72 - $57.96 $103 - $116
6.07K $349K
IWR
Ishares Russell Mid Cap ETF

ETFs
-66
- 1.27%
$79.92 - $88.19 $5.27K - $5.82K
5.12K $451K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-93
- 1.91%
$105.53 - $118.34 $9.81K - $11K
4.78K $558K
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 1.13%
$517.38 - $573.86 $12.9K - $14.3K
2.19K $1.26M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-439
- 1.45%
$75.32 - $84.37 $33.1K - $37K
29.7K $2.49M
DASH
Door Dash, Inc.

Communication Services
-1.28K
- 9.92%
$100.28 - $143.99 $128K - $184K
11.6K $1.65M
FXI
Ishares Tr

ETFs
-68
- 0.13%
$24.78 - $32.17 $1.69K - $2.19K
52.5K $1.67M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.04K
- 1.46%
$57.32 - $62.65 $117K - $128K
137K $8.54M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-459
- 0.38%
$41.9 - $48.26 $19.2K - $22.2K
122K $5.82M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
-925
- 2.03%
$64.93 - $82.12 $60.1K - $76K
44.6K $3.67M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-290
- 0.59%
$283.28 - $314.39 $82.2K - $91.2K
48.6K $15.3M
VTI
Vanguard Total Stock Market Et

ETFs
-56
- 0.04%
$255.18 - $283.2 $14.3K - $15.9K
151K $42.8M
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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