Bordeaux Wealth Advisors LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $302 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $52.2M, Alphabet Inc. with a value of $37.3M, Apple Inc. with a value of $26.6M, Vanguard Total Stock Market Et with a value of $23.3M, and Alphabet Inc. with a value of $15.1M.
Examining the 13F form we can see an increase of $6.38M in the current position value, from $296M to 302M.
Below you can find more details about Bordeaux Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$302 Million
ETFs: $111 Million
Technology: $101 Million
Communication Services: $61.9 Million
Consumer Cyclical: $10.8 Million
Healthcare: $6.53 Million
Industrials: $3.49 Million
Financial Services: $3.06 Million
Consumer Defensive: $2.6 Million
Other: $2.11 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions