Bordeaux Wealth Advisors LLC Portfolio Holdings
Bordeaux Wealth Advisors LLC
- $619 Million
- Q4 2024
Bordeaux Wealth Advisors LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $619 Million distributed in 160 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $158M, Alphabet Inc. with a value of $44.3M, Vanguard Total Stock Market Et with a value of $44.1M, Apple Inc. with a value of $42.3M, and Microsoft Corp with a value of $24.9M.
Examining the 13F form we can see an increase of $43.3M in the current position value, from $576M to 619M.
Below you can find more details about Bordeaux Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$619 Million
Technology: $236 Million
ETFs: $236 Million
Communication Services: $75.7 Million
Consumer Cyclical: $24.2 Million
Industrials: $22.1 Million
Healthcare: $8.85 Million
Financial Services: $8.73 Million
Consumer Defensive: $5.85 Million
Other: $2.35 Million