Bordeaux Wealth Advisors LLC Portfolio Holdings
Bordeaux Wealth Advisors LLC
- $551 Million
- Q3 2024
Bordeaux Wealth Advisors LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $551 Million distributed in 161 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $98.6M, Vanguard Total Stock Market Et with a value of $42.8M, Apple Inc. with a value of $40M, Alphabet Inc. with a value of $39.7M, and Microsoft Corp with a value of $25.1M.
Examining the 13F form we can see an increase of $26.8M in the current position value, from $524M to 551M.
Below you can find more details about Bordeaux Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$551 Million
ETFs: $244 Million
Technology: $174 Million
Communication Services: $67.9 Million
Industrials: $20.4 Million
Consumer Cyclical: $19.1 Million
Healthcare: $10.1 Million
Financial Services: $7.39 Million
Consumer Defensive: $6.05 Million
Other: $2.84 Million