Bordeaux Wealth Advisors LLC Portfolio Holdings
Bordeaux Wealth Advisors LLC
- $524 Million
- Q2 2024
Bordeaux Wealth Advisors LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $524 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $96.8M, Alphabet Inc. with a value of $43.6M, Vanguard Total Stock Market Et with a value of $40.4M, Apple Inc. with a value of $35.5M, and Microsoft Corp with a value of $24.8M.
Examining the 13F form we can see an increase of $222M in the current position value, from $302M to 524M.
Below you can find more details about Bordeaux Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$524 Million
ETFs: $228 Million
Technology: $166 Million
Communication Services: $72 Million
Industrials: $22.4 Million
Consumer Cyclical: $15.2 Million
Healthcare: $7.4 Million
Financial Services: $5.86 Million
Consumer Defensive: $4.62 Million
Other: $2.36 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|