Bordeaux Wealth Advisors LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Bordeaux Wealth Advisors LLC opened 65 positions, added to 210, reduced 177 and sold out of 34.
- Q2 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 1,038,648.
- Q2 2025: Stock META; Country of operation United States; Class CL A; Shares before 12,169.
- Q2 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 57,864.
- Q2 2025: Stock ORCL; Country of operation United States; Class COM; Shares before 7,100.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1821271), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-24); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2020-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|---|---|---|---|---|---|---|---|---|---|
| Q2 2025 | NVDA NVIDIA CORPORATION | United States | COM | 1,038,648 | 2,011,875 | +973,227 | $112,568,718 | $317,856,134 | +$205,287,416 | 2025-08-04 |
| Q2 2025 | META META PLATFORMS INC | United States | CL A | 12,169 | 20,370 | +8,201 | $7,013,800 | $15,035,070 | +$8,021,270 | 2025-08-04 |
| Q2 2025 | MSFT MICROSOFT CORP | United States | COM | 57,864 | 59,497 | +1,633 | $21,721,545 | $29,594,552 | +$7,873,007 | 2025-08-04 |
| Q2 2025 | ORCL ORACLE CORP | United States | COM | 7,100 | 19,269 | +12,169 | $992,651 | $4,212,782 | +$3,220,131 | 2025-08-04 |
| Q2 2025 | AVGO BROADCOM INC | United States | COM | 4,559 | 4,982 | +423 | $763,314 | $1,373,289 | +$609,975 | 2025-08-04 |
| Q2 2025 | AMD ADVANCED MICRO DEVICES INC | United States | COM | 9,525 | 9,784 | +259 | $978,599 | $1,388,350 | +$409,751 | 2025-08-04 |
| Q2 2025 | P PURE STORAGE INC | United States | CL A | 17,779 | 20,478 | +2,699 | $787,077 | $1,179,124 | +$392,047 | 2025-08-04 |
| Q2 2025 | CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 4,686 | 4,818 | +132 | $1,191,791 | $1,484,667 | +$292,876 | 2025-08-04 |
| Q2 2025 | COIN COINBASE GLOBAL INC | United States | COM CL A | 1,387 | 1,461 | +74 | $238,884 | $512,066 | +$273,182 | 2025-08-04 |
| Q2 2025 | COST COSTCO WHSL CORP NEW | United States | COM | 3,236 | 3,268 | +32 | $3,060,455 | $3,235,365 | +$174,910 | 2025-08-04 |
| Q2 2025 | WMT WALMART INC | United States | COM | 7,907 | 8,626 | +719 | $694,156 | $843,451 | +$149,295 | 2025-08-04 |
| Q2 2025 | SBUX STARBUCKS CORP | United States | COM | 23,015 | 23,056 | +41 | $2,257,497 | $2,112,636 | -$144,861 | 2025-08-04 |
| Q2 2025 | GDRX GOODRX HLDGS INC | United States | COM CL A | 37,262 | 61,319 | +24,057 | $164,326 | $305,369 | +$141,043 | 2025-08-04 |
| Q2 2025 | ALK ALASKA AIR GROUP INC | United States | COM | 17,162 | 19,869 | +2,707 | $844,714 | $983,119 | +$138,405 | 2025-08-04 |
| Q2 2025 | SCHW SCHWAB CHARLES CORP | United States | COM | 8,313 | 8,495 | +182 | $650,771 | $775,085 | +$124,314 | 2025-08-04 |
| Q2 2025 | WAB WABTEC | United States | COM | 3,142 | 3,165 | +23 | $569,802 | $662,593 | +$92,791 | 2025-08-04 |
| Q2 2025 | FTNT FORTINET INC | United States | COM | 5,934 | 6,181 | +247 | $571,207 | $653,456 | +$82,249 | 2025-08-04 |
| Q2 2025 | PFE PFIZER INC | United States | COM | 10,562 | 13,939 | +3,377 | $267,639 | $337,875 | +$70,236 | 2025-08-04 |
| Q2 2025 | JNJ JOHNSON & JOHNSON | United States | COM | 6,500 | 6,656 | +156 | $1,077,960 | $1,016,704 | -$61,256 | 2025-08-04 |
| Q2 2025 | HUBB HUBBELL INC | United States | COM | 605 | 635 | +30 | $200,201 | $259,341 | +$59,140 | 2025-08-04 |
| Q2 2025 | ISRG INTUITIVE SURGICAL INC | United States | COM NEW | 1,053 | 1,064 | +11 | $521,520 | $578,189 | +$56,669 | 2025-08-04 |
| Q2 2025 | RIVN RIVIAN AUTOMOTIVE INC | United States | COM CL A | 34,431 | 34,870 | +439 | $428,666 | $479,114 | +$50,448 | 2025-08-04 |
| Q2 2025 | ABT ABBOTT LABS | United States | COM | 3,221 | 3,474 | +253 | $427,266 | $472,499 | +$45,233 | 2025-08-04 |
| Q2 2025 | HD HOME DEPOT INC | United States | COM | 1,385 | 1,503 | +118 | $507,463 | $551,024 | +$43,561 | 2025-08-04 |
| Q2 2025 | BLK BLACKROCK INC | United States | COM | 288 | 291 | +3 | $272,587 | $305,332 | +$32,745 | 2025-08-04 |
| Q2 2025 | SYK STRYKER CORPORATION | United States | COM | 600 | 647 | +47 | $223,350 | $255,973 | +$32,623 | 2025-08-04 |
| Q2 2025 | AMP AMERIPRISE FINL INC | United States | COM | 443 | 458 | +15 | $214,461 | $244,449 | +$29,988 | 2025-08-04 |
| Q2 2025 | DOV DOVER CORP | United States | COM | 1,234 | 1,331 | +97 | $216,790 | $243,880 | +$27,090 | 2025-08-04 |
| Q2 2025 | BSX BOSTON SCIENTIFIC CORP | United States | COM | 2,119 | 2,212 | +93 | $213,765 | $237,591 | +$23,826 | 2025-08-04 |
| Q2 2025 | DHR DANAHER CORPORATION | United States | COM | 3,861 | 4,117 | +256 | $791,505 | $813,273 | +$21,768 | 2025-08-04 |
| Q2 2025 | AEE AMEREN CORP | United States | COM | 4,520 | 4,545 | +25 | $453,808 | $436,502 | -$17,306 | 2025-08-04 |
| Q2 2025 | ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 3,770 | 3,772 | +2 | $1,151,849 | $1,163,285 | +$11,436 | 2025-08-04 |
| Q2 2025 | VZ VERIZON COMMUNICATIONS INC | United States | COM | 5,521 | 6,050 | +529 | $250,417 | $261,769 | +$11,352 | 2025-08-04 |
| Q2 2025 | INTC INTEL CORP | United States | COM | 13,491 | 14,034 | +543 | $306,373 | $314,369 | +$7,996 | 2025-08-04 |
| Q2 2025 | CHGG CHEGG INC | United States | COM | 12,992 | 13,182 | +190 | $8,305 | $15,951 | +$7,646 | 2025-08-04 |
| Q2 2025 | KO COCA COLA CO | United States | COM | 7,890 | 7,905 | +15 | $565,082 | $559,279 | -$5,803 | 2025-08-04 |
| Q2 2025 | MO ALTRIA GROUP INC | United States | COM | 15,487 | 15,857 | +370 | $929,529 | $929,707 | +$178 | 2025-08-04 |
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||