Bordeaux Wealth Advisors LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Bordeaux Wealth Advisors LLC opened 11 positions, added to 37, reduced 38, sold out of 9 and left 4 unchanged. The largest increase in value was NVDA (+$205,287,416); the largest decrease was TSLA (-$6,816,341).
- NVDA: Country of operation United States; Class COM; Shares 2025-03-31 1,038,648; Shares 2025-06-30 2,011,875.
- META: Country of operation United States; Class CL A; Shares 2025-03-31 12,169; Shares 2025-06-30 20,370.
- MSFT: Country of operation United States; Class COM; Shares 2025-03-31 57,864; Shares 2025-06-30 59,497.
- ORCL: Country of operation United States; Class COM; Shares 2025-03-31 7,100; Shares 2025-06-30 19,269.
Two Form 13F-HR filings compared (SEC CIK 1821271): 2025-03-31 (filed 2025-04-24) and 2025-06-30 (filed 2025-08-04). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-03-31 | Shares 2025-06-30 | Share change | Value 2025-03-31 | Value 2025-06-30 | Value change |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 1,038,648 | 2,011,875 | +973,227 | $112,568,718 | $317,856,134 | +$205,287,416 |
|---|
META
META PLATFORMS INC | United States | CL A | 12,169 | 20,370 | +8,201 | $7,013,800 | $15,035,070 | +$8,021,270 |
|---|
MSFT
MICROSOFT CORP | United States | COM | 57,864 | 59,497 | +1,633 | $21,721,545 | $29,594,552 | +$7,873,007 |
|---|
ORCL
ORACLE CORP | United States | COM | 7,100 | 19,269 | +12,169 | $992,651 | $4,212,782 | +$3,220,131 |
|---|
AVGO
BROADCOM INC | United States | COM | 4,559 | 4,982 | +423 | $763,314 | $1,373,289 | +$609,975 |
|---|
AMD
ADVANCED MICRO DEVICES INC | United States | COM | 9,525 | 9,784 | +259 | $978,599 | $1,388,350 | +$409,751 |
|---|
P
PURE STORAGE INC | United States | CL A | 17,779 | 20,478 | +2,699 | $787,077 | $1,179,124 | +$392,047 |
|---|
CDNS
CADENCE DESIGN SYSTEM INC | United States | COM | 4,686 | 4,818 | +132 | $1,191,791 | $1,484,667 | +$292,876 |
|---|
COIN
COINBASE GLOBAL INC | United States | COM CL A | 1,387 | 1,461 | +74 | $238,884 | $512,066 | +$273,182 |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 3,236 | 3,268 | +32 | $3,060,455 | $3,235,365 | +$174,910 |
|---|
WMT
WALMART INC | United States | COM | 7,907 | 8,626 | +719 | $694,156 | $843,451 | +$149,295 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 23,015 | 23,056 | +41 | $2,257,497 | $2,112,636 | -$144,861 |
|---|
GDRX
GOODRX HLDGS INC | United States | COM CL A | 37,262 | 61,319 | +24,057 | $164,326 | $305,369 | +$141,043 |
|---|
ALK
ALASKA AIR GROUP INC | United States | COM | 17,162 | 19,869 | +2,707 | $844,714 | $983,119 | +$138,405 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 8,313 | 8,495 | +182 | $650,771 | $775,085 | +$124,314 |
|---|
WAB
WABTEC | United States | COM | 3,142 | 3,165 | +23 | $569,802 | $662,593 | +$92,791 |
|---|
FTNT
FORTINET INC | United States | COM | 5,934 | 6,181 | +247 | $571,207 | $653,456 | +$82,249 |
|---|
PFE
PFIZER INC | United States | COM | 10,562 | 13,939 | +3,377 | $267,639 | $337,875 | +$70,236 |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 6,500 | 6,656 | +156 | $1,077,960 | $1,016,704 | -$61,256 |
|---|
HUBB
HUBBELL INC | United States | COM | 605 | 635 | +30 | $200,201 | $259,341 | +$59,140 |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 1,053 | 1,064 | +11 | $521,520 | $578,189 | +$56,669 |
|---|
RIVN
RIVIAN AUTOMOTIVE INC | United States | COM CL A | 34,431 | 34,870 | +439 | $428,666 | $479,114 | +$50,448 |
|---|
ABT
ABBOTT LABS | United States | COM | 3,221 | 3,474 | +253 | $427,266 | $472,499 | +$45,233 |
|---|
HD
HOME DEPOT INC | United States | COM | 1,385 | 1,503 | +118 | $507,463 | $551,024 | +$43,561 |
|---|
BLK
BLACKROCK INC | United States | COM | 288 | 291 | +3 | $272,587 | $305,332 | +$32,745 |
|---|
SYK
STRYKER CORPORATION | United States | COM | 600 | 647 | +47 | $223,350 | $255,973 | +$32,623 |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 443 | 458 | +15 | $214,461 | $244,449 | +$29,988 |
|---|
DOV
DOVER CORP | United States | COM | 1,234 | 1,331 | +97 | $216,790 | $243,880 | +$27,090 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 2,119 | 2,212 | +93 | $213,765 | $237,591 | +$23,826 |
|---|
DHR
DANAHER CORPORATION | United States | COM | 3,861 | 4,117 | +256 | $791,505 | $813,273 | +$21,768 |
|---|
AEE
AMEREN CORP | United States | COM | 4,520 | 4,545 | +25 | $453,808 | $436,502 | -$17,306 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 3,770 | 3,772 | +2 | $1,151,849 | $1,163,285 | +$11,436 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,521 | 6,050 | +529 | $250,417 | $261,769 | +$11,352 |
|---|
INTC
INTEL CORP | United States | COM | 13,491 | 14,034 | +543 | $306,373 | $314,369 | +$7,996 |
|---|
CHGG
CHEGG INC | United States | COM | 12,992 | 13,182 | +190 | $8,305 | $15,951 | +$7,646 |
|---|
KO
COCA COLA CO | United States | COM | 7,890 | 7,905 | +15 | $565,082 | $559,279 | -$5,803 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 15,487 | 15,857 | +370 | $929,529 | $929,707 | +$178 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |