Bordeaux Wealth Advisors LLC quarter change: USA Stocks, Reduced
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).
- TSLA: Country of operation United States; Class COM; Shares 2025-03-31 36,941; Shares 2025-06-30 8,680.
- AAPL: Country of operation United States; Class COM; Shares 2025-03-31 162,983; Shares 2025-06-30 154,831.
- BA: Country of operation United States; Class COM; Shares 2025-03-31 111,397; Shares 2025-06-30 102,407.
- ABBV: Country of operation United States; Class COM; Shares 2025-03-31 21,018; Shares 2025-06-30 10,972.
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 |
|---|
TSLA
TESLA INC | United States | COM | 36,941 | 8,680 | -28,261 | $9,573,630 | $2,757,289 | -$6,816,341 |
|---|
AAPL
APPLE INC | United States | COM | 162,983 | 154,831 | -8,152 | $36,203,470 | $31,766,638 | -$4,436,832 |
|---|
BA
BOEING CO | United States | COM | 111,397 | 102,407 | -8,990 | $18,998,752 | $21,457,331 | +$2,458,579 |
|---|
ABBV
ABBVIE INC | United States | COM | 21,018 | 10,972 | -10,046 | $4,403,692 | $2,036,623 | -$2,367,069 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 194,967 | 180,846 | -14,121 | $30,459,713 | $32,080,293 | +$1,620,580 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 103,712 | 99,866 | -3,846 | $16,038,021 | $17,599,330 | +$1,561,309 |
|---|
AMZN
AMAZON COM INC | United States | COM | 30,814 | 30,607 | -207 | $5,862,672 | $6,714,870 | +$852,198 |
|---|
V
VISA INC | United States | COM CL A | 15,416 | 13,248 | -2,168 | $5,402,606 | $4,703,784 | -$698,822 |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 5,716 | 2,410 | -3,306 | $974,095 | $383,956 | -$590,139 |
|---|
DASH
DOORDASH INC | United States | CL A | 11,082 | 6,471 | -4,611 | $2,025,458 | $1,595,167 | -$430,291 |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,512 | 1,218 | -294 | $791,910 | $379,980 | -$411,930 |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 8,817 | 8,672 | -145 | $2,162,832 | $2,514,133 | +$351,301 |
|---|
LLY
ELI LILLY & CO | United States | COM | 2,199 | 1,906 | -293 | $1,816,177 | $1,485,785 | -$330,392 |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 13,899 | 12,882 | -1,017 | $1,653,048 | $1,388,729 | -$264,319 |
|---|
CRM
SALESFORCE INC | United States | COM | 4,518 | 3,607 | -911 | $1,212,451 | $983,593 | -$228,858 |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 1,053 | 641 | -412 | $577,171 | $360,204 | -$216,967 |
|---|
SNOW
SNOWFLAKE INC | United States | CL A | 3,071 | 1,079 | -1,992 | $448,858 | $241,448 | -$207,410 |
|---|
TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 1,537 | 1,477 | -60 | $764,812 | $598,865 | -$165,947 |
|---|
MRK
MERCK & CO INC | United States | COM | 4,038 | 2,648 | -1,390 | $362,451 | $209,616 | -$152,835 |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 5,446 | 5,357 | -89 | $911,023 | $767,030 | -$143,993 |
|---|
CAT
CATERPILLAR INC | United States | COM | 2,489 | 2,456 | -33 | $820,873 | $953,444 | +$132,571 |
|---|
DE
DEERE & CO | United States | COM | 713 | 406 | -307 | $334,647 | $206,447 | -$128,200 |
|---|
MCD
MCDONALDS CORP | United States | COM | 2,131 | 1,870 | -261 | $665,655 | $546,504 | -$119,151 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 3,824 | 3,556 | -268 | $332,268 | $438,277 | +$106,009 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 5,164 | 5,001 | -163 | $566,181 | $666,784 | +$100,603 |
|---|
AMGN
AMGEN INC | United States | COM | 2,905 | 2,899 | -6 | $905,068 | $809,444 | -$95,624 |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 809 | 802 | -7 | $513,093 | $421,050 | -$92,043 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 4,674 | 4,399 | -275 | $339,800 | $428,199 | +$88,399 |
|---|
CSCO
CISCO SYS INC | United States | COM | 11,112 | 10,973 | -139 | $685,710 | $761,329 | +$75,619 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 1,205 | 1,194 | -11 | $241,181 | $307,324 | +$66,143 |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,592 | 1,159 | -433 | $395,867 | $341,651 | -$54,216 |
|---|
ABNB
AIRBNB INC | United States | COM CL A | 3,704 | 3,541 | -163 | $442,480 | $468,616 | +$26,136 |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 1,278 | 1,267 | -11 | $302,695 | $324,314 | +$21,619 |
|---|
BAC
BANK AMERICA CORP | United States | COM | 8,675 | 7,994 | -681 | $361,988 | $378,265 | +$16,277 |
|---|
SNPS
SYNOPSYS INC | United States | COM | 488 | 431 | -57 | $209,279 | $220,966 | +$11,687 |
|---|
TSHA
TAYSHA GENE THERAPIES INC | United States | COM SHS | 10,109 | 10,058 | -51 | $14,052 | $23,234 | +$9,182 |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 3,289 | 2,993 | -296 | $236,123 | $239,839 | +$3,716 |
|---|
QCOM
QUALCOMM INC | United States | COM | 1,969 | 1,894 | -75 | $302,459 | $301,639 | -$820 |
|---|
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