Fund HoldingsBordeaux Wealth Advisors LLC

Total Portfolio Value
$622.36M
Total Bought
$76.43M
Total Sold
$31.09M
Net Transaction
+$45.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)811,7921,173,431+361,63998,584157,58025.32%+58,996
ALPHABET INC(GOOG)0232,876+232,876044,3497.13%+44,349
TESLA INC(TSLA)29,87029,425-4457,81511,8831.91%+4,068
ALPHABET INC(GOOG)0103,731+103,731019,6363.16%+19,636
APPLE INC(AAPL)171,682169,002-2,68040,00242,3216.80%+2,319
AMAZON COM INC(AMZN)26,49930,408+3,9094,9386,6711.07%+1,734
VANGUARD INDEX FDS151,122152,007+88542,79244,0537.08%+1,261
BOEING CO(BA)093,068+93,068016,4732.65%+16,473
ADVANCED MICRO DEVICES INC(AMD)09,758+9,75801,1790.19%+1,179
VANGUARD WORLD FD
FINANCIALS ETF
107,840106,799-1,04111,85312,6102.03%+757
VISA INC(V)12,94313,586+6433,5594,2940.69%+735
ISHARES BITCOIN TRUST ETF(IBIT)34,55235,524+9721,2481,8850.30%+636
VANGUARD WHITEHALL FDS98,614103,578+4,96412,64213,2162.12%+573
INVESCO QQQ TR07,712+7,71203,9420.63%+3,942
BROADCOM INC(AVGO)4,2774,924+6477381,1420.18%+404
ISHARES TR48,63948,639015,29215,6702.52%+378
SALESFORCE INC(CRM)04,664+4,66401,5590.25%+1,559
ALASKA AIR GROUP INC17,16217,16207761,1110.18%+335
LAM RESEARCH CORP(LRCX)04,608+4,60803330.05%+333
JPMORGAN CHASE & CO.(JPM)9,1069,344+2381,9202,2400.36%+320
BLACKROCK INC(BLK)0292+29202990.05%+299
DOORDASH INC(DASH)11,58111,585+41,6531,9430.31%+290
META PLATFORMS INC(META)11,28211,511+2296,4586,7401.08%+282
SHOPIFY INC(SHOP)02,555+2,55502720.04%+272
ALPS ETF TR
ALERIAN ENERGY
08,586+8,58602670.04%+267
UNION PAC CORP(UNP)01,137+1,13702590.04%+259
WELLS FARGO CO NEW(WFC)03,552+3,55202490.04%+249
VANGUARD WORLD FD
CONSUM DIS ETF
9,7949,495-2993,3353,5640.57%+230
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0977+97702270.04%+227
SCHWAB STRATEGIC TR07,304+7,30402170.03%+217
BLOCK INC(XYZ)02,459+2,45902090.03%+209
BOSTON SCIENTIFIC CORP(BSX)02,314+2,31402070.03%+207
NETFLIX INC(NFLX)0228+22802030.03%+203
DISNEY WALT CO(DIS)01,799+1,79902000.03%+200
ISHARES TR095,369+95,36908,0831.30%+8,083
CADENCE DESIGN SYSTEM INC(CDNS)04,783+4,78301,4370.23%+1,437
VANGUARD WORLD FD
INF TECH ETF
18,79817,973-82511,02511,1751.80%+150
VANGUARD INDEX FDS5,1165,11601,9642,1000.34%+136
FORTINET INC(FTNT)5,8776,140+2634565800.09%+124
TAIWAN SEMICONDUCTOR MFG LTD(TSM)02,187+2,18704320.07%+432
BANK AMERICA CORP7,3929,048+1,6562933980.06%+104
ISHARES TR012,600+12,60002,0100.32%+2,010
MASTERCARD INCORPORATED(MA)544689+1452693630.06%+94
SNOWFLAKE INC(SNOW)02,893+2,89304470.07%+447
EMERSON ELEC CO(EMR)05,085+5,08506300.10%+630
ALTRIA GROUP INC(MO)15,08916,363+1,2747708560.14%+85
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
017,140+17,14009970.16%+997
AUTOMATIC DATA PROCESSING IN3,7303,802+721,0321,1130.18%+81
VANGUARD INDEX FDS6,1586,179+213,2493,3300.53%+80
WALMART INC(WMT)8,2608,26006677460.12%+79
COSTCO WHSL CORP NEW(COST)3,1213,104-172,7672,8440.46%+77
SCHWAB CHARLES CORP(SCHW)07,876+7,87605830.09%+583
EXCHANGE TRADED CONCEPTS TRU017,824+17,82403010.05%+301
ISHARES TR02,903+2,90301,7090.27%+1,709
ABBOTT LABS2,6003,170+5702963590.06%+62
ISHARES TR02,197+2,19708820.14%+882
GRAINGER W W INC(GWW)271320+492823370.05%+56
ISHARES TR01,434+1,43403170.05%+317
SCHWAB STRATEGIC TR024,473+24,47305560.09%+556
PROSHARES TR
SHRT 20+YR TRE
015,310+15,31003770.06%+377
BROOKFIELD CORP(BN)7,9327,93204224560.07%+34
AMERIPRISE FINL INC(AMP)455460+52142450.04%+31
AIRBNB INC06,569+6,56908630.14%+863
STRYKER CORPORATION(SYK)590668+782132410.04%+27
WABTEC(WAB)3,1423,155+135715980.10%+27
SPDR S&P 500 ETF TR(SPY)02,188+2,18801,2820.21%+1,282
ISHARES TR12,00012,00001,3051,3230.21%+18
PFIZER INC(PFE)11,90413,374+1,4703453550.06%+10
AMEREN CORP(AEE)4,5674,56703994070.07%+8
NEUBERGER BERMAN ENERGY INFR011,500+11,50001020.02%+102
MORGAN STANLEY(MS)2,4972,119-3782602660.04%+6
ISHARES TR0737+73702460.04%+246
ISHARES TR
MSCI USA MMENTM
01,103+1,10302280.04%+228
SPDR DOW JONES INDL AVERAGE(DIA)01,375+1,37505850.09%+585
WISDOMTREE TR(WT)6,2846,346+625895920.10%+3
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
09,750+9,75003370.05%+337
PRECIGEN INC(PGEN)016,528+16,5280190.00%+19
ISHARES TR05,118+5,11804520.07%+452
FIRST TR LRGE CP CORE ALPHA
COM SHS
03,560+3,56003710.06%+371
DEERE & CO(DE)743730-133103090.05%-1
SPDR GOLD TR(GLD)01,000+1,00002420.04%+242
SCHWAB STRATEGIC TR3,82211,520+7,6982742730.04%-1
VERIZON COMMUNICATIONS INC(VZ)4,6925,206+5142112080.03%-3
CHEGG INC012,992+12,9920210.00%+21
ISHARES TR01,750+1,75002870.05%+287
PIMCO ETF TR
MUNI INCOME OPP
04,465+4,46502010.03%+201
DOVER CORP(DOV)01,219+1,21902290.04%+229
HUBBELL INC(HUBB)0623+62302610.04%+261
SCHWAB STRATEGIC TR6,87819,808+12,9304674590.07%-8
ISHARES TR04,779+4,77905510.09%+551
VANGUARD SPECIALIZED FUNDS3,9413,94107817720.12%-9
ISHARES TR09,022+9,02209610.15%+961
LOWES COS INC(LOW)911958+472472360.04%-10
ELI LILLY & CO(LLY)1,0541,194+1409349220.15%-12
CISCO SYS INC(CSCO)12,70311,210-1,4936766640.11%-12
QUALCOMM INC(QCOM)01,886+1,88602900.05%+290
MCDONALDS CORP(MCD)3,0393,146+1079259120.15%-13
HOME DEPOT INC(HD)1,4251,447+225785630.09%-14
ISHARES TR03,142+3,14205820.09%+582
SYNOPSYS INC(SNPS)450437-132282120.03%-16
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