Sand Hill Advisors
Latest statistics and disclosures from Sand Hill Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, EFA, SPY, IWM, IJH, and represent 42.82% of Sand Hill Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$84M), VOO (+$47M), VGLT (+$34M), MUB (+$24M), VBK (+$15M), IYR (+$14M), MUNI (+$13M), VTEB (+$5.9M), AEP, IVV.
- Started 17 new stock positions in VTEB, NYT, SNOW, SPLG, NEM, SPGI, PDBC, TAN, AEP, COP. NET, BOND, AXP, VGIT, BND, IGSB, KKR.
- Reduced shares in these 10 stocks: SPY (-$138M), TLT (-$31M), VNQ (-$13M), GOVT, ALB, , VWO, NUSC, SUB, VLTO.
- Sold out of its positions in ALB, ENPH, AAXJ, NUSC, PFE, ROP, HEAR, VLTO.
- Sand Hill Global Advisors was a net buyer of stock by $73M.
- Sand Hill Global Advisors has $2.1B in assets under management (AUM), dropping by 14.49%.
- Central Index Key (CIK): 0001009209
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Portfolio Holdings for Sand Hill Global Advisors
Sand Hill Global Advisors holds 161 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.4 | $237M | +24% | 543k | 436.80 |
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| Ishares Tr Msci Eafe Etf (EFA) | 9.7 | $202M | 2.7M | 75.35 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 9.7 | $201M | -40% | 423k | 475.31 |
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| Ishares Tr Russell 2000 Etf (IWM) | 6.1 | $126M | 630k | 200.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.9 | $123M | 443k | 277.15 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.8 | $120M | 2.9M | 41.10 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.1 | $84M | NEW | 1.5M | 55.90 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 3.6 | $75M | +84% | 1.2M | 61.53 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.2 | $66M | -16% | 744k | 88.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $57M | 573k | 99.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $49M | +10% | 103k | 477.63 |
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| Ishares Tr National Mun Etf (MUB) | 1.5 | $31M | +363% | 284k | 108.41 |
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| Apple (AAPL) | 1.4 | $30M | -2% | 153k | 192.53 |
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| Microsoft Corporation (MSFT) | 1.1 | $24M | 63k | 376.04 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 1.1 | $23M | -15% | 1.0M | 23.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $22M | -3% | 154k | 139.69 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $18M | -3% | 234k | 76.38 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $17M | 165k | 104.92 |
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| Amazon (AMZN) | 0.8 | $17M | 114k | 151.94 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.8 | $17M | +734% | 71k | 241.77 |
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| Visa Com Cl A (V) | 0.8 | $16M | 62k | 260.35 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $16M | 339k | 47.90 |
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| NVIDIA Corporation (NVDA) | 0.8 | $16M | 32k | 495.22 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $16M | 92k | 170.10 |
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| Meta Platforms Cl A (META) | 0.7 | $15M | 42k | 353.96 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.7 | $15M | 256k | 58.33 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $15M | +1436% | 160k | 91.41 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $15M | +12% | 362k | 40.21 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $14M | +1383% | 260k | 52.80 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $12M | -4% | 20k | 596.60 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $11M | +4% | 298k | 38.01 |
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| Waste Management (WM) | 0.5 | $11M | 60k | 179.10 |
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| salesforce (CRM) | 0.5 | $10M | 39k | 263.14 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.5 | $10M | -4% | 200k | 50.36 |
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| Boeing Company (BA) | 0.5 | $9.8M | 38k | 260.66 |
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| Cme (CME) | 0.5 | $9.5M | 45k | 210.60 |
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| TJX Companies (TJX) | 0.4 | $9.3M | 99k | 93.81 |
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| Chevron Corporation (CVX) | 0.4 | $9.2M | 62k | 149.16 |
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| Johnson & Johnson (JNJ) | 0.4 | $9.2M | 59k | 156.74 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $8.9M | -2% | 19k | 460.69 |
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| Procter & Gamble Company (PG) | 0.4 | $8.2M | 56k | 146.54 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $8.2M | 109k | 75.54 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $8.0M | +26% | 38k | 213.33 |
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| BlackRock (BLK) | 0.4 | $8.0M | 9.8k | 811.83 |
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| Stryker Corporation (SYK) | 0.4 | $7.9M | 27k | 299.45 |
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| Honeywell International (HON) | 0.4 | $7.7M | 37k | 209.71 |
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| Abbott Laboratories (ABT) | 0.4 | $7.6M | 69k | 110.07 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $7.6M | +5% | 33k | 232.64 |
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| Ecolab (ECL) | 0.4 | $7.5M | 38k | 198.35 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $7.5M | 103k | 72.43 |
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| Autodesk (ADSK) | 0.3 | $7.2M | 30k | 243.48 |
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| Danaher Corporation (DHR) | 0.3 | $7.1M | 31k | 231.34 |
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| Palo Alto Networks (PANW) | 0.3 | $6.3M | 21k | 294.88 |
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| United Parcel Service CL B (UPS) | 0.3 | $6.3M | 40k | 157.23 |
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| CVS Caremark Corporation (CVS) | 0.3 | $6.2M | -2% | 78k | 78.96 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $6.0M | 12k | 507.40 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $5.9M | NEW | 116k | 51.05 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $5.9M | +7% | 116k | 51.04 |
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| Tesla Motors (TSLA) | 0.3 | $5.8M | 23k | 248.48 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $5.8M | -9% | 116k | 50.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $5.6M | +6% | 24k | 237.22 |
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| Booking Holdings (BKNG) | 0.3 | $5.6M | +2% | 1.6k | 3547.22 |
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| Walt Disney Company (DIS) | 0.3 | $5.4M | -2% | 60k | 90.29 |
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| Doordash Cl A (DASH) | 0.2 | $4.9M | 49k | 98.89 |
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| American Electric Power Company (AEP) | 0.2 | $4.9M | NEW | 60k | 81.22 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $4.7M | 146k | 32.06 |
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| Newmont Mining Corporation (NEM) | 0.2 | $4.6M | NEW | 112k | 41.39 |
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| Zoetis Cl A (ZTS) | 0.2 | $4.6M | 23k | 197.37 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $4.6M | -87% | 46k | 98.88 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $4.4M | NEW | 74k | 59.32 |
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| Hershey Company (HSY) | 0.2 | $4.3M | 23k | 186.44 |
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| Keysight Technologies (KEYS) | 0.2 | $4.3M | 27k | 159.09 |
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| Cheniere Energy Com New (LNG) | 0.2 | $4.0M | 23k | 170.71 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $4.0M | -12% | 39k | 101.77 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $3.9M | +135% | 16k | 252.22 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $3.9M | 76k | 51.83 |
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| Constellation Brands Cl A (STZ) | 0.2 | $3.8M | 16k | 241.75 |
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| American Tower Reit (AMT) | 0.2 | $3.3M | -3% | 15k | 215.88 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $3.1M | 11k | 273.73 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.1M | -3% | 54k | 56.40 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.0M | 12k | 262.25 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.9M | 8.1k | 350.91 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $2.6M | -8% | 165k | 15.57 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.5M | 3.8k | 660.11 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.4M | 64k | 36.96 |
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| Home Depot (HD) | 0.1 | $2.3M | +2% | 6.7k | 346.52 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.3M | +490% | 48k | 47.74 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $2.2M | NEW | 24k | 92.45 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.1M | +4% | 15k | 140.93 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.0M | 15k | 136.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.9M | +15% | 5.3k | 356.69 |
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| UnitedHealth (UNH) | 0.1 | $1.5M | 2.9k | 526.42 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $1.5M | NEW | 29k | 51.27 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.4M | 7.0k | 192.47 |
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| Progressive Corporation (PGR) | 0.1 | $1.2M | 7.8k | 159.28 |
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| Dollar General (DG) | 0.1 | $1.1M | 8.4k | 135.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | -3% | 6.6k | 170.41 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | +91% | 11k | 99.98 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.0M | -5% | 19k | 56.14 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $944k | +158% | 11k | 89.06 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $919k | 4.1k | 223.39 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $906k | 54k | 16.67 |
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| Abbvie (ABBV) | 0.0 | $905k | +5% | 5.8k | 154.97 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $814k | -2% | 2.7k | 303.17 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $805k | 3.7k | 218.15 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $771k | 31k | 24.79 |
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| Arista Networks (ANET) | 0.0 | $765k | 3.3k | 235.51 |
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| Oracle Corporation (ORCL) | 0.0 | $733k | +21% | 6.9k | 105.42 |
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| Cisco Systems (CSCO) | 0.0 | $708k | 14k | 50.52 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $708k | -60% | 6.7k | 105.43 |
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| McDonald's Corporation (MCD) | 0.0 | $686k | +5% | 2.3k | 296.48 |
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| AFLAC Incorporated (AFL) | 0.0 | $649k | 7.9k | 82.50 |
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| Pepsi (PEP) | 0.0 | $646k | +17% | 3.8k | 169.84 |
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| Uber Technologies (UBER) | 0.0 | $646k | -6% | 11k | 61.57 |
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| Lowe's Companies (LOW) | 0.0 | $643k | +73% | 2.9k | 222.55 |
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| Intuit (INTU) | 0.0 | $638k | 1.0k | 625.03 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $630k | 18k | 34.89 |
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| Union Pacific Corporation (UNP) | 0.0 | $604k | 2.5k | 245.59 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $573k | +32% | 1.3k | 426.62 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $566k | 13k | 42.18 |
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $558k | NEW | 42k | 13.30 |
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| Shopify Cl A (SHOP) | 0.0 | $530k | 6.8k | 77.90 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $527k | 10k | 52.33 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $524k | -6% | 2.7k | 191.17 |
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| Automatic Data Processing (ADP) | 0.0 | $499k | -2% | 2.1k | 232.97 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $473k | -10% | 2.9k | 165.25 |
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| Starbucks Corporation (SBUX) | 0.0 | $438k | +34% | 4.6k | 96.02 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $436k | NEW | 5.9k | 73.55 |
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| International Business Machines (IBM) | 0.0 | $429k | 2.6k | 163.55 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $417k | 14k | 29.23 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $396k | 5.7k | 68.80 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $381k | -6% | 13k | 29.42 |
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| Merck & Co (MRK) | 0.0 | $366k | -9% | 3.4k | 109.01 |
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| Wells Fargo & Company (WFC) | 0.0 | $362k | +9% | 7.4k | 49.22 |
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| Linde SHS (LIN) | 0.0 | $357k | +15% | 870.00 | 410.71 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $354k | -6% | 4.2k | 84.14 |
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| Coca-Cola Company (KO) | 0.0 | $333k | -11% | 5.7k | 58.93 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $313k | 3.1k | 100.52 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $312k | 762.00 | 409.39 |
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| Bristol Myers Squibb (BMY) | 0.0 | $308k | 6.0k | 51.31 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $295k | 11k | 26.51 |
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| Bruker Corporation (BRKR) | 0.0 | $295k | 4.0k | 73.48 |
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| S&p Global (SPGI) | 0.0 | $293k | NEW | 666.00 | 440.52 |
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| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $276k | NEW | 5.2k | 53.35 |
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| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $275k | 3.0k | 90.16 |
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| Jacobs Engineering Group (J) | 0.0 | $265k | 2.0k | 129.80 |
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| Synopsys (SNPS) | 0.0 | $263k | -2% | 511.00 | 514.91 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $261k | +4% | 1.5k | 170.46 |
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| Five9 (FIVN) | 0.0 | $254k | 3.2k | 78.69 |
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| Kkr & Co (KKR) | 0.0 | $252k | NEW | 3.0k | 82.85 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $246k | -2% | 11k | 22.26 |
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| Cloudflare Cl A Com (NET) | 0.0 | $245k | NEW | 2.9k | 83.26 |
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| Target Corporation (TGT) | 0.0 | $235k | -18% | 1.7k | 142.42 |
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| American Express Company (AXP) | 0.0 | $235k | NEW | 1.3k | 187.34 |
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| ConocoPhillips (COP) | 0.0 | $230k | NEW | 2.0k | 116.06 |
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| New York Times Cl A (NYT) | 0.0 | $216k | NEW | 4.4k | 48.99 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $215k | -6% | 1.4k | 155.37 |
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| Snowflake Cl A (SNOW) | 0.0 | $209k | NEW | 1.0k | 199.00 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $103k | 49k | 2.12 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $96k | 12k | 8.33 |
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| Expensify Com Cl A (EXFY) | 0.0 | $67k | 27k | 2.47 |
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Past Filings by Sand Hill Global Advisors
SEC 13F filings are viewable for Sand Hill Global Advisors going back to 2010
- Sand Hill Global Advisors 2023 Q4 filed Feb. 9, 2024
- Sand Hill Global Advisors 2023 Q3 filed Nov. 13, 2023
- Sand Hill Global Advisors 2023 Q2 filed Aug. 11, 2023
- Sand Hill Global Advisors 2023 Q1 filed May 12, 2023
- Sand Hill Global Advisors 2022 Q4 filed Feb. 10, 2023
- Sand Hill Global Advisors 2022 Q3 filed Nov. 14, 2022
- Sand Hill Global Advisors 2022 Q2 filed Aug. 15, 2022
- Sand Hill Global Advisors 2022 Q1 filed May 13, 2022
- Sand Hill Global Advisors 2021 Q4 filed Feb. 11, 2022
- Sand Hill Global Advisors 2021 Q3 filed Nov. 15, 2021
- Sand Hill Global Advisors 2021 Q2 filed Aug. 13, 2021
- Sand Hill Global Advisors 2021 Q1 filed May 13, 2021
- Sand Hill Global Advisors 2020 Q4 filed Feb. 11, 2021
- Sand Hill Global Advisors 2020 Q3 filed Nov. 10, 2020
- Sand Hill Global Advisors 2020 Q2 filed Aug. 13, 2020
- Sand Hill Global Advisors 2020 Q1 filed May 14, 2020