Sand Hill Advisors

Latest statistics and disclosures from Sand Hill Global Advisors's latest quarterly 13F-HR filing:

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Portfolio Holdings for Sand Hill Global Advisors

Companies in the Sand Hill Global Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 18.2 $330M 730k 451.64
Ishares Tr Msci Eafe Etf (EFA) 10.9 $196M +38% 2.7M 73.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 8.9 $161M 388k 415.17
Ishares Tr Core S&p Us Vlu (IUSV) 6.7 $120M +81% 1.6M 75.87
Ishares Tr Russell 2000 Etf (IWM) 6.2 $112M +5% 547k 205.27
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.2 $111M 2.4M 46.13
Ishares Tr Core S&p Mcp Etf (IJH) 5.1 $92M +3% 343k 268.34
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $44M 408k 108.37
Ishares Tr Core S&p500 Etf (IVV) 2.1 $37M 82k 453.69
Apple (AAPL) 1.7 $31M -5% 177k 174.61
Vanguard Bd Index Fds Intermed Term (BIV) 1.6 $29M +4% 351k 81.90
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $22M 202k 107.10
Amazon (AMZN) 1.1 $21M 6.3k 3260.01
Microsoft Corporation (MSFT) 1.1 $20M +3% 63k 308.31

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Alphabet Cap Stk Cl A (GOOGL) 1.1 $19M +2% 7.0k 2781.46
Ishares Tr Blackrock Ultra (ICSH) 0.9 $17M -15% 330k 50.15
Visa Com Cl A (V) 0.8 $15M +2% 68k 221.77
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $13M +2% 263k 50.27
JPMorgan Chase & Co. (JPM) 0.7 $12M +3% 90k 136.32
Waste Management (WM) 0.7 $12M 77k 158.50
NVIDIA Corporation (NVDA) 0.6 $11M +3% 42k 272.86
Booking Holdings (BKNG) 0.6 $11M +2% 4.8k 2348.48
Cme (CME) 0.6 $11M 47k 237.87
Chevron Corporation (CVX) 0.6 $10M 64k 162.83
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.5 $9.8M -27% 199k 49.57
Johnson & Johnson (JNJ) 0.5 $9.8M +2% 55k 177.24
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $9.4M +47% 93k 101.35
Danaher Corporation (DHR) 0.5 $9.4M 32k 293.34
United Parcel Service CL B (UPS) 0.5 $8.9M 42k 214.46
Chubb (CB) 0.5 $8.9M +2% 41k 213.90
salesforce (CRM) 0.5 $8.5M +2% 40k 212.33
Procter & Gamble Company (PG) 0.5 $8.4M 55k 152.80
Abbott Laboratories (ABT) 0.4 $7.9M 66k 118.36
CVS Caremark Corporation (CVS) 0.4 $7.8M 77k 101.21
Stryker Corporation (SYK) 0.4 $7.5M 28k 267.35
Parker-Hannifin Corporation (PH) 0.4 $7.5M +3% 26k 283.76
Intel Corporation (INTC) 0.4 $7.4M +3% 149k 49.56
Walt Disney Company (DIS) 0.4 $7.3M +2% 54k 137.15
Boeing Company (BA) 0.4 $7.3M +2% 38k 191.50
BlackRock (BLK) 0.4 $7.2M +2% 9.4k 764.21
Honeywell International (HON) 0.4 $7.0M +2% 36k 194.57
Ecolab (ECL) 0.4 $7.0M +4% 40k 176.56
Ishares Tr Esg Aware Msci (ESML) 0.4 $7.0M +43% 184k 38.04
Sherwin-Williams Company (SHW) 0.4 $6.8M +4% 27k 249.63
Mondelez Intl Cl A (MDLZ) 0.4 $6.7M 107k 62.78
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $6.7M +32% 90k 73.73
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $6.7M 28k 237.85
TJX Companies (TJX) 0.4 $6.5M +3% 108k 60.58
Meta Platforms Cl A (FB) 0.3 $6.3M +4% 28k 222.34
Hershey Company (HSY) 0.3 $6.3M 29k 216.62
Vanguard Index Fds Small Cp Etf (VB) 0.3 $6.2M -4% 29k 212.53
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $5.8M +18% 271k 21.52
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.3 $5.8M +137% 153k 38.03
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $5.5M 11k 490.47
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $5.0M -2% 22k 227.69
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $5.0M +3% 95k 52.27
SYSCO Corporation (SYY) 0.3 $4.6M +1500% 56k 81.64
Keysight Technologies (KEYS) 0.2 $4.4M +3% 28k 157.97
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $4.2M +12% 87k 48.03
American Tower Reit (AMT) 0.2 $4.0M +4% 16k 251.24
Ishares Tr Russell 3000 Etf (IWV) 0.2 $3.8M 15k 262.40
General Electric Com New (GE) 0.2 $3.8M +4% 41k 91.50
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $3.7M 76k 49.02
Ishares Esg Awr Msci Em (ESGE) 0.2 $3.5M +22% 97k 36.73
Constellation Brands Cl A (STZ) 0.2 $3.4M +3% 15k 230.31
Merck & Co (MRK) 0.2 $3.3M +8% 40k 82.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $3.1M +90% 57k 53.85
Coinbase Global Com Cl A (COIN) 0.2 $3.0M +4% 16k 189.88
Paypal Holdings (PYPL) 0.2 $3.0M +2% 26k 115.66
Ishares Tr Rus 1000 Etf (IWB) 0.2 $2.8M +8% 11k 250.09
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $2.6M 58k 45.15
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.5M 69k 36.71
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.5M 7.4k 337.18
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.5M -2% 8.6k 287.61
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.4M +15% 846.00 2793.14
Costco Wholesale Corporation (COST) 0.1 $2.3M 4.0k 575.85
Ishares Tr National Mun Etf (MUB) 0.1 $2.2M +138% 20k 109.64
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $2.1M 21k 99.78
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.1M 15k 136.98
Dollar General (DG) 0.1 $1.9M 8.4k 222.66
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.8M 6.9k 255.82
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.7M +3% 9.6k 180.68
Home Depot (HD) 0.1 $1.7M 5.6k 299.35
Select Sector Spdr Tr Technology (XLK) 0.1 $1.5M 9.1k 158.88
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.4M +8% 25k 57.61
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.3M -9% 6.4k 208.47
Cisco Systems (CSCO) 0.1 $1.3M -6% 24k 55.77
UnitedHealth (UNH) 0.1 $1.3M 2.6k 509.84
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.2M 7.4k 162.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.1M -17% 3.2k 352.87
Coupa Software (COUP) 0.1 $1.1M 11k 101.67
Tesla Motors (TSLA) 0.1 $1.1M +40% 996.00 1077.31
Progressive Corporation (PGR) 0.1 $997k 8.8k 113.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $858k 31k 27.77
Exxon Mobil Corporation (XOM) 0.0 $834k -17% 10k 82.62
Abbvie (ABBV) 0.0 $808k -14% 5.0k 162.18
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $787k 21k 37.96
Vanguard Index Fds Large Cap Etf (VV) 0.0 $769k 3.7k 208.40
Fiserv (FISV) 0.0 $739k 7.3k 101.43
Southern Company (SO) 0.0 $730k NEW 10k 72.52
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.0 $711k 7.6k 93.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $683k -6% 2.5k 277.64
Oracle Corporation (ORCL) 0.0 $668k -4% 8.1k 82.72
Charles Schwab Corporation (SCHW) 0.0 $622k +16% 7.4k 84.28
Intuit (INTU) 0.0 $605k +7% 1.3k 480.54
Union Pacific Corporation (UNP) 0.0 $586k -9% 2.1k 273.19
Marriott Intl Cl A (MAR) 0.0 $530k NEW 3.0k 175.90
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $522k 19k 27.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $501k -6% 3.0k 166.17
Coca-Cola Company (KO) 0.0 $489k NEW 7.9k 61.98
AFLAC Incorporated (AFL) 0.0 $479k 7.4k 64.44
Arista Networks (ANET) 0.0 $473k 3.4k 139.12
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $469k 10k 46.58
Uber Technologies (UBER) 0.0 $462k -2% 13k 35.71
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $447k 18k 25.44
Xylem (XYL) 0.0 $441k NEW 5.2k 85.33
Pfizer (PFE) 0.0 $407k +7% 7.9k 51.75
Select Sector Spdr Tr Energy (XLE) 0.0 $394k 5.2k 76.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $389k +19% 1.1k 362.87
Lowe's Companies (LOW) 0.0 $381k +38% 1.9k 202.23
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $374k -29% 1.5k 248.34
Hartford Financial Services (HIG) 0.0 $359k NEW 5.0k 71.80
Five9 (FIVN) 0.0 $356k 3.2k 110.42
International Business Machines (IBM) 0.0 $351k +10% 2.7k 130.14
Wells Fargo & Company (WFC) 0.0 $349k -11% 7.2k 48.49
Adobe Systems Incorporated (ADBE) 0.0 $349k 766.00 455.61
McDonald's Corporation (MCD) 0.0 $330k 1.3k 247.38
Pepsi (PEP) 0.0 $319k 1.9k 167.37
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $306k -3% 3.5k 88.36
Bristol Myers Squibb (BMY) 0.0 $301k 4.1k 72.92
Snap Cl A (SNAP) 0.0 $299k 8.3k 36.02
Ishares Tr Mbs Etf (MBB) 0.0 $297k +41% 2.9k 101.92
Raytheon Technologies Corp (RTX) 0.0 $297k 3.0k 99.03
Jacobs Engineering (J) 0.0 $281k 2.0k 137.61
Shopify Cl A (SHOP) 0.0 $274k -3% 405.00 676.54
Hologic (HOLX) 0.0 $270k 3.5k 76.94
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $262k 2.7k 97.00
Ishares Core Msci Emkt (IEMG) 0.0 $261k 4.7k 55.52
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $260k +12% 1.6k 161.19
Block Cl A (SQ) 0.0 $251k -2% 1.9k 135.38
Moody's Corporation (MCO) 0.0 $251k -7% 744.00 337.37
Realty Income (O) 0.0 $241k 3.5k 69.21
Altria (MO) 0.0 $240k -3% 4.6k 52.34
Verizon Communications (VZ) 0.0 $236k +19% 4.6k 50.92
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $226k 4.4k 51.86
Philip Morris International (PM) 0.0 $223k 2.4k 93.86
S&p Global (SPGI) 0.0 $213k -4% 519.00 410.40
Caterpillar (CAT) 0.0 $207k NEW 927.00 223.30
Nike CL B (NKE) 0.0 $204k +8% 1.5k 134.48
New York Times Cl A (NYT) 0.0 $202k -9% 4.4k 45.73
Atreca Cl A Com (BCEL) 0.0 $40k 13k 3.20

Past Filings by Sand Hill Global Advisors

SEC 13F filings are viewable for Sand Hill Global Advisors going back to 2010

View all past filings