Sand Hill Advisors

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

Portfolio Holdings for Sand Hill Global Advisors

Companies in the Sand Hill Global Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Spdr S&p 500 Etf (SPY) 24.56 1.00M +37% 257.75
Vanguard S&p 500 Etf idx (VOO) 8.83 392.69k +65% 236.82
iShares MSCI EAFE Index Fund (EFA) 8.42 1.66M +16% 53.46
iShares Russell 2000 Index (IWM) 7.81 719.00k +53% 114.46
Vanguard Emerging Markets ETF (VWO) 6.91 2.17M +11% 33.55
Vanguard REIT ETF (VNQ) 4.12 620.53k +6% 69.85
Technology SPDR (XLK) 3.43 449.08k +6023% 80.37
iShares S&P 100 Index (OEF) 2.33 206.61k +13% 118.62
iShares S&P 500 Index (IVV) 2.07 84.25k +28% 258.40
Ishares Tr liquid inc etf (ICSH) 1.76 370.59k +6% 49.95
Apple (AAPL) 1.36 56.32k +9% 254.30
Amazon (AMZN) 1.22 6.57k +11% 1949.89
J P Morgan Exchange Traded F ultra shrt (JPST) 1.18 249.85k +7% 49.67
Microsoft Corporation (MSFT) 1.09 73.06k +2% 157.71
Visa (V) 1.07 69.99k 161.12
iShares Lehman Aggregate Bond (AGG) 0.97 88.51k -59% 115.37
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) 0.93 201.24k +3% 48.49
Alphabet Inc Class A cs (GOOGL) 0.86 7.75k 1161.91
Facebook Inc cl a (FB) 0.76 48.16k 166.81
Johnson & Johnson (JNJ) 0.66 52.77k -2% 131.13
JPMorgan Chase & Co. (JPM) 0.66 76.77k 90.03
Cme (CME) 0.63 38.27k 172.92
Intel Corporation (INTC) 0.61 119.16k +2% 54.12
Waste Management (WM) 0.60 68.67k +90% 92.57
salesforce (CRM) 0.58 42.12k +5% 143.98
Procter & Gamble Company (PG) 0.57 55.01k -2% 109.99
Abbott Laboratories (ABT) 0.57 75.94k 78.90
Danaher Corporation (DHR) 0.54 41.23k 138.41
Vanguard Mid-Cap ETF (VO) 0.52 41.75k 131.64
Ecolab (ECL) 0.52 35.21k +12% 155.84
Walt Disney Company (DIS) 0.52 56.38k 96.60
At&t (T) 0.50 179.42k 29.15
Sherwin-Williams Company (SHW) 0.45 10.31k +8% 459.56
Honeywell International (HON) 0.42 33.44k 133.79
Mondelez Int (MDLZ) 0.42 88.46k 50.08
Pfizer (PFE) 0.40 129.84k 32.64
Fidelity National Information Services (FIS) 0.39 34.06k +2% 121.63
Vanguard Total Stock Market ETF (VTI) 0.39 32.13k -24% 128.90
BlackRock (BLK) 0.39 9.32k +2% 440.00
Chubb (CB) 0.38 35.89k 111.70
United Parcel Service (UPS) 0.38 42.48k +4% 93.43
Vanguard Small-Cap ETF (VB) 0.35 31.87k -3% 115.44
CVS Caremark Corporation (CVS) 0.35 61.91k +5% 59.33
Chevron Corporation (CVX) 0.33 47.61k 72.46
Gilead Sciences (GILD) 0.33 45.82k 74.77
Vanguard Growth ETF (VUG) 0.32 21.50k 156.71
Parker-Hannifin Corporation (PH) 0.32 25.93k 129.71
Hershey Company (HSY) 0.32 25.04k 132.52
Paypal Holdings (PYPL) 0.31 33.86k 95.73
NVIDIA Corporation (NVDA) 0.31 12.19k +973% 263.62
Charles Schwab Corporation (SCHW) 0.30 93.84k +5% 33.62
3M Company (MMM) 0.29 22.21k +3% 136.51
SPDR S&P MidCap 400 ETF (MDY) 0.28 11.32k -2% 262.92
iShares Russell 3000 Index (IWV) 0.27 19.18k 148.31
Merck & Co (MRK) 0.25 34.40k +433% 76.95
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.24 22.73k -31% 113.02
Vanguard Europe Pacific ETF (VEA) 0.23 71.88k -78% 33.33
General Electric Company (GE) 0.23 300.74k -4% 7.94
Keysight Technologies (KEYS) 0.22 27.45k NEW 83.67
iShares Russell 2000 Growth Index (IWO) 0.21 14.06k 158.19
iShares MSCI ACWI ex US Index Fund (ACWX) 0.21 58.46k 37.65
Constellation Brands (STZ) 0.19 13.76k +2% 143.32
Vanguard FTSE All-World ex-US ETF (VEU) 0.18 45.86k -36% 41.01
SPDR DJ Wilshire Small Cap (SLY) 0.16 35.63k -23% 48.44
SPDR Barclays Capital Aggregate Bo (SPAB) 0.16 56.88k -58% 30.22
Health Care SPDR (XLV) 0.15 18.29k 88.56
iShares Russell 1000 Index (IWB) 0.15 11.35k -3% 141.56
Verizon Communications (VZ) 0.12 23.83k -2% 53.75
Dollar General (DG) 0.12 8.48k 150.96
Accenture (ACN) 0.12 7.59k 163.28
Costco Wholesale Corporation (COST) 0.12 4.28k +3% 285.08
Cisco Systems (CSCO) 0.11 28.45k 39.33
Repay Hldgs Corp (RPAY) 0.10 76.42k NEW 14.36
iShares S&P MidCap 400 Index (IJH) 0.10 7.41k -8% 143.80
Home Depot (HD) 0.10 5.56k +2% 186.79
Alphabet Inc Class C cs (GOOG) 0.09 848 -6% 1162.74
UnitedHealth (UNH) 0.09 3.92k +2% 249.43
Vanguard Dividend Appreciation ETF (VIG) 0.08 7.77k +5% 103.39
Fiserv (FISV) 0.07 8.05k -2% 95.02
Vanguard Short Term Corporate Bond ETF (VCSH) 0.07 9.47k -21% 79.06
Brown-Forman Corporation (BF.B) 0.07 13.41k 55.48
Progressive Corporation (PGR) 0.07 9.84k -27% 73.88
Invesco Qqq Trust Series 1 (QQQ) 0.06 3.49k NEW 190.49
Colgate-Palmolive Company (CL) 0.06 9.68k -3% 66.35
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.06 14.83k -45% 41.94
Oracle Corporation (ORCL) 0.06 12.47k +47% 48.34
Abbvie (ABBV) 0.05 7.25k +16% 76.18
WisdomTree Dividend ex-Fin Fund (DTN) 0.05 8.02k 64.57
iShares Russell 1000 Growth Index (IWF) 0.05 3.22k 150.76
Vanguard Large-Cap ETF (VV) 0.04 3.74k 118.42
Intuit (INTU) 0.04 1.87k +37% 230.11
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.04 3.31k NEW 123.37
Five9 (FIVN) 0.04 5.27k 76.50
Berkshire Hathaway (BRK.B) 0.04 2.12k -13% 182.63
Union Pacific Corporation (UNP) 0.04 2.73k -5% 141.13
Ishares Tr msci eafe esg (ESGD) 0.04 6.96k +7% 53.15
Daily Journal Corporation (DJCO) 0.03 1.61k 228.15
Pepsi (PEP) 0.03 2.94k -29% 119.95
Vanguard High Dividend Yield ETF (VYM) 0.03 4.80k -10% 70.80
International Business Machines (IBM) 0.03 2.91k -22% 110.77
iShares Russell 1000 Value Index (IWD) 0.03 3.17k -15% 99.31
Taiwan Semiconductor Mfg (TSM) 0.03 6.42k -63% 47.81
Wells Fargo & Company (WFC) 0.03 10.51k -7% 28.73
AFLAC Incorporated (AFL) 0.03 8.37k +2% 34.19
United Technologies Corporation 0.03 2.92k 94.39
iShares Lehman MBS Bond Fund (MBB) 0.02 2.34k NEW 110.59
McDonald's Corporation (MCD) 0.02 1.49k 165.21
Adobe Systems Incorporated (ADBE) 0.02 773 NEW 318.24
Netflix (NFLX) 0.02 645 NEW 375.19
Exxon Mobil Corporation (XOM) 0.02 6.14k -90% 37.92
Okta Inc cl a (OKTA) 0.02 1.84k +2% 122.49
Bristol Myers Squibb (BMY) 0.02 3.89k -16% 55.77
iShares Russell 3000 Value Index (IUSV) 0.02 4.60k 46.12
iShares MSCI Emerging Markets Indx (EEM) 0.02 5.92k 34.13
Hewlett Packard Enterprise (HPE) 0.01 10.36k NEW 9.75
Trillium Therapeutics, Inc. Cmn (TRIL) 0.00 11.99k NEW 4.00
Banco Santander (SAN) 0.00 10.27k NEW 2.34
Spirit Rlty Cap Inc New Note cb 0.00 18.00k 0.94

Past Filings by Sand Hill Global Advisors

View past SEC 13F filings by Sand Hill Global Advisors

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