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, IJH, IWM, and represent 44.42% of Sand Hill Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$104M), BOND (+$35M), GOVT (+$5.6M), AGG (+$5.5M), EL, ICSH, VNQ, SPLG, VWO, EAGG.
- Started 10 new stock positions in EL, VGT, FAST, APO, AMAT, CAT, TSM, HOLX, MMM, NOBL.
- Reduced shares in these 10 stocks: VGLT (-$49M), VBK (-$18M), BIV (-$17M), MUB (-$14M), VOO (-$12M), SPY (-$10M), MUNI, HSY, TLT, META.
- Sold out of its positions in NET, HSY, TAN, IWN, SUB, NYT, NUBD, SNOW, SOUN.
- Sand Hill Global Advisors was a net buyer of stock by $6.2M.
- Sand Hill Global Advisors has $2.1B in assets under management (AUM), dropping by 1.46%.
- Central Index Key (CIK): 0001009209
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Portfolio Holdings for Sand Hill Global Advisors
Sand Hill Global Advisors holds 162 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.8 | $249M | -4% | 517k | 480.70 |
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Ishares Tr Msci Eafe Etf (EFA) | 10.3 | $216M | 2.7M | 79.86 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.0 | $211M | -4% | 404k | 523.07 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 6.2 | $131M | +385% | 2.1M | 60.74 |
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Ishares Tr Russell 2000 Etf (IWM) | 6.2 | $130M | 617k | 210.30 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.9 | $124M | +2% | 3.0M | 41.77 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.5 | $96M | +3% | 1.6M | 61.53 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 3.2 | $67M | +4% | 778k | 86.48 |
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Ishares Tr Core Us Aggbd Et (AGG) | 2.9 | $62M | +9% | 630k | 97.94 |
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Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $54M | 103k | 525.73 |
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Pimco Etf Tr Active Bd Etf (BOND) | 1.7 | $37M | +1562% | 400k | 91.86 |
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Ishares Tr Us Treas Bd Etf (GOVT) | 1.4 | $29M | +24% | 1.3M | 22.77 |
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Microsoft Corporation (MSFT) | 1.3 | $27M | +2% | 65k | 420.72 |
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NVIDIA Corporation (NVDA) | 1.2 | $26M | -10% | 28k | 903.55 |
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Apple (AAPL) | 1.2 | $25M | -5% | 145k | 171.48 |
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Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.1 | $23M | -67% | 391k | 59.24 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $23M | 152k | 150.93 |
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Amazon (AMZN) | 0.9 | $19M | -6% | 106k | 180.38 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.9 | $18M | -4% | 157k | 114.96 |
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JPMorgan Chase & Co. (JPM) | 0.8 | $18M | -4% | 88k | 200.30 |
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Meta Platforms Cl A (META) | 0.8 | $17M | -16% | 35k | 485.58 |
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Visa Com Cl A (V) | 0.8 | $17M | -3% | 60k | 279.08 |
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Ishares Tr National Mun Etf (MUB) | 0.8 | $17M | -45% | 153k | 107.60 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $16M | -3% | 327k | 50.17 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.7 | $15M | 259k | 58.07 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $14M | -3% | 348k | 41.08 |
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Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $14M | 157k | 89.90 |
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Ishares Tr Blackrock Ultra (ICSH) | 0.6 | $14M | +35% | 271k | 50.56 |
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Waste Management (WM) | 0.6 | $12M | -5% | 57k | 213.15 |
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Ishares Tr Esg Aware Msci (ESML) | 0.6 | $12M | 297k | 40.27 |
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salesforce (CRM) | 0.5 | $11M | -5% | 37k | 301.18 |
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Parker-Hannifin Corporation (PH) | 0.5 | $10M | -6% | 18k | 555.77 |
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Chevron Corporation (CVX) | 0.5 | $9.7M | 62k | 157.74 |
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TJX Companies (TJX) | 0.5 | $9.7M | -3% | 96k | 101.42 |
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Adobe Systems Incorporated (ADBE) | 0.5 | $9.5M | -4% | 19k | 504.60 |
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Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $9.1M | -33% | 173k | 52.47 |
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Johnson & Johnson (JNJ) | 0.4 | $8.9M | -3% | 57k | 158.19 |
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Stryker Corporation (SYK) | 0.4 | $8.8M | -7% | 25k | 357.87 |
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Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $8.8M | 110k | 79.91 |
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Cme (CME) | 0.4 | $8.7M | -10% | 40k | 215.29 |
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Procter & Gamble Company (PG) | 0.4 | $8.6M | -6% | 53k | 162.25 |
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Ecolab (ECL) | 0.4 | $8.4M | -3% | 36k | 230.90 |
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Walt Disney Company (DIS) | 0.4 | $8.3M | +13% | 68k | 122.36 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $8.3M | -3% | 36k | 228.59 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $8.1M | 33k | 249.86 |
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Autodesk (ADSK) | 0.4 | $7.7M | 30k | 260.42 |
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Abbott Laboratories (ABT) | 0.4 | $7.7M | 68k | 113.66 |
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BlackRock (BLK) | 0.4 | $7.7M | -5% | 9.3k | 833.74 |
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Honeywell International (HON) | 0.4 | $7.5M | 37k | 205.25 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $7.5M | +27% | 148k | 50.45 |
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Boeing Company (BA) | 0.3 | $7.3M | 38k | 192.99 |
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Mondelez Intl Cl A (MDLZ) | 0.3 | $7.0M | -3% | 100k | 70.00 |
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Danaher Corporation (DHR) | 0.3 | $6.9M | -9% | 28k | 249.72 |
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Doordash Cl A (DASH) | 0.3 | $6.8M | 49k | 137.72 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $6.6M | 12k | 556.42 |
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CVS Caremark Corporation (CVS) | 0.3 | $6.2M | 78k | 79.76 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $6.2M | 116k | 53.39 |
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Palo Alto Networks (PANW) | 0.3 | $6.1M | 21k | 284.13 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.0M | -3% | 23k | 259.90 |
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United Parcel Service CL B (UPS) | 0.3 | $5.7M | -3% | 38k | 148.63 |
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Booking Holdings (BKNG) | 0.3 | $5.6M | -2% | 1.5k | 3627.91 |
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American Electric Power Company (AEP) | 0.2 | $5.2M | 60k | 86.10 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $4.9M | -16% | 97k | 50.60 |
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Ishares Esg Awr Msci Em (ESGE) | 0.2 | $4.8M | +2% | 149k | 32.23 |
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Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $4.7M | +108% | 99k | 47.06 |
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Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $4.3M | 39k | 110.13 |
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Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $4.3M | 75k | 56.98 |
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Constellation Brands Cl A (STZ) | 0.2 | $4.3M | 16k | 271.76 |
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Keysight Technologies (KEYS) | 0.2 | $4.2M | 27k | 156.38 |
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Lauder Estee Cos Cl A (EL) | 0.2 | $4.1M | NEW | 26k | 154.15 |
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Newmont Mining Corporation (NEM) | 0.2 | $4.1M | 113k | 35.84 |
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Tesla Motors (TSLA) | 0.2 | $4.0M | -3% | 23k | 175.79 |
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Zoetis Cl A (ZTS) | 0.2 | $3.9M | 23k | 169.21 |
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Cheniere Energy Com New (LNG) | 0.2 | $3.8M | 24k | 161.28 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.4M | 54k | 62.06 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.2M | 11k | 288.04 |
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Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.2M | -5% | 11k | 300.09 |
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American Tower Reit (AMT) | 0.1 | $3.0M | 15k | 197.60 |
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Costco Wholesale Corporation (COST) | 0.1 | $2.9M | +3% | 4.0k | 732.67 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.6M | -6% | 7.6k | 346.61 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.5M | 65k | 39.02 |
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Home Depot (HD) | 0.1 | $2.4M | -4% | 6.4k | 383.57 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.3M | 15k | 152.26 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.2M | -47% | 8.1k | 270.80 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.2M | 15k | 147.73 |
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Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | +57% | 18k | 116.24 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.9M | -15% | 4.5k | 420.56 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.7M | -60% | 29k | 58.55 |
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Progressive Corporation (PGR) | 0.1 | $1.6M | 7.8k | 206.82 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.5M | +26% | 8.3k | 182.62 |
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Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.4M | -7% | 6.5k | 208.26 |
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Dollar General (DG) | 0.1 | $1.3M | 8.4k | 156.06 |
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Applied Materials (AMAT) | 0.1 | $1.3M | NEW | 6.3k | 206.23 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | +282% | 2.9k | 443.98 |
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UnitedHealth (UNH) | 0.1 | $1.2M | -15% | 2.4k | 494.68 |
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Abbvie (ABBV) | 0.1 | $1.2M | +11% | 6.5k | 182.10 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.1M | 19k | 58.65 |
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Hercules Technology Growth Capital (HTGC) | 0.0 | $1.0M | 54k | 18.45 |
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Ishares Tr S&p 100 Etf (OEF) | 0.0 | $950k | -6% | 3.8k | 247.41 |
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Arista Networks (ANET) | 0.0 | $942k | 3.3k | 289.98 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $889k | 2.6k | 337.05 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $885k | 3.7k | 239.76 |
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Oracle Corporation (ORCL) | 0.0 | $796k | -8% | 6.3k | 125.60 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $786k | 31k | 25.25 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $741k | -82% | 7.8k | 94.62 |
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Lowe's Companies (LOW) | 0.0 | $721k | -2% | 2.8k | 254.73 |
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AFLAC Incorporated (AFL) | 0.0 | $675k | 7.9k | 85.86 |
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Cisco Systems (CSCO) | 0.0 | $661k | -5% | 13k | 49.91 |
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Intuit (INTU) | 0.0 | $655k | 1.0k | 650.00 |
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $647k | 18k | 35.80 |
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Mastercard Incorporated Cl A (MA) | 0.0 | $645k | 1.3k | 481.69 |
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Pepsi (PEP) | 0.0 | $634k | -4% | 3.6k | 175.01 |
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Union Pacific Corporation (UNP) | 0.0 | $605k | 2.5k | 245.93 |
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McDonald's Corporation (MCD) | 0.0 | $598k | -8% | 2.1k | 281.95 |
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Spdr Gold Tr Gold Shs (GLD) | 0.0 | $564k | 2.7k | 205.72 |
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Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $535k | -43% | 6.0k | 89.67 |
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Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $533k | -7% | 12k | 43.04 |
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Automatic Data Processing (ADP) | 0.0 | $522k | -2% | 2.1k | 249.74 |
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Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $514k | -6% | 9.5k | 54.43 |
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International Business Machines (IBM) | 0.0 | $501k | 2.6k | 190.96 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $485k | -5% | 2.7k | 179.11 |
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Uber Technologies (UBER) | 0.0 | $456k | -43% | 5.9k | 76.99 |
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Merck & Co (MRK) | 0.0 | $447k | 3.4k | 131.97 |
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Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $440k | -3% | 14k | 31.95 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $424k | -97% | 1.6k | 260.71 |
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Charles Schwab Corporation (SCHW) | 0.0 | $416k | 5.7k | 72.34 |
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Coca-Cola Company (KO) | 0.0 | $415k | +19% | 6.8k | 61.18 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $413k | -29% | 30k | 13.87 |
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Linde SHS (LIN) | 0.0 | $399k | 860.00 | 464.32 |
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Wells Fargo & Company (WFC) | 0.0 | $389k | -8% | 6.7k | 57.96 |
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Bruker Corporation (BRKR) | 0.0 | $377k | 4.0k | 93.94 |
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Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $372k | -7% | 12k | 31.07 |
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Shopify Cl A (SHOP) | 0.0 | $365k | -30% | 4.7k | 77.17 |
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Raytheon Technologies Corp (RTX) | 0.0 | $358k | -12% | 3.7k | 97.53 |
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Bristol Myers Squibb (BMY) | 0.0 | $326k | 6.0k | 54.23 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $319k | -78% | 6.2k | 51.28 |
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Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $319k | -6% | 2.9k | 109.18 |
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Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $314k | 11k | 28.23 |
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Jacobs Engineering Group (J) | 0.0 | $314k | 2.0k | 153.73 |
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3M Company (MMM) | 0.0 | $307k | NEW | 2.9k | 106.07 |
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First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $298k | 3.0k | 99.24 |
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Target Corporation (TGT) | 0.0 | $294k | 1.7k | 177.21 |
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Synopsys (SNPS) | 0.0 | $289k | 505.00 | 571.50 |
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S&p Global (SPGI) | 0.0 | $283k | 666.00 | 425.45 |
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Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $275k | -88% | 20k | 13.98 |
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American Express Company (AXP) | 0.0 | $273k | -4% | 1.2k | 227.69 |
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ConocoPhillips (COP) | 0.0 | $251k | 2.0k | 127.27 |
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Kkr & Co (KKR) | 0.0 | $249k | -18% | 2.5k | 100.58 |
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Starbucks Corporation (SBUX) | 0.0 | $248k | -40% | 2.7k | 91.39 |
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Texas Instruments Incorporated (TXN) | 0.0 | $245k | -8% | 1.4k | 174.21 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $242k | -98% | 3.2k | 75.39 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $240k | -44% | 3.3k | 72.63 |
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Caterpillar (CAT) | 0.0 | $239k | NEW | 651.00 | 366.43 |
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Apollo Global Mgmt (APO) | 0.0 | $223k | NEW | 2.0k | 112.45 |
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Vanguard World Inf Tech Etf (VGT) | 0.0 | $218k | NEW | 416.00 | 524.34 |
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Hologic (HOLX) | 0.0 | $214k | NEW | 2.7k | 77.96 |
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Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $211k | NEW | 2.1k | 101.41 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $210k | NEW | 1.5k | 136.05 |
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Fastenal Company (FAST) | 0.0 | $203k | NEW | 2.6k | 77.14 |
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Five9 (FIVN) | 0.0 | $200k | 3.2k | 62.11 |
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Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $138k | 12k | 11.93 |
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Expensify Com Cl A (EXFY) | 0.0 | $50k | 27k | 1.84 |
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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 2024 Q1 filed May 13, 2024
- 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