Sand Hill Advisors

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

Tip: Access up to 7 years of quarterly data

Positions held by Sand Hill Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Sand Hill Global Advisors

Companies in the Sand Hill Global Advisors portfolio as of the March 2021 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) 19.7 $303M -8% 764k 396.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 9.0 $138M +5% 380k 364.30
Ishares Tr Msci Eafe Etf (EFA) 8.5 $131M 1.7M 75.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 7.0 $107M -4% 2.1M 52.05
Ishares Tr Russell 2000 Etf (IWM) 6.3 $98M +7% 441k 220.94
Ishares Tr Core S&p Mcp Etf (IJH) 5.4 $84M 321k 260.28
Ishares Tr Core S&p Us Vlu (IUSV) 3.8 $58M +2% 839k 68.90
Vanguard Index Fds Real Estate Etf (VNQ) 2.4 $37M +4% 406k 91.86
Ishares Tr Core S&p500 Etf (IVV) 2.1 $33M +17% 83k 397.82
Vanguard Bd Index Fds Intermed Term (BIV) 2.0 $31M -43% 354k 88.73
Ishares Tr Blackrock Ultra (ICSH) 1.8 $28M -3% 544k 50.52
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $25M 222k 113.83
Apple (AAPL) 1.5 $23M -6% 185k 122.15
Amazon (AMZN) 1.2 $19M +3% 6.0k 3094.36

Setup an alert

Sand Hill Advisors will file the next quarterly 13-HR in about 1 months. Would you like to be notified?

Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.1 $17M -6% 340k 50.19
Ishares Tr S&p 100 Etf (OEF) 1.1 $17M -4% 95k 179.83
Microsoft Corporation (MSFT) 1.0 $15M -3% 64k 235.77
Alphabet Cap Stk Cl A (GOOGL) 1.0 $15M 7.2k 2062.51
Visa Com Cl A (V) 0.9 $14M 65k 211.73
JPMorgan Chase & Co. (JPM) 0.8 $13M +4% 84k 152.23
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.8 $12M -6% 244k 50.75
Facebook Cl A (FB) 0.7 $11M 37k 294.54
Waste Management (WM) 0.7 $10M +13% 81k 129.02
Walt Disney Company (DIS) 0.6 $9.3M -5% 51k 184.52
Intel Corporation (INTC) 0.6 $8.9M +20% 139k 64.00
Johnson & Johnson (JNJ) 0.6 $8.6M 53k 164.35
Cme (CME) 0.5 $8.4M +6% 41k 204.22
salesforce (CRM) 0.5 $8.1M -4% 38k 211.86
Abbott Laboratories (ABT) 0.5 $7.8M -5% 66k 119.84
Parker-Hannifin Corporation (PH) 0.5 $7.8M 25k 315.43
Ecolab (ECL) 0.5 $7.6M +6% 36k 214.08
Danaher Corporation (DHR) 0.5 $7.5M -10% 34k 225.07
Honeywell International (HON) 0.5 $7.4M 34k 217.06
Procter & Gamble Company (PG) 0.5 $7.2M 53k 135.44
BlackRock (BLK) 0.5 $7.1M +2% 9.5k 753.94
United Parcel Service CL B (UPS) 0.5 $7.1M +3% 42k 169.99
NVIDIA Corporation (NVDA) 0.5 $7.0M +5% 13k 533.91
Booking Holdings (BKNG) 0.4 $6.8M +9% 2.9k 2329.91
Sherwin-Williams Company (SHW) 0.4 $6.5M -2% 8.9k 738.03
TJX Companies (TJX) 0.4 $6.5M +8% 98k 66.15
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $6.1M 28k 221.33
Paypal Holdings (PYPL) 0.4 $6.1M -16% 25k 242.83
Chevron Corporation (CVX) 0.4 $6.1M +21% 58k 104.80
Chubb (CB) 0.4 $5.9M +12% 38k 157.96
Vanguard Index Fds Small Cp Etf (VB) 0.4 $5.8M 27k 214.09
Fidelity National Information Services (FIS) 0.4 $5.7M +20% 40k 140.61
CVS Caremark Corporation (CVS) 0.4 $5.5M +13% 74k 75.23
Pfizer (PFE) 0.4 $5.4M +11% 150k 36.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $5.4M 11k 476.11
Mondelez Intl Cl A (MDLZ) 0.3 $5.2M +2% 89k 58.53
Boeing Company (BA) 0.3 $5.0M +7% 19k 254.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $4.7M -14% 23k 206.70
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $4.3M +14% 57k 75.90
General Electric Company (GE) 0.3 $4.1M +2% 312k 13.13
Keysight Technologies (KEYS) 0.3 $4.0M 28k 143.41
Hershey Company (HSY) 0.3 $4.0M +4% 25k 158.18
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $3.9M +12% 43k 90.88
Ishares Tr Gl Clean Ene Etf (ICLN) 0.2 $3.7M +16% 151k 24.30
Ishares Tr Russell 3000 Etf (IWV) 0.2 $3.7M -8% 15k 237.25
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $3.6M 65k 55.18
American Tower Reit (AMT) 0.2 $3.5M NEW 15k 239.03
Ishares Tr Esg Aware Msci (ESML) 0.2 $3.5M +8% 91k 38.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $3.4M -2% 69k 49.11
Constellation Brands Cl A (STZ) 0.2 $3.1M +10% 14k 227.97
Merck & Co (MRK) 0.2 $2.8M +15% 36k 77.08
Ishares Esg Awr Msci Em (ESGE) 0.2 $2.8M +6% 64k 43.31
Ishares Tr Rus 1000 Etf (IWB) 0.2 $2.3M 11k 223.83
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.3M -8% 8.9k 257.09
Ishares Tr National Mun Etf (MUB) 0.1 $2.1M -13% 18k 116.03
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.1M 7.6k 276.25
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.1M 6.9k 300.78
Gilead Sciences (GILD) 0.1 $2.0M +7% 32k 64.64
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.8M 16k 116.76
Dollar General (DG) 0.1 $1.7M 8.5k 202.62
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $1.7M +14% 47k 36.21
Home Depot (HD) 0.1 $1.6M 5.1k 305.22
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.6M -6% 757.00 2068.69
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.5M 28k 53.33
Costco Wholesale Corporation (COST) 0.1 $1.4M -2% 4.1k 352.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.3M -16% 22k 60.67
Cisco Systems (CSCO) 0.1 $1.3M -2% 25k 51.71
UnitedHealth (UNH) 0.1 $1.2M -13% 3.2k 371.99
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.0M -9% 7.1k 147.07
Tesla Motors (TSLA) 0.1 $1.0M +71% 1.5k 667.96
Select Sector Spdr Tr Technology (XLK) 0.1 $1.0M -3% 7.7k 132.84
Progressive Corporation (PGR) 0.1 $927k 9.7k 95.59
Fiserv (FISV) 0.1 $924k 7.8k 119.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $918k -3% 2.9k 318.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $821k +46% 3.2k 255.60
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.0 $721k -15% 7.7k 93.93
Oracle Corporation (ORCL) 0.0 $710k -5% 10k 70.14
Vanguard Index Fds Large Cap Etf (VV) 0.0 $693k 3.7k 185.24
Abbvie (ABBV) 0.0 $688k -2% 6.4k 108.30
Intuit (INTU) 0.0 $663k -13% 1.7k 382.79
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $615k -10% 2.5k 242.99
Crispr Therapeutics Namen Akt (CRSP) 0.0 $597k NEW 4.9k 121.89
Union Pacific Corporation (UNP) 0.0 $531k -8% 2.4k 220.24
Five9 (FIVN) 0.0 $504k 3.2k 156.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $441k -4% 2.9k 151.44
Roku Com Cl A (ROKU) 0.0 $432k -8% 1.3k 326.04
AFLAC Incorporated (AFL) 0.0 $406k -5% 7.9k 51.16
Square Cl A (SQ) 0.0 $399k 1.8k 227.22
Charles Schwab Corporation (SCHW) 0.0 $392k 6.0k 65.14
Snap Cl A (SNAP) 0.0 $390k -9% 7.5k 52.33
McDonald's Corporation (MCD) 0.0 $384k 1.7k 224.30
Palantir Technologies Cl A (PLTR) 0.0 $370k NEW 16k 23.27
Ishares Tr Msci Intl Vlu Ft (IVLU) 0.0 $369k -2% 15k 25.32
Pepsi (PEP) 0.0 $354k -5% 2.5k 141.37
International Business Machines (IBM) 0.0 $320k -6% 2.4k 133.33
Okta Cl A (OKTA) 0.0 $314k -9% 1.4k 220.66
Etsy (ETSY) 0.0 $313k -9% 1.6k 201.94
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $297k 3.7k 79.97
Adobe Systems Incorporated (ADBE) 0.0 $296k -8% 622.00 475.88
Philip Morris International (PM) 0.0 $293k +3% 3.3k 88.84
SYSCO Corporation (SYY) 0.0 $291k -9% 3.7k 78.73
Verizon Communications (VZ) 0.0 $291k -79% 5.0k 58.13
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $280k 1.3k 218.07
Exxon Mobil Corporation (XOM) 0.0 $275k 4.9k 55.75
Jacobs Engineering (J) 0.0 $264k 2.0k 129.28
Hologic (HOLX) 0.0 $261k -8% 3.5k 74.38
Altria (MO) 0.0 $247k NEW 4.8k 51.22
New York Times Cl A (NYT) 0.0 $246k 4.9k 50.57
Moody's Corporation (MCO) 0.0 $242k -6% 810.00 298.77
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $237k NEW 2.4k 98.01
Clorox Company (CLX) 0.0 $230k -2% 1.2k 192.63
Bristol Myers Squibb (BMY) 0.0 $230k +3% 3.6k 63.19
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $229k NEW 1.4k 159.47
Lowe's Companies (LOW) 0.0 $226k NEW 1.2k 190.40
Realty Income (O) 0.0 $225k 3.5k 63.54
S&p Global (SPGI) 0.0 $224k -7% 636.00 352.20
Wells Fargo & Company (WFC) 0.0 $221k NEW 5.7k 39.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $218k NEW 2.6k 84.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $215k -20% 3.3k 65.17
Ishares Tr Mbs Etf (MBB) 0.0 $214k -40% 2.0k 108.63
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $210k NEW 1.8k 118.31
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.0 $210k -34% 2.2k 94.09
Caterpillar (CAT) 0.0 $205k NEW 885.00 231.64
Atreca Cl A Com (BCEL) 0.0 $192k 13k 15.36
Oncternal Therapeutics (ONCT) 0.0 $83k NEW 10k 8.30
Spirit Rlty Cap Note 3.750% 5/1 (Principal) 0.0 $18k 18k 1.00

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