Sand Hill Advisors
Latest statistics and disclosures from Sand Hill Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, EFA, VOO, VWO, IJH, and represent 47.75% of Sand Hill Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$54M), VOO (+$36M), VWO (+$34M), GOVT (+$25M), VGLT (+$21M), ADSK (+$6.1M), ESGU (+$6.0M), IVV (+$5.2M), ENPH, IWM.
- Started 6 new stock positions in SPSM, HEAR, GOVT, ADSK, ENPH, IAU.
- Reduced shares in these 10 stocks: IUSV (-$117M), CB (-$7.8M), NULV (-$6.5M), NVDA (-$5.3M), SYY, ICSH, JPST, ABBV, ABT, SUB.
- Sold out of its positions in PFF, EAGG, NULV, SPDR DJ Wilshire Small Cap, SYY, MMM, VTV, CB.
- Sand Hill Global Advisors was a net buyer of stock by $57M.
- Sand Hill Global Advisors has $2.0B in assets under management (AUM), dropping by 8.01%.
- Central Index Key (CIK): 0001009209
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Portfolio Holdings for Sand Hill Global Advisors
Sand Hill Global Advisors holds 153 positions in its portfolio as reported in the June 2023 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) | 16.7 | $336M | +19% | 759k | 443.28 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 9.6 | $194M | 2.7M | 72.50 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.1 | $182M | +24% | 447k | 407.28 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.5 | $131M | +34% | 3.2M | 40.68 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.9 | $118M | +2% | 451k | 261.48 |
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| Ishares Tr Russell 2000 Etf (IWM) | 5.8 | $116M | +4% | 620k | 187.27 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 3.7 | $74M | +40% | 1.2M | 63.53 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.5 | $71M | +3% | 850k | 83.56 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 3.0 | $61M | 589k | 104.04 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.5 | $51M | +7% | 519k | 97.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.0 | $41M | +14% | 92k | 445.71 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 1.6 | $32M | +7% | 421k | 75.23 |
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| Apple (AAPL) | 1.5 | $31M | 159k | 193.97 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 1.2 | $25M | NEW | 1.1M | 22.90 |
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| Microsoft Corporation (MSFT) | 1.1 | $22M | -2% | 64k | 340.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $19M | 160k | 119.70 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.9 | $19M | +18% | 321k | 57.73 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.8 | $16M | +57% | 168k | 97.46 |
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| Amazon (AMZN) | 0.8 | $15M | 118k | 130.36 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $15M | 332k | 46.18 |
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| Visa Com Cl A (V) | 0.8 | $15M | -2% | 64k | 237.48 |
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| NVIDIA Corporation (NVDA) | 0.7 | $14M | -27% | 33k | 423.02 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $14M | 93k | 145.44 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $13M | -2% | 334k | 39.56 |
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| Waste Management (WM) | 0.6 | $12M | -3% | 69k | 173.42 |
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| Booking Holdings (BKNG) | 0.6 | $12M | -5% | 4.3k | 2700.33 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $11M | 22k | 488.99 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.5 | $10M | 287k | 35.52 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.5 | $10M | -20% | 200k | 50.30 |
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| Chevron Corporation (CVX) | 0.5 | $9.7M | 61k | 157.35 |
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| Johnson & Johnson (JNJ) | 0.5 | $9.6M | 58k | 165.52 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $8.9M | -6% | 23k | 390.03 |
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| TJX Companies (TJX) | 0.4 | $8.7M | 102k | 84.79 |
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| Procter & Gamble Company (PG) | 0.4 | $8.5M | 56k | 151.74 |
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| salesforce (CRM) | 0.4 | $8.5M | -2% | 40k | 211.26 |
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| Cme (CME) | 0.4 | $8.4M | 45k | 185.29 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $8.2M | -19% | 164k | 50.14 |
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| Meta Platforms Cl A (META) | 0.4 | $8.2M | -2% | 28k | 286.98 |
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| Boeing Company (BA) | 0.4 | $8.1M | 38k | 211.16 |
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| Stryker Corporation (SYK) | 0.4 | $8.0M | 26k | 305.09 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $7.9M | 108k | 72.93 |
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| Honeywell International (HON) | 0.4 | $7.7M | 37k | 207.50 |
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| Ecolab (ECL) | 0.4 | $7.5M | 40k | 186.69 |
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| Abbott Laboratories (ABT) | 0.4 | $7.5M | -13% | 68k | 109.02 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $7.4M | -2% | 102k | 72.94 |
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| United Parcel Service CL B (UPS) | 0.4 | $7.4M | 41k | 179.25 |
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| Danaher Corporation (DHR) | 0.4 | $7.4M | 31k | 240.00 |
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| BlackRock (BLK) | 0.3 | $6.9M | 10k | 691.16 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $6.8M | 31k | 220.16 |
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| Tesla Motors (TSLA) | 0.3 | $6.3M | +6% | 24k | 261.77 |
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| Autodesk (ADSK) | 0.3 | $6.1M | NEW | 30k | 204.61 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $5.9M | -3% | 30k | 198.89 |
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| Hershey Company (HSY) | 0.3 | $5.9M | -5% | 24k | 249.70 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $5.7M | 12k | 478.93 |
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| CVS Caremark Corporation (CVS) | 0.3 | $5.5M | +4% | 80k | 69.13 |
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| Walt Disney Company (DIS) | 0.3 | $5.5M | +2% | 62k | 89.28 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $5.0M | 102k | 49.22 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $4.8M | 22k | 220.28 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $4.8M | +135% | 50k | 95.94 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $4.8M | 45k | 106.73 |
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| 4068594 Enphase Energy (ENPH) | 0.2 | $4.8M | NEW | 28k | 167.48 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $4.7M | +9% | 149k | 31.63 |
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| Keysight Technologies (KEYS) | 0.2 | $4.5M | +3% | 27k | 167.45 |
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| Albemarle Corporation (ALB) | 0.2 | $4.5M | 20k | 223.09 |
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| Zoetis Cl A (ZTS) | 0.2 | $3.9M | 23k | 172.21 |
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| Constellation Brands Cl A (STZ) | 0.2 | $3.8M | +5% | 15k | 246.12 |
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| Doordash Cl A (DASH) | 0.2 | $3.8M | 49k | 76.42 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $3.7M | 77k | 48.16 |
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| Cheniere Energy Com New (LNG) | 0.2 | $3.5M | 23k | 152.36 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.2 | $3.2M | +2% | 172k | 18.40 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.1M | 12k | 254.47 |
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| American Tower Reit (AMT) | 0.1 | $3.0M | 15k | 193.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.9M | 56k | 52.37 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $2.9M | +7% | 12k | 243.73 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.5M | 8.1k | 308.58 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.3M | 64k | 35.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.2M | 7.9k | 282.96 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.2M | 4.1k | 538.41 |
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| Home Depot (HD) | 0.1 | $2.0M | -3% | 6.6k | 310.62 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.0M | 15k | 132.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.8M | -14% | 15k | 120.97 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $1.8M | -26% | 7.8k | 229.74 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.7M | 6.9k | 242.66 |
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| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $1.6M | -12% | 25k | 66.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.5M | -5% | 4.5k | 341.03 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.5M | -8% | 15k | 102.94 |
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| Dollar General (DG) | 0.1 | $1.4M | 8.4k | 169.78 |
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| UnitedHealth (UNH) | 0.1 | $1.4M | -4% | 2.9k | 480.69 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.4M | 8.0k | 173.85 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $1.2M | 24k | 51.84 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | -4% | 24k | 51.74 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $1.2M | 32k | 36.99 |
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| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.1 | $1.1M | +2% | 45k | 25.45 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 6.9k | 162.43 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $1.1M | -3% | 5.2k | 207.06 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.1M | 20k | 54.41 |
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| Progressive Corporation (PGR) | 0.1 | $1.0M | 7.8k | 132.37 |
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| Fiserv (FI) | 0.0 | $881k | 7.0k | 126.15 |
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| Abbvie (ABBV) | 0.0 | $847k | -66% | 6.3k | 134.73 |
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| Hercules Technology Growth Capital (HTGC) | 0.0 | $804k | 54k | 14.80 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $761k | 31k | 24.63 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $748k | 3.7k | 202.72 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $742k | 22k | 33.77 |
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| Oracle Corporation (ORCL) | 0.0 | $700k | -8% | 5.9k | 119.08 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $693k | 6.5k | 107.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $687k | 2.5k | 275.18 |
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| Pepsi (PEP) | 0.0 | $656k | -3% | 3.5k | 185.22 |
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| McDonald's Corporation (MCD) | 0.0 | $652k | 2.2k | 298.37 |
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| AFLAC Incorporated (AFL) | 0.0 | $549k | -2% | 7.9k | 69.80 |
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| Uber Technologies (UBER) | 0.0 | $529k | 12k | 43.17 |
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| Arista Networks (ANET) | 0.0 | $527k | -3% | 3.3k | 162.06 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $521k | NEW | 13k | 38.84 |
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| Union Pacific Corporation (UNP) | 0.0 | $509k | -6% | 2.5k | 204.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $508k | -2% | 2.9k | 178.27 |
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| Automatic Data Processing (ADP) | 0.0 | $482k | 2.2k | 219.79 |
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| Intuit (INTU) | 0.0 | $472k | -14% | 1.0k | 458.19 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $467k | 10k | 46.39 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $467k | -3% | 4.8k | 97.96 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $467k | -3% | 3.0k | 157.85 |
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| Merck & Co (MRK) | 0.0 | $436k | -3% | 3.8k | 115.38 |
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| Bristol Myers Squibb (BMY) | 0.0 | $415k | 6.5k | 63.95 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $414k | 14k | 28.96 |
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| Shopify Cl A (SHOP) | 0.0 | $404k | +2% | 6.3k | 64.60 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $390k | -20% | 992.00 | 393.44 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $387k | -6% | 14k | 27.15 |
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| Lowe's Companies (LOW) | 0.0 | $387k | 1.7k | 225.70 |
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| Coca-Cola Company (KO) | 0.0 | $380k | 6.3k | 60.22 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $355k | -13% | 4.1k | 86.54 |
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| Starbucks Corporation (SBUX) | 0.0 | $350k | 3.5k | 99.07 |
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| International Business Machines (IBM) | 0.0 | $346k | -20% | 2.6k | 133.81 |
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| Linde SHS (LIN) | 0.0 | $339k | 890.00 | 381.08 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $326k | -15% | 5.7k | 56.68 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $324k | 3.5k | 93.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $320k | -2% | 866.00 | 369.22 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $302k | NEW | 8.3k | 36.39 |
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| Pfizer (PFE) | 0.0 | $292k | -2% | 8.0k | 36.68 |
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| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $291k | 3.5k | 84.01 |
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| Wells Fargo & Company (WFC) | 0.0 | $287k | 6.7k | 42.68 |
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| Target Corporation (TGT) | 0.0 | $267k | 2.0k | 131.90 |
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| Five9 (FIVN) | 0.0 | $266k | 3.2k | 82.45 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $258k | -7% | 1.4k | 180.02 |
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| Turtle Beach Corp Com New (HEAR) | 0.0 | $244k | NEW | 21k | 11.65 |
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| Jacobs Engineering Group (J) | 0.0 | $243k | 2.0k | 118.89 |
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| Nike CL B (NKE) | 0.0 | $242k | -15% | 2.2k | 110.35 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $237k | -4% | 11k | 21.98 |
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| Synopsys (SNPS) | 0.0 | $229k | 526.00 | 435.41 |
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| Hologic (HOLX) | 0.0 | $222k | 2.7k | 80.97 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $221k | 49k | 4.55 |
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| Expensify Com Cl A (EXFY) | 0.0 | $217k | 27k | 7.98 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $213k | -99% | 2.7k | 78.26 |
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| Realty Income (O) | 0.0 | $208k | 3.5k | 59.79 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $208k | -52% | 1.5k | 140.84 |
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| Atreca Cl A Com (BCEL) | 0.0 | $12k | 13k | 0.98 |
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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 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
- Sand Hill Global Advisors 2019 Q4 filed Feb. 13, 2020
- Sand Hill Global Advisors 2019 Q3 filed Nov. 14, 2019