Sand Hill Advisors

Sand Hill Global Advisors as of Sept. 30, 2024

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 195 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.6 $276M 524k 527.67
Ishares Tr Msci Eafe Etf (EFA) 9.6 $228M 2.7M 83.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.5 $225M 392k 573.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $145M 3.0M 47.85
Ishares Tr Russell 2000 Etf (IWM) 5.9 $140M 635k 220.89
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $137M 2.2M 62.32
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.7 $112M 1.7M 67.51
Vanguard Index Fds Real Estate Etf (VNQ) 3.4 $80M 823k 97.42
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $61M 604k 101.27
Ishares Tr Core S&p500 Etf (IVV) 2.5 $58M 101k 576.82
Pimco Etf Tr Active Bd Etf (BOND) 2.1 $51M 534k 94.61
Ishares Tr Us Treas Bd Etf (GOVT) 1.8 $44M 1.9M 23.45
NVIDIA Corporation (NVDA) 1.5 $35M 285k 121.44
Apple (AAPL) 1.4 $33M 143k 233.00
Microsoft Corporation (MSFT) 1.2 $28M 66k 430.30
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.0 $25M 398k 61.54
Alphabet Cap Stk Cl A (GOOGL) 0.9 $22M 131k 165.85
Meta Platforms Cl A (META) 0.9 $21M 36k 572.44
Amazon (AMZN) 0.9 $20M 109k 186.33
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $20M 160k 126.18
JPMorgan Chase & Co. (JPM) 0.8 $19M 88k 210.86
Visa Com Cl A (V) 0.7 $17M 63k 274.95
Ishares Tr Blackrock Ultra (ICSH) 0.7 $17M 340k 50.74
Ishares Tr U.s. Real Es Etf (IYR) 0.7 $17M 163k 101.87
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $16M 304k 52.81
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $16M 342k 45.86
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $15M 293k 50.74
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.6 $15M 291k 49.78
Ishares Tr National Mun Etf (MUB) 0.6 $13M 123k 108.63
Ishares Tr Esg Aware Msci (ESML) 0.5 $13M 299k 41.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $12M 206k 59.02
salesforce (CRM) 0.5 $11M 40k 273.71
TJX Companies (TJX) 0.5 $11M 93k 117.54
Parker-Hannifin Corporation (PH) 0.4 $11M 17k 631.80
Veeva Sys Cl A Com (VEEV) 0.4 $10M 49k 209.87
Adobe Systems Incorporated (ADBE) 0.4 $9.9M 19k 517.78
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $9.3M 110k 84.17
Chevron Corporation (CVX) 0.4 $9.1M 62k 147.27
Johnson & Johnson (JNJ) 0.4 $9.1M 56k 162.06
Vanguard Index Fds Small Cp Etf (VB) 0.4 $9.1M 38k 237.21
Procter & Gamble Company (PG) 0.4 $9.0M 52k 173.20
Ecolab (ECL) 0.4 $8.9M 35k 255.33
BlackRock 0.4 $8.8M 9.3k 949.46
Cme (CME) 0.4 $8.8M 40k 220.65
Stryker Corporation (SYK) 0.4 $8.7M 24k 361.25
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $8.6M 162k 52.98
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $8.5M 32k 263.83
Autodesk (ADSK) 0.4 $8.3M 30k 275.48
Zoom Video Communications In Cl A (ZM) 0.3 $7.8M 111k 69.74
Eli Lilly & Co. (LLY) 0.3 $7.6M 8.6k 885.96
Honeywell International (HON) 0.3 $7.6M 37k 206.71
Danaher Corporation (DHR) 0.3 $7.5M 27k 278.02
Doordash Cl A (DASH) 0.3 $7.5M 52k 142.73
Palo Alto Networks (PANW) 0.3 $7.4M 22k 341.80
Abbott Laboratories (ABT) 0.3 $7.4M 65k 114.01
Mondelez Intl Cl A (MDLZ) 0.3 $7.2M 98k 73.67
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $7.2M 25k 283.16
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $7.0M 12k 569.68
Accenture Plc Ireland Shs Class A (ACN) 0.3 $6.9M 20k 353.48
Waste Management (WM) 0.3 $6.9M 33k 207.60
Walt Disney Company (DIS) 0.3 $6.7M 70k 96.19
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $6.6M 115k 57.22
Booking Holdings (BKNG) 0.3 $6.4M 1.5k 4212.23
American Electric Power Company (AEP) 0.3 $6.1M 59k 102.60
Newmont Mining Corporation (NEM) 0.3 $5.9M 111k 53.45
Tesla Motors (TSLA) 0.2 $5.6M 21k 261.62
Ishares Esg Awr Msci Em (ESGE) 0.2 $5.6M 153k 36.41
Eaton Corp SHS (ETN) 0.2 $5.5M 17k 331.44
Prologis (PLD) 0.2 $5.1M 41k 126.28
United Parcel Service CL B (UPS) 0.2 $5.1M 37k 136.34
Advanced Micro Devices (AMD) 0.2 $4.8M 29k 164.08
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $4.8M 98k 48.59
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $4.7M 40k 119.55
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $4.7M 75k 62.20
Zoetis Cl A (ZTS) 0.2 $4.6M 24k 195.38
American Tower Reit (AMT) 0.2 $4.4M 19k 232.55
Cheniere Energy Com New (LNG) 0.2 $4.2M 24k 179.84
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $3.7M 54k 67.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $3.5M 69k 51.12
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.4M 11k 314.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $3.3M 7.3k 460.26
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.3M 10k 326.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $3.3M 6.8k 488.06
Costco Wholesale Corporation (COST) 0.1 $3.3M 3.7k 886.57
Alphabet Cap Stk Cl C (GOOG) 0.1 $3.1M 19k 167.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.7M 65k 41.12
Home Depot (HD) 0.1 $2.7M 6.5k 405.17
Lauder Estee Cos Cl A (EL) 0.1 $2.6M 26k 99.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.5M 8.8k 283.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.3M 15k 154.02
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.1M 8.0k 263.29
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.1M 17k 125.62
Progressive Corporation (PGR) 0.1 $2.0M 8.0k 253.76
Exxon Mobil Corporation (XOM) 0.1 $2.0M 17k 117.22
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.9M 30k 63.00
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.6M 8.1k 198.06
UnitedHealth (UNH) 0.1 $1.6M 2.7k 584.75
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.6M 6.4k 243.47
Select Sector Spdr Tr Technology (XLK) 0.1 $1.5M 6.5k 225.75
Abbvie (ABBV) 0.1 $1.4M 7.3k 197.48
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.4M 10k 131.91
Mastercard Incorporated Cl A (MA) 0.1 $1.3M 2.7k 493.77
Applied Materials (AMAT) 0.1 $1.3M 6.5k 202.05
Arista Networks 0.1 $1.2M 3.3k 383.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.1M 2.9k 375.38
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.1M 3.8k 276.76
Uber Technologies (UBER) 0.0 $1.0M 14k 75.16
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $984k 16k 60.42
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $979k 10k 95.49
Ishares Core Msci Emkt (IEMG) 0.0 $973k 17k 57.41
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $955k 33k 29.18
Nu Hldgs Ord Shs Cl A (NU) 0.0 $891k 65k 13.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $843k 10k 84.53
Oracle Corporation (ORCL) 0.0 $840k 4.9k 170.39
AFLAC Incorporated (AFL) 0.0 $830k 7.4k 111.80
Lowe's Companies (LOW) 0.0 $825k 3.0k 270.85
Spdr Gold Tr Gold Shs (GLD) 0.0 $823k 3.4k 243.06
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $818k 8.1k 100.72
Netflix (NFLX) 0.0 $814k 1.1k 709.27
International Business Machines (IBM) 0.0 $721k 3.3k 221.08
Ishares Tr Core Msci Eafe (IEFA) 0.0 $709k 9.1k 78.05
Dollar General (DG) 0.0 $708k 8.4k 84.57
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $696k 18k 38.53
Cisco Systems (CSCO) 0.0 $682k 13k 53.22
McDonald's Corporation (MCD) 0.0 $667k 2.2k 304.51
Bill Com Holdings Ord (BILL) 0.0 $665k 13k 52.76
Automatic Data Processing (ADP) 0.0 $643k 2.3k 276.73
Union Pacific Corporation (UNP) 0.0 $634k 2.6k 246.48
Intuit (INTU) 0.0 $627k 1.0k 621.00
Pepsi (PEP) 0.0 $626k 3.7k 170.05
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $610k 5.7k 107.66
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $607k 8.5k 71.76
Coca-Cola Company (KO) 0.0 $584k 8.1k 71.86
American Express Company (AXP) 0.0 $568k 2.1k 271.20
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $548k 12k 45.51
Broadcom (AVGO) 0.0 $544k 3.2k 172.50
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $531k 2.8k 189.80
Hercules Technology Growth Capital (HTGC) 0.0 $525k 27k 19.64
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $521k 9.4k 55.63
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $491k 8.3k 59.51
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $473k 14k 34.29
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $469k 1.8k 267.37
Merck & Co (MRK) 0.0 $458k 4.0k 113.57
Bank Of Montreal Cadcom (BMO) 0.0 $424k 4.7k 90.20
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $403k 12k 33.65
Raytheon Technologies Corp (RTX) 0.0 $396k 3.3k 121.16
Shopify Cl A (SHOP) 0.0 $394k 4.9k 80.14
Linde SHS (LIN) 0.0 $392k 821.00 476.86
3M Company (MMM) 0.0 $390k 2.9k 136.70
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $381k 5.6k 67.70
Wells Fargo & Company (WFC) 0.0 $380k 6.7k 56.49
Charles Schwab Corporation (SCHW) 0.0 $373k 5.7k 64.81
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $366k 3.0k 120.38
S&p Global (SPGI) 0.0 $358k 692.00 516.62
Palantir Technologies Cl A (PLTR) 0.0 $352k 9.5k 37.20
Ge Aerospace Com New (GE) 0.0 $349k 1.8k 188.58
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $334k 3.6k 93.58
Ishares Gold Tr Ishares New (IAU) 0.0 $321k 6.5k 49.70
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $319k 24k 13.43
Kkr & Co (KKR) 0.0 $317k 2.4k 130.58
Maplebear (CART) 0.0 $312k 7.7k 40.74
Bristol Myers Squibb (BMY) 0.0 $307k 5.9k 51.74
Texas Instruments Incorporated (TXN) 0.0 $302k 1.5k 206.57
Caterpillar (CAT) 0.0 $302k 772.00 391.12
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $299k 1.7k 173.67
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $298k 3.8k 78.37
Fair Isaac Corporation (FICO) 0.0 $297k 153.00 1943.52
Martin Marietta Materials (MLM) 0.0 $297k 552.00 538.25
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $296k 2.5k 116.96
Target Corporation (TGT) 0.0 $288k 1.8k 155.86
Bruker Corporation (BRKR) 0.0 $277k 4.0k 69.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $275k 3.7k 75.11
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $272k 2.6k 104.17
Jacobs Engineering Group (J) 0.0 $267k 2.0k 130.90
Synopsys (SNPS) 0.0 $254k 502.00 506.39
Apollo Global Mgmt (APO) 0.0 $248k 2.0k 124.91
New York Times Cl A (NYT) 0.0 $246k 4.4k 55.67
Align Technology (ALGN) 0.0 $240k 943.00 254.32
Vanguard World Inf Tech Etf (VGT) 0.0 $239k 407.00 586.52
Thermo Fisher Scientific (TMO) 0.0 $233k 377.00 618.57
Amgen (AMGN) 0.0 $228k 707.00 322.21
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $225k 3.8k 59.56
Hologic (HOLX) 0.0 $224k 2.7k 81.46
Ishares Tr Select Divid Etf (DVY) 0.0 $223k 1.6k 135.07
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $222k 4.2k 52.66
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $222k 2.1k 106.76
Realty Income (O) 0.0 $221k 3.5k 63.42
Starbucks Corporation (SBUX) 0.0 $221k 2.3k 97.49
Novo-nordisk A S Adr (NVO) 0.0 $218k 1.8k 119.07
Philip Morris International (PM) 0.0 $216k 1.8k 121.40
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $216k 3.3k 64.74
ConocoPhillips (COP) 0.0 $213k 2.0k 105.27
SYSCO Corporation (SYY) 0.0 $208k 2.7k 78.06
Fastenal Company (FAST) 0.0 $205k 2.9k 71.42
Expensify Com Cl A (EXFY) 0.0 $53k 27k 1.96