Sand Hill Advisors

Sand Hill Global Advisors as of Dec. 31, 2024

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 188 positions in its portfolio as reported in the December 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) 11.1 $262M 487k 538.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.2 $218M 372k 586.08
Ishares Tr Msci Eafe Etf (EFA) 8.7 $206M 2.7M 75.61
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.0 $141M 3.2M 44.04
Ishares Tr Russell 2000 Etf (IWM) 5.9 $140M 634k 220.96
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $137M 2.2M 62.31
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.9 $115M 1.7M 68.94
Vanguard Index Fds Real Estate Etf (VNQ) 3.2 $75M 836k 89.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.1 $73M 414k 175.23
Ishares Tr Core Us Aggbd Et (AGG) 2.7 $64M 660k 96.90
Ishares Tr Core S&p500 Etf (IVV) 2.5 $60M 101k 588.68
Pimco Etf Tr Active Bd Etf (BOND) 2.0 $48M 527k 90.42
NVIDIA Corporation (NVDA) 1.5 $36M 267k 134.29
Ishares Tr Us Treas Bd Etf (GOVT) 1.5 $36M 1.6M 22.98
Apple (AAPL) 1.5 $36M 143k 250.42
Microsoft Corporation (MSFT) 1.2 $27M 65k 421.50
Alphabet Cap Stk Cl A (GOOGL) 1.0 $24M 127k 189.30
Amazon (AMZN) 1.0 $23M 105k 219.39
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.9 $22M 396k 55.35
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $22M 169k 128.82
Meta Platforms Cl A (META) 0.9 $21M 35k 585.51
JPMorgan Chase & Co. (JPM) 0.9 $21M 86k 239.71
Visa Com Cl A (V) 0.7 $16M 51k 316.04
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $16M 330k 47.82
Ishares Tr Ultra Short-term (ICSH) 0.6 $15M 304k 50.43
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $14M 153k 93.06
Ishares Tr National Mun Etf (MUB) 0.6 $14M 129k 106.55
salesforce (CRM) 0.6 $13M 39k 334.33
Ishares Tr Esg Aware Msci (ESML) 0.5 $13M 306k 42.05
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $13M 214k 58.18
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $12M 231k 50.37
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.5 $12M 232k 49.55
TJX Companies (TJX) 0.5 $11M 89k 120.81
Veeva Sys Cl A Com (VEEV) 0.4 $10M 49k 210.25
Parker-Hannifin Corporation (PH) 0.4 $10M 16k 636.01
Zoom Communications Cl A (ZM) 0.4 $10M 124k 81.61
Blackrock (BLK) 0.4 $9.4M 9.1k 1025.09
Vanguard Index Fds Small Cp Etf (VB) 0.4 $9.0M 38k 240.28
Cme (CME) 0.4 $9.0M 39k 232.23
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $8.9M 117k 76.14
Chevron Corporation (CVX) 0.4 $8.8M 61k 144.84
Doordash Cl A (DASH) 0.4 $8.8M 52k 167.75
Procter & Gamble Company (PG) 0.4 $8.7M 52k 167.65
Autodesk (ADSK) 0.4 $8.6M 29k 295.57
Stryker Corporation (SYK) 0.4 $8.5M 24k 360.05
Adobe Systems Incorporated (ADBE) 0.3 $8.3M 19k 444.68
Tesla Motors (TSLA) 0.3 $8.1M 20k 403.83
Honeywell International (HON) 0.3 $8.0M 36k 225.89
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $7.9M 152k 51.73
Ecolab (ECL) 0.3 $7.8M 34k 234.32
Palo Alto Networks (PANW) 0.3 $7.8M 43k 181.96
Johnson & Johnson (JNJ) 0.3 $7.5M 52k 144.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $7.2M 25k 289.81
Booking Holdings (BKNG) 0.3 $7.2M 1.5k 4968.59
Abbott Laboratories (ABT) 0.3 $7.2M 63k 113.11
Walt Disney Company (DIS) 0.3 $7.1M 64k 111.35
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $7.0M 12k 569.60
Accenture Plc Ireland Shs Class A (ACN) 0.3 $6.9M 20k 351.78
Eli Lilly & Co. (LLY) 0.3 $6.6M 8.6k 772.03
Waste Management (WM) 0.3 $6.5M 32k 201.79
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $6.0M 115k 52.16
Danaher Corporation (DHR) 0.3 $6.0M 26k 229.55
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $5.8M 139k 41.82
Mondelez Intl Cl A (MDLZ) 0.2 $5.6M 94k 59.73
Eaton Corp SHS (ETN) 0.2 $5.6M 17k 331.88
American Electric Power Company (AEP) 0.2 $5.4M 59k 92.23
Cheniere Energy Com New (LNG) 0.2 $5.0M 23k 214.87
Intuit (INTU) 0.2 $4.8M 7.7k 628.50
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $4.7M 102k 46.44
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $4.7M 40k 117.50
Prologis (PLD) 0.2 $4.2M 39k 105.70
United Parcel Service CL B (UPS) 0.2 $4.1M 32k 126.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $3.8M 166k 23.18
Dimensional Etf Trust Us Equity Market (DFUS) 0.2 $3.8M 60k 63.75
Ishares Esg Awr Msci Em (ESGE) 0.2 $3.7M 112k 33.39
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $3.6M 71k 50.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.5M 6.9k 511.22
Alphabet Cap Stk Cl C (GOOG) 0.1 $3.5M 18k 190.44
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.5M 11k 322.17
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $3.4M 59k 58.00
Costco Wholesale Corporation (COST) 0.1 $3.4M 3.7k 916.32
Doximity Cl A (DOCS) 0.1 $3.4M 63k 53.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $3.3M 7.4k 453.28
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.3M 9.9k 334.24
Newmont Mining Corporation (NEM) 0.1 $3.0M 82k 37.22
Zoetis Cl A (ZTS) 0.1 $2.9M 18k 162.93
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.5M 8.7k 287.81
Home Depot (HD) 0.1 $2.5M 6.4k 388.96
American Tower Reit (AMT) 0.1 $2.5M 14k 183.41
Advanced Micro Devices (AMD) 0.1 $2.4M 20k 120.79
Wynn Resorts (WYNN) 0.1 $2.3M 26k 86.16
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.2M 121k 18.50
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.1M 17k 128.62
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.1M 7.9k 269.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.0M 15k 137.57
Progressive Corporation (PGR) 0.1 $1.9M 7.9k 239.61
Exxon Mobil Corporation (XOM) 0.1 $1.8M 17k 107.57
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.6M 6.4k 253.75
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.6M 8.1k 195.82
Select Sector Spdr Tr Technology (XLK) 0.1 $1.5M 6.4k 232.51
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.5M 10k 139.35
Arista Networks Com Shs (ANET) 0.1 $1.4M 13k 110.53
Mastercard Incorporated Cl A (MA) 0.1 $1.4M 2.7k 526.54
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.4M 24k 57.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.4M 3.4k 401.58
UnitedHealth (UNH) 0.1 $1.4M 2.7k 505.92
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.1 $1.3M 52k 25.31
Abbvie (ABBV) 0.1 $1.3M 7.1k 177.70
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.2M 4.5k 264.13
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.1M 3.8k 288.85
Bill Com Holdings Ord (BILL) 0.0 $1.1M 13k 84.71
Netflix (NFLX) 0.0 $1.0M 1.1k 891.32
Applied Materials (AMAT) 0.0 $995k 6.1k 162.63
Ishares Core Msci Emkt (IEMG) 0.0 $920k 18k 52.22
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $889k 9.6k 92.59
Spdr Gold Tr Gold Shs (GLD) 0.0 $820k 3.4k 242.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $817k 30k 27.32
Uber Technologies (UBER) 0.0 $814k 14k 60.32
Oracle Corporation (ORCL) 0.0 $780k 4.7k 166.63
AFLAC Incorporated (AFL) 0.0 $771k 7.5k 103.44
Ishares Tr Core Msci Eafe (IEFA) 0.0 $737k 11k 70.28
Broadcom (AVGO) 0.0 $730k 3.2k 231.84
Cisco Systems (CSCO) 0.0 $723k 12k 59.20
Lowe's Companies (LOW) 0.0 $718k 2.9k 246.80
Palantir Technologies Cl A (PLTR) 0.0 $716k 9.5k 75.63
International Business Machines (IBM) 0.0 $705k 3.2k 219.83
Nu Hldgs Ord Shs Cl A (NU) 0.0 $662k 64k 10.36
Automatic Data Processing (ADP) 0.0 $661k 2.3k 292.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $638k 24k 26.63
American Express Company (AXP) 0.0 $622k 2.1k 296.79
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $620k 18k 34.33
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $616k 5.7k 108.61
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $601k 25k 23.68
McDonald's Corporation (MCD) 0.0 $597k 2.1k 289.89
Union Pacific Corporation (UNP) 0.0 $559k 2.5k 228.04
Hercules Technology Growth Capital (HTGC) 0.0 $551k 27k 20.09
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.0 $530k 41k 12.99
Shopify Cl A (SHOP) 0.0 $523k 4.9k 106.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $517k 2.8k 185.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $514k 1.8k 280.06
Coca-Cola Company (KO) 0.0 $494k 7.9k 62.26
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $491k 11k 44.92
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $482k 8.7k 55.66
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $462k 13k 34.59
Bank Of Montreal Cadcom (BMO) 0.0 $456k 4.7k 97.05
Pepsi (PEP) 0.0 $448k 2.9k 152.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $439k 6.1k 71.91
Wells Fargo & Company (WFC) 0.0 $436k 6.2k 70.24
Charles Schwab Corporation (SCHW) 0.0 $425k 5.7k 74.01
Ishares Gold Tr Ishares New (IAU) 0.0 $394k 8.0k 49.51
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $386k 13k 30.06
Merck & Co (MRK) 0.0 $382k 3.8k 99.48
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $369k 3.0k 121.60
3M Company (MMM) 0.0 $368k 2.9k 129.09
Raytheon Technologies Corp (RTX) 0.0 $366k 3.2k 115.72
Kkr & Co (KKR) 0.0 $352k 2.4k 147.91
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $345k 3.0k 115.22
Linde SHS (LIN) 0.0 $344k 821.00 418.67
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $342k 5.6k 60.75
S&p Global (SPGI) 0.0 $341k 684.00 498.03
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $340k 1.7k 197.49
Apollo Global Mgmt (APO) 0.0 $328k 2.0k 165.16
Ge Aerospace Com New (GE) 0.0 $309k 1.9k 166.79
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $308k 3.5k 89.04
Ishares Tr Intrm Gov Cr Etf (GVI) 0.0 $307k 2.9k 104.23
Fair Isaac Corporation (FICO) 0.0 $305k 153.00 1990.93
Bristol Myers Squibb (BMY) 0.0 $298k 5.3k 56.56
Maplebear (CART) 0.0 $289k 7.0k 41.42
Martin Marietta Materials (MLM) 0.0 $285k 552.00 516.50
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $284k 3.8k 74.73
Caterpillar (CAT) 0.0 $280k 772.00 362.76
Jacobs Engineering Group (J) 0.0 $273k 2.0k 133.62
Texas Instruments Incorporated (TXN) 0.0 $272k 1.5k 187.51
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $261k 2.5k 104.30
Vanguard World Inf Tech Etf (VGT) 0.0 $249k 401.00 621.80
Synopsys (SNPS) 0.0 $244k 502.00 485.36
Bruker Corporation (BRKR) 0.0 $235k 4.0k 58.62
New York Times Cl A (NYT) 0.0 $230k 4.4k 52.05
Target Corporation (TGT) 0.0 $228k 1.7k 135.18
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $225k 7.6k 29.70
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $217k 4.2k 51.70
Ishares Tr Select Divid Etf (DVY) 0.0 $216k 1.6k 131.29
Philip Morris International (PM) 0.0 $214k 1.8k 120.35
Goldman Sachs (GS) 0.0 $207k 361.00 572.62
Starbucks Corporation (SBUX) 0.0 $207k 2.3k 91.25
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $206k 4.1k 50.36
Expensify Com Cl A (EXFY) 0.0 $91k 27k 3.35
8x8 (EGHT) 0.0 $42k 16k 2.67