Sand Hill Advisors

Sand Hill Global Advisors as of March 31, 2025

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 194 positions in its portfolio as reported in the March 2025 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) 10.6 $258M 502k 513.91
Ishares Tr Msci Eafe Etf (EFA) 9.5 $231M 2.8M 81.73
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.4 $205M 366k 559.39
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $147M 3.3M 45.26
Ishares Tr Core S&p Mcp Etf (IJH) 5.4 $132M 2.3M 58.35
Ishares Tr Russell 2000 Etf (IWM) 5.3 $129M 644k 199.49
Spdr Ser Tr Portfolio S&p500 (SPLG) 4.6 $112M 1.7M 65.76
Vanguard Index Fds Real Estate Etf (VNQ) 3.1 $77M 844k 90.54
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.0 $73M 423k 173.23
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.6 $64M 1.1M 59.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $64M 136k 468.92
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $63M 632k 98.92
Ishares Tr Core S&p500 Etf (IVV) 2.3 $56M 100k 561.90
Pimco Etf Tr Active Bd Etf (BOND) 1.9 $47M 509k 92.47
Apple (AAPL) 1.3 $32M 145k 222.13
NVIDIA Corporation (NVDA) 1.1 $26M 239k 108.38
Microsoft Corporation (MSFT) 1.0 $25M 67k 375.39
Amazon (AMZN) 1.0 $24M 125k 190.26
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $21M 172k 121.91
JPMorgan Chase & Co. (JPM) 0.8 $21M 84k 245.30
Meta Platforms Cl A (META) 0.8 $20M 35k 576.36
Ishares Tr Ultra Short-term (ICSH) 0.8 $20M 387k 50.70
Visa Com Cl A (V) 0.7 $18M 51k 350.46
Alphabet Cap Stk Cl A (GOOGL) 0.7 $18M 113k 154.64
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $17M 324k 50.83
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.6 $16M 309k 50.63
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.6 $16M 312k 49.73
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $15M 19.00 798441.58
Ishares Tr U.s. Real Es Etf (IYR) 0.6 $14M 146k 95.75
Doximity Cl A (DOCS) 0.6 $14M 240k 58.03
Veeva Sys Cl A Com (VEEV) 0.5 $12M 53k 231.63
Ishares Tr Esg Aware Msci (ESML) 0.5 $12M 314k 38.41
TJX Companies (TJX) 0.5 $11M 90k 121.80
Chevron Corporation (CVX) 0.4 $10M 62k 167.29
Cme (CME) 0.4 $10M 39k 265.29
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $9.8M 120k 81.69
Parker-Hannifin Corporation (PH) 0.4 $9.7M 16k 607.83
Vanguard Index Fds Small Cp Etf (VB) 0.4 $9.7M 44k 221.75
Ishares Tr National Mun Etf (MUB) 0.4 $9.6M 91k 105.44
Doordash Cl A (DASH) 0.4 $9.5M 52k 182.77
Zoom Communications Cl A (ZM) 0.4 $9.1M 124k 73.77
Procter & Gamble Company (PG) 0.4 $9.0M 53k 170.42
Stryker Corporation (SYK) 0.4 $8.7M 24k 372.25
Blackrock (BLK) 0.4 $8.7M 9.2k 946.46
Ecolab (ECL) 0.3 $8.4M 33k 253.52
Johnson & Johnson (JNJ) 0.3 $8.3M 50k 165.84
Abbott Laboratories (ABT) 0.3 $8.2M 62k 132.65
salesforce (CRM) 0.3 $8.0M 30k 268.36
Autodesk (ADSK) 0.3 $7.7M 29k 261.80
Waste Management (WM) 0.3 $7.6M 33k 231.51
Honeywell International (HON) 0.3 $7.5M 36k 211.75
Palo Alto Networks (PANW) 0.3 $7.2M 43k 170.64
Eli Lilly & Co. (LLY) 0.3 $7.1M 8.6k 825.94
Booking Holdings (BKNG) 0.3 $6.7M 1.4k 4607.07
American Electric Power Company (AEP) 0.3 $6.6M 60k 109.27
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.5M 12k 533.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $6.5M 24k 274.84
Walt Disney Company (DIS) 0.3 $6.4M 65k 98.70
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $6.4M 115k 55.45
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $6.3M 122k 51.55
Broadcom (AVGO) 0.3 $6.3M 38k 167.43
Accenture Plc Ireland Shs Class A (ACN) 0.3 $6.2M 20k 312.03
Kimberly-Clark Corporation (KMB) 0.2 $5.8M 41k 142.22
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $5.7M 131k 43.70
Cheniere Energy Com New (LNG) 0.2 $5.5M 24k 231.40
Danaher Corporation (DHR) 0.2 $5.3M 26k 205.00
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $5.2M 110k 47.48
Tesla Motors (TSLA) 0.2 $5.1M 20k 259.15
Intuit (INTU) 0.2 $4.7M 7.6k 613.99
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $4.6M 40k 116.39
Prologis (PLD) 0.2 $4.5M 40k 111.79
Eaton Corp SHS (ETN) 0.2 $4.5M 17k 271.84
Adobe Systems Incorporated (ADBE) 0.2 $4.3M 11k 383.53
Snowflake Cl A (SNOW) 0.2 $4.1M 28k 146.16
Wynn Resorts (WYNN) 0.2 $4.0M 48k 83.50
Newmont Mining Corporation (NEM) 0.2 $4.0M 83k 48.28
Ishares Esg Awr Msci Em (ESGE) 0.2 $3.9M 113k 34.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.8M 7.1k 532.58
Target Corporation (TGT) 0.2 $3.7M 36k 104.36
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $3.7M 166k 22.08
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $3.6M 60k 60.48
Alphabet Cap Stk Cl C (GOOG) 0.1 $3.6M 23k 156.23
Costco Wholesale Corporation (COST) 0.1 $3.4M 3.6k 945.83
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $3.4M 6.9k 484.82
Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.3M 11k 306.75
Zoetis Cl A (ZTS) 0.1 $3.2M 19k 164.65
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.1M 9.9k 317.63
Entergy Corporation (ETR) 0.1 $2.7M 32k 85.49
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 0.1 $2.5M 80k 31.78
Home Depot (HD) 0.1 $2.5M 6.7k 366.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.4M 121k 19.78
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $2.3M 78k 29.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.3M 9.0k 255.52
Progressive Corporation (PGR) 0.1 $2.2M 7.9k 283.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.1M 42k 49.62
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.0M 7.9k 257.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.0M 17k 122.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $2.0M 14k 146.01
Exxon Mobil Corporation (XOM) 0.1 $1.9M 16k 118.93
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.8M 9.0k 193.98
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.7M 6.8k 258.62
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.6M 6.4k 244.65
Abbvie (ABBV) 0.1 $1.5M 7.3k 209.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.5M 24k 60.66
Mastercard Incorporated Cl A (MA) 0.1 $1.4M 2.6k 548.09
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.3M 10k 127.08
Select Sector Spdr Tr Technology (XLK) 0.1 $1.3M 6.4k 206.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $1.3M 5.1k 251.77
UnitedHealth (UNH) 0.1 $1.3M 2.4k 523.82
Netflix (NFLX) 0.1 $1.2M 1.3k 932.53
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $1.1M 26k 43.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.0M 2.9k 361.09
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.0M 3.7k 270.83
Uber Technologies (UBER) 0.0 $964k 13k 72.86
Ishares Core Msci Emkt (IEMG) 0.0 $953k 18k 53.97
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $890k 27k 32.99
Applied Materials (AMAT) 0.0 $886k 6.1k 145.12
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $847k 14k 58.69
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.0 $838k 18k 45.65
Spdr Gold Tr Gold Shs (GLD) 0.0 $826k 2.9k 288.14
Lowe's Companies (LOW) 0.0 $821k 3.5k 233.23
AFLAC Incorporated (AFL) 0.0 $815k 7.3k 111.19
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $809k 8.8k 92.29
McDonald's Corporation (MCD) 0.0 $800k 2.6k 312.37
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $797k 29k 27.96
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $792k 30k 26.47
Palantir Technologies Cl A (PLTR) 0.0 $734k 8.7k 84.40
International Business Machines (IBM) 0.0 $728k 2.9k 248.66
Cisco Systems (CSCO) 0.0 $701k 11k 61.71
Automatic Data Processing (ADP) 0.0 $699k 2.3k 305.53
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $694k 11k 62.10
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $656k 24k 27.57
Coca-Cola Company (KO) 0.0 $652k 9.1k 71.62
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $648k 18k 35.88
Nu Hldgs Ord Shs Cl A (NU) 0.0 $636k 62k 10.24
Ishares Tr Core Msci Eafe (IEFA) 0.0 $628k 8.3k 75.65
Oracle Corporation (ORCL) 0.0 $627k 4.5k 139.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $604k 8.2k 73.45
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $599k 25k 23.61
Union Pacific Corporation (UNP) 0.0 $580k 2.5k 236.24
Bill Com Holdings Ord (BILL) 0.0 $579k 13k 45.89
American Express Company (AXP) 0.0 $560k 2.1k 269.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $516k 2.7k 188.16
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $487k 21k 22.98
Pepsi (PEP) 0.0 $487k 3.2k 149.94
Raytheon Technologies Corp (RTX) 0.0 $475k 3.6k 132.46
Charles Schwab Corporation (SCHW) 0.0 $450k 5.7k 78.28
3M Company (MMM) 0.0 $448k 3.1k 146.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $446k 8.7k 51.49
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $445k 11k 40.76
Bank Of Montreal Cadcom (BMO) 0.0 $436k 4.6k 95.51
Merck & Co (MRK) 0.0 $419k 4.7k 89.76
Coursera (COUR) 0.0 $413k 62k 6.66
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $408k 4.2k 97.48
Ishares Gold Tr Ishares New (IAU) 0.0 $389k 6.6k 58.96
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $381k 12k 31.85
Ge Aerospace Com New (GE) 0.0 $369k 1.8k 200.15
Linde SHS (LIN) 0.0 $360k 774.00 465.64
Wells Fargo & Company (WFC) 0.0 $358k 5.0k 71.79
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $357k 5.6k 63.53
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $349k 3.0k 114.88
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $313k 3.0k 104.57
First Tr Exchange-traded First Tr Enh New (FTSM) 0.0 $312k 5.2k 59.84
S&p Global (SPGI) 0.0 $312k 613.00 508.10
Bristol Myers Squibb (BMY) 0.0 $311k 5.1k 60.99
Ishares Tr Core Total Usd (IUSB) 0.0 $303k 6.6k 46.08
Philip Morris International (PM) 0.0 $283k 1.8k 158.73
Maplebear (CART) 0.0 $278k 7.0k 39.89
Fair Isaac Corporation (FICO) 0.0 $277k 150.00 1844.16
Kkr & Co (KKR) 0.0 $275k 2.4k 115.61
Apollo Global Mgmt (APO) 0.0 $272k 2.0k 136.94
Martin Marietta Materials (MLM) 0.0 $264k 552.00 478.13
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.0 $257k 2.5k 102.46
Caterpillar (CAT) 0.0 $255k 772.00 329.80
Hercules Technology Growth Capital (HTGC) 0.0 $253k 13k 19.21
Jacobs Engineering Group (J) 0.0 $247k 2.0k 120.89
Texas Instruments Incorporated (TXN) 0.0 $243k 1.4k 179.70
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $226k 2.5k 90.59
Ishares Tr Select Divid Etf (DVY) 0.0 $221k 1.6k 134.29
New York Times Cl A (NYT) 0.0 $219k 4.4k 49.60
Starbucks Corporation (SBUX) 0.0 $218k 2.2k 98.09
Amgen (AMGN) 0.0 $218k 699.00 311.55
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $218k 12k 17.59
Vanguard World Inf Tech Etf (VGT) 0.0 $218k 401.00 542.38
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $217k 4.1k 52.37
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $214k 1.1k 193.02
Nextera Energy (NEE) 0.0 $210k 3.0k 70.89
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $207k 7.6k 27.39
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $207k 1.2k 166.00
Fastenal Company (FAST) 0.0 $204k 2.6k 77.55
Duke Energy Corp Com New (DUK) 0.0 $203k 1.7k 121.97
Realty Income (O) 0.0 $202k 3.5k 58.01
Coeur Mng Com New (CDE) 0.0 $113k 19k 5.92
Expensify Com Cl A (EXFY) 0.0 $73k 24k 3.04