Sand Hill Advisors

Sand Hill Global Advisors as of June 30, 2025

Portfolio Holdings for Sand Hill Global Advisors

Sand Hill Global Advisors holds 202 positions in its portfolio as reported in the June 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) 11.2 $302M 531k 568.03
Ishares Tr Msci Eafe Etf (EFA) 9.3 $251M 2.8M 89.39
Spdr S&p 500 Etf Tr Tr Unit (SPY) 8.4 $225M 364k 617.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.8 $157M 3.2M 49.46
Ishares Tr Core S&p Mcp Etf (IJH) 5.2 $141M 2.3M 62.02
Ishares Tr Russell 2000 Etf (IWM) 4.9 $132M 609k 215.79
Spdr Series Trust Portfolio S&p500 (SPLG) 4.6 $124M 1.7M 72.69
Vanguard Index Fds Sml Cp Grw Etf (VBK) 3.2 $85M 307k 276.94
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $76M 857k 89.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $74M 133k 551.64
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.5 $66M 1.1M 59.81
Ishares Tr Core Us Aggbd Et (AGG) 2.4 $64M 647k 99.20
Ishares Tr Core S&p500 Etf (IVV) 1.9 $52M 83k 620.90
Ishares Tr Ultra Short Dur (ICSH) 1.9 $51M 996k 50.71
Pimco Etf Tr Active Bd Etf (BOND) 1.8 $49M 531k 92.18
NVIDIA Corporation (NVDA) 1.4 $38M 242k 157.99
Microsoft Corporation (MSFT) 1.3 $34M 68k 497.41
Apple (AAPL) 1.1 $30M 147k 205.17
Amazon (AMZN) 1.0 $28M 127k 219.39
Meta Platforms Cl A (META) 0.9 $26M 35k 738.09
JPMorgan Chase & Co. (JPM) 0.9 $25M 85k 289.91
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $23M 169k 135.30
Alphabet Cap Stk Cl A (GOOGL) 0.8 $21M 117k 176.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $19M 332k 57.01
Visa Com Cl A (V) 0.7 $18M 52k 355.05
Veeva Sys Cl A Com (VEEV) 0.6 $15M 53k 287.98
Doximity Cl A (DOCS) 0.5 $15M 240k 61.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $14M 19.00 728800.00
Ishares Tr U.s. Real Es Etf (IYR) 0.5 $14M 146k 94.77
Doordash Cl A (DASH) 0.5 $13M 52k 246.51
Ishares Tr Esg Aware Msci (ESML) 0.5 $13M 304k 41.33
Parker-Hannifin Corporation (PH) 0.4 $11M 16k 698.45
TJX Companies (TJX) 0.4 $11M 91k 123.49
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $11M 122k 89.22
Cme (CME) 0.4 $11M 39k 275.62
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $11M 137k 78.70
Broadcom (AVGO) 0.4 $10M 37k 275.65
Blackrock (BLK) 0.4 $9.8M 9.4k 1049.23
Zoom Communications Cl A (ZM) 0.4 $9.6M 124k 77.98
Stryker Corporation (SYK) 0.4 $9.5M 24k 395.63
Autodesk (ADSK) 0.3 $9.3M 30k 309.57
Chevron Corporation (CVX) 0.3 $9.0M 63k 143.19
Ecolab (ECL) 0.3 $8.9M 33k 269.44
Vanguard Index Fds Small Cp Etf (VB) 0.3 $8.9M 38k 236.98
Palo Alto Networks (PANW) 0.3 $8.9M 43k 204.64
Procter & Gamble Company (PG) 0.3 $8.7M 54k 159.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $8.6M 171k 50.68
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.3 $8.6M 172k 49.76
Honeywell International (HON) 0.3 $8.5M 36k 232.88
Booking Holdings (BKNG) 0.3 $8.4M 1.5k 5789.44
Abbott Laboratories (ABT) 0.3 $8.3M 61k 136.01
Walt Disney Company (DIS) 0.3 $8.2M 66k 124.01
salesforce (CRM) 0.3 $8.2M 30k 272.69
Johnson & Johnson (JNJ) 0.3 $7.8M 51k 152.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $7.7M 16k 485.77
Waste Management (WM) 0.3 $7.6M 33k 228.82
Ishares Tr National Mun Etf (MUB) 0.3 $7.5M 72k 104.48
Ishares U S Etf Tr Short Duration B (NEAR) 0.3 $7.2M 142k 51.10
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $7.2M 24k 303.93
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $7.1M 117k 60.94
Eli Lilly & Co. (LLY) 0.3 $7.0M 9.0k 779.56
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $6.9M 12k 566.50
American Electric Power Company (AEP) 0.2 $6.4M 62k 103.76
Tesla Motors (TSLA) 0.2 $6.4M 20k 317.65
Snowflake Cl A (SNOW) 0.2 $6.3M 28k 223.77
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $6.3M 130k 48.24
Accenture Plc Ireland Shs Class A (ACN) 0.2 $6.1M 21k 298.88
Intuit (INTU) 0.2 $6.1M 7.7k 787.63
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $6.1M 76k 79.50
Cheniere Energy Com New (LNG) 0.2 $5.9M 24k 243.52
Eaton Corp SHS (ETN) 0.2 $5.9M 17k 357.00
Kimberly-Clark Corporation (KMB) 0.2 $5.4M 42k 128.92
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $5.4M 42k 128.60
Danaher Corporation (DHR) 0.2 $5.2M 26k 197.54
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $5.1M 107k 47.54
Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $5.0M 89k 55.74
Quanta Services (PWR) 0.2 $4.8M 13k 378.08
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $4.8M 196k 24.38
Newmont Mining Corporation (NEM) 0.2 $4.7M 81k 58.26
Wynn Resorts (WYNN) 0.2 $4.6M 49k 93.67
Prologis (PLD) 0.2 $4.4M 42k 105.12
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.4M 13k 339.58
Ishares Esg Awr Msci Em (ESGE) 0.2 $4.3M 110k 39.17
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $4.0M 60k 67.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.9M 160k 24.44
Alphabet Cap Stk Cl C (GOOG) 0.1 $3.8M 22k 177.39
Costco Wholesale Corporation (COST) 0.1 $3.7M 3.7k 989.99
Target Corporation (TGT) 0.1 $3.6M 36k 98.65
Ishares Tr Russell 3000 Etf (IWV) 0.1 $3.5M 9.9k 350.99
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $3.4M 66k 51.36
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $3.3M 7.3k 445.20
Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) 0.1 $3.1M 83k 37.83
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.9M 132k 22.10
Entergy Corporation (ETR) 0.1 $2.8M 34k 83.12
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $2.6M 9.3k 279.83
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $2.6M 9.0k 285.86
Home Depot (HD) 0.1 $2.4M 6.6k 366.61
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.3M 7.9k 285.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $2.3M 17k 135.04
Progressive Corporation (PGR) 0.1 $2.1M 8.0k 266.86
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $1.9M 6.7k 284.40
Netflix (NFLX) 0.1 $1.7M 1.3k 1339.13
Exxon Mobil Corporation (XOM) 0.1 $1.7M 16k 107.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $1.7M 12k 134.79
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.7M 8.1k 204.66
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $1.6M 33k 49.64
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.6M 24k 67.22
Select Sector Spdr Tr Technology (XLK) 0.1 $1.6M 6.2k 253.22
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $1.6M 10k 150.40
Mastercard Incorporated Cl A (MA) 0.1 $1.5M 2.7k 561.91
Lam Research Corp Com New (LRCX) 0.1 $1.5M 15k 97.34
Abbvie (ABBV) 0.0 $1.3M 7.1k 185.62
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $1.2M 13k 95.83
Uber Technologies (UBER) 0.0 $1.2M 13k 93.30
Ishares Tr S&p 100 Etf (OEF) 0.0 $1.1M 3.7k 304.35
Applied Materials (AMAT) 0.0 $1.1M 6.1k 183.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.1M 2.6k 424.58
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.0 $1.1M 19k 58.78
Palantir Technologies Cl A (PLTR) 0.0 $1.1M 7.8k 136.32
Ishares Core Msci Emkt (IEMG) 0.0 $1.0M 17k 60.03
Oracle Corporation (ORCL) 0.0 $1.0M 4.7k 218.61
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $967k 27k 35.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $876k 33k 26.50
International Business Machines (IBM) 0.0 $837k 2.8k 294.78
Spdr Gold Tr Gold Shs (GLD) 0.0 $835k 2.7k 304.83
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $830k 8.8k 94.63
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $825k 8.5k 97.61
Nu Hldgs Ord Shs Cl A (NU) 0.0 $807k 59k 13.72
Cisco Systems (CSCO) 0.0 $788k 11k 69.38
Lowe's Companies (LOW) 0.0 $782k 3.5k 221.87
AFLAC Incorporated (AFL) 0.0 $775k 7.4k 105.46
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $769k 18k 42.59
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $717k 24k 30.14
Automatic Data Processing (ADP) 0.0 $702k 2.3k 308.40
UnitedHealth (UNH) 0.0 $675k 2.2k 312.02
American Express Company (AXP) 0.0 $661k 2.1k 318.98
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $623k 25k 24.54
McDonald's Corporation (MCD) 0.0 $595k 2.0k 292.17
Bill Com Holdings Ord (BILL) 0.0 $583k 13k 46.26
Ishares Tr Core Msci Eafe (IEFA) 0.0 $574k 6.9k 83.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $547k 2.8k 194.23
Coursera (COUR) 0.0 $543k 62k 8.76
Coca-Cola Company (KO) 0.0 $534k 7.5k 70.75
Charles Schwab Corporation (SCHW) 0.0 $524k 5.7k 91.24
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.0 $511k 19k 26.69
Bank Of Montreal Cadcom (BMO) 0.0 $506k 4.6k 110.63
Union Pacific Corporation (UNP) 0.0 $504k 2.2k 230.08
Ge Aerospace Com New (GE) 0.0 $468k 1.8k 257.39
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $467k 8.7k 53.96
Spdr Series Trust Portfolio S&p600 (SPSM) 0.0 $465k 11k 42.60
Raytheon Technologies Corp (RTX) 0.0 $462k 3.2k 146.02
Pepsi (PEP) 0.0 $453k 3.4k 132.04
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.0 $425k 12k 35.49
Ishares Gold Tr Ishares New (IAU) 0.0 $416k 6.7k 62.36
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $409k 5.6k 72.68
3M Company (MMM) 0.0 $409k 2.7k 152.24
Wells Fargo & Company (WFC) 0.0 $400k 5.0k 80.12
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $387k 17k 22.98
Ishares Tr Esg Optimized (SUSA) 0.0 $385k 3.0k 126.77
Linde SHS (LIN) 0.0 $372k 792.00 469.18
Philip Morris International (PM) 0.0 $356k 2.0k 182.13
S&p Global (SPGI) 0.0 $333k 632.00 527.29
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $330k 3.3k 99.49
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $320k 10k 31.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $317k 6.5k 49.03
Kkr & Co (KKR) 0.0 $317k 2.4k 133.03
Maplebear (CART) 0.0 $315k 7.0k 45.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $314k 1.7k 181.69
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $307k 2.8k 109.29
Martin Marietta Materials (MLM) 0.0 $304k 553.00 548.96
Gilead Sciences (GILD) 0.0 $303k 2.7k 110.87
Caterpillar (CAT) 0.0 $302k 779.00 388.21
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $287k 3.1k 92.62
Hercules Technology Growth Capital (HTGC) 0.0 $283k 16k 18.28
Apollo Global Mgmt (APO) 0.0 $282k 2.0k 141.87
Texas Instruments Incorporated (TXN) 0.0 $277k 1.3k 207.62
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $275k 1.2k 226.49
Fair Isaac Corporation (FICO) 0.0 $274k 150.00 1827.96
First Tr Exchange-traded A Com Shs (FEX) 0.0 $269k 2.5k 109.96
Jacobs Engineering Group (J) 0.0 $269k 2.0k 131.45
Vanguard World Inf Tech Etf (VGT) 0.0 $266k 401.00 663.28
Starbucks Corporation (SBUX) 0.0 $263k 2.9k 91.63
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $263k 1.2k 227.10
New York Times Cl A (NYT) 0.0 $247k 4.4k 55.98
Goldman Sachs (GS) 0.0 $247k 349.00 707.75
Duke Energy Corp Com New (DUK) 0.0 $245k 2.1k 118.00
Merck & Co (MRK) 0.0 $230k 2.9k 79.16
Novo-nordisk A S Adr (NVO) 0.0 $227k 3.3k 69.02
Fastenal Company (FAST) 0.0 $223k 5.3k 42.00
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $220k 3.0k 73.63
Nextera Energy (NEE) 0.0 $217k 3.1k 69.42
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $217k 7.6k 28.65
Ge Vernova (GEV) 0.0 $216k 409.00 529.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $205k 3.0k 69.09
Ishares Tr Us Regnl Bks Etf (IAT) 0.0 $203k 4.1k 49.55
Moody's Corporation (MCO) 0.0 $202k 403.00 501.59
Amgen (AMGN) 0.0 $201k 720.00 279.21
Realty Income (O) 0.0 $201k 3.5k 57.61
Coeur Mng Com New (CDE) 0.0 $168k 19k 8.86
Bgc Group Cl A (BGC) 0.0 $118k 12k 10.23
Expensify Com Cl A (EXFY) 0.0 $53k 20k 2.59
Cardlytics (CDLX) 0.0 $35k 22k 1.65