Sand Hill Advisors
Latest statistics and disclosures from Sand Hill Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, EFA, SPY, IJH, IWM, and represent 44.42% of Sand Hill Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$104M), BOND (+$35M), GOVT (+$5.6M), AGG (+$5.5M), EL, ICSH, VNQ, SPLG, VWO, EAGG.
- Started 10 new stock positions in EL, TSM, NOBL, MMM, FAST, APO, AMAT, VGT, CAT, HOLX.
- Reduced shares in these 10 stocks: VGLT (-$49M), VBK (-$18M), BIV (-$17M), MUB (-$14M), VOO (-$12M), SPY (-$10M), MUNI, HSY, TLT, META.
- Sold out of its positions in NET, HSY, TAN, IWN, SUB, NYT, NUBD, SNOW, SOUN.
- Sand Hill Global Advisors was a net buyer of stock by $6.2M.
- Sand Hill Global Advisors has $2.1B in assets under management (AUM), dropping by 1.46%.
- Central Index Key (CIK): 0001009209
Tip: Access up to 7 years of quarterly data
Positions held by Sand Hill Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Sand Hill Global Advisors
Sand Hill Global Advisors holds 162 positions in its portfolio as reported in the March 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) | 11.8 | $249M | -4% | 517k | 480.70 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 10.3 | $216M | 2.7M | 79.86 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.0 | $211M | -4% | 404k | 523.07 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.2 | $131M | +385% | 2.1M | 60.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 6.2 | $130M | 617k | 210.30 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 5.9 | $124M | +2% | 3.0M | 41.77 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 4.5 | $96M | +3% | 1.6M | 61.53 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 3.2 | $67M | +4% | 778k | 86.48 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.9 | $62M | +9% | 630k | 97.94 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $54M | 103k | 525.73 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.7 | $37M | +1562% | 400k | 91.86 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 1.4 | $29M | +24% | 1.3M | 22.77 |
|
| Microsoft Corporation (MSFT) | 1.3 | $27M | +2% | 65k | 420.72 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $26M | -10% | 28k | 903.55 |
|
| Apple (AAPL) | 1.2 | $25M | -5% | 145k | 171.48 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 1.1 | $23M | -67% | 391k | 59.24 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $23M | 152k | 150.93 |
|
|
| Amazon (AMZN) | 0.9 | $19M | -6% | 106k | 180.38 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.9 | $18M | -4% | 157k | 114.96 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $18M | -4% | 88k | 200.30 |
|
| Meta Platforms Cl A (META) | 0.8 | $17M | -16% | 35k | 485.58 |
|
| Visa Com Cl A (V) | 0.8 | $17M | -3% | 60k | 279.08 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $17M | -45% | 153k | 107.60 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $16M | -3% | 327k | 50.17 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.7 | $15M | 259k | 58.07 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.7 | $14M | -3% | 348k | 41.08 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.7 | $14M | 157k | 89.90 |
|
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.6 | $14M | +35% | 271k | 50.56 |
|
| Waste Management (WM) | 0.6 | $12M | -5% | 57k | 213.15 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.6 | $12M | 297k | 40.27 |
|
|
| salesforce (CRM) | 0.5 | $11M | -5% | 37k | 301.18 |
|
| Parker-Hannifin Corporation (PH) | 0.5 | $10M | -6% | 18k | 555.77 |
|
| Chevron Corporation (CVX) | 0.5 | $9.7M | 62k | 157.74 |
|
|
| TJX Companies (TJX) | 0.5 | $9.7M | -3% | 96k | 101.42 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $9.5M | -4% | 19k | 504.60 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $9.1M | -33% | 173k | 52.47 |
|
| Johnson & Johnson (JNJ) | 0.4 | $8.9M | -3% | 57k | 158.19 |
|
| Stryker Corporation (SYK) | 0.4 | $8.8M | -7% | 25k | 357.87 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.4 | $8.8M | 110k | 79.91 |
|
|
| Cme (CME) | 0.4 | $8.7M | -10% | 40k | 215.29 |
|
| Procter & Gamble Company (PG) | 0.4 | $8.6M | -6% | 53k | 162.25 |
|
| Ecolab (ECL) | 0.4 | $8.4M | -3% | 36k | 230.90 |
|
| Walt Disney Company (DIS) | 0.4 | $8.3M | +13% | 68k | 122.36 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $8.3M | -3% | 36k | 228.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $8.1M | 33k | 249.86 |
|
|
| Autodesk (ADSK) | 0.4 | $7.7M | 30k | 260.42 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $7.7M | 68k | 113.66 |
|
|
| BlackRock (BLK) | 0.4 | $7.7M | -5% | 9.3k | 833.74 |
|
| Honeywell International (HON) | 0.4 | $7.5M | 37k | 205.25 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $7.5M | +27% | 148k | 50.45 |
|
| Boeing Company (BA) | 0.3 | $7.3M | 38k | 192.99 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $7.0M | -3% | 100k | 70.00 |
|
| Danaher Corporation (DHR) | 0.3 | $6.9M | -9% | 28k | 249.72 |
|
| Doordash Cl A (DASH) | 0.3 | $6.8M | 49k | 137.72 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $6.6M | 12k | 556.42 |
|
|
| CVS Caremark Corporation (CVS) | 0.3 | $6.2M | 78k | 79.76 |
|
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $6.2M | 116k | 53.39 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $6.1M | 21k | 284.13 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.0M | -3% | 23k | 259.90 |
|
| United Parcel Service CL B (UPS) | 0.3 | $5.7M | -3% | 38k | 148.63 |
|
| Booking Holdings (BKNG) | 0.3 | $5.6M | -2% | 1.5k | 3627.91 |
|
| American Electric Power Company (AEP) | 0.2 | $5.2M | 60k | 86.10 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $4.9M | -16% | 97k | 50.60 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.2 | $4.8M | +2% | 149k | 32.23 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $4.7M | +108% | 99k | 47.06 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $4.3M | 39k | 110.13 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $4.3M | 75k | 56.98 |
|
|
| Constellation Brands Cl A (STZ) | 0.2 | $4.3M | 16k | 271.76 |
|
|
| Keysight Technologies (KEYS) | 0.2 | $4.2M | 27k | 156.38 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.2 | $4.1M | NEW | 26k | 154.15 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $4.1M | 113k | 35.84 |
|
|
| Tesla Motors (TSLA) | 0.2 | $4.0M | -3% | 23k | 175.79 |
|
| Zoetis Cl A (ZTS) | 0.2 | $3.9M | 23k | 169.21 |
|
|
| Cheniere Energy Com New (LNG) | 0.2 | $3.8M | 24k | 161.28 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $3.4M | 54k | 62.06 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.2M | 11k | 288.04 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $3.2M | -5% | 11k | 300.09 |
|
| American Tower Reit (AMT) | 0.1 | $3.0M | 15k | 197.60 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.9M | +3% | 4.0k | 732.67 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.6M | -6% | 7.6k | 346.61 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.5M | 65k | 39.02 |
|
|
| Home Depot (HD) | 0.1 | $2.4M | -4% | 6.4k | 383.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.3M | 15k | 152.26 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $2.2M | -47% | 8.1k | 270.80 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $2.2M | 15k | 147.73 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $2.0M | +57% | 18k | 116.24 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.9M | -15% | 4.5k | 420.56 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $1.7M | -60% | 29k | 58.55 |
|
| Progressive Corporation (PGR) | 0.1 | $1.6M | 7.8k | 206.82 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.5M | +26% | 8.3k | 182.62 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.4M | -7% | 6.5k | 208.26 |
|
| Dollar General (DG) | 0.1 | $1.3M | 8.4k | 156.06 |
|
|
| Applied Materials (AMAT) | 0.1 | $1.3M | NEW | 6.3k | 206.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.3M | +282% | 2.9k | 443.98 |
|
| UnitedHealth (UNH) | 0.1 | $1.2M | -15% | 2.4k | 494.68 |
|
| Abbvie (ABBV) | 0.1 | $1.2M | +11% | 6.5k | 182.10 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $1.1M | 19k | 58.65 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $1.0M | 54k | 18.45 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $950k | -6% | 3.8k | 247.41 |
|
| Arista Networks (ANET) | 0.0 | $942k | 3.3k | 289.98 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $889k | 2.6k | 337.05 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $885k | 3.7k | 239.76 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $796k | -8% | 6.3k | 125.60 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $786k | 31k | 25.25 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $741k | -82% | 7.8k | 94.62 |
|
| Lowe's Companies (LOW) | 0.0 | $721k | -2% | 2.8k | 254.73 |
|
| AFLAC Incorporated (AFL) | 0.0 | $675k | 7.9k | 85.86 |
|
|
| Cisco Systems (CSCO) | 0.0 | $661k | -5% | 13k | 49.91 |
|
| Intuit (INTU) | 0.0 | $655k | 1.0k | 650.00 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $647k | 18k | 35.80 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $645k | 1.3k | 481.69 |
|
|
| Pepsi (PEP) | 0.0 | $634k | -4% | 3.6k | 175.01 |
|
| Union Pacific Corporation (UNP) | 0.0 | $605k | 2.5k | 245.93 |
|
|
| McDonald's Corporation (MCD) | 0.0 | $598k | -8% | 2.1k | 281.95 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $564k | 2.7k | 205.72 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $535k | -43% | 6.0k | 89.67 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $533k | -7% | 12k | 43.04 |
|
| Automatic Data Processing (ADP) | 0.0 | $522k | -2% | 2.1k | 249.74 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $514k | -6% | 9.5k | 54.43 |
|
| International Business Machines (IBM) | 0.0 | $501k | 2.6k | 190.96 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $485k | -5% | 2.7k | 179.11 |
|
| Uber Technologies (UBER) | 0.0 | $456k | -43% | 5.9k | 76.99 |
|
| Merck & Co (MRK) | 0.0 | $447k | 3.4k | 131.97 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $440k | -3% | 14k | 31.95 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $424k | -97% | 1.6k | 260.71 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $416k | 5.7k | 72.34 |
|
|
| Coca-Cola Company (KO) | 0.0 | $415k | +19% | 6.8k | 61.18 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.0 | $413k | -29% | 30k | 13.87 |
|
| Linde SHS (LIN) | 0.0 | $399k | 860.00 | 464.32 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $389k | -8% | 6.7k | 57.96 |
|
| Bruker Corporation (BRKR) | 0.0 | $377k | 4.0k | 93.94 |
|
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $372k | -7% | 12k | 31.07 |
|
| Shopify Cl A (SHOP) | 0.0 | $365k | -30% | 4.7k | 77.17 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $358k | -12% | 3.7k | 97.53 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $326k | 6.0k | 54.23 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $319k | -78% | 6.2k | 51.28 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $319k | -6% | 2.9k | 109.18 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $314k | 11k | 28.23 |
|
|
| Jacobs Engineering Group (J) | 0.0 | $314k | 2.0k | 153.73 |
|
|
| 3M Company (MMM) | 0.0 | $307k | NEW | 2.9k | 106.07 |
|
| First Tr Lrge Cp Core Alpha Com Shs (FEX) | 0.0 | $298k | 3.0k | 99.24 |
|
|
| Target Corporation (TGT) | 0.0 | $294k | 1.7k | 177.21 |
|
|
| Synopsys (SNPS) | 0.0 | $289k | 505.00 | 571.50 |
|
|
| S&p Global (SPGI) | 0.0 | $283k | 666.00 | 425.45 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $275k | -88% | 20k | 13.98 |
|
| American Express Company (AXP) | 0.0 | $273k | -4% | 1.2k | 227.69 |
|
| ConocoPhillips (COP) | 0.0 | $251k | 2.0k | 127.27 |
|
|
| Kkr & Co (KKR) | 0.0 | $249k | -18% | 2.5k | 100.58 |
|
| Starbucks Corporation (SBUX) | 0.0 | $248k | -40% | 2.7k | 91.39 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $245k | -8% | 1.4k | 174.21 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $242k | -98% | 3.2k | 75.39 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $240k | -44% | 3.3k | 72.63 |
|
| Caterpillar (CAT) | 0.0 | $239k | NEW | 651.00 | 366.43 |
|
| Apollo Global Mgmt (APO) | 0.0 | $223k | NEW | 2.0k | 112.45 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $218k | NEW | 416.00 | 524.34 |
|
| Hologic (HOLX) | 0.0 | $214k | NEW | 2.7k | 77.96 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $211k | NEW | 2.1k | 101.41 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $210k | NEW | 1.5k | 136.05 |
|
| Fastenal Company (FAST) | 0.0 | $203k | NEW | 2.6k | 77.14 |
|
| Five9 (FIVN) | 0.0 | $200k | 3.2k | 62.11 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $138k | 12k | 11.93 |
|
|
| Expensify Com Cl A (EXFY) | 0.0 | $50k | 27k | 1.84 |
|
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 2024 Q1 filed May 13, 2024
- Sand Hill Global Advisors 2023 Q4 filed Feb. 9, 2024
- Sand Hill Global Advisors 2023 Q3 filed Nov. 13, 2023
- 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