Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2025) About Sand Hill Global Advisors, LLCInvestment ActivitySand Hill Global Advisors, LLC has $2.36 billion in total holdings as of December 31, 2024.Sand Hill Global Advisors, LLC owns shares of 188 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 5.46% of the portfolio was purchased this quarter.About 4.48% of the portfolio was sold this quarter.This quarter, Sand Hill Global Advisors, LLC has purchased 195 new stocks and bought additional shares in 42 stocks.Sand Hill Global Advisors, LLC sold shares of 101 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $262,374,365SPDR S&P 500 ETF Trust $218,027,946iShares MSCI EAFE ETF $206,388,268Vanguard FTSE Emerging Markets ETF $140,926,423iShares Russell 2000 ETF $140,072,755 Largest New Holdings this Quarter Invesco S&P 500 Equal Weight ETF $72,599,709 HoldingBLACKROCK INC $9,377,526 HoldingDoximity $3,364,264 HoldingWynn Resorts $2,253,052 HoldingARISTA NETWORKS INC $1,443,632 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 414,311 shares (about $72.60M)BLACKROCK INC 9,148 shares (about $9.38M)Vanguard FTSE Emerging Markets ETF 178,571 shares (about $7.86M)iShares Core U.S. Aggregate Bond ETF 56,233 shares (about $5.45M)Intuit 6,655 shares (about $4.18M) Largest Sales this Quarter Vanguard S&P 500 ETF 36,576 shares (about $19.71M)SPDR S&P 500 ETF Trust 20,310 shares (about $11.90M)iShares MSCI Emerging Markets ETF 202,422 shares (about $8.47M)Vanguard Mid-Cap ETF 27,629 shares (about $7.30M)iShares U.S. Treasury Bond ETF 298,483 shares (about $6.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSand Hill Global Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$262,374,365$19,707,496 ▼-7.0%486,95211.1%ETFSPYSPDR S&P 500 ETF Trust$218,027,946$11,903,271 ▼-5.2%372,0119.2%FinanceEFAiShares MSCI EAFE ETF$206,388,268$234,089 ▲0.1%2,729,6428.7%FinanceVWOVanguard FTSE Emerging Markets ETF$140,926,423$7,864,267 ▲5.9%3,199,9646.0%ETFIWMiShares Russell 2000 ETF$140,072,755$246,370 ▼-0.2%633,9285.9%FinanceIJHiShares Core S&P Mid-Cap ETF$137,053,141$479,039 ▲0.4%2,199,5375.8%ETFSPLGSPDR Portfolio S&P 500 ETF$114,694,170$638,453 ▲0.6%1,663,6814.9%ETFVNQVanguard Real Estate ETF$74,492,684$1,184,140 ▲1.6%836,2453.2%ETFRSPInvesco S&P 500 Equal Weight ETF$72,599,709$72,599,709 ▲New Holding414,3113.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$63,984,868$5,448,974 ▲9.3%660,3192.7%FinanceIVViShares Core S&P 500 ETF$59,544,815$204,860 ▲0.3%101,1502.5%ETFPIMCO ETF TR$47,691,385$564,040 ▼-1.2%527,4432.0%ACTIVE BD ETFNVDANVIDIA$35,858,928$2,473,219 ▼-6.5%267,0261.5%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$35,820,613$6,859,141 ▼-16.1%1,558,7731.5%ETFAAPLApple$35,694,668$16,277 ▼0.0%142,5391.5%Computer and TechnologyMSFTMicrosoft$27,380,670$477,560 ▼-1.7%64,9601.2%Computer and TechnologyGOOGLAlphabet$24,109,352$720,473 ▼-2.9%127,3611.0%Computer and TechnologyAMZNAmazon.com$23,066,217$728,375 ▼-3.1%105,1381.0%Retail/WholesaleVGLTVanguard Long-Term Treasury Index ETF$21,923,591$124,648 ▼-0.6%396,0900.9%ETFESGUiShares ESG Aware MSCI USA ETF$21,727,812$1,158,478 ▲5.6%168,6680.9%ManufacturingMETAMeta Platforms$20,641,472$409,855 ▼-1.9%35,2540.9%Computer and TechnologyJPMJPMorgan Chase & Co.$20,537,399$568,353 ▼-2.7%85,6760.9%FinanceVVisa$16,199,479$3,698,277 ▼-18.6%51,2580.7%Business ServicesVEAVanguard FTSE Developed Markets ETF$15,771,891$1,241,885 ▲8.5%329,8180.7%ETFICSHiShares Ultra Short-Term Bond Active ETF$15,324,776$1,818,607 ▼-10.6%303,8820.6%ETFIYRiShares U.S. Real Estate ETF$14,264,994$935,626 ▼-6.2%153,2880.6%ETFMUBiShares National Muni Bond ETF$13,711,600$622,039 ▲4.8%128,6870.6%ETFCRMSalesforce$13,040,166$398,186 ▼-3.0%39,0040.6%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$12,853,764$291,280 ▲2.3%305,6780.5%ETFVGSHVanguard Short-Term Treasury Index ETF$12,464,842$471,607 ▲3.9%214,2460.5%ETFJPSTJPMorgan Ultra-Short Income ETF$11,622,626$3,150,291 ▼-21.3%230,7450.5%ETFPULSPGIM Ultra Short Bond ETF$11,487,523$2,915,770 ▼-20.2%231,8370.5%ETFTJXTJX Companies$10,805,358$380,430 ▼-3.4%89,4410.5%Retail/WholesaleVEEVVeeva Systems$10,264,4050.0%48,8200.4%MedicalPHParker-Hannifin$10,219,412$413,407 ▼-3.9%16,0680.4%Industrial ProductsZMZoom Video Communications$10,087,812$1,018,656 ▲11.2%123,6100.4%Computer and TechnologyBLACKROCK INC$9,377,526$9,377,526 ▲New Holding9,1480.4%COMVBVanguard Small-Cap ETF$9,018,266$178,049 ▼-1.9%37,5320.4%ETFCMECME Group$8,993,287$231,764 ▼-2.5%38,7260.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$8,920,278$525,291 ▲6.3%117,1560.4%ManufacturingCVXChevron$8,821,487$158,021 ▼-1.8%60,9050.4%Oils/EnergyDOORDASH INC$8,758,563$16,775 ▼-0.2%52,2120.4%CL APGProcter & Gamble$8,723,796$11,232 ▼-0.1%52,0360.4%Consumer StaplesADSKAutodesk$8,631,235$293,797 ▼-3.3%29,2020.4%Computer and TechnologySYKStryker$8,473,385$148,700 ▼-1.7%23,5340.4%MedicalADBEAdobe$8,263,044$209,889 ▼-2.5%18,5820.3%Computer and TechnologyTSLATesla$8,083,871$570,208 ▼-6.6%20,0180.3%Auto/Tires/TrucksHONHoneywell International$8,026,808$262,485 ▼-3.2%35,5340.3%Multi-Sector ConglomeratesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$7,870,047$520,973 ▼-6.2%152,1370.3%ETFECLEcolab$7,849,461$294,539 ▼-3.6%33,4990.3%Basic MaterialsPANWPalo Alto Networks$7,771,330$3,822,434 ▲96.8%42,7090.3%Computer and TechnologyJNJJohnson & Johnson$7,548,169$594,679 ▼-7.3%52,1930.3%MedicalVTIVanguard Total Stock Market ETF$7,222,044$95,927 ▼-1.3%24,9200.3%ETFBKNGBooking$7,209,426$352,770 ▼-4.7%1,4510.3%Retail/WholesaleABTAbbott Laboratories$7,166,056$158,127 ▼-2.2%63,3550.3%MedicalDISWalt Disney$7,149,582$600,401 ▼-7.7%64,2080.3%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$6,961,112$9,683 ▼-0.1%12,2210.3%ETFACNAccenture$6,944,886$45,028 ▲0.7%19,7420.3%Computer and TechnologyLLYEli Lilly and Company$6,614,744$46,322 ▼-0.7%8,5680.3%MedicalWMWaste Management$6,539,551$198,358 ▼-2.9%32,4080.3%Business ServicesACWXiShares MSCI ACWI ex U.S. ETF$6,007,424$3,390 ▲0.1%115,1730.3%ManufacturingDHRDanaher$5,966,754$262,149 ▼-4.2%25,9930.3%MedicalEEMiShares MSCI Emerging Markets ETF$5,829,529$8,465,271 ▼-59.2%139,3960.2%FinanceMDLZMondelez International$5,596,432$236,413 ▼-4.1%93,6950.2%Consumer StaplesETNEaton$5,556,966$19,581 ▲0.4%16,7440.2%Industrial ProductsAEPAmerican Electric Power$5,432,372$24,718 ▼-0.5%58,9000.2%UtilitiesCHENIERE ENERGY INC$5,035,746$34,380 ▼-0.7%23,4360.2%COM NEWINTUIntuit$4,817,453$4,182,668 ▲658.9%7,6650.2%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$4,737,762$181,673 ▲4.0%102,0190.2%ETFACWIiShares MSCI ACWI ETF$4,650,2980.0%39,5770.2%ManufacturingPLDPrologis$4,153,081$122,930 ▼-2.9%39,2910.2%FinanceUPSUnited Parcel Service$4,085,099$632,386 ▼-13.4%32,3960.2%TransportationSCHXSchwab US Large-Cap ETF$3,845,122$2,593,356 ▲207.2%165,8810.2%ETFDFUSDimensional U.S. Equity ETF$3,816,840$986,149 ▼-20.5%59,8720.2%ETFESGEiShares ESG Aware MSCI EM ETF$3,746,335$1,366,523 ▼-26.7%112,1990.2%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$3,575,171$124,423 ▲3.6%71,3180.2%ETFQQQInvesco QQQ$3,548,385$82,818 ▲2.4%6,9410.2%FinanceGOOGAlphabet$3,467,387$90,841 ▼-2.6%18,2070.1%Computer and TechnologyIWBiShares Russell 1000 ETF$3,460,729$19,008 ▼-0.5%10,7420.1%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,399,160$2,454,279 ▲259.7%58,6060.1%ETFCOSTCostco Wholesale$3,370,2190.0%3,6780.1%Retail/WholesaleDOCSDoximity$3,364,264$3,364,264 ▲New Holding63,0130.1%MedicalBRK.BBerkshire Hathaway$3,348,803$62,099 ▲1.9%7,3880.1%FinanceIWViShares Russell 3000 ETF$3,319,345$77,210 ▼-2.3%9,9310.1%ETFNEMNewmont$3,044,669$1,097,245 ▼-26.5%81,8020.1%Basic MaterialsZTSZoetis$2,943,387$890,592 ▼-23.2%18,0650.1%MedicalIWOiShares Russell 2000 Growth ETF$2,510,877$32,235 ▼-1.3%8,7240.1%ETFHDHome Depot$2,492,453$52,899 ▼-2.1%6,4080.1%Retail/WholesaleAMTAmerican Tower$2,473,049$962,882 ▼-28.0%13,4840.1%FinanceAMDAdvanced Micro Devices$2,427,709$1,086,846 ▼-30.9%20,0990.1%Computer and TechnologyWYNNWynn Resorts$2,253,052$2,253,052 ▲New Holding26,1500.1%Consumer DiscretionarySCHFSchwab International Equity ETF$2,239,647$1,034,502 ▲85.8%121,0620.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,144,3530.0%16,6720.1%ETFVVVanguard Large-Cap ETF$2,140,879$19,418 ▼-0.9%7,9380.1%ETFXLVHealth Care Select Sector SPDR Fund$2,034,937$7,016 ▼-0.3%14,7920.1%ETFPGRProgressive$1,902,983$7,668 ▼-0.4%7,9420.1%FinanceXOMExxon Mobil$1,818,039$25,924 ▼-1.4%16,9010.1%Oils/EnergyVOTVanguard Mid-Cap Growth ETF$1,632,8640.0%6,4350.1%ETFVIGVanguard Dividend Appreciation ETF$1,585,385$783 ▲0.0%8,0960.1%ETFXLKTechnology Select Sector SPDR Fund$1,486,667$17,903 ▼-1.2%6,3940.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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