Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2024) About Sand Hill Global Advisors, LLCInvestment ActivitySand Hill Global Advisors, LLC has $2.37 billion in total holdings as of September 30, 2024.Sand Hill Global Advisors, LLC owns shares of 195 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.53% of the portfolio was purchased this quarter.About 1.26% of the portfolio was sold this quarter.This quarter, Sand Hill Global Advisors, LLC has purchased 189 new stocks and bought additional shares in 67 stocks.Sand Hill Global Advisors, LLC sold shares of 74 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $276,249,990iShares MSCI EAFE ETF $228,021,056SPDR S&P 500 ETF Trust $225,097,863Vanguard FTSE Emerging Markets ETF $144,573,654iShares Russell 2000 ETF $140,274,565 Largest New Holdings this Quarter PGIM Ultra Short Bond ETF $14,470,150 HoldingEaton $5,530,076 HoldingJPMorgan Equity Premium Income ETF $491,017 HoldingInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $318,922 HoldingMAPLEBEAR INC $312,272 Holding Largest Purchases this Quarter PGIM Ultra Short Bond ETF 290,682 shares (about $14.47M)iShares Ultra Short-Term Bond Active ETF 131,801 shares (about $6.69M)JPMorgan Ultra-Short Income ETF 130,407 shares (about $6.62M)Eaton 16,685 shares (about $5.53M)Accenture 12,021 shares (about $4.25M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,833 shares (about $3.92M)Vanguard Large-Cap ETF 6,619 shares (about $1.74M)iShares 0-3 Month Treasury Bond ETF 13,439 shares (about $1.35M)iShares Core MSCI EAFE ETF 11,511 shares (about $898.44K)iShares National Muni Bond ETF 7,724 shares (about $839.06K) 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$276,249,990$1,337,116 ▲0.5%523,52811.6%ETFEFAiShares MSCI EAFE ETF$228,021,056$2,897,780 ▲1.3%2,726,5469.6%FinanceSPYSPDR S&P 500 ETF Trust$225,097,863$3,920,498 ▼-1.7%392,3219.5%FinanceVWOVanguard FTSE Emerging Markets ETF$144,573,654$1,938,882 ▲1.4%3,021,3936.1%ETFIWMiShares Russell 2000 ETF$140,274,565$684,979 ▲0.5%635,0435.9%FinanceIJHiShares Core S&P Mid-Cap ETF$136,596,050$1,680,210 ▲1.2%2,191,8495.8%ETFSPLGSPDR Portfolio S&P 500 ETF$111,689,906$1,835,867 ▲1.7%1,654,4204.7%ETFVNQVanguard Real Estate ETF$80,171,965$1,803,828 ▲2.3%822,9523.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$61,175,742$663,217 ▲1.1%604,0862.6%FinanceIVViShares Core S&P 500 ETF$58,144,446$7,499 ▲0.0%100,8022.5%ETFPIMCO ETF TR$50,491,571$1,015,828 ▲2.1%533,6812.1%ACTIVE BD ETFGOVTiShares U.S. Treasury Bond ETF$43,552,647$1,132,025 ▲2.7%1,857,2561.8%ETFNVDANVIDIA$34,664,185$546,358 ▲1.6%285,4431.5%Computer and TechnologyAAPLApple$33,226,672$812,237 ▼-2.4%142,6041.4%Computer and TechnologyMSFTMicrosoft$28,439,706$258,609 ▼-0.9%66,0931.2%Computer and TechnologyVGLTVanguard Long-Term Treasury Index ETF$24,513,965$1,077,811 ▲4.6%398,3421.0%ETFGOOGLAlphabet$21,754,091$23,551 ▼-0.1%131,1670.9%Computer and TechnologyMETAMeta Platforms$20,581,412$29,194 ▲0.1%35,9540.9%Computer and TechnologyAMZNAmazon.com$20,208,972$186 ▼0.0%108,4580.9%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$20,147,792$203,150 ▲1.0%159,6750.8%ManufacturingJPMJPMorgan Chase & Co.$18,565,595$632,791 ▼-3.3%88,0470.8%FinanceVVisa$17,310,760$66,812 ▼-0.4%62,9600.7%Business ServicesICSHiShares Ultra Short-Term Bond Active ETF$17,248,765$6,687,585 ▲63.3%339,9440.7%ETFIYRiShares U.S. Real Estate ETF$16,639,664$35,858 ▼-0.2%163,3420.7%ETFVEAVanguard FTSE Developed Markets ETF$16,046,206$394,807 ▼-2.4%303,8480.7%ETFEEMiShares MSCI Emerging Markets ETF$15,675,760$220,953 ▼-1.4%341,8180.7%FinanceJPSTJPMorgan Ultra-Short Income ETF$14,881,433$6,616,851 ▲80.1%293,2880.6%ETFPULSPGIM Ultra Short Bond ETF$14,470,150$14,470,150 ▲New Holding290,6820.6%ETFMUBiShares National Muni Bond ETF$13,345,087$839,058 ▼-5.9%122,8490.6%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$12,493,770$134,535 ▲1.1%298,7510.5%ETFVGSHVanguard Short-Term Treasury Index ETF$12,166,377$128,073 ▼-1.0%206,1400.5%ETFCRMSalesforce$11,001,682$66,785 ▲0.6%40,1950.5%Computer and TechnologyTJXTJX Companies$10,883,040$249,890 ▼-2.2%92,5900.5%Retail/WholesalePHParker-Hannifin$10,562,451$323,482 ▼-3.0%16,7180.4%Industrial ProductsVEEVVeeva Systems$10,245,8530.0%48,8200.4%Computer and TechnologyADBEAdobe$9,865,780$30,031 ▼-0.3%19,0540.4%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$9,280,354$121,458 ▲1.3%110,2570.4%ManufacturingCVXChevron$9,130,210$30,043 ▲0.3%61,9960.4%Oils/EnergyJNJJohnson & Johnson$9,124,808$80,382 ▼-0.9%56,3050.4%MedicalVBVanguard Small-Cap ETF$9,078,738$579,030 ▼-6.0%38,2730.4%ETFPGProcter & Gamble$9,024,199$42,261 ▲0.5%52,1030.4%Consumer StaplesECLEcolab$8,874,196$220,604 ▼-2.4%34,7560.4%Basic MaterialsBLKBlackRock$8,827,151$67,412 ▼-0.8%9,2970.4%FinanceCMECME Group$8,765,137$157,545 ▼-1.8%39,7240.4%FinanceSYKStryker$8,650,954$33,958 ▼-0.4%23,9470.4%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$8,593,780$462,992 ▼-5.1%162,2080.4%ETFVOVanguard Mid-Cap ETF$8,474,483$3,694 ▼0.0%32,1210.4%ETFADSKAutodesk$8,318,394$18,182 ▲0.2%30,1960.4%Computer and TechnologyZMZoom Video Communications$7,750,0670.0%111,1280.3%Computer and TechnologyLLYEli Lilly and Company$7,644,075$147,956 ▲2.0%8,6280.3%MedicalHONHoneywell International$7,585,460$23,152 ▲0.3%36,6960.3%Multi-Sector ConglomeratesDHRDanaher$7,544,126$76,456 ▼-1.0%27,1350.3%Multi-Sector ConglomeratesDOORDASH INC$7,466,492$114,184 ▼-1.5%52,3120.3%CL APANWPalo Alto Networks$7,417,744$47,852 ▲0.6%21,7020.3%Computer and TechnologyABTAbbott Laboratories$7,382,545$330,061 ▼-4.3%64,7530.3%MedicalMDLZMondelez International$7,194,133$160,822 ▼-2.2%97,6530.3%Consumer StaplesVTIVanguard Total Stock Market ETF$7,150,064$25,484 ▼-0.4%25,2510.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$6,971,774$25,636 ▼-0.4%12,2380.3%ETFACNAccenture$6,933,157$4,249,183 ▲158.3%19,6140.3%Computer and TechnologyWMWaste Management$6,931,900$53,560 ▼-0.8%33,3910.3%Business ServicesDISWalt Disney$6,694,842$47,807 ▲0.7%69,6000.3%Consumer DiscretionaryACWXiShares MSCI ACWI ex U.S. ETF$6,586,480$53,615 ▼-0.8%115,1080.3%ManufacturingBKNGBooking$6,411,011$58,971 ▼-0.9%1,5220.3%Retail/WholesaleAEPAmerican Electric Power$6,070,631$114,707 ▼-1.9%59,1680.3%UtilitiesNEMNewmont$5,947,999$83,542 ▼-1.4%111,2820.3%Basic MaterialsTSLATesla$5,606,603$130,812 ▼-2.3%21,4300.2%Auto/Tires/TrucksESGEiShares ESG Aware MSCI EM ETF$5,575,292$121,937 ▲2.2%153,1250.2%ManufacturingETNEaton$5,530,076$5,530,076 ▲New Holding16,6850.2%Industrial ProductsPLDPrologis$5,108,558$112,011 ▲2.2%40,4540.2%FinanceUPSUnited Parcel Service$5,100,616$85,213 ▼-1.6%37,4110.2%TransportationAMDAdvanced Micro Devices$4,774,168$116,003 ▲2.5%29,0970.2%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$4,767,019$97 ▲0.0%98,1070.2%ETFACWIiShares MSCI ACWI ETF$4,731,430$37,300 ▼-0.8%39,5770.2%ManufacturingDFUSDimensional U.S. Equity ETF$4,686,2100.0%75,3410.2%ETFZTSZoetis$4,597,509$59,200 ▲1.3%23,5310.2%MedicalAMTAmerican Tower$4,356,676$108,370 ▲2.6%18,7340.2%FinanceCHENIERE ENERGY INC$4,243,488$69,957 ▼-1.6%23,5960.2%COM NEWSCHXSchwab US Large-Cap ETF$3,664,0360.0%54,0020.2%ETFVTEBVanguard Tax-Exempt Bond ETF$3,518,896$15,132 ▼-0.4%68,8360.1%ETFIWBiShares Russell 1000 ETF$3,395,811$50,618 ▲1.5%10,8010.1%ETFBRK.BBerkshire Hathaway$3,337,315$26,235 ▼-0.8%7,2510.1%FinanceIWViShares Russell 3000 ETF$3,320,141$327 ▲0.0%10,1620.1%ETFQQQInvesco QQQ$3,308,5440.0%6,7790.1%FinanceCOSTCostco Wholesale$3,260,793$303,206 ▼-8.5%3,6780.1%Retail/WholesaleGOOGAlphabet$3,123,818$236,242 ▼-7.0%18,6840.1%Computer and TechnologySCHFSchwab International Equity ETF$2,678,6800.0%65,1430.1%ETFHDHome Depot$2,651,426$7,698 ▲0.3%6,5440.1%Retail/WholesaleELEstée Lauder Companies$2,607,874$45,957 ▼-1.7%26,1600.1%Consumer StaplesIWOiShares Russell 2000 Growth ETF$2,509,360$62,194 ▲2.5%8,8360.1%ETFXLVHealth Care Select Sector SPDR Fund$2,286,1210.0%14,8430.1%ETFVVVanguard Large-Cap ETF$2,108,953$1,742,717 ▼-45.2%8,0100.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,094,337$61,177 ▼-2.8%16,6720.1%ETFPGRProgressive$2,023,482$34,765 ▲1.7%7,9740.1%FinanceXOMExxon Mobil$2,009,384$5,627 ▼-0.3%17,1420.1%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$1,906,939$110,565 ▼-5.5%30,2690.1%ETFVIGVanguard Dividend Appreciation ETF$1,602,666$9,903 ▼-0.6%8,0920.1%ETFUNHUnitedHealth Group$1,589,933$180,687 ▲12.8%2,7190.1%MedicalVOTVanguard Mid-Cap Growth ETF$1,566,713$243 ▲0.0%6,4350.1%ETFXLKTechnology Select Sector SPDR Fund$1,460,8290.0%6,4710.1%ETFABBVAbbVie$1,433,902$174,177 ▲13.8%7,2610.1%MedicalShowing 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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