Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2024) About Sand Hill Global Advisors, LLCInvestment ActivitySand Hill Global Advisors, LLC has $2.20 billion in total holdings as of June 30, 2024.Sand Hill Global Advisors, LLC owns shares of 189 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 6.36% of the portfolio was purchased this quarter.About 2.01% of the portfolio was sold this quarter.This quarter, Sand Hill Global Advisors, LLC has purchased 162 new stocks and bought additional shares in 64 stocks.Sand Hill Global Advisors, LLC sold shares of 69 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $260,564,710SPDR S&P 500 ETF Trust $217,227,379iShares MSCI EAFE ETF $210,856,227Vanguard FTSE Emerging Markets ETF $130,443,005iShares Russell 2000 ETF $128,214,770 Largest New Holdings this Quarter Veeva Systems $8,934,548 HoldingEli Lilly and Company $7,660,517 HoldingZoom Video Communications $6,577,666 HoldingAdvanced Micro Devices $4,605,075 HoldingPrologis $4,443,805 Holding Largest Purchases this Quarter NVIDIA 252,702 shares (about $31.22M)iShares U.S. Treasury Bond ETF 549,187 shares (about $12.40M)PIMCO ETF TR 123,161 shares (about $11.22M)Veeva Systems 48,820 shares (about $8.93M)Eli Lilly and Company 8,461 shares (about $7.66M) Largest Sales this Quarter Waste Management 23,072 shares (about $4.92M)Alphabet 20,888 shares (about $3.80M)iShares Ultra Short-Term Bond Active ETF 62,591 shares (about $3.16M)iShares Core U.S. Aggregate Bond ETF 32,525 shares (about $3.16M)Vanguard Short-Term Treasury Index ETF 50,899 shares (about $2.95M) 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$260,564,710$1,819,473 ▲0.7%520,99411.8%ETFSPYSPDR S&P 500 ETF Trust$217,227,379$2,392,933 ▼-1.1%399,1549.9%FinanceEFAiShares MSCI EAFE ETF$210,856,227$1,220,068 ▼-0.6%2,691,8969.6%FinanceVWOVanguard FTSE Emerging Markets ETF$130,443,005$623,492 ▲0.5%2,980,8735.9%ETFIWMiShares Russell 2000 ETF$128,214,770$3,029,352 ▲2.4%631,9425.8%FinanceIJHiShares Core S&P Mid-Cap ETF$126,689,223$922,217 ▲0.7%2,164,8885.8%ETFSPLGSPDR Portfolio S&P 500 ETF$104,142,473$4,487,360 ▲4.5%1,627,2264.7%ETFVNQVanguard Real Estate ETF$67,379,601$2,257,333 ▲3.5%804,4363.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$58,002,877$3,157,200 ▼-5.2%597,5372.6%FinanceIVViShares Core S&P 500 ETF$55,154,707$1,004,166 ▼-1.8%100,7892.5%ETFPIMCO ETF TR$47,629,695$11,217,493 ▲30.8%522,9442.2%ACTIVE BD ETFGOVTiShares U.S. Treasury Bond ETF$40,828,727$12,395,152 ▲43.6%1,808,9821.9%ETFNVDANVIDIA$34,707,809$31,218,794 ▲894.8%280,9441.6%Computer and TechnologyAAPLApple$30,769,524$319,722 ▲1.0%146,0901.4%Computer and TechnologyMSFTMicrosoft$29,808,885$902,392 ▲3.1%66,6941.4%Computer and TechnologyGOOGLAlphabet$23,917,898$3,804,743 ▼-13.7%131,3091.1%Computer and TechnologyVGLTVanguard Long-Term Treasury Index ETF$21,966,134$612,619 ▼-2.7%380,8281.0%ETFAMZNAmazon.com$20,959,694$451,432 ▲2.2%108,4591.0%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$18,860,316$84,359 ▲0.4%158,0650.9%ManufacturingJPMJPMorgan Chase & Co.$18,415,276$628,014 ▲3.5%91,0480.8%FinanceMETAMeta Platforms$18,102,905$321,690 ▲1.8%35,9030.8%Computer and TechnologyVVisa$16,588,995$855,133 ▲5.4%63,2030.8%Business ServicesVEAVanguard FTSE Developed Markets ETF$15,385,617$747,576 ▼-4.6%311,3240.7%ETFEEMiShares MSCI Emerging Markets ETF$14,763,215$55,410 ▼-0.4%346,6360.7%FinanceIYRiShares U.S. Real Estate ETF$14,362,477$566,799 ▲4.1%163,6940.7%ETFMUBiShares National Muni Bond ETF$13,912,553$2,420,390 ▼-14.8%130,5730.6%ETFVGSHVanguard Short-Term Treasury Index ETF$12,079,901$2,951,634 ▼-19.6%208,3100.5%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$11,378,062$51,821 ▼-0.5%295,5340.5%ETFADBEAdobe$10,617,480$137,774 ▲1.3%19,1120.5%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$10,517,483$3,162,728 ▼-23.1%208,1430.5%ETFTJXTJX Companies$10,428,255$89,291 ▼-0.8%94,7160.5%Retail/WholesaleCRMSalesforce$10,271,512$812,959 ▲8.6%39,9510.5%Computer and TechnologyCVXChevron$9,665,492$24,245 ▲0.3%61,7920.4%Oils/EnergyVEEVVeeva Systems$8,934,548$8,934,548 ▲New Holding48,8200.4%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$8,899,501$122,081 ▼-1.4%170,9470.4%ETFVBVanguard Small-Cap ETF$8,877,281$954,143 ▲12.0%40,7140.4%ETFPHParker-Hannifin$8,714,853$396,544 ▼-4.4%17,2300.4%Industrial ProductsESGDiShares ESG Aware MSCI EAFE ETF$8,572,388$57,116 ▼-0.7%108,8140.4%ManufacturingPGProcter & Gamble$8,552,548$140,841 ▼-1.6%51,8590.4%Consumer StaplesECLEcolab$8,477,485$160,649 ▼-1.9%35,6200.4%Basic MaterialsJNJJohnson & Johnson$8,302,052$39,609 ▲0.5%56,8010.4%MedicalJPSTJPMorgan Ultra-Short Income ETF$8,220,604$761,845 ▲10.2%162,8810.4%ETFSYKStryker$8,180,050$183,057 ▼-2.2%24,0410.4%MedicalCMECME Group$7,950,207$590 ▼0.0%40,4380.4%FinanceHONHoneywell International$7,812,178$854 ▲0.0%36,5840.4%Multi-Sector ConglomeratesVOVanguard Mid-Cap ETF$7,779,884$77,956 ▼-1.0%32,1350.4%ETFLLYEli Lilly and Company$7,660,517$7,660,517 ▲New Holding8,4610.3%MedicalADSKAutodesk$7,455,669$95,516 ▲1.3%30,1300.3%Computer and TechnologyBLKBlackRock$7,375,997$63,776 ▲0.9%9,3680.3%FinancePANWPalo Alto Networks$7,309,734$44,071 ▲0.6%21,5620.3%Computer and TechnologyWMWaste Management$7,178,593$4,922,122 ▼-40.7%33,6490.3%Business ServicesABTAbbott Laboratories$7,029,325$49,669 ▼-0.7%67,6480.3%MedicalDISWalt Disney$6,861,273$103,659 ▲1.5%69,1030.3%Consumer DiscretionaryDHRDanaher$6,848,420$78,703 ▼-1.1%27,4100.3%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$6,778,866$648,167 ▲10.6%25,3410.3%ETFZMZoom Video Communications$6,577,666$6,577,666 ▲New Holding111,1280.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$6,572,646$250,427 ▲4.0%12,2830.3%ETFBABoeing$6,558,184$307,051 ▼-4.5%36,0320.3%AerospaceMDLZMondelez International$6,533,300$10,209 ▲0.2%99,8360.3%Consumer StaplesACWXiShares MSCI ACWI ex U.S. ETF$6,165,4710.0%116,0450.3%ManufacturingBKNGBooking$6,084,971$3,962 ▼-0.1%1,5360.3%Retail/WholesaleDOORDASH INC$5,777,523$402,051 ▲7.5%53,1120.3%CL AAEPAmerican Electric Power$5,289,494$1,843 ▲0.0%60,2860.2%UtilitiesUPSUnited Parcel Service$5,205,237$42,013 ▼-0.8%38,0360.2%TransportationESGEiShares ESG Aware MSCI EM ETF$5,021,999$16,396 ▲0.3%149,7760.2%ManufacturingNEMNewmont$4,724,823$13,273 ▼-0.3%112,8450.2%Basic MaterialsAMDAdvanced Micro Devices$4,605,075$4,605,075 ▲New Holding28,3900.2%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$4,572,674$42,602 ▼-0.9%98,1050.2%ETFACWIiShares MSCI ACWI ETF$4,483,524$94,866 ▲2.2%39,8890.2%ManufacturingPLDPrologis$4,443,805$4,443,805 ▲New Holding39,5670.2%FinanceDFUSDimensional U.S. Equity ETF$4,433,818$118 ▼0.0%75,3410.2%ETFTSLATesla$4,339,411$121,891 ▼-2.7%21,9300.2%Auto/Tires/TrucksCHENIERE ENERGY INC$4,193,223$46,679 ▲1.1%23,9850.2%COM NEWSTZConstellation Brands$4,028,836$1,029 ▼0.0%15,6590.2%Consumer StaplesZTSZoetis$4,026,788$4,507 ▼-0.1%23,2280.2%MedicalGOOGAlphabet$3,686,212$914,537 ▲33.0%20,0970.2%Computer and TechnologyVVVanguard Large-Cap ETF$3,651,691$2,730,593 ▲296.4%14,6290.2%ETFAMTAmerican Tower$3,550,991$558,268 ▲18.7%18,2680.2%FinanceSCHXSchwab US Large-Cap ETF$3,469,629$8,224 ▼-0.2%54,0020.2%ETFVTEBVanguard Tax-Exempt Bond ETF$3,464,205$1,378,326 ▼-28.5%69,1320.2%ETFCOSTCostco Wholesale$3,417,125$59,502 ▲1.8%4,0200.2%Retail/WholesaleQQQInvesco QQQ$3,247,778$1,849,782 ▲132.3%6,7790.1%FinanceIWBiShares Russell 1000 ETF$3,165,972$186,269 ▼-5.6%10,6400.1%ETFIWViShares Russell 3000 ETF$3,136,359$133,653 ▼-4.1%10,1610.1%ETFBRK.BBerkshire Hathaway$2,972,868$1,162,217 ▲64.2%7,3080.1%FinanceELEstée Lauder Companies$2,832,490$29,367 ▲1.0%26,6210.1%Consumer StaplesSCHFSchwab International Equity ETF$2,502,7940.0%65,1430.1%ETFACNAccenture$2,303,7920.0%7,5930.1%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$2,262,221$124,702 ▲5.8%8,6170.1%ETFHDHome Depot$2,245,994$50,944 ▲2.3%6,5250.1%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$2,171,509$2,171,509 ▲New Holding21,5620.1%ETFXLVHealth Care Select Sector SPDR Fund$2,163,369$292 ▼0.0%14,8430.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,038,146$2,038,146 ▲New Holding17,1590.1%ETFXOMExxon Mobil$1,978,911$38,565 ▼-1.9%17,1900.1%Oils/EnergyVEUVanguard FTSE All-World ex-US ETF$1,877,874$789,817 ▲72.6%32,0240.1%ETFPGRProgressive$1,627,8230.0%7,8370.1%FinanceAMATApplied Materials$1,538,891$47,906 ▲3.2%6,5210.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,495,592$1,495,592 ▲New Holding20,5890.1%ETFVIGVanguard Dividend Appreciation ETF$1,486,382$37,424 ▼-2.5%8,1420.1%ETFIUSGiShares Core S&P U.S. Growth ETF$1,478,768$1,478,768 ▲New Holding11,6000.1%ManufacturingShowing 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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