Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2025) About Sand Hill Global Advisors, LLCInvestment ActivitySand Hill Global Advisors, LLC has $2.69 billion in total holdings as of June 30, 2025.Sand Hill Global Advisors, LLC owns shares of 202 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 7.41% of the portfolio was purchased this quarter.About 5.30% of the portfolio was sold this quarter.This quarter, Sand Hill Global Advisors, LLC has purchased 194 new stocks and bought additional shares in 86 stocks.Sand Hill Global Advisors, LLC sold shares of 66 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $301,630,643iShares MSCI EAFE ETF $251,224,087SPDR S&P 500 ETF Trust $225,130,746Vanguard FTSE Emerging Markets ETF $157,421,821iShares Core S&P Mid-Cap ETF $140,712,439 Largest New Holdings this Quarter 921937827 - Vanguard Short-Term Bond ETF $10,760,966 Holding46431W507 - iShares Short Duration Bond Active ETF $7,228,248 Holding92206C409 - Vanguard Short-Term Corporate Bond ETF $6,056,787 Holding464288356 - iShares California Muni Bond ETF $4,978,418 Holding74762E102 - Quanta Services $4,778,175 Holding Largest Purchases this Quarter Vanguard Small-Cap Growth ETF 302,050 shares (about $83.65M)iShares Ultra Short-Term Bond Active ETF 608,720 shares (about $30.87M)Vanguard S&P 500 ETF 28,931 shares (about $16.43M)Vanguard Short-Term Bond ETF 136,734 shares (about $10.76M)iShares Short Duration Bond Active ETF 141,453 shares (about $7.23M) Largest Sales this Quarter Invesco S&P 500 Equal Weight ETF 421,360 shares (about $76.56M)iShares Core S&P 500 ETF 16,843 shares (about $10.46M)iShares Russell 2000 ETF 34,767 shares (about $7.50M)JPMorgan Ultra-Short Income ETF 138,596 shares (about $7.02M)PGIM Ultra Short Bond ETF 139,711 shares (about $6.95M) 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$301,630,643$16,433,670 ▲5.8%531,01211.2%ETFEFAiShares MSCI EAFE ETF$251,224,087$1,387,422 ▼-0.5%2,810,4279.3%FinanceSPYSPDR S&P 500 ETF Trust$225,130,746$1,033,044 ▼-0.5%364,3788.4%FinanceVWOVanguard FTSE Emerging Markets ETF$157,421,821$3,692,881 ▼-2.3%3,182,8115.8%ETFIJHiShares Core S&P Mid-Cap ETF$140,712,439$942,394 ▲0.7%2,268,8245.2%ETFIWMiShares Russell 2000 ETF$131,453,677$7,502,372 ▼-5.4%609,1744.9%FinanceSPLGSPDR Portfolio S&P 500 ETF$123,891,695$385,330 ▼-0.3%1,704,3844.6%ETFVBKVanguard Small-Cap Growth ETF$85,066,275$83,649,727 ▲5,905.2%307,1653.2%ETFVNQVanguard Real Estate ETF$76,289,474$1,088,669 ▲1.4%856,6082.8%ETFQQQInvesco QQQ$73,578,529$1,247,814 ▼-1.7%133,3812.7%FinanceVGITVanguard Intermediate-Term Treasury ETF$66,404,215$2,085,155 ▲3.2%1,110,2532.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$64,207,767$1,486,611 ▲2.4%647,2562.4%FinanceIVViShares Core S&P 500 ETF$51,787,851$10,457,783 ▼-16.8%83,4081.9%ETFICSHiShares Ultra Short-Term Bond Active ETF$50,500,508$30,868,186 ▲157.2%995,8691.9%ETFPIMCO ETF TR$48,949,228$2,062,158 ▲4.4%531,0181.8%ACTIVE BD ETFNVDANVIDIA$38,257,034$510,309 ▲1.4%242,1481.4%Computer and TechnologyMSFTMicrosoft$33,719,033$639,671 ▲1.9%67,7891.3%Computer and TechnologyAAPLApple$30,103,442$331,145 ▲1.1%146,7241.1%Computer and TechnologyAMZNAmazon.com$27,916,009$396,876 ▲1.4%127,2441.0%Retail/WholesaleMETAMeta Platforms$25,549,600$30,262 ▲0.1%34,6160.9%Computer and TechnologyJPMJPMorgan Chase & Co.$24,545,748$161,479 ▲0.7%84,6670.9%FinanceESGUiShares ESG Aware MSCI USA ETF$22,917,249$292,248 ▼-1.3%169,3810.9%ManufacturingGOOGLAlphabet$20,603,498$632,487 ▲3.2%116,9130.8%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$18,907,417$439,433 ▲2.4%331,6510.7%ETFVVisa$18,379,407$283,328 ▲1.6%51,7660.7%Business ServicesVEEVVeeva Systems$15,225,2150.0%52,8690.6%MedicalDOCSDoximity$14,740,0630.0%240,3010.5%MedicalBRK.ABerkshire Hathaway$13,847,2000.0%190.5%FinanceIYRiShares U.S. Real Estate ETF$13,829,610$5,118 ▼0.0%145,9280.5%ETFDOORDASH INC$12,872,259$1,479 ▲0.0%52,2180.5%CL AESMLiShares ESG Aware MSCI USA Small-Cap ETF$12,574,036$418,797 ▼-3.2%304,2350.5%ETFPHParker-Hannifin$11,202,411$41,208 ▲0.4%16,0390.4%IndustrialsTJXTJX Companies$11,184,480$85,208 ▲0.8%90,5700.4%Retail/WholesaleESGDiShares ESG Aware MSCI EAFE ETF$10,915,377$174,336 ▲1.6%122,3420.4%ManufacturingCMECME Group$10,764,278$163,717 ▲1.5%39,0550.4%FinanceBSVVanguard Short-Term Bond ETF$10,760,966$10,760,966 ▲New Holding136,7340.4%ETFAVGOBroadcom$10,242,205$85,175 ▼-0.8%37,1570.4%Computer and TechnologyBLACKROCK INC$9,822,894$142,695 ▲1.5%9,3620.4%COMZMZoom Communications$9,639,1080.0%123,6100.4%Computer and TechnologySYKStryker$9,450,893$170,122 ▲1.8%23,8880.4%MedicalADSKAutodesk$9,265,740$194,720 ▲2.1%29,9310.3%Computer and TechnologyCVXChevron$9,048,756$158,082 ▲1.8%63,1940.3%EnergyECLEcolab$8,946,458$59,546 ▲0.7%33,2040.3%Basic MaterialsVBVanguard Small-Cap ETF$8,879,006$1,454,833 ▼-14.1%37,4670.3%ETFPANWPalo Alto Networks$8,868,074$173,944 ▲2.0%43,3350.3%Computer and TechnologyPGProcter & Gamble$8,658,368$241,369 ▲2.9%54,3460.3%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$8,647,478$7,024,046 ▼-44.8%170,6290.3%ETFPULSPGIM Ultra Short Bond ETF$8,565,438$6,952,020 ▼-44.8%172,1350.3%ETFHONHoneywell International$8,461,728$170,003 ▲2.1%36,3350.3%Multi-Sector ConglomeratesBKNGBooking$8,394,687$17,368 ▲0.2%1,4500.3%Retail/WholesaleABTAbbott Laboratories$8,313,577$64,877 ▼-0.8%61,1250.3%MedicalDISWalt Disney$8,224,738$164,066 ▲2.0%66,3230.3%Consumer DiscretionaryCRMSalesforce$8,224,297$125,164 ▲1.5%30,1600.3%Computer and TechnologyJNJJohnson & Johnson$7,814,097$193,382 ▲2.5%51,1560.3%MedicalBRK.BBerkshire Hathaway$7,719,825$4,263,586 ▲123.4%15,8920.3%FinanceWMWaste Management$7,579,366$93,815 ▲1.3%33,1240.3%Business ServicesMUBiShares National Muni Bond ETF$7,544,814$1,956,701 ▼-20.6%72,2130.3%ETFNEARiShares Short Duration Bond Active ETF$7,228,248$7,228,248 ▲New Holding141,4530.3%ETFVTIVanguard Total Stock Market ETF$7,199,564$28,874 ▲0.4%23,6880.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$7,147,835$129,193 ▲1.8%117,2930.3%ManufacturingLLYEli Lilly and Company$7,000,430$286,877 ▲4.3%8,9800.3%MedicalMDYSPDR S&P MidCap 400 ETF Trust$6,912,463$9,631 ▼-0.1%12,2020.3%ETFAEPAmerican Electric Power$6,428,064$187,184 ▲3.0%61,9510.2%UtilitiesTSLATesla$6,363,527$158,191 ▲2.5%20,0330.2%Auto/Tires/TrucksSNOWSnowflake$6,340,747$38,712 ▲0.6%28,3360.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$6,278,953$56,344 ▼-0.9%130,1610.2%FinanceACNAccenture$6,140,566$204,138 ▲3.4%20,5450.2%Computer and TechnologyINTUIntuit$6,089,206$89,003 ▲1.5%7,7310.2%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$6,056,787$6,056,787 ▲New Holding76,1860.2%ETFCHENIERE ENERGY INC$5,879,119$89,860 ▲1.6%24,1420.2%COM NEWETNEaton$5,876,915$32,487 ▼-0.5%16,4620.2%IndustrialsKMBKimberly-Clark$5,417,992$140,265 ▲2.7%42,0260.2%Consumer StaplesACWIiShares MSCI ACWI ETF$5,407,116$317,513 ▲6.2%42,0460.2%ManufacturingDHRDanaher$5,155,846$88,696 ▲1.8%26,1000.2%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$5,082,454$132,827 ▼-2.5%106,9090.2%ETFCMFiShares California Muni Bond ETF$4,978,418$4,978,418 ▲New Holding89,3150.2%ETFPWRQuanta Services$4,778,175$4,778,175 ▲New Holding12,6380.2%ConstructionSCHOSchwab Short-Term U.S. Treasury ETF$4,772,117$4,772,117 ▲New Holding195,7390.2%ETFNEMNewmont$4,688,296$129,920 ▼-2.7%80,4720.2%Basic MaterialsWYNNWynn Resorts$4,562,819$35,313 ▲0.8%48,7120.2%Consumer DiscretionaryPLDPrologis$4,440,396$195,629 ▲4.6%42,2410.2%FinanceIWBiShares Russell 1000 ETF$4,427,405$806,495 ▲22.3%13,0380.2%ETFESGEiShares ESG Aware MSCI EM ETF$4,323,557$93,068 ▼-2.1%110,3790.2%ManufacturingDFUSDimensional U.S. Equity ETF$3,992,918$19,704 ▼-0.5%59,5780.1%ETFSCHXSchwab US Large-Cap ETF$3,905,927$148,204 ▼-3.7%159,8170.1%ETFGOOGAlphabet$3,818,894$263,427 ▼-6.5%21,5280.1%Computer and TechnologyCOSTCostco Wholesale$3,677,819$72,269 ▲2.0%3,7150.1%Retail/WholesaleTGTTarget$3,571,614$58,993 ▲1.7%36,2050.1%Retail/WholesaleIWViShares Russell 3000 ETF$3,459,009$9,126 ▼-0.3%9,8550.1%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,409,944$2,874,567 ▼-45.7%66,3930.1%ETFVRTXVertex Pharmaceuticals$3,258,864$175,854 ▲5.7%7,3200.1%MedicalQQMGInvesco ESG NASDAQ 100 ETF$3,119,084$92,343 ▲3.1%82,4500.1%ETFSCHFSchwab International Equity ETF$2,906,040$230,569 ▲8.6%131,4950.1%ETFETREntergy$2,780,336$132,076 ▲5.0%33,4500.1%UtilitiesVOVanguard Mid-Cap ETF$2,597,942$708,530 ▲37.5%9,2840.1%ETFIWOiShares Russell 2000 Growth ETF$2,568,166$286 ▼0.0%8,9840.1%ETFHDHome Depot$2,435,040$17,964 ▼-0.7%6,6420.1%Retail/WholesaleVVVanguard Large-Cap ETF$2,264,7110.0%7,9380.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,251,3870.0%16,6720.1%ETFPGRProgressive$2,122,871$3,469 ▲0.2%7,9550.1%FinanceShowing 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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