Sand Hill Global Advisors, LLC Top Holdings and 13F Report (2025) About Sand Hill Global Advisors, LLCInvestment ActivitySand Hill Global Advisors, LLC has $2.43 billion in total holdings as of March 31, 2025.Sand Hill Global Advisors, LLC owns shares of 194 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.81% of the portfolio was purchased this quarter.About 4.96% of the portfolio was sold this quarter.This quarter, Sand Hill Global Advisors, LLC has purchased 188 new stocks and bought additional shares in 62 stocks.Sand Hill Global Advisors, LLC sold shares of 76 stocks and completely divested from 15 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $258,024,354iShares MSCI EAFE ETF $230,964,769SPDR S&P 500 ETF Trust $204,764,528Vanguard FTSE Emerging Markets ETF $147,433,297iShares Core S&P Mid-Cap ETF $131,499,225 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $15,170,390 Holding494368103 - Kimberly-Clark $5,822,202 Holding833445109 - Snowflake $4,116,304 Holding92532F100 - Vertex Pharmaceuticals $3,357,379 Holding29364G103 - Entergy $2,723,797 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury Index ETF 1,016,784 shares (about $60.40M)Invesco QQQ 128,702 shares (about $60.35M)Berkshire Hathaway 19 shares (about $15.17M)Doximity 177,288 shares (about $10.29M)iShares MSCI EAFE ETF 96,306 shares (about $7.87M) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 1,537,569 shares (about $35.34M)Vanguard Short-Term Treasury Index ETF 199,818 shares (about $11.73M)iShares National Muni Bond ETF 37,746 shares (about $3.98M)SPDR S&P 500 ETF Trust 5,961 shares (about $3.33M)NVIDIA 28,108 shares (about $3.05M) 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$258,024,354$7,774,942 ▲3.1%502,08110.6%ETFEFAiShares MSCI EAFE ETF$230,964,769$7,871,091 ▲3.5%2,825,9489.5%FinanceSPYSPDR S&P 500 ETF Trust$204,764,528$3,334,521 ▼-1.6%366,0508.4%FinanceVWOVanguard FTSE Emerging Markets ETF$147,433,297$2,602,947 ▲1.8%3,257,4756.1%ETFIJHiShares Core S&P Mid-Cap ETF$131,499,225$3,156,268 ▲2.5%2,253,6295.4%ETFIWMiShares Russell 2000 ETF$128,459,817$1,997,494 ▲1.6%643,9415.3%FinanceSPLGSPDR Portfolio S&P 500 ETF$112,428,913$3,025,224 ▲2.8%1,709,6854.6%ETFVNQVanguard Real Estate ETF$76,450,537$736,905 ▲1.0%844,3843.1%ETFRSPInvesco S&P 500 Equal Weight ETF$73,291,243$1,520,094 ▲2.1%423,0863.0%ETFVGITVanguard Intermediate-Term Treasury Index ETF$63,878,167$60,396,971 ▲1,734.9%1,075,3902.6%ETFQQQInvesco QQQ$63,605,658$60,350,887 ▲1,854.2%135,6432.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$62,544,173$2,774,608 ▼-4.2%632,2702.6%FinanceIVViShares Core S&P 500 ETF$56,330,878$505,147 ▼-0.9%100,2512.3%ETFPIMCO ETF TR$47,034,577$1,738,066 ▼-3.6%508,6471.9%ACTIVE BD ETFAAPLApple$32,233,357$571,098 ▲1.8%145,1101.3%Computer and TechnologyNVDANVIDIA$25,893,982$3,046,351 ▼-10.5%238,9181.1%Computer and TechnologyMSFTMicrosoft$24,964,588$579,227 ▲2.4%66,5031.0%Computer and TechnologyAMZNAmazon.com$23,865,217$3,861,700 ▲19.3%125,4351.0%Retail/WholesaleESGUiShares ESG Aware MSCI USA ETF$20,912,563$350,247 ▲1.7%171,5410.9%ManufacturingJPMJPMorgan Chase & Co.$20,632,188$384,140 ▼-1.8%84,1100.8%FinanceMETAMeta Platforms$19,927,551$391,347 ▼-1.9%34,5750.8%Computer and TechnologyICSHiShares Ultra Short-Term Bond Active ETF$19,628,435$4,221,633 ▲27.4%387,1490.8%ETFVVisa$17,862,136$101,633 ▼-0.6%50,9680.7%Business ServicesGOOGLAlphabet$17,524,353$2,170,673 ▼-11.0%113,3240.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$16,466,017$298,626 ▼-1.8%323,9430.7%ETFJPSTJPMorgan Ultra-Short Income ETF$15,656,062$3,973,442 ▲34.0%309,2250.6%ETFPULSPGIM Ultra Short Bond ETF$15,508,102$3,978,848 ▲34.5%311,8460.6%ETFBRK.ABerkshire Hathaway$15,170,390$15,170,390 ▲New Holding190.6%FinanceIYRiShares U.S. Real Estate ETF$13,977,790$699,550 ▼-4.8%145,9820.6%ETFDOCSDoximity$13,944,667$10,288,023 ▲281.4%240,3010.6%MedicalVEEVVeeva Systems$12,246,046$937,870 ▲8.3%52,8690.5%MedicalESMLiShares ESG Aware MSCI USA Small-Cap ETF$12,074,878$333,783 ▲2.8%314,3680.5%ETFTJXTJX Companies$10,947,375$53,470 ▲0.5%89,8800.5%Retail/WholesaleCVXChevron$10,387,044$198,239 ▲1.9%62,0900.4%EnergyCMECME Group$10,203,260$70,301 ▼-0.7%38,4610.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$9,834,517$264,023 ▲2.8%120,3880.4%ManufacturingPHParker-Hannifin$9,713,139$53,489 ▼-0.5%15,9800.4%IndustrialsVBVanguard Small-Cap ETF$9,669,702$1,346,919 ▲16.2%43,6060.4%ETFMUBiShares National Muni Bond ETF$9,588,819$3,979,938 ▼-29.3%90,9410.4%ETFDOORDASH INC$9,542,7870.0%52,2120.4%CL AZMZoom Video Communications$9,118,7100.0%123,6100.4%Computer and TechnologyPGProcter & Gamble$9,003,419$135,483 ▲1.5%52,8310.4%Consumer StaplesSYKStryker$8,732,265$28,291 ▼-0.3%23,4580.4%MedicalBLACKROCK INC$8,732,058$73,824 ▲0.9%9,2260.4%COMECLEcolab$8,361,824$130,816 ▼-1.5%32,9830.3%Basic MaterialsJNJJohnson & Johnson$8,273,777$381,930 ▼-4.4%49,8900.3%MedicalABTAbbott Laboratories$8,171,472$232,535 ▼-2.8%61,6020.3%MedicalCRMSalesforce$7,970,527$2,496,543 ▼-23.9%29,7010.3%Computer and TechnologyADSKAutodesk$7,671,264$26,180 ▲0.3%29,3020.3%Computer and TechnologyWMWaste Management$7,573,550$70,841 ▲0.9%32,7140.3%Business ServicesHONHoneywell International$7,539,389$15,034 ▲0.2%35,6050.3%Multi-Sector ConglomeratesPANWPalo Alto Networks$7,249,640$38,223 ▼-0.5%42,4850.3%Computer and TechnologyLLYEli Lilly and Company$7,113,002$36,341 ▲0.5%8,6120.3%MedicalBKNGBooking$6,666,429$18,428 ▼-0.3%1,4470.3%Retail/WholesaleAEPAmerican Electric Power$6,572,293$136,260 ▲2.1%60,1470.3%UtilitiesMDYSPDR S&P MidCap 400 ETF Trust$6,518,850$1,067 ▼0.0%12,2190.3%ETFVTIVanguard Total Stock Market ETF$6,484,280$364,712 ▼-5.3%23,5930.3%ETFDISWalt Disney$6,415,518$78,171 ▲1.2%65,0000.3%Consumer DiscretionaryACWXiShares MSCI ACWI ex U.S. ETF$6,386,3430.0%115,1730.3%ManufacturingMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$6,307,761$1,534,901 ▼-19.6%122,3620.3%ETFAVGOBroadcom$6,272,990$5,745,581 ▲1,089.4%37,4660.3%Computer and TechnologyACNAccenture$6,197,604$37,444 ▲0.6%19,8620.3%Computer and TechnologyKMBKimberly-Clark$5,822,202$5,822,202 ▲New Holding40,9380.2%Consumer StaplesEEMiShares MSCI Emerging Markets ETF$5,739,065$352,527 ▼-5.8%131,3290.2%FinanceCHENIERE ENERGY INC$5,501,129$77,983 ▲1.4%23,7730.2%COM NEWDHRDanaher$5,258,509$70,111 ▼-1.3%25,6510.2%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$5,208,698$364,836 ▲7.5%109,7030.2%ETFTSLATesla$5,062,564$125,171 ▼-2.4%19,5350.2%Auto/Tires/TrucksINTUIntuit$4,677,391$28,858 ▼-0.6%7,6180.2%Computer and TechnologyACWIiShares MSCI ACWI ETF$4,606,3670.0%39,5770.2%ManufacturingPLDPrologis$4,514,104$121,740 ▲2.8%40,3800.2%FinanceETNEaton$4,499,713$51,921 ▼-1.1%16,5530.2%IndustrialsADBEAdobe$4,252,581$2,874,174 ▼-40.3%11,0880.2%Computer and TechnologySNOWSnowflake$4,116,304$4,116,304 ▲New Holding28,1630.2%Computer and TechnologyWYNNWynn Resorts$4,035,942$1,852,434 ▲84.8%48,3350.2%Consumer DiscretionaryNEMNewmont$3,992,850$43,452 ▲1.1%82,7020.2%Basic MaterialsESGEiShares ESG Aware MSCI EM ETF$3,940,798$19,432 ▲0.5%112,7550.2%ManufacturingBRK.BBerkshire Hathaway$3,789,272$145,393 ▼-3.7%7,1150.2%FinanceTGTTarget$3,715,947$3,539,892 ▲2,010.7%35,6070.2%Retail/WholesaleSCHXSchwab US Large-Cap ETF$3,662,6520.0%165,8810.2%ETFDFUSDimensional U.S. Equity ETF$3,621,0590.0%59,8720.1%ETFGOOGAlphabet$3,595,358$750,849 ▲26.4%23,0130.1%Computer and TechnologyCOSTCostco Wholesale$3,444,714$34,050 ▼-1.0%3,6420.1%Retail/WholesaleVRTXVertex Pharmaceuticals$3,357,379$3,357,379 ▲New Holding6,9250.1%MedicalIWBiShares Russell 1000 ETF$3,270,851$24,233 ▼-0.7%10,6630.1%ETFZTSZoetis$3,155,245$180,789 ▲6.1%19,1630.1%MedicalIWViShares Russell 3000 ETF$3,138,514$15,882 ▼-0.5%9,8810.1%ETFETREntergy$2,723,797$2,723,797 ▲New Holding31,8610.1%UtilitiesQQMGInvesco ESG NASDAQ 100 ETF$2,542,686$2,542,686 ▲New Holding80,0090.1%ETFHDHome Depot$2,452,001$103,709 ▲4.4%6,6910.1%Retail/WholesaleSCHFSchwab International Equity ETF$2,394,6060.0%121,0620.1%ETFBUFRFT Vest Laddered Buffer ETF$2,304,805$2,304,805 ▲New Holding77,6290.1%ETFIWOiShares Russell 2000 Growth ETF$2,295,880$66,692 ▲3.0%8,9850.1%ETFPGRProgressive$2,247,6650.0%7,9420.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$2,093,269$1,445,530 ▼-40.8%42,1860.1%ETFVVVanguard Large-Cap ETF$2,040,3040.0%7,9380.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,034,1510.0%16,6720.1%ETFXLVHealth Care Select Sector SPDR Fund$2,002,529$157,253 ▼-7.3%13,7150.1%ETFXOMExxon Mobil$1,858,161$151,874 ▼-7.6%15,6240.1%EnergyVIGVanguard Dividend Appreciation ETF$1,752,645$182,151 ▲11.6%9,0350.1%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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