Sand Hill Global Advisors, LLC Purchases in Q4 2024

Sand Hill Global Advisors, LLC

  • $2.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
414K
New
$174.22 - $187.62 $72.2M - $77.7M
414K $72.6M
INTU
Intuit Inc

Technology
6.66K
+ 658.91%
$602.01 - $706.25 $4.01M - $4.7M
7.67K $4.82M
DOCS
Doximity, Inc.

Healthcare
63K
New
$41.25 - $61.25 $2.6M - $3.86M
63K $3.36M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
9.26K
+ 0.56%
$66.77 - $71.52 $618K - $662K
1.66M $115M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
56.2K
+ 9.31%
$96.64 - $101.23 $5.43M - $5.69M
660K $64M
VGIT
Vanguard Intermediate Term Tre

ETFs
42.3K
+ 259.74%
$57.78 - $60.4 $2.44M - $2.56M
58.6K $3.4M
ZM
Zoom Video Communications, Inc.

Technology
12.5K
+ 11.23%
$67.21 - $89.03 $839K - $1.11M
124K $10.1M
WYNN
Wynn Resorts LTD

Consumer Cyclical
26.2K
New
$84.3 - $106.41 $2.2M - $2.78M
26.2K $2.25M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
8.99K
+ 5.63%
$124.61 - $133.96 $1.12M - $1.2M
169K $21.7M
IVV
Ishares Core S&P 500 ETF

ETFs
348
+ 0.35%
$570.51 - $610.59 $199K - $212K
101K $59.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.69K
+ 0.35%
$61.68 - $67.87 $474K - $522K
2.2M $137M
MUB
Ishares National Muni Bond ETF

ETFs
5.84K
+ 4.75%
$105.78 - $108.7 $618K - $635K
129K $13.7M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
6.93K
+ 2.32%
$41.09 - $45.94 $285K - $318K
306K $12.9M
PANW
Palo Alto Networks Inc

Technology
21K
+ 96.8%
$181.96 - $405.9 $3.82M - $8.53M
42.7K $7.77M
GVI
Ishares Tr

ETFs
2.95K
New
$103.89 - $107.05 $306K - $316K
2.95K $307K
VGSH
Vanguard

ETFs
8.11K
+ 3.93%
$58.02 - $58.88 $470K - $477K
214K $12.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
550
+ 19.11%
$370.24 - $418.94 $204K - $230K
3.43K $1.38M
QQQ
Invesco Qqq Trust, Series 1

ETFs
162
+ 2.39%
$481.22 - $538.17 $78K - $87.2K
6.94K $3.55M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
17.1K
+ 71.87%
$12.74 - $14.23 $217K - $243K
40.8K $530K
GS
Goldman Sachs Group Inc

Financial Services
361
New
$486.1 - $608.57 $175K - $220K
361 $206K
IAT
Ishares Tr

ETFs
4.09K
New
$46.07 - $56.9 $188K - $233K
4.09K $205K
SCHX
Schwab Strategic Tr Us Large C

ETFs
112K
+ 207.18%
$22.4 - $68.28 $2.51M - $7.64M
166K $3.85M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.44K
+ 66.7%
$71.75 - $75.11 $175K - $184K
6.11K $439K
IAU
Ishares Gold Trust

ETFs
1.5K
+ 23.2%
$48.37 - $52.65 $72.5K - $78.9K
7.96K $393K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.48K
+ 3.61%
$49.79 - $51.14 $124K - $127K
71.3K $3.58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
462
+ 18.24%
$113.92 - $127.38 $52.6K - $58.8K
3K $345K
VBK
Vanguard Small Cap Growth ETF

ETFs
82
+ 4.68%
$264.18 - $304.19 $21.7K - $24.9K
1.84K $514K
EGHT
8 X8 Inc

Technology
15.9K
New
$1.85 - $3.19 $29.4K - $50.6K
15.9K $42K
IEMG
Ishares Inc

ETFs
672
+ 3.96%
N/A
17.6K $945K
ETN
Eaton Corp PLC

Industrials
59
+ 0.35%
$326.96 - $377.52 $19.3K - $22.3K
16.7K $5.56M
IEFA
Ishares Tr

ETFs
1.4K
+ 15.45%
$70.06 - $77.43 $98.3K - $109K
10.5K $736K
HTGC
Hercules Capital, Inc.

Financial Services
665
+ 2.49%
$18.53 - $20.22 $12.3K - $13.4K
27.4K $550K
ACN
Accenture PLC

Technology
128
+ 0.65%
$343.9 - $376.86 $44K - $48.2K
19.7K $6.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
137
+ 1.89%
$442.29 - $483.08 $60.6K - $66.2K
7.39K $3.35M
VIG
Vanguard Dividend Appreciation

ETFs
4
+ 0.05%
N/A
8.1K $1.47M
Arista Networks Inc
13.1K
New
N/A
13.1K $0
Blackrock Inc
9.15K
New
N/A
9.15K $0
FNDA
Schwab Fundamental U S Small C

ETFs
3.78K
+ 99.97%
$29.26 - $59.11 $111K - $223K
7.56K $224K
FNDX
Schwab Fundamental U S Large C

ETFs
16.9K
+ 199.99%
$23.49 - $71.77 $397K - $1.21M
25.4K $600K
NUDM
Nuveen Esg International Devel

ETFs
878
+ 7.34%
$30.06 - $33.38 $26.4K - $29.3K
12.8K $386K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.9K
+ 200.0%
$26.93 - $84.95 $537K - $1.69M
29.9K $816K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.91K
+ 3.99%
$46.33 - $48.6 $181K - $190K
102K $4.74M
GE
General Electric CO

Industrials
3
+ 0.16%
$159.95 - $194.23 $480 - $583
1.85K $308K
AFL
Aflac Inc

Financial Services
24
+ 0.32%
$100.37 - $115.27 $2.41K - $2.77K
7.45K $770K
VEA
Vanguard Ftse Developed Market

ETFs
26K
+ 8.55%
$47.57 - $52.44 $1.24M - $1.36M
330K $15.8M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.9K
+ 6.26%
$75.65 - $83.47 $522K - $576K
117K $8.92M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
55.9K
+ 85.84%
$18.41 - $40.87 $1.03M - $2.29M
121K $2.24M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
65
+ 0.06%
$52.1 - $57.26 $3.39K - $3.72K
115K $6.01M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
179K
+ 5.91%
$44.04 - $49.49 $7.86M - $8.84M
3.2M $141M
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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