Sand Hill Global Advisors, LLC Purchases in Q1 2025

Sand Hill Global Advisors, LLC

  • $2.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
1.02M
+ 1734.95%
$57.44 - $59.4 $58.4M - $60.4M
1.08M $63.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
129K
+ 1854.23%
$468.34 - $539.52 $60.3M - $69.4M
136K $63.6M
EFA
Ishares Tr Msci Eafe ETF

ETFs
96.3K
+ 3.53%
$74.85 - $84.89 $7.21M - $8.18M
2.83M $231M
BRK-A
Berkshire Hathaway Inc

Financial Services
19
New
$663000.0 - $801950.0 $12.6M - $15.2M
19 $15.2M
DOCS
Doximity, Inc.

Healthcare
177K
+ 281.35%
$49.71 - $83.14 $8.81M - $14.7M
240K $13.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
57.5K
+ 1.8%
$42.5 - $46.71 $2.44M - $2.69M
3.26M $147M
KMB
Kimberly Clark Corp

Consumer Defensive
40.9K
New
$124.46 - $147.4 $5.1M - $6.03M
40.9K $5.82M
AVGO
Broadcom Inc.

Technology
34.3K
+ 1089.4%
$167.43 - $244.7 $5.75M - $8.4M
37.5K $6.27M
ICSH
Blackrock Ultra Short Term Bon

ETFs
83.3K
+ 27.4%
$50.44 - $50.7 $4.2M - $4.22M
387K $19.6M
SNOW
Snowflake Inc.

Technology
28.2K
New
$146.16 - $192.78 $4.12M - $5.43M
28.2K $4.12M
PULS
Pgim ETF Tr

ETFs
80K
+ 34.51%
$49.56 - $49.78 $3.97M - $3.98M
312K $15.5M
TGT
Target Corp

Consumer Defensive
33.9K
+ 2010.67%
$103.65 - $142.5 $3.52M - $4.83M
35.6K $3.72M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
6.93K
New
$402.49 - $513.76 $2.79M - $3.56M
6.93K $3.36M
ETR
Entergy Corp

Utilities
31.9K
New
$75.26 - $87.89 $2.4M - $2.8M
31.9K $2.72M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
80K
New
$31.77 - $36.65 $2.54M - $2.93M
80K $2.54M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
77.6K
New
$29.34 - $31.31 $2.28M - $2.43M
77.6K $2.3M
VEEV
Veeva Systems Inc

Healthcare
4.05K
+ 8.29%
$210.58 - $246.8 $853K - $999K
52.9K $12.2M
VNQ
Vanguard Specialized Funds Van

ETFs
8.14K
+ 0.97%
$85.55 - $94.34 $696K - $768K
844K $76.5M
WYNN
Wynn Resorts LTD

Consumer Cyclical
22.2K
+ 84.84%
$77.0 - $93.47 $1.71M - $2.07M
48.3K $4.04M
CVX
Chevron Corp

Energy
1.19K
+ 1.95%
$146.71 - $167.97 $174K - $199K
62.1K $10.4M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
26.2K
New
$42.4 - $44.11 $1.11M - $1.15M
26.2K $1.15M
AEP
American Electric Power CO Inc

Utilities
1.25K
+ 2.12%
$90.32 - $109.27 $113K - $136K
60.1K $6.57M
WM
Waste Management Inc

Industrials
306
+ 0.94%
$200.54 - $233.78 $61.4K - $71.5K
32.7K $7.57M
NEM
Newmont Corp

Basic Materials
900
+ 1.1%
$37.79 - $48.39 $34K - $43.6K
82.7K $3.99M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.23K
+ 2.76%
$75.32 - $84.77 $243K - $274K
120K $9.83M
FTSL
First Trust Senior Ln Fund

ETFs
18.4K
New
$45.65 - $46.48 $838K - $853K
18.4K $837K
AMZN
Amazon Com Inc

Consumer Cyclical
20.3K
+ 19.31%
$190.26 - $242.06 $3.86M - $4.91M
125K $23.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.28K
+ 178.59%
$247.97 - $296.33 $813K - $972K
5.12K $1.29M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.2K
New
$58.01 - $64.46 $648K - $720K
11.2K $693K
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.78K
+ 2.12%
$169.43 - $182.84 $1.49M - $1.6M
423K $73.3M
VB
Vanguard Small Cap ETF

ETFs
6.07K
+ 16.18%
$217.89 - $252.64 $1.32M - $1.53M
43.6K $9.67M
VO
Vanguard Mid Cap ETF

ETFs
2.26K
+ 50.31%
$251.87 - $277.95 $569K - $628K
6.75K $1.75M
LLY
Eli Lilly & CO

Healthcare
44
+ 0.51%
$725.72 - $929.72 $31.9K - $40.9K
8.61K $7.11M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.68K
+ 7.53%
$45.92 - $47.58 $353K - $366K
110K $5.21M
LNG
Cheniere Energy, Inc.

Energy
337
+ 1.44%
$209.32 - $253.66 $70.5K - $85.5K
23.8K $5.5M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.6K
+ 101.98%
$32.42 - $36.13 $442K - $492K
27K $890K
COUR
Coursera, Inc.

Consumer Defensive
62K
New
$6.66 - $9.69 $413K - $601K
62K $412K
PLD
Prologis, Inc.

Real Estate
1.09K
+ 2.77%
$103.59 - $124.04 $113K - $135K
40.4K $4.51M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5.21K
New
$59.78 - $60.03 $311K - $313K
5.21K $311K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.57K
New
$44.72 - $46.25 $294K - $304K
6.57K $302K
PG
Procter & Gamble CO

Consumer Defensive
795
+ 1.53%
$158.56 - $176.26 $126K - $140K
52.8K $9M
ABBV
Abb Vie Inc.

Healthcare
222
+ 3.12%
$169.2 - $216.66 $37.6K - $48.1K
7.34K $1.54M
AMGN
Amgen Inc

Healthcare
699
New
$258.59 - $327.36 $181K - $229K
699 $217K
FPE
First Tr Pfd Secs & Income ETF

ETFs
12.4K
New
$17.53 - $17.87 $217K - $221K
12.4K $217K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.11K
New
$192.82 - $222.1 $214K - $246K
1.11K $214K
ZTS
Zoetis Inc.

Healthcare
1.1K
+ 6.08%
$156.48 - $175.67 $172K - $193K
19.2K $3.16M
NEE
Nextera Energy Inc

Utilities
2.96K
New
$66.96 - $76.16 $198K - $225K
2.96K $209K
MCD
Mcdonalds Corp

Consumer Cyclical
503
+ 24.43%
$279.74 - $321.29 $141K - $162K
2.56K $800K
FAST
Fastenal CO

Industrials
2.63K
New
$71.11 - $79.98 $187K - $211K
2.63K $204K
Activity Summary
Buys All Purchases 83 New Holdings 21 Increased Positions 62 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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