Sand Hill Global Advisors, LLC Purchases in Q3 2025

Sand Hill Global Advisors, LLC

  • $2.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
767K
+ 89.49%
$88.47 - $93.24 $67.8M - $71.5M
1.62M $148M
EFA
Ishares Tr Msci Eafe ETF

ETFs
30.9K
+ 1.1%
$87.29 - $93.61 $2.69M - $2.89M
2.84M $265M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
112K
+ 65.64%
$50.47 - $50.74 $5.65M - $5.68M
283K $14.3M
PULS
Pgim ETF Tr

ETFs
114K
+ 66.19%
$49.58 - $49.83 $5.65M - $5.68M
286K $14.3M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
63.3K
New
$71.86 - $87.45 $4.55M - $5.54M
63.3K $5.28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
19.8K
+ 3.06%
$97.75 - $100.75 $1.94M - $2M
667K $66.9M
WYNN
Wynn Resorts LTD

Consumer Cyclical
2.57K
+ 5.28%
$101.96 - $132.43 $262K - $341K
51.3K $6.58M
IYR
Ishares Tr

ETFs
11.7K
+ 8.03%
$94.16 - $98.46 $1.1M - $1.15M
158K $15.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
18.6K
+ 1.67%
$58.97 - $60.36 $1.1M - $1.12M
1.13M $67.8M
ETR
Entergy Corp

Utilities
10.5K
+ 31.3%
$80.93 - $93.55 $847K - $979K
43.9K $4.09M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.69K
+ 3.02%
$87.05 - $93.19 $321K - $344K
126K $11.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
955
+ 0.18%
$90.83 - $93.81 $86.7K - $89.6K
532K $49.7M
BAC
Bank Of America Corp

Financial Services
10.4K
New
$44.92 - $52.42 $467K - $545K
10.4K $536K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
76
+ 0.07%
$39.06 - $43.42 $2.97K - $3.3K
110K $4.8M
ISRG
Intuitive Surgical Inc

Healthcare
1.03K
New
$433.66 - $544.47 $445K - $559K
1.03K $459K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.42K
+ 148.04%
$72.57 - $74.72 $321K - $330K
7.4K $550K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
282
+ 0.34%
$37.38 - $41.35 $10.5K - $11.7K
82.7K $3.42M
RBLX
Roblox Corp

Communication Services
1.63K
New
$100.65 - $141.56 $164K - $230K
1.63K $225K
DVY
Ishares Tr

ETFs
1.5K
New
$133.88 - $142.57 $201K - $214K
1.5K $213K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.76K
New
$108.97 - $121.65 $191K - $213K
1.76K $211K
TMO
Thermo Fisher Scientific Inc.

Healthcare
432
New
$404.94 - $499.99 $175K - $216K
432 $209K
NOC
Northrop Grumman Corp

Industrials
337
New
$498.9 - $609.32 $168K - $205K
337 $205K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.52K
+ 2.36%
$46.86 - $48.27 $118K - $122K
109K $5.26M
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.83K
+ 10.14%
$42.28 - $45.71 $77.5K - $83.7K
19.9K $905K
OPEN
Opendoor Technologies Inc.

Real Estate
12K
New
$0.56 - $10.52 $6.72K - $126K
12K $95K
VGT
Vanguard Information Technolog

ETFs
76
+ 18.95%
$656.44 - $753.15 $49.9K - $57.2K
477 $356K
RWT
Redwood Trust Inc

Real Estate
13K
New
$5.46 - $6.37 $71K - $82.8K
13K $75K
SCHO
Schwab Short Term Us Treasury

ETFs
2.67K
+ 1.36%
$24.23 - $24.42 $64.7K - $65.2K
198K $4.84M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
25
+ 0.04%
$50.9 - $52.37 $1.27K - $1.31K
66.4K $3.47M
NEAR
Blackrock Short Maturity Bond

ETFs
113
+ 0.08%
$50.8 - $51.32 $5.74K - $5.8K
142K $7.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
93
+ 3.14%
$68.24 - $73.73 $6.35K - $6.86K
3.06K $224K
HTGC
Hercules Capital, Inc.

Financial Services
329
+ 2.12%
$18.34 - $19.53 $6.03K - $6.43K
15.8K $299K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
71
+ 0.55%
$95.22 - $96.21 $6.76K - $6.83K
13K $1.25M
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.03%
N/A
3.71K $986K
Ea Series Trust
32.4K
New
N/A
32.4K $0
CGMU
Capital Group Core Plus Income
218
+ 1.14%
N/A
19.4K $0
Vanguard Calif Tax Free Fds
1.16K
+ 13.74%
N/A
9.61K $0
Manager Directed Portfolios
375K
New
N/A
375K $0
Activity Summary
Buys All Purchases 39 New Holdings 12 Increased Positions 27 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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