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
DUK
Duke Energy Corp

Utilities
1.67K
New
$105.87 - $121.97 $176K - $203K
1.67K $203K
O
Realty Income Corp

Real Estate
3.48K
New
$51.67 - $58.49 $180K - $204K
3.48K $201K
NFLX
Netflix Inc

Communication Services
159
+ 13.86%
$828.4 - $1058.6 $132K - $168K
1.31K $1.22M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
556
+ 0.5%
$32.74 - $36.2 $18.2K - $20.1K
113K $3.94M
VIG
Vanguard Dividend Appreciation

ETFs
939
+ 11.6%
N/A
9.04K $1.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.12K
+ 34.71%
$71.17 - $73.66 $151K - $156K
8.23K $604K
KO
Coca Cola CO

Consumer Defensive
1.18K
+ 14.82%
$60.81 - $72.32 $71.5K - $85K
9.1K $651K
TJX
Tjx Companies Inc

Consumer Cyclical
439
+ 0.49%
$112.81 - $126.16 $49.5K - $55.4K
89.9K $10.9M
GOOG
Alphabet Inc.

Communication Services
4.81K
+ 26.4%
$156.06 - $207.71 $750K - $998K
23K $3.6M
CDE
Coeur Mining, Inc.

Basic Materials
19K
New
$5.02 - $7.29 $95.4K - $139K
19K $112K
LOW
Lowes Companies Inc

Consumer Cyclical
613
+ 21.08%
$222.66 - $268.42 $136K - $165K
3.52K $821K
MMM
3 M CO

Industrials
200
+ 7.01%
$129.7 - $155.12 $25.9K - $31K
3.05K $448K
PEP
Pepsico Inc

Consumer Defensive
306
+ 10.4%
$142.64 - $156.42 $43.6K - $47.9K
3.25K $487K
ADP
Automatic Data Processing Inc

Industrials
31
+ 1.37%
$286.85 - $318.64 $8.89K - $9.88K
2.29K $699K
MRK
Merck & Co., Inc.

Healthcare
827
+ 21.56%
$83.01 - $101.02 $68.6K - $83.5K
4.66K $418K
ADSK
Autodesk, Inc.

Technology
100
+ 0.34%
N/A
29.3K $7.2M
UNP
Union Pacific Corp

Industrials
5
+ 0.2%
$225.21 - $254.42 $1.13K - $1.27K
2.46K $580K
IEMG
Ishares Inc

ETFs
31
+ 0.18%
N/A
17.7K $946K
Blackrock Inc
78
+ 0.85%
N/A
9.23K $0
HD
Home Depot, Inc.

Consumer Cyclical
283
+ 4.42%
$347.25 - $424.87 $98.3K - $120K
6.69K $2.45M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
261
+ 2.99%
$254.58 - $302.92 $66.4K - $79.1K
8.99K $2.3M
HON
Honeywell International Inc

Industrials
71
+ 0.2%
$202.75 - $226.52 $14.4K - $16.1K
35.6K $7.54M
DIS
Walt Disney CO

Communication Services
792
+ 1.23%
$96.87 - $114.0 $76.7K - $90.3K
65K $6.42M
ACN
Accenture PLC

Technology
120
+ 0.61%
$300.91 - $398.25 $36.1K - $47.8K
19.9K $6.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.69K
+ 2.84%
$37.84 - $44.02 $329K - $383K
314K $12.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.87K
+ 1.7%
$120.24 - $134.3 $345K - $386K
172K $20.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46K
+ 2.77%
$64.88 - $72.1 $2.98M - $3.32M
1.71M $112M
MSFT
Microsoft Corp

Technology
1.54K
+ 2.38%
$375.39 - $447.2 $579K - $690K
66.5K $25M
AAPL
Apple Inc.

Technology
2.57K
+ 1.8%
$209.68 - $247.1 $539K - $635K
145K $32.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.1K
+ 3.11%
$507.05 - $563.67 $7.67M - $8.53M
502K $258M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
54.1K
+ 2.46%
$57.21 - $65.8 $3.09M - $3.56M
2.25M $131M
IWM
Ishares Russell 2000 ETF

ETFs
10K
+ 1.58%
$198.1 - $229.79 $1.98M - $2.3M
644K $128M
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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