Sand Hill Global Advisors, LLC Incresed Positions 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
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
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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
78.5K
+ 34.01%
$50.39 - $50.66 $3.95M - $3.98M
309K $15.7M
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
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
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
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
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
PLD
Prologis, Inc.

Real Estate
1.09K
+ 2.77%
$103.59 - $124.04 $113K - $135K
40.4K $4.51M
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
ZTS
Zoetis Inc.

Healthcare
1.1K
+ 6.08%
$156.48 - $175.67 $172K - $193K
19.2K $3.16M
MCD
Mcdonalds Corp

Consumer Cyclical
503
+ 24.43%
$279.74 - $321.29 $141K - $162K
2.56K $800K
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
RTX
Raytheon Technologies Corp

Industrials
423
+ 13.36%
$114.1 - $135.66 $48.3K - $57.4K
3.59K $475K
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
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
Track This Portfolio

Track Sand Hill Global Advisors, LLC Portfolio

Follow Sand Hill Global Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sand Hill Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sand Hill Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email