Sand Hill Global Advisors, LLC Incresed Positions in Q3 2024

Sand Hill Global Advisors, LLC

  • $2.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
34.7K
+ 1.29%
$75.32 - $84.37 $2.61M - $2.92M
2.73M $228M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.53K
+ 0.49%
$475.2 - $527.7 $1.2M - $1.34M
524K $276M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40.5K
+ 1.36%
$41.9 - $48.26 $1.7M - $1.96M
3.02M $145M
VNQ
Vanguard Specialized Funds Van

ETFs
18.5K
+ 2.3%
$82.97 - $98.97 $1.54M - $1.83M
823K $80.2M
IWM
Ishares Russell 2000 ETF

ETFs
3.1K
+ 0.49%
$200.87 - $224.6 $623K - $696K
635K $140M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27K
+ 1.25%
$57.32 - $62.65 $1.55M - $1.69M
2.19M $137M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27.2K
+ 1.67%
$60.84 - $67.51 $1.65M - $1.84M
1.65M $112M
ICSH
Blackrock Ultra Short Term Bon

ETFs
132K
+ 63.32%
$50.32 - $50.75 $6.63M - $6.69M
340K $17.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
130K
+ 80.06%
$50.25 - $50.74 $6.55M - $6.62M
293K $14.9M
ACN
Accenture PLC

Technology
12K
+ 158.32%
$295.44 - $355.81 $3.55M - $4.28M
19.6K $6.93M
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 0.01%
$520.18 - $576.82 $6.76K - $7.5K
101K $58.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
10.7K
+ 2.05%
$90.01 - $95.32 $966K - $1.02M
534K $50.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
48.3K
+ 2.67%
$22.38 - $23.66 $1.08M - $1.14M
1.86M $43.6M
VGLT
Vanguard Long Term Treasury Et

ETFs
17.5K
+ 4.6%
$56.52 - $63.23 $990K - $1.11M
398K $24.5M
META
Meta Platforms, Inc.

Communication Services
51
+ 0.14%
$453.41 - $572.44 $23.1K - $29.2K
36K $20.6M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.61K
+ 1.02%
$113.45 - $126.18 $183K - $203K
160K $20.1M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
3.22K
+ 1.09%
$38.03 - $42.06 $122K - $135K
299K $12.5M
AMT
American Tower Corp

Real Estate
466
+ 2.55%
$192.27 - $242.73 $89.6K - $113K
18.7K $4.36M
CRM
Salesforce, Inc.

Technology
244
+ 0.61%
$238.42 - $276.53 $58.2K - $67.5K
40.2K $11M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.44K
+ 1.33%
$75.63 - $84.89 $109K - $122K
110K $9.28M
PLD
Prologis, Inc.

Real Estate
887
+ 2.24%
$111.95 - $132.43 $99.3K - $117K
40.5K $5.11M
ZTS
Zoetis Inc.

Healthcare
303
+ 1.3%
$172.58 - $196.48 $52.3K - $59.5K
23.5K $4.6M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
3.35K
+ 2.24%
$32.04 - $37.11 $107K - $124K
153K $5.58M
PG
Procter & Gamble CO

Consumer Defensive
244
+ 0.47%
$160.76 - $177.82 $39.2K - $43.4K
52.1K $9.02M
HD
Home Depot, Inc.

Consumer Cyclical
19
+ 0.29%
$333.64 - $405.2 $6.34K - $7.7K
6.54K $2.65M
PGR
Progressive Corp

Financial Services
137
+ 1.75%
$209.46 - $259.24 $28.7K - $35.5K
7.97K $2.02M
UNH
Unitedhealth Group Inc

Healthcare
309
+ 12.82%
$488.01 - $604.18 $151K - $187K
2.72K $1.59M
ABBV
Abb Vie Inc.

Healthcare
882
+ 13.83%
$163.84 - $199.33 $145K - $176K
7.26K $1.43M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
219
+ 2.54%
$256.4 - $289.78 $56.2K - $63.5K
8.84K $2.51M
IWB
Ishares Tr Russell 1000 ETF

ETFs
161
+ 1.51%
$283.28 - $314.39 $45.6K - $50.6K
10.8K $3.4M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2
+ 0.0%
$46.18 - $48.92 $92.4 - $97.8
98.1K $4.77M
IBM
International Business Machines Corp

Technology
198
+ 6.46%
$175.1 - $223.38 $34.7K - $44.2K
3.26K $721K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.01%
$294.75 - $326.73 $295 - $327
10.2K $3.32M
LOW
Lowes Companies Inc

Consumer Cyclical
110
+ 3.75%
$213.3 - $270.78 $23.5K - $29.8K
3.05K $825K
AMD
Advanced Micro Devices Inc

Technology
707
+ 2.49%
$128.67 - $183.96 $91K - $130K
29.1K $4.77M
PLTR
Palantir Technologies Inc.

Technology
815
+ 9.42%
$24.09 - $37.95 $19.6K - $30.9K
9.46K $352K
MCD
Mcdonalds Corp

Consumer Cyclical
71
+ 3.35%
$245.82 - $304.51 $17.5K - $21.6K
2.19K $667K
IWF
Ishares Russell 1000 Gr ETF

ETFs
248
+ 9.43%
$332.02 - $382.76 $82.3K - $94.9K
2.88K $1.08M
PANW
Palo Alto Networks Inc

Technology
140
+ 0.65%
$294.18 - $368.01 $41.2K - $51.5K
21.7K $7.42M
ADP
Automatic Data Processing Inc

Industrials
65
+ 2.88%
$233.44 - $279.45 $15.2K - $18.2K
2.32K $642K
CSCO
Cisco Systems, Inc.

Technology
406
+ 3.27%
$44.74 - $53.22 $18.2K - $21.6K
12.8K $681K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.02%
$218.05 - $243.47 $218 - $243
6.44K $1.57M
KO
Coca Cola CO

Consumer Defensive
288
+ 3.67%
$62.69 - $73.01 $18.1K - $21K
8.13K $584K
SHOP
Shopify Inc.

Technology
189
+ 4.0%
$52.26 - $80.75 $9.88K - $15.3K
4.91K $393K
UNP
Union Pacific Corp

Industrials
127
+ 5.19%
$221.78 - $256.09 $28.2K - $32.5K
2.57K $633K
IWD
Ishares Russell 1000 Val ETF

ETFs
203
+ 7.83%
$173.36 - $189.8 $35.2K - $38.5K
2.8K $530K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
789
+ 26.15%
$74.26 - $78.84 $58.6K - $62.2K
3.81K $298K
AVGO
Broadcom Inc.

Technology
2.86K
+ 969.83%
$136.27 - $1745.86 $390K - $4.99M
3.16K $544K
NFLX
Netflix Inc

Communication Services
38
+ 3.43%
$598.55 - $722.26 $22.7K - $27.4K
1.15K $813K
Activity Summary
Buys All Purchases 79 New Holdings 12 Increased Positions 67 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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