Sand Hill Global Advisors, LLC Reduced Holdings in Q1 2025

Sand Hill Global Advisors, LLC

  • $2.42 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.54M
- 98.64%
$22.25 - $23.0 $34.2M - $35.4M
21.2K $487K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.96K
- 1.6%
$551.42 - $612.93 $3.29M - $3.65M
366K $205M
VGSH
Vanguard

ETFs
-200K
- 93.27%
$58.07 - $58.69 $11.6M - $11.7M
14.4K $846K
NVDA
Nvidia Corp

Technology
-28.1K
- 10.53%
$106.98 - $149.43 $3.01M - $4.2M
239K $25.9M
GOOGL
Alphabet Inc.

Communication Services
-14K
- 11.02%
$154.33 - $206.19 $2.17M - $2.89M
113K $17.5M
CRM
Salesforce, Inc.

Technology
-9.3K
- 23.85%
$268.36 - $359.95 $2.5M - $3.35M
29.7K $7.97M
MUB
Ishares National Muni Bond ETF

ETFs
-37.7K
- 29.33%
$104.71 - $107.69 $3.95M - $4.06M
90.9K $9.59M
ADBE
Adobe Inc.

Technology
-7.49K
- 40.33%
$377.84 - $464.11 $2.83M - $3.48M
11.1K $4.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-899
- 0.89%
$554.06 - $615.85 $498K - $554K
100K $56.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-483
- 2.41%
$222.15 - $428.22 $107K - $207K
19.5K $5.06M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-29.1K
- 40.85%
$49.25 - $50.66 $1.43M - $1.48M
42.2K $2.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-28K
- 4.25%
$95.85 - $99.25 $2.69M - $2.78M
632K $62.5M
ETN
Eaton Corp PLC

Industrials
-191
- 1.14%
$271.83 - $371.23 $51.9K - $70.9K
16.6K $4.5M
META
Meta Platforms, Inc.

Communication Services
-679
- 1.93%
$576.36 - $736.67 $391K - $500K
34.6K $19.9M
VTI
Vanguard Total Stock Market Et

ETFs
-1.33K
- 5.33%
$271.18 - $303.12 $360K - $402K
23.6K $6.48M
DHR
Danaher Corp

Healthcare
-342
- 1.32%
$201.62 - $250.59 $69K - $85.7K
25.7K $5.26M
BOND
Pimco Active Bond Exchange Tra

ETFs
-18.8K
- 3.56%
$89.27 - $92.9 $1.68M - $1.75M
509K $47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 0.28%
$4295.4 - $5141.88 $17.2K - $20.6K
1.45K $6.67M
PANW
Palo Alto Networks Inc

Technology
-224
- 0.52%
$167.82 - $208.28 $37.6K - $46.7K
42.5K $7.25M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-21.9K
- 42.28%
$25.34 - $26.96 $556K - $591K
29.9K $792K
PH
Parker Hannifin Corp

Industrials
-88
- 0.55%
$591.65 - $707.05 $52.1K - $62.2K
16K $9.71M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.02%
$522.96 - $601.18 $1.05K - $1.2K
12.2K $6.52M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-550
- 16.04%
$360.07 - $417.26 $198K - $229K
2.88K $1.04M
HTGC
Hercules Capital, Inc.

Financial Services
-14.3K
- 52.02%
$18.01 - $22.0 $257K - $314K
13.2K $252K
IYR
Ishares Tr

ETFs
-7.31K
- 4.77%
$89.49 - $98.98 $654K - $723K
146K $14M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.49K
- 26.24%
$96.3 - $112.23 $143K - $167K
4.18K $407K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-79
- 0.74%
$302.31 - $337.54 $23.9K - $26.7K
10.7K $3.27M
IWV
Ishares Russell 3000 ETF

ETFs
-50
- 0.5%
$313.1 - $349.83 $15.7K - $17.5K
9.88K $3.14M
ORCL
Oracle Corp

Technology
-198
- 4.23%
$139.81 - $186.47 $27.7K - $36.9K
4.48K $626K
INTU
Intuit Inc

Technology
-47
- 0.61%
$555.63 - $630.23 $26.1K - $29.6K
7.62K $4.68M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-476
- 27.64%
$165.25 - $224.62 $78.7K - $107K
1.25K $206K
UNH
Unitedhealth Group Inc

Healthcare
-324
- 11.92%
$461.52 - $548.18 $150K - $178K
2.39K $1.25M
AMAT
Applied Materials Inc

Technology
-17
- 0.28%
$145.06 - $195.51 $2.47K - $3.32K
6.1K $885K
IEFA
Ishares Tr

ETFs
-2.18K
- 20.83%
$69.57 - $78.65 $152K - $172K
8.3K $627K
EEM
Ishares Msci Emerging Markets

ETFs
-8.07K
- 5.79%
$40.81 - $45.34 $329K - $366K
131K $5.74M
EMB
Ishares Tr

ETFs
-969
- 28.01%
$88.64 - $92.03 $85.9K - $89.2K
2.49K $225K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-836
- 8.71%
$90.0 - $96.32 $75.2K - $80.5K
8.77K $809K
WFC
Wells Fargo & Company

Financial Services
-1.21K
- 19.58%
$66.78 - $81.42 $81.1K - $98.8K
4.99K $358K
AXP
American Express CO

Financial Services
-13
- 0.62%
$255.39 - $325.87 $3.32K - $4.24K
2.08K $560K
XLV
Select Sector Spdr Fund Health

ETFs
-1.08K
- 7.28%
$137.61 - $149.68 $148K - $161K
13.7K $2M
SPGI
S&P Global Inc.

Financial Services
-71
- 10.38%
$478.26 - $543.77 $34K - $38.6K
613 $311K
FICO
Fair Isaac Corp

Technology
-3
- 1.96%
$1695.35 - $2030.47 $5.09K - $6.09K
150 $276K
NU
Nu Holdings Ltd.

Financial Services
-1.82K
- 2.84%
$10.12 - $13.95 $18.4K - $25.3K
62.1K $635K
CSCO
Cisco Systems, Inc.

Technology
-867
- 7.09%
$58.74 - $64.87 $50.9K - $56.2K
11.4K $700K
BMO
Bank Of Montreal

Financial Services
-133
- 2.83%
$94.92 - $104.14 $12.6K - $13.9K
4.57K $436K
TXN
Texas Instruments Inc

Technology
-101
- 6.96%
N/A
1.35K $262K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.39K
- 4.63%
$27.01 - $28.54 $37.4K - $39.5K
28.5K $797K
EXFY
Expensify, Inc.

Technology
-3.09K
- 11.35%
$3.04 - $3.93 $9.38K - $12.1K
24.1K $73K
OEF
Ishares S&P 100 ETF

ETFs
-58
- 1.53%
N/A
3.74K $996K
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