Sand Hill Global Advisors, LLC Reduced Holdings in Q2 2025

Sand Hill Global Advisors, LLC

  • $2.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-421K
- 99.59%
$152.93 - $181.74 $64.4M - $76.6M
1.73K $313K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-139K
- 44.82%
$50.36 - $50.68 $6.98M - $7.02M
171K $8.65M
PULS
Pgim ETF Tr

ETFs
-140K
- 44.8%
$49.39 - $49.76 $6.9M - $6.95M
172K $8.57M
IVV
Ishares Core S&P 500 ETF

ETFs
-16.8K
- 16.8%
$498.8 - $620.9 $8.4M - $10.5M
83.4K $51.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-56K
- 45.74%
$50.34 - $51.86 $2.82M - $2.9M
66.4K $3.41M
MUB
Ishares National Muni Bond ETF

ETFs
-18.7K
- 20.59%
$102.31 - $105.8 $1.92M - $1.98M
72.2K $7.54M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-67.6K
- 87.04%
$27.3 - $31.8 $1.84M - $2.15M
10.1K $319K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-35.7K
- 84.68%
$48.13 - $49.85 $1.72M - $1.78M
6.46K $316K
VB
Vanguard Small Cap ETF

ETFs
-6.14K
- 14.08%
$193.73 - $237.37 $1.19M - $1.46M
37.5K $8.88M
UNH
Unitedhealth Group Inc

Healthcare
-230
- 9.61%
$274.35 - $599.47 $63.1K - $138K
2.16K $674K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-5.24K
- 63.72%
$72.02 - $73.82 $378K - $387K
2.99K $219K
XLV
Select Sector Spdr Fund Health

ETFs
-1.4K
- 10.21%
$128.77 - $144.3 $180K - $202K
12.3K $1.66M
ABBV
Abb Vie Inc.

Healthcare
-236
- 3.22%
$170.16 - $206.27 $40.2K - $48.7K
7.1K $1.32M
MCD
Mcdonalds Corp

Consumer Cyclical
-525
- 20.49%
$285.55 - $321.23 $150K - $169K
2.04K $595K
MRK
Merck & Co., Inc.

Healthcare
-1.75K
- 37.58%
$73.47 - $87.12 $129K - $153K
2.91K $230K
XOM
Exxon Mobil Corp

Energy
-80
- 0.51%
$99.93 - $119.04 $7.99K - $9.52K
15.5K $1.68M
VIG
Vanguard Dividend Appreciation

ETFs
-964
- 10.67%
N/A
8.07K $1.47M
IYR
Ishares Tr

ETFs
-54
- 0.04%
$84.48 - $96.25 $4.56K - $5.2K
146K $13.8M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-2.79K
- 2.55%
$46.41 - $47.7 $130K - $133K
107K $5.08M
KO
Coca Cola CO

Consumer Defensive
-1.56K
- 17.08%
$68.37 - $73.9 $106K - $115K
7.55K $534K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.35K
- 20.51%
$22.54 - $23.17 $98K - $101K
16.9K $387K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-868
- 20.76%
$83.54 - $100.04 $72.5K - $86.8K
3.31K $329K
UNP
Union Pacific Corp

Industrials
-265
- 10.79%
$208.27 - $238.46 $55.2K - $63.2K
2.19K $504K
IEFA
Ishares Tr

ETFs
-1.43K
- 17.18%
$67.83 - $84.09 $96.7K - $120K
6.87K $573K
MMM
3 M CO

Industrials
-369
- 12.09%
$126.09 - $154.15 $46.5K - $56.9K
2.68K $408K
EXFY
Expensify, Inc.

Technology
-3.79K
- 15.72%
$2.19 - $3.06 $8.3K - $11.6K
20.3K $52K
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 0.73%
$335.24 - $380.78 $16.4K - $18.7K
6.64K $2.44M
IEMG
Ishares Inc

ETFs
-329
- 1.86%
N/A
17.3K $929K
RTX
Raytheon Technologies Corp

Industrials
-422
- 11.76%
$113.75 - $148.48 $48K - $62.7K
3.17K $462K
OEF
Ishares S&P 100 ETF

ETFs
-38
- 1.01%
N/A
3.71K $985K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-188
- 6.28%
$90.56 - $109.49 $17K - $20.6K
2.81K $306K
TXN
Texas Instruments Inc

Technology
-15
- 1.11%
N/A
1.34K $259K
ADP
Automatic Data Processing Inc

Industrials
-14
- 0.61%
$276.76 - $326.81 $3.87K - $4.58K
2.28K $701K
GLD
Spdr Gold Trust

ETFs
-128
- 4.47%
$273.71 - $316.29 $35K - $40.5K
2.74K $834K
FEX
First Tr Large Cap Core Alphde

ETFs
-56
- 2.23%
$90.17 - $109.96 $5.05K - $6.16K
2.45K $269K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-31
- 2.49%
$141.37 - $228.57 $4.38K - $7.09K
1.22K $275K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-248
- 8.62%
$320.42 - $424.58 $79.5K - $105K
2.63K $1.12M
GE
General Electric CO

Industrials
-26
- 1.41%
$166.81 - $257.39 $4.34K - $6.69K
1.82K $467K
AXP
American Express CO

Financial Services
-10
- 0.48%
$231.39 - $318.98 $2.31K - $3.19K
2.07K $660K
IBM
International Business Machines Corp

Technology
-87
- 2.97%
$221.03 - $294.78 $19.2K - $25.6K
2.84K $837K
ABT
Abbott Laboratories

Healthcare
-477
- 0.77%
$123.95 - $138.08 $59.1K - $65.9K
61.1K $8.31M
NU
Nu Holdings Ltd.

Financial Services
-3.28K
- 5.28%
$9.6 - $13.72 $31.4K - $44.9K
58.8K $806K
GOOG
Alphabet Inc.

Communication Services
-1.49K
- 6.45%
$146.58 - $180.01 $218K - $267K
21.5K $3.82M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-6.06K
- 3.66%
$19.6 - $24.44 $119K - $148K
160K $3.91M
XLK
Technology Sector Spdr

ETFs
-185
- 2.89%
$179.73 - $253.23 $33.3K - $46.8K
6.21K $1.57M
UBER
Uber Technologies, Inc

Technology
-64
- 0.48%
$64.62 - $93.3 $4.14K - $5.97K
13.2K $1.23M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 0.01%
$224.16 - $285.86 $224 - $286
8.98K $2.57M
IWV
Ishares Russell 3000 ETF

ETFs
-26
- 0.26%
$281.67 - $351.0 $7.32K - $9.13K
9.86K $3.46M
PLTR
Palantir Technologies Inc.

Technology
-852
- 9.8%
$74.01 - $144.25 $63.1K - $123K
7.84K $1.07M
Activity Summary
Buys All Purchases 105 New Holdings 19 Increased Positions 86 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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