Sand Hill Global Advisors, LLC Reduced Holdings in Q4 2024

Sand Hill Global Advisors, LLC

  • $2.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
-201
- 2.47%
$61.74 - $71.71 $12.4K - $14.4K
7.93K $493K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-644
- 6.28%
$91.94 - $100.02 $59.2K - $64.4K
9.6K $889K
TJX
Tjx Companies Inc

Consumer Cyclical
-3.15K
- 3.4%
$112.15 - $127.2 $353K - $401K
89.4K $10.8M
MRK
Merck & Co., Inc.

Healthcare
-201
- 4.98%
$96.31 - $114.76 $19.4K - $23.1K
3.84K $381K
UNP
Union Pacific Corp

Industrials
-122
- 4.74%
$223.15 - $249.32 $27.2K - $30.4K
2.45K $559K
MCD
Mcdonalds Corp

Consumer Cyclical
-132
- 6.02%
$288.47 - $316.54 $38.1K - $41.8K
2.06K $596K
VB
Vanguard Small Cap ETF

ETFs
-741
- 1.94%
$233.76 - $261.58 $173K - $194K
37.5K $9.02M
TGT
Target Corp

Consumer Defensive
-160
- 8.66%
$121.59 - $160.69 $19.5K - $25.7K
1.69K $228K
ORCL
Oracle Corp

Technology
-247
- 5.01%
$165.41 - $192.43 $40.9K - $47.5K
4.68K $780K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.11K
- 9.19%
$44.33 - $49.55 $49K - $54.8K
10.9K $490K
RTX
Raytheon Technologies Corp

Industrials
-100
- 3.06%
$114.45 - $127.21 $11.4K - $12.7K
3.17K $366K
EMB
Ishares Tr

ETFs
-112
- 3.14%
$88.94 - $93.46 $9.96K - $10.5K
3.46K $307K
IBM
International Business Machines Corp

Technology
-56
- 1.72%
$204.9 - $238.04 $11.5K - $13.3K
3.21K $704K
SPGI
S&P Global Inc.

Financial Services
-8
- 1.16%
$480.36 - $529.17 $3.84K - $4.23K
684 $340K
FEX
First Tr Large Cap Core Alphde

ETFs
-109
- 4.17%
$103.29 - $112.88 $11.3K - $12.3K
2.51K $261K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-17
- 0.14%
$563.99 - $620.12 $9.59K - $10.5K
12.2K $6.96M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-422
- 3.06%
$33.92 - $36.6 $14.3K - $15.4K
13.4K $462K
BMY
Bristol Myers Squibb CO

Healthcare
-670
- 11.29%
$51.92 - $59.94 $34.8K - $40.2K
5.26K $297K
OEF
Ishares S&P 100 ETF

ETFs
-20
- 0.52%
N/A
3.8K $1.01M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-19
- 0.45%
$51.54 - $52.55 $979 - $998
4.2K $217K
TXN
Texas Instruments Inc

Technology
-10
- 0.68%
N/A
1.45K $282K
IWV
Ishares Russell 3000 ETF

ETFs
-231
- 2.27%
$323.08 - $349.08 $74.6K - $80.6K
9.93K $3.32M
Maplebear Inc
-700
- 9.13%
N/A
6.97K $0
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-112
- 1.27%
$278.19 - $315.36 $31.2K - $35.3K
8.72K $2.51M
VGT
Vanguard Information Technolog

ETFs
-6
- 1.47%
$571.78 - $647.97 $3.43K - $3.89K
401 $249K
ADP
Automatic Data Processing Inc

Industrials
-65
- 2.8%
$280.08 - $307.97 $18.2K - $20K
2.26K $660K
XLK
Technology Sector Spdr

ETFs
-77
- 1.19%
$220.26 - $241.44 $17K - $18.6K
6.39K $1.49M
VV
Vanguard Large Cap ETF

ETFs
-72
- 0.9%
$260.27 - $280.65 $18.7K - $20.2K
7.94K $2.14M
KKR
Kkr & Co. Inc.

Financial Services
-50
- 2.06%
$129.87 - $162.87 $6.49K - $8.14K
2.38K $352K
CSCO
Cisco Systems, Inc.

Technology
-589
- 4.6%
$52.45 - $60.02 $30.9K - $35.4K
12.2K $723K
WFC
Wells Fargo & Company

Financial Services
-517
- 7.7%
$54.98 - $77.35 $28.4K - $40K
6.2K $435K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-59
- 0.55%
$311.11 - $335.64 $18.4K - $19.8K
10.7K $3.46M
VTI
Vanguard Total Stock Market Et

ETFs
-331
- 1.31%
$280.04 - $302.45 $92.7K - $100K
24.9K $7.22M
MA
Mastercard Inc

Financial Services
-6
- 0.22%
$491.3 - $536.15 $2.95K - $3.22K
2.68K $1.41M
AVGO
Broadcom Inc.

Technology
-6
- 0.19%
$159.67 - $250.0 $958 - $1.5K
3.15K $730K
META
Meta Platforms, Inc.

Communication Services
-700
- 1.95%
$554.08 - $632.68 $388K - $443K
35.3K $20.8M
CME
Cme Group Inc.

Financial Services
-998
- 2.51%
$221.17 - $246.02 $221K - $246K
38.7K $8.99M
GOOG
Alphabet Inc.

Communication Services
-477
- 2.55%
$163.08 - $198.16 $77.8K - $94.5K
18.2K $3.47M
HON
Honeywell International Inc

Industrials
-1.16K
- 3.17%
$202.84 - $236.0 $236K - $274K
35.5K $8.03M
DIS
Walt Disney CO

Communication Services
-5.39K
- 7.75%
$92.39 - $117.6 $498K - $634K
64.2K $7.15M
LNG
Cheniere Energy, Inc.

Energy
-160
- 0.68%
$181.07 - $225.92 $29K - $36.1K
23.4K $5.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-71
- 4.66%
$4100.99 - $5300.34 $291K - $376K
1.45K $7.21M
NVDA
Nvidia Corp

Technology
-18.4K
- 6.45%
$117.0 - $148.88 $2.15M - $2.74M
267K $35.9M
DASH
Door Dash, Inc.

Communication Services
-100
- 0.19%
$141.93 - $180.48 $14.2K - $18K
52.2K $8.76M
JPM
Jpmorgan Chase & CO

Financial Services
-2.37K
- 2.69%
$205.18 - $250.29 $486K - $593K
85.7K $20.5M
CRM
Salesforce, Inc.

Technology
-1.19K
- 2.96%
$270.87 - $367.87 $323K - $438K
39K $13M
GOOGL
Alphabet Inc.

Communication Services
-3.81K
- 2.9%
$161.86 - $196.66 $616K - $748K
127K $24.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.41K
- 6.59%
$213.65 - $479.86 $302K - $678K
20K $8.08M
AAPL
Apple Inc.

Technology
-65
- 0.05%
$221.69 - $259.02 $14.4K - $16.8K
143K $35.7M
Activity Summary
Buys All Purchases 52 New Holdings 10 Increased Positions 42 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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