Sand Hill Global Advisors, LLC Sells in Q3 2024

Sand Hill Global Advisors, LLC

  • $2.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-142
- 0.11%
$148.65 - $191.18 $21.1K - $27.1K
131K $21.8M
VV
Vanguard Large Cap ETF

ETFs
-6.62K
- 45.25%
$236.92 - $263.4 $1.57M - $1.74M
8.01K $2.11M
MSFT
Microsoft Corp

Technology
-601
- 0.9%
$395.15 - $467.56 $237K - $281K
66.1K $28.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-13.4K
- 62.33%
$100.3 - $100.74 $1.35M - $1.35M
8.12K $818K
IEFA
Ishares Tr

ETFs
-11.5K
- 55.91%
$70.09 - $78.74 $807K - $906K
9.08K $708K
ADBE
Adobe Inc.

Technology
-58
- 0.3%
$508.13 - $586.55 $29.5K - $34K
19.1K $9.87M
AMZN
Amazon Com Inc

Consumer Cyclical
-1
- -0.0%
$161.02 - $200.0 $161 - $200
108K $20.2M
MUB
Ishares National Muni Bond ETF

ETFs
-7.72K
- 5.92%
$106.13 - $108.7 $820K - $840K
123K $13.3M
GOOG
Alphabet Inc.

Communication Services
-1.41K
- 7.03%
$149.54 - $192.66 $211K - $272K
18.7K $3.12M
GLD
Spdr Gold Trust

ETFs
-2.52K
- 42.7%
$215.56 - $246.98 $544K - $623K
3.39K $823K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-8.74K
- 5.11%
$51.78 - $52.98 $453K - $463K
162K $8.59M
WM
Waste Management Inc

Industrials
-258
- 0.77%
$196.96 - $223.45 $50.8K - $57.7K
33.4K $6.93M
EL
Estee Lauder Companies Inc

Consumer Defensive
-461
- 1.73%
$84.18 - $106.5 $38.8K - $49.1K
26.2K $2.61M
COST
Costco Wholesale Corp

Consumer Defensive
-342
- 8.51%
$801.83 - $917.05 $274K - $314K
3.68K $3.26M
UPS
United Parcel Service Inc

Industrials
-625
- 1.64%
$123.32 - $147.38 $77.1K - $92.1K
37.4K $5.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.19K
- 10.27%
$116.79 - $133.54 $139K - $159K
10.4K $1.37M
UBER
Uber Technologies, Inc

Technology
-1.2K
- 8.05%
$58.48 - $77.47 $70.2K - $93K
13.7K $1.03M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-892
- 19.58%
$71.45 - $75.64 $63.7K - $67.5K
3.66K $275K
NU
Nu Holdings Ltd.

Financial Services
-7.5K
- 10.3%
$10.71 - $15.14 $80.3K - $114K
65.3K $891K
NVO
Novo Nordisk A S

Healthcare
-25
- 1.35%
$119.07 - $145.42 $2.98K - $3.64K
1.83K $217K
MRK
Merck & Co., Inc.

Healthcare
-33
- 0.81%
$111.15 - $128.97 $3.67K - $4.26K
4.04K $458K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.36K
- 11.69%
$87.56 - $95.49 $119K - $130K
10.2K $978K
HTGC
Hercules Capital, Inc.

Financial Services
-436
- 1.6%
$17.71 - $21.67 $7.72K - $9.45K
26.8K $525K
O
Realty Income Corp

Real Estate
-1.2K
- 25.63%
$52.36 - $63.42 $62.8K - $76.1K
3.48K $220K
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 0.61%
$182.15 - $182.15 $9.11K - $9.11K
8.09K $1.47M
FEX
First Tr Large Cap Core Alphde

ETFs
-281
- 9.7%
$94.21 - $104.17 $26.5K - $29.3K
2.62K $272K
Linde PLC
-15
- 1.79%
N/A
821 $0
GE
General Electric CO

Industrials
-318
- 14.67%
$156.66 - $189.66 $49.8K - $60.3K
1.85K $348K
VGIT
Vanguard Intermediate Term Tre

ETFs
-512
- 3.05%
$57.8 - $60.8 $29.6K - $31.1K
16.3K $984K
VBK
Vanguard Small Cap Growth ETF

ETFs
-39
- 2.18%
$240.48 - $267.94 $9.38K - $10.4K
1.75K $468K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.76K
- 5.48%
$56.47 - $63.69 $99.1K - $112K
30.3K $1.91M
DFAT
Dimensional ETF Tr U S Target

ETFs
-91
- 0.96%
$51.0 - $57.07 $4.64K - $5.19K
9.36K $520K
CAT
Caterpillar Inc

Industrials
-44
- 5.39%
$316.8 - $391.12 $13.9K - $17.2K
772 $301K
XOM
Exxon Mobil Corp

Energy
-48
- 0.28%
$109.72 - $119.0 $5.27K - $5.71K
17.1K $2.01M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-395
- 3.81%
$77.02 - $85.06 $30.4K - $33.6K
9.97K $842K
RTX
Raytheon Technologies Corp

Industrials
-242
- 6.9%
$99.55 - $123.34 $24.1K - $29.8K
3.27K $395K
LNG
Cheniere Energy, Inc.

Energy
-389
- 1.62%
$172.24 - $186.09 $67K - $72.4K
23.6K $4.24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-296
- 0.43%
$49.93 - $51.15 $14.8K - $15.1K
68.8K $3.52M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-487
- 2.84%
$113.41 - $125.62 $55.2K - $61.2K
16.7K $2.09M
AXP
American Express CO

Financial Services
-25
- 1.18%
$225.92 - $271.17 $5.65K - $6.78K
2.1K $568K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-95
- 0.29%
$25.45 - $29.53 $2.42K - $2.81K
32.7K $954K
VGSH
Vanguard

ETFs
-2.17K
- 1.04%
$57.74 - $59.13 $125K - $128K
206K $12.2M
MA
Mastercard Inc

Financial Services
-9
- 0.33%
$429.6 - $500.99 $3.87K - $4.51K
2.68K $1.32M
ORCL
Oracle Corp

Technology
-19
- 0.38%
$125.9 - $170.35 $2.39K - $3.24K
4.93K $839K
JPM
Jpmorgan Chase & CO

Financial Services
-3K
- 3.3%
$194.9 - $224.8 $585K - $675K
88K $18.6M
VB
Vanguard Small Cap ETF

ETFs
-2.44K
- 6.0%
$214.77 - $237.72 $524K - $580K
38.3K $9.08M
ACWI
Ishares Msci Acwi ETF

ETFs
-312
- 0.78%
$107.24 - $119.84 $33.5K - $37.4K
39.6K $4.73M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-14
- 0.91%
$3305.62 - $4268.05 $46.3K - $59.8K
1.52K $6.41M
ABT
Abbott Laboratories

Healthcare
-2.9K
- 4.28%
$100.07 - $118.13 $290K - $342K
64.8K $7.38M
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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