Sand Hill Global Advisors, LLC Sells in Q4 2024

Sand Hill Global Advisors, LLC

  • $2.35 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36.6K
- 6.99%
$521.84 - $558.82 $19.1M - $20.4M
487K $262M
EEM
Ishares Msci Emerging Markets

ETFs
-202K
- 59.22%
$41.82 - $47.36 $8.47M - $9.59M
139K $5.83M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-298K
- 16.07%
$22.39 - $23.45 $6.68M - $7M
1.56M $35.8M
VO
Vanguard Mid Cap ETF

ETFs
-27.6K
- 86.02%
$261.5 - $284.63 $7.22M - $7.86M
4.49K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-20.3K
- 5.18%
$567.81 - $607.81 $11.5M - $12.3M
372K $218M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-62.5K
- 21.32%
$50.37 - $50.6 $3.15M - $3.16M
231K $11.6M
PULS
Pgim ETF Tr

ETFs
-58.8K
- 20.24%
$49.51 - $49.79 $2.91M - $2.93M
232K $11.5M
NEM
Newmont Corp

Basic Materials
-29.5K
- 26.49%
$37.0 - $58.68 $1.09M - $1.73M
81.8K $3.04M
BOND
Pimco Active Bond Exchange Tra

ETFs
-6.24K
- 1.17%
$90.42 - $94.5 $564K - $589K
527K $47.7M
VGLT
Vanguard Long Term Treasury Et

ETFs
-2.25K
- 0.57%
$55.1 - $61.74 $124K - $139K
396K $21.9M
AMD
Advanced Micro Devices Inc

Technology
-9K
- 30.92%
$118.88 - $172.8 $1.07M - $1.55M
20.1K $2.43M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-36.1K
- 10.61%
$50.35 - $50.69 $1.82M - $1.83M
304K $15.3M
AMT
American Tower Corp

Real Estate
-5.25K
- 28.02%
$179.4 - $232.01 $942K - $1.22M
13.5K $2.47M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-40.9K
- 26.73%
$33.39 - $37.66 $1.37M - $1.54M
112K $3.75M
ZTS
Zoetis Inc.

Healthcare
-5.47K
- 23.23%
$162.24 - $194.42 $887K - $1.06M
18.1K $2.94M
ADBE
Adobe Inc.

Technology
-472
- 2.48%
$437.39 - $552.96 $206K - $261K
18.6K $8.26M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.96K
- 4.05%
$59.25 - $72.99 $235K - $289K
93.7K $5.6M
DHR
Danaher Corp

Healthcare
-1.14K
- 4.21%
$226.16 - $274.52 $258K - $314K
26K $5.97M
JNJ
Johnson & Johnson

Healthcare
-4.11K
- 7.3%
$143.34 - $165.86 $589K - $682K
52.2K $7.55M
V
Visa Inc.

Financial Services
-11.7K
- 18.59%
$273.87 - $320.91 $3.2M - $3.76M
51.3K $16.2M
MSFT
Microsoft Corp

Technology
-1.13K
- 1.71%
$406.35 - $454.46 $460K - $515K
65K $27.4M
LLY
Eli Lilly & CO

Healthcare
-60
- 0.7%
$727.2 - $932.06 $43.6K - $55.9K
8.57K $6.61M
ECL
Ecolab Inc.

Basic Materials
-1.26K
- 3.62%
$234.32 - $261.43 $295K - $329K
33.5K $7.85M
UPS
United Parcel Service Inc

Industrials
-5.02K
- 13.41%
$122.65 - $138.35 $615K - $694K
32.4K $4.09M
PLD
Prologis, Inc.

Real Estate
-1.16K
- 2.87%
$101.4 - $126.96 $118K - $148K
39.3K $4.15M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-15.5K
- 20.53%
$61.52 - $66.5 $952K - $1.03M
59.9K $3.82M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-10.1K
- 6.21%
$51.58 - $52.91 $519K - $533K
152K $7.87M
AEP
American Electric Power CO Inc

Utilities
-268
- 0.45%
$90.91 - $102.21 $24.4K - $27.4K
58.9K $5.43M
VEU
Vanguard Ftse All World Ex Us

ETFs
-6.21K
- 20.52%
$57.29 - $63.1 $356K - $392K
24.1K $1.38M
WM
Waste Management Inc

Industrials
-983
- 2.94%
$201.79 - $228.46 $198K - $225K
32.4K $6.54M
PH
Parker Hannifin Corp

Industrials
-650
- 3.89%
$621.74 - $709.46 $404K - $461K
16.1K $10.2M
AMAT
Applied Materials Inc

Technology
-402
- 6.16%
$161.44 - $213.89 $64.9K - $86K
6.12K $995K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.78K
- 26.82%
$26.63 - $30.23 $234K - $265K
23.9K $637K
CVX
Chevron Corp

Energy
-1.09K
- 1.76%
$141.15 - $162.53 $154K - $177K
60.9K $8.82M
PG
Procter & Gamble CO

Consumer Defensive
-67
- 0.13%
$161.05 - $179.7 $10.8K - $12K
52K $8.72M
XLV
Select Sector Spdr Fund Health

ETFs
-51
- 0.34%
$136.28 - $154.74 $6.95K - $7.89K
14.8K $2.03M
ADSK
Autodesk, Inc.

Technology
-994
- 3.29%
N/A
29.2K $7.18M
NU
Nu Holdings Ltd.

Financial Services
-1.41K
- 2.16%
$10.24 - $15.89 $14.4K - $22.4K
63.9K $661K
ABT
Abbott Laboratories

Healthcare
-1.4K
- 2.16%
$111.93 - $119.39 $156K - $167K
63.4K $7.17M
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.07%
$485.52 - $625.25 $971 - $1.25K
2.72K $1.37M
UBER
Uber Technologies, Inc

Technology
-205
- 1.5%
$59.93 - $86.34 $12.3K - $17.7K
13.5K $814K
IWM
Ishares Russell 2000 ETF

ETFs
-1.12K
- 0.18%
$216.13 - $242.4 $241K - $270K
634K $140M
XOM
Exxon Mobil Corp

Energy
-241
- 1.41%
$105.51 - $125.37 $25.4K - $30.2K
16.9K $1.82M
PEP
Pepsico Inc

Consumer Defensive
-740
- 20.09%
$151.29 - $176.1 $112K - $130K
2.94K $447K
SYK
Stryker Corp

Healthcare
-413
- 1.72%
$345.14 - $392.15 $143K - $162K
23.5K $8.47M
ABBV
Abb Vie Inc.

Healthcare
-147
- 2.02%
$164.99 - $203.87 $24.3K - $30K
7.11K $1.26M
HD
Home Depot, Inc.

Consumer Cyclical
-136
- 2.08%
$385.02 - $431.37 $52.4K - $58.7K
6.41K $2.49M
PGR
Progressive Corp

Financial Services
-32
- 0.4%
$239.6 - $268.88 $7.67K - $8.6K
7.94K $1.9M
LOW
Lowes Companies Inc

Consumer Cyclical
-139
- 4.56%
$244.52 - $284.07 $34K - $39.5K
2.91K $717K
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
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