Sand Hill Global Advisors, LLC Portfolio Holdings

Sand Hill Global Advisors, LLC

  • $2.37 Billion
  • Q3 2024

Sand Hill Global Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.37 Billion distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $276M, Ishares Tr Msci Eafe ETF with a value of $228M, Spdr S&P 500 ETF Trust with a value of $225M, Vanguard Ftse Emerging Mkts Et with a value of $145M, and Ishares Russell 2000 ETF with a value of $140M.

Examining the 13F form we can see an increase of $168M in the current position value, from $2.2B to 2.37B.

Sand Hill Global Advisors, LLC is based out at Palo Alto, CA

Below you can find more details about Sand Hill Global Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.37 Billion
ETFs: $1.86 Billion
Technology: $161 Million
Financial Services: $65.1 Million
Communication Services: $60.7 Million
Healthcare: $60.4 Million
Consumer Cyclical: $47.5 Million
Industrials: $38.6 Million
Consumer Defensive: $24.7 Million
Other: $46.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$34.7 Million 1.46% of portfolio
285,443
Q3 2024 Added 1.6%
$4.09T
$33.2 Million 1.4% of portfolio
142,604
Q3 2024 Reduced 2.39%
$3.25T
$28.4 Million 1.2% of portfolio
66,093
Q3 2024 Reduced 0.9%
$1.14T
$21.8 Million 0.92% of portfolio
131,167
Q3 2024 Reduced 0.11%
$1.32T
$20.6 Million 0.87% of portfolio
35,954
Q3 2024 Added 0.14%
$2.29T
$20.2 Million 0.85% of portfolio
108,458
Q3 2024 Reduced -0.0%
$697B
$18.6 Million 0.78% of portfolio
88,047
Q3 2024 Reduced 3.3%
$519B
$17.3 Million 0.73% of portfolio
62,960
Q3 2024 Reduced 0.38%
$142B
$10.9 Million 0.46% of portfolio
92,590
Q3 2024 Reduced 2.24%
$344B
$11 Million 0.46% of portfolio
40,195
Q3 2024 Added 0.61%
$83.1B
$10.6 Million 0.45% of portfolio
16,718
Q3 2024 Reduced 2.97%
$31.5B
$10.2 Million 0.43% of portfolio
48,820
Q2 2024 New
$208B
$9.87 Million 0.42% of portfolio
19,054
Q3 2024 Reduced 0.3%
$280B
$9.13 Million 0.39% of portfolio
61,996
Q3 2024 Added 0.33%
$378B
$9.12 Million 0.39% of portfolio
56,305
Q3 2024 Reduced 0.87%
$398B
$9.02 Million 0.38% of portfolio
52,103
Q3 2024 Added 0.47%
$85.7B
$8.76 Million 0.37% of portfolio
39,724
Q3 2024 Reduced 1.77%
$138B
$8.65 Million 0.37% of portfolio
23,947
Q3 2024 Reduced 0.39%
$155B
$8.83 Million 0.37% of portfolio
9,297
Q3 2024 Reduced 0.76%
$21.5B
$7.75 Million 0.33% of portfolio
111,128
Q2 2024 New
$154B
$7.59 Million 0.32% of portfolio
36,696
Q3 2024 Added 0.31%
$166B
$7.54 Million 0.32% of portfolio
27,135
Q3 2024 Reduced 1.0%
$730B
$7.64 Million 0.32% of portfolio
8,628
Q3 2024 Added 1.97%
$61.2B
$7.47 Million 0.32% of portfolio
52,312
Q3 2024 Reduced 1.51%
$53.1B
$7.42 Million 0.31% of portfolio
30,196
Q3 2024 Added 0.22%
$55.9B
$7.42 Million 0.31% of portfolio
21,702
Q3 2024 Added 0.65%
$200B
$7.38 Million 0.31% of portfolio
64,753
Q3 2024 Reduced 4.28%
$81.4B
$7.19 Million 0.3% of portfolio
97,653
Q3 2024 Reduced 2.19%
$84.5B
$6.93 Million 0.29% of portfolio
33,391
Q3 2024 Reduced 0.77%
$231B
$6.93 Million 0.29% of portfolio
19,614
Q3 2024 Added 158.32%
$204B
$6.69 Million 0.28% of portfolio
69,600
Q3 2024 Added 0.72%
$200B
$6.41 Million 0.27% of portfolio
1,522
Q3 2024 Reduced 0.91%
$47.7B
$6.07 Million 0.26% of portfolio
59,168
Q3 2024 Reduced 1.85%
$30.4B
$5.95 Million 0.25% of portfolio
111,282
Q3 2024 Reduced 1.39%
$1.33T
$5.61 Million 0.24% of portfolio
21,430
Q3 2024 Reduced 2.28%
$135B
$5.53 Million 0.23% of portfolio
16,685
Q3 2024 New
$91.7B
$5.1 Million 0.22% of portfolio
37,411
Q3 2024 Reduced 1.64%
$95.4B
$5.11 Million 0.22% of portfolio
40,454
Q3 2024 Added 2.24%
$192B
$4.77 Million 0.2% of portfolio
29,097
Q3 2024 Added 2.49%
$77.2B
$4.6 Million 0.19% of portfolio
23,531
Q3 2024 Added 1.3%
$85.5B
$4.36 Million 0.18% of portfolio
18,734
Q3 2024 Added 2.55%
$52.2B
$4.24 Million 0.18% of portfolio
23,596
Q3 2024 Reduced 1.62%
$422B
$3.26 Million 0.14% of portfolio
3,678
Q3 2024 Reduced 8.51%
$590B
$3.34 Million 0.14% of portfolio
7,251
Q3 2024 Reduced 0.78%
$1.17T
$3.12 Million 0.13% of portfolio
18,684
Q3 2024 Reduced 7.03%
$17.2B
$2.61 Million 0.11% of portfolio
26,160
Q3 2024 Reduced 1.73%
$402B
$2.65 Million 0.11% of portfolio
6,544
Q3 2024 Added 0.29%
$140B
$2.02 Million 0.09% of portfolio
7,974
Q3 2024 Added 1.75%
$441B
$2.01 Million 0.08% of portfolio
17,142
Q3 2024 Reduced 0.28%

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $2.37 Billion
  • Prior Value $2.2 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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