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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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