Sand Hill Global Advisors, LLC Portfolio Holdings

Sand Hill Global Advisors, LLC

  • $2.35 Billion
  • Q4 2024

Sand Hill Global Advisors, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.35 Billion distributed in 188 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 $262M, Spdr S&P 500 ETF Trust with a value of $218M, Ishares Tr Msci Eafe ETF with a value of $206M, Vanguard Ftse Emerging Mkts Et with a value of $141M, and Ishares Russell 2000 ETF with a value of $140M.

Examining the 13F form we can see an decrease of $19.9M in the current position value, from $2.37B to 2.35B.

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 $2.35 Billion
ETFs: $1.85 Billion
Technology: $168 Million
Communication Services: $65.5 Million
Financial Services: $57.5 Million
Healthcare: $55.9 Million
Consumer Cyclical: $55.4 Million
Industrials: $37 Million
Consumer Defensive: $19.1 Million
Other: $38.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.1B
$7.18 Million 0.31% of portfolio
29,202
Q4 2024 Reduced 3.29%
$221B
$7.17 Million 0.31% of portfolio
63,355
Q4 2024 Reduced 2.16%
$0
$7.22 Million 0.31% of portfolio
24,920
Q4 2024 Reduced 1.31%
$183B
$7.21 Million 0.31% of portfolio
1,451
Q4 2024 Reduced 4.66%
$192B
$6.95 Million 0.3% of portfolio
19,742
Q4 2024 Added 0.65%
$0
$6.96 Million 0.3% of portfolio
12,221
Q4 2024 Reduced 0.14%
$181B
$7.15 Million 0.3% of portfolio
64,208
Q4 2024 Reduced 7.75%
$796B
$6.61 Million 0.28% of portfolio
8,568
Q4 2024 Reduced 0.7%
$92.3B
$6.54 Million 0.28% of portfolio
32,408
Q4 2024 Reduced 2.94%
$0
$6.01 Million 0.26% of portfolio
115,173
Q4 2024 Added 0.06%
$0
$5.83 Million 0.25% of portfolio
139,396
Q4 2024 Reduced 59.22%
$154B
$5.97 Million 0.25% of portfolio
25,993
Q4 2024 Reduced 4.21%
$118B
$5.56 Million 0.24% of portfolio
16,744
Q4 2024 Added 0.35%
$88.4B
$5.6 Million 0.24% of portfolio
93,695
Q4 2024 Reduced 4.05%
$54B
$5.43 Million 0.23% of portfolio
58,900
Q4 2024 Reduced 0.45%
$56.7B
$5.04 Million 0.21% of portfolio
23,436
Q4 2024 Reduced 0.68%
$0
$4.65 Million 0.2% of portfolio
39,577
Q3 2024 Reduced 0.78%
$0
$4.74 Million 0.2% of portfolio
102,019
Q4 2024 Added 3.99%
$100B
$4.15 Million 0.18% of portfolio
39,291
Q4 2024 Reduced 2.87%
$84B
$4.09 Million 0.17% of portfolio
32,396
Q4 2024 Reduced 13.41%
$0
$3.75 Million 0.16% of portfolio
112,199
Q4 2024 Reduced 26.73%
$0
$3.85 Million 0.16% of portfolio
165,881
Q4 2024 Added 207.18%
$0
$3.82 Million 0.16% of portfolio
59,872
Q4 2024 Reduced 20.53%
$0
$3.46 Million 0.15% of portfolio
10,742
Q4 2024 Reduced 0.55%
$0
$3.58 Million 0.15% of portfolio
71,318
Q4 2024 Added 3.61%
$1.01T
$3.47 Million 0.15% of portfolio
18,207
Q4 2024 Reduced 2.55%
$0
$3.55 Million 0.15% of portfolio
6,941
Q4 2024 Added 2.39%
$679B
$3.35 Million 0.14% of portfolio
7,388
Q4 2024 Added 1.89%
$402B
$3.37 Million 0.14% of portfolio
3,678
Q3 2024 Reduced 8.51%
$0
$3.4 Million 0.14% of portfolio
58,606
Q4 2024 Added 259.74%
$0
$3.32 Million 0.14% of portfolio
9,931
Q4 2024 Reduced 2.27%
$6.96B
$3.36 Million 0.14% of portfolio
63,013
Q4 2024 New
$76.3B
$2.94 Million 0.13% of portfolio
18,065
Q4 2024 Reduced 23.23%
$37.6B
$3.04 Million 0.13% of portfolio
81,802
Q4 2024 Reduced 26.49%
$0
$2.51 Million 0.11% of portfolio
8,724
Q4 2024 Reduced 1.27%
$359B
$2.49 Million 0.11% of portfolio
6,408
Q4 2024 Reduced 2.08%
$101B
$2.47 Million 0.11% of portfolio
13,484
Q4 2024 Reduced 28.02%
$0
$2.24 Million 0.1% of portfolio
121,062
Q4 2024 Added 85.84%
$172B
$2.43 Million 0.1% of portfolio
20,099
Q4 2024 Reduced 30.92%
$9.4B
$2.25 Million 0.1% of portfolio
26,150
Q4 2024 New
$0
$2.14 Million 0.09% of portfolio
7,938
Q4 2024 Reduced 0.9%
$0
$2.03 Million 0.09% of portfolio
14,792
Q4 2024 Reduced 0.34%
$0
$2.14 Million 0.09% of portfolio
16,672
Q3 2024 Reduced 2.84%
$160B
$1.9 Million 0.08% of portfolio
7,942
Q4 2024 Reduced 0.4%
$481B
$1.82 Million 0.08% of portfolio
16,901
Q4 2024 Reduced 1.41%
$0
$1.63 Million 0.07% of portfolio
6,435
Q3 2024 Added 0.02%
$511B
$1.41 Million 0.06% of portfolio
2,676
Q4 2024 Reduced 0.22%
$0
$1.38 Million 0.06% of portfolio
3,428
Q4 2024 Added 19.11%
$0
$1.49 Million 0.06% of portfolio
6,394
Q4 2024 Reduced 1.19%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $2.35 Billion
  • Prior Value $2.37 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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