MondegarAI
Sand Hill Global Advisors, LLC

Q2 2024 · 13F-HR

Sand Hill Global Advisors, LLCholdings as filed

Filed 2024-08-13 · accession 0001580642-24-004504

$2.20B
Reported value
189
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$260.6M11.8%520,994CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$217.2M9.86%399,154CommonSOLE
464287465EFAISHARES TR$210.9M9.58%2,691,896CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$130.4M5.92%2,980,873CommonSOLE
464287655IWMISHARES TR$128.2M5.82%631,942CommonSOLE
464287507IJHISHARES TR$126.7M5.75%2,164,888CommonSOLE
78464A854SPYMSPDR SER TR$104.1M4.73%1,627,226CommonSOLE
922908553VNQVANGUARD INDEX FDS$67.4M3.06%804,436CommonSOLE
464287226AGGISHARES TR$58.0M2.63%597,537CommonSOLE
464287200IVVISHARES TR$55.2M2.50%100,789CommonSOLE
72201R775BONDPIMCO ETF TR$47.6M2.16%522,944CommonSOLE
46429B267GOVTISHARES TR$40.8M1.85%1,808,982CommonSOLE
67066G104NVDANVIDIA CORPORATION$34.7M1.58%280,944CommonSOLE
037833100AAPLAPPLE INC$30.8M1.40%146,090CommonSOLE
594918104MSFTMICROSOFT CORP$29.8M1.35%66,694CommonSOLE
02079K305GOOGLALPHABET INC$23.9M1.09%131,309CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$22.0M1.00%380,828CommonSOLE
023135106AMZNAMAZON COM INC$21.0M0.95%108,459CommonSOLE
46435G425ESGUISHARES TR$18.9M0.86%158,065CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$18.4M0.84%91,048CommonSOLE
30303M102METAMETA PLATFORMS INC$18.1M0.82%35,903CommonSOLE
92826C839VVISA INC$16.6M0.75%63,203CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$15.4M0.70%311,324CommonSOLE
464287234EEMISHARES TR$14.8M0.67%346,636CommonSOLE
464287739IYRISHARES TR$14.4M0.65%163,694CommonSOLE
464288414MUBISHARES TR$13.9M0.63%130,573CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$12.1M0.55%208,310CommonSOLE
46435U663ESMLISHARES TR$11.4M0.52%295,534CommonSOLE
00724F101ADBEADOBE INC$10.6M0.48%19,112CommonSOLE
46434V878ICSHISHARES TR$10.5M0.48%208,143CommonSOLE
872540109TJXTJX COS INC NEW$10.4M0.47%94,716CommonSOLE
79466L302CRMSALESFORCE INC$10.3M0.47%39,951CommonSOLE
166764100CVXCHEVRON CORP NEW$9.7M0.44%61,792CommonSOLE
922475108VEEVVEEVA SYS INC$8.9M0.41%48,820CommonSOLE
72201R866MUNIPIMCO ETF TR$8.9M0.40%170,947CommonSOLE
922908751VBVANGUARD INDEX FDS$8.9M0.40%40,714CommonSOLE
701094104PHPARKER-HANNIFIN CORP$8.7M0.40%17,230CommonSOLE
46435G516ESGDISHARES TR$8.6M0.39%108,814CommonSOLE
742718109PGPROCTER AND GAMBLE CO$8.6M0.39%51,859CommonSOLE
278865100ECLECOLAB INC$8.5M0.38%35,620CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.3M0.38%56,801CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$8.2M0.37%162,881CommonSOLE
863667101SYKSTRYKER CORPORATION$8.2M0.37%24,041CommonSOLE
12572Q105CMECME GROUP INC$8.0M0.36%40,438CommonSOLE
438516106HONHONEYWELL INTL INC$7.8M0.35%36,584CommonSOLE
922908629VOVANGUARD INDEX FDS$7.8M0.35%32,135CommonSOLE
532457108LLYELI LILLY & CO$7.7M0.35%8,461CommonSOLE
052769106ADSKAUTODESK INC$7.5M0.34%30,130CommonSOLE
09247X101BLKCHFBLACKROCK INC$7.4M0.33%9,368CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.3M0.33%21,562CommonSOLE
94106L109WMWASTE MGMT INC DEL$7.2M0.33%33,649CommonSOLE
002824100ABTABBOTT LABS$7.0M0.32%67,648CommonSOLE
254687106DISDISNEY WALT CO$6.9M0.31%69,103CommonSOLE
235851102DHRDANAHER CORPORATION$6.8M0.31%27,410CommonSOLE
922908769VTIVANGUARD INDEX FDS$6.8M0.31%25,341CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$6.6M0.30%111,128CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$6.6M0.30%12,283CommonSOLE
097023105BABOEING CO$6.6M0.30%36,032CommonSOLE
609207105MDLZMONDELEZ INTL INC$6.5M0.30%99,836CommonSOLE
464288240ACWXISHARES TR$6.2M0.28%116,045CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$6.1M0.28%1,536CommonSOLE
25809K105DASHDOORDASH INC$5.8M0.26%53,112CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$5.3M0.24%60,286CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.2M0.24%38,036CommonSOLE
46434G863ESGEISHARES INC$5.0M0.23%149,776CommonSOLE
651639106NEMNEWMONT CORP$4.7M0.21%112,845CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.6M0.21%28,390CommonSOLE
46435U549EAGGISHARES TR$4.6M0.21%98,105CommonSOLE
464288257ACWIISHARES TR$4.5M0.20%39,889CommonSOLE
74340W103PLDPROLOGIS INC.$4.4M0.20%39,567CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$4.4M0.20%75,341CommonSOLE
88160R101TSLATESLA INC$4.3M0.20%21,930CommonSOLE
16411R208LNGCHENIERE ENERGY INC$4.2M0.19%23,985CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$4.0M0.18%15,659CommonSOLE
98978V103ZTSZOETIS INC$4.0M0.18%23,228CommonSOLE
02079K107GOOGALPHABET INC$3.7M0.17%20,097CommonSOLE
922908637VVVANGUARD INDEX FDS$3.7M0.17%14,629CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3.6M0.16%18,268CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$3.5M0.16%54,002CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.5M0.16%69,132CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.4M0.16%4,020CommonSOLE
46090E103QQQINVESCO QQQ TR$3.2M0.15%6,779CommonSOLE
464287622IWBISHARES TR$3.2M0.14%10,640CommonSOLE
464287689IWVISHARES TR$3.1M0.14%10,161CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M0.14%7,308CommonSOLE
518439104ELLAUDER ESTEE COS INC$2.8M0.13%26,621CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.5M0.11%65,143CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.3M0.10%7,593CommonSOLE
464287648IWOISHARES TR$2.3M0.10%8,617CommonSOLE
437076102HDHOME DEPOT INC$2.2M0.10%6,525CommonSOLE
46436E718SGOVISHARES TR$2.2M0.10%21,562CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.2M0.10%14,843CommonSOLE
464287150ITOTISHARES TR$2.0M0.09%17,159CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.0M0.09%17,190CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.9M0.09%32,024CommonSOLE
743315103PGRPROGRESSIVE CORP$1.6M0.07%7,837CommonSOLE
038222105AMATAPPLIED MATLS INC$1.5M0.07%6,521CommonSOLE
46432F842IEFAISHARES TR$1.5M0.07%20,589CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.5M0.07%8,142CommonSOLE
464287671IUSGISHARES TR$1.5M0.07%11,600CommonSOLE
922908538VOTVANGUARD INDEX FDS$1.5M0.07%6,434CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.07%6,471CommonSOLE
78463V107GLDSPDR GOLD TR$1.3M0.06%5,909CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.06%2,410CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.2M0.05%2,691CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.1M0.05%3,250CommonSOLE
256677105DGDOLLAR GEN CORP NEW$1.1M0.05%8,367CommonSOLE
00287Y109ABBVABBVIE INC$1.1M0.05%6,379CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.1M0.05%14,901CommonSOLE
464287663IUSVISHARES TR$1.0M0.05%11,604CommonSOLE
464287101OEFISHARES TR$1.0M0.05%3,822CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$978,4440.04%16,803CommonSOLE
464287614IWFISHARES TR$958,6610.04%2,630CommonSOLE
G6683N103NUNU HLDGS LTD$938,2890.04%72,792CommonSOLE
46434G103IEMGISHARES INC$907,2330.04%16,948CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$871,5130.04%32,813CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$805,7490.04%10,362CommonSOLE
64110L106NFLXNETFLIX INC$748,4420.03%1,109CommonSOLE
464287432TLTISHARES TR$712,6720.03%7,765CommonSOLE
68389X105ORCLORACLE CORP$698,6040.03%4,948CommonSOLE
92204A702VGTVANGUARD WORLD FD$672,8810.03%1,167CommonSOLE
090043100BILLBILL HOLDINGS INC$663,4330.03%12,608CommonSOLE
001055102AFLAFLAC INC$663,3050.03%7,427CommonSOLE
461202103INTUINTUIT$659,1820.03%1,003CommonSOLE
548661107LOWLOWES COS INC$647,4910.03%2,937CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$642,6460.03%18,062CommonSOLE
17275R102CSCOCISCO SYS INC$589,2670.03%12,403CommonSOLE
713448108PEPPEPSICO INC$588,6350.03%3,569CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$566,3870.03%8,456CommonSOLE
427096508HTGCHERCULES CAPITAL INC$555,9950.03%27,188CommonSOLE
907818108UNPUNION PAC CORP$553,6580.03%2,447CommonSOLE
464287879IJSISHARES TR$551,5210.03%5,670CommonSOLE
580135101MCDMCDONALDS CORP$540,2610.02%2,120CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$538,9620.02%2,258CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$530,0920.02%3,065CommonSOLE
58933Y105MRKMERCK & CO INC$503,7900.02%4,069CommonSOLE
78468R853SPSMSPDR SER TR$499,6060.02%12,030CommonSOLE
191216100KOCOCA COLA CO$499,0800.02%7,841CommonSOLE
025816109AXPAMERICAN EXPRESS CO$490,8860.02%2,120CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$490,1720.02%9,450CommonSOLE
11135F101AVGOBROADCOM INC$473,6310.02%295CommonSOLE
464287598IWDISHARES TR$452,2260.02%2,592CommonSOLE
922908595VBKVANGUARD INDEX FDS$448,4830.02%1,793CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$444,3320.02%13,782CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$423,5700.02%5,748CommonSOLE
949746101WMT2WELLS FARGO CO NEW$398,9820.02%6,718CommonSOLE
063671101BMOBANK MONTREAL QUE$394,2630.02%4,702CommonSOLE
67092P805NUDMNUSHARES ETF TR$372,6260.02%11,970CommonSOLE
G54950103LINLINDE PLC$366,8450.02%836CommonSOLE
75513E101RTXRTX CORPORATION$352,0680.02%3,507CommonSOLE
464288273SCZISHARES TR$346,6120.02%5,623CommonSOLE
369604301GEGE AEROSPACE$344,4880.02%2,167CommonSOLE
92204A504VHTVANGUARD WORLD FD$344,2040.02%1,294CommonSOLE
464288802SUSAISHARES TR$328,3870.01%2,922CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$328,2470.01%4,556CommonSOLE
82509L107SHOPSHOPIFY INC$312,0860.01%4,725CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$299,3010.01%1,722CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$299,0740.01%552CommonSOLE
871607107SNPSSYNOPSYS INC$298,7200.01%502CommonSOLE
78409V104SPGIS&P GLOBAL INC$295,2520.01%662CommonSOLE
88579Y101MMM3M CO$291,5480.01%2,853CommonSOLE
46982L108JJACOBS SOLUTIONS INC$285,2880.01%2,042CommonSOLE
464285204IAUISHARES GOLD TR$283,6560.01%6,457CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$280,8830.01%2,896CommonSOLE
464288281EMBISHARES TR$276,2350.01%3,122CommonSOLE
149123101CATCATERPILLAR INC$271,8100.01%816CommonSOLE
464287804IJRISHARES TR$270,1760.01%2,533CommonSOLE
670100205NVONOVO-NORDISK A S$264,7830.01%1,855CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$263,5560.01%6,411CommonSOLE
116794108BRKRBRUKER CORP$256,0060.01%4,012CommonSOLE
48251W104KKRKKR & CO INC$255,8380.01%2,431CommonSOLE
882508104TXNTEXAS INSTRS INC$253,4730.01%1,303CommonSOLE
87612E106TGTTARGET CORP$251,5200.01%1,699CommonSOLE
756109104OREALTY INCOME CORP$247,3030.01%4,682CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$246,4390.01%5,934CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$234,3690.01%1,985CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$227,6680.01%943CommonSOLE
650111107NYTNEW YORK TIMES CO$226,1950.01%4,417CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$225,9430.01%3,017CommonSOLE
20825C104COPCONOCOPHILLIPS$225,5320.01%1,972CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$219,0540.01%8,648CommonSOLE
464288646IGSBISHARES TR$216,2840.01%4,221CommonSOLE
92204A108VCRVANGUARD WORLD FD$208,9490.01%669CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$207,5720.01%3,780CommonSOLE
031162100AMGNAMGEN INC$204,0300.01%653CommonSOLE
436440101HO1HOLOGIC INC$203,8160.01%2,745CommonSOLE
921909768VXUSVANGUARD STAR FDS$200,5450.01%3,326CommonSOLE
74348A467NOBLPROSHARES TR$200,1430.01%2,082CommonSOLE
30219Q106EXFYEXPENSIFY INC$40,5120.00%27,189CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.