MondegarAI
Sand Hill Global Advisors, LLC

Q3 2024 · 13F-HR

Sand Hill Global Advisors, LLCholdings as filed

Filed 2024-11-12 · accession 0001580642-24-006890

$2.37B
Reported value
195
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$276.2M11.6%523,528CommonSOLE
464287465EFAISHARES TR$228.0M9.61%2,726,546CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$225.1M9.49%392,321CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$144.6M6.10%3,021,393CommonSOLE
464287655IWMISHARES TR$140.3M5.91%635,043CommonSOLE
464287507IJHISHARES TR$136.6M5.76%2,191,849CommonSOLE
78464A854SPYMSPDR SER TR$111.7M4.71%1,654,420CommonSOLE
922908553VNQVANGUARD INDEX FDS$80.2M3.38%822,952CommonSOLE
464287226AGGISHARES TR$61.2M2.58%604,086CommonSOLE
464287200IVVISHARES TR$58.1M2.45%100,802CommonSOLE
72201R775BONDPIMCO ETF TR$50.5M2.13%533,681CommonSOLE
46429B267GOVTISHARES TR$43.6M1.84%1,857,256CommonSOLE
67066G104NVDANVIDIA CORPORATION$34.7M1.46%285,443CommonSOLE
037833100AAPLAPPLE INC$33.2M1.40%142,604CommonSOLE
594918104MSFTMICROSOFT CORP$28.4M1.20%66,093CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$24.5M1.03%398,342CommonSOLE
02079K305GOOGLALPHABET INC$21.8M0.92%131,167CommonSOLE
30303M102METAMETA PLATFORMS INC$20.6M0.87%35,954CommonSOLE
023135106AMZNAMAZON COM INC$20.2M0.85%108,458CommonSOLE
46435G425ESGUISHARES TR$20.1M0.85%159,675CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$18.6M0.78%88,047CommonSOLE
92826C839VVISA INC$17.3M0.73%62,960CommonSOLE
46434V878ICSHISHARES TR$17.2M0.73%339,944CommonSOLE
464287739IYRISHARES TR$16.6M0.70%163,342CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$16.0M0.68%303,848CommonSOLE
464287234EEMISHARES TR$15.7M0.66%341,818CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$14.9M0.63%293,288CommonSOLE
69344A107PULSPGIM ETF TR$14.5M0.61%290,682CommonSOLE
464288414MUBISHARES TR$13.3M0.56%122,849CommonSOLE
46435U663ESMLISHARES TR$12.5M0.53%298,751CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$12.2M0.51%206,140CommonSOLE
79466L302CRMSALESFORCE INC$11.0M0.46%40,195CommonSOLE
872540109TJXTJX COS INC NEW$10.9M0.46%92,590CommonSOLE
701094104PHPARKER-HANNIFIN CORP$10.6M0.45%16,718CommonSOLE
922475108VEEVVEEVA SYS INC$10.2M0.43%48,820CommonSOLE
00724F101ADBEADOBE INC$9.9M0.42%19,054CommonSOLE
46435G516ESGDISHARES TR$9.3M0.39%110,257CommonSOLE
166764100CVXCHEVRON CORP NEW$9.1M0.38%61,996CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.1M0.38%56,305CommonSOLE
922908751VBVANGUARD INDEX FDS$9.1M0.38%38,273CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.0M0.38%52,103CommonSOLE
278865100ECLECOLAB INC$8.9M0.37%34,756CommonSOLE
09247X101BLKCHFBLACKROCK INC$8.8M0.37%9,297CommonSOLE
12572Q105CMECME GROUP INC$8.8M0.37%39,724CommonSOLE
863667101SYKSTRYKER CORPORATION$8.7M0.36%23,947CommonSOLE
72201R866MUNIPIMCO ETF TR$8.6M0.36%162,208CommonSOLE
922908629VOVANGUARD INDEX FDS$8.5M0.36%32,121CommonSOLE
052769106ADSKAUTODESK INC$8.3M0.35%30,196CommonSOLE
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$7.8M0.33%111,128CommonSOLE
532457108LLYELI LILLY & CO$7.6M0.32%8,628CommonSOLE
438516106HONHONEYWELL INTL INC$7.6M0.32%36,696CommonSOLE
235851102DHRDANAHER CORPORATION$7.5M0.32%27,135CommonSOLE
25809K105DASHDOORDASH INC$7.5M0.31%52,312CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.4M0.31%21,702CommonSOLE
002824100ABTABBOTT LABS$7.4M0.31%64,753CommonSOLE
609207105MDLZMONDELEZ INTL INC$7.2M0.30%97,653CommonSOLE
922908769VTIVANGUARD INDEX FDS$7.2M0.30%25,251CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$7.0M0.29%12,238CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.9M0.29%19,614CommonSOLE
94106L109WMWASTE MGMT INC DEL$6.9M0.29%33,391CommonSOLE
254687106DISDISNEY WALT CO$6.7M0.28%69,600CommonSOLE
464288240ACWXISHARES TR$6.6M0.28%115,108CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$6.4M0.27%1,522CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$6.1M0.26%59,168CommonSOLE
651639106NEMNEWMONT CORP$5.9M0.25%111,282CommonSOLE
88160R101TSLATESLA INC$5.6M0.24%21,430CommonSOLE
46434G863ESGEISHARES INC$5.6M0.24%153,125CommonSOLE
G29183103ETNEATON CORP PLC$5.5M0.23%16,685CommonSOLE
74340W103PLDPROLOGIS INC.$5.1M0.22%40,454CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$5.1M0.22%37,411CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.8M0.20%29,097CommonSOLE
46435U549EAGGISHARES TR$4.8M0.20%98,107CommonSOLE
464288257ACWIISHARES TR$4.7M0.20%39,577CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$4.7M0.20%75,341CommonSOLE
98978V103ZTSZOETIS INC$4.6M0.19%23,531CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$4.4M0.18%18,734CommonSOLE
16411R208LNGCHENIERE ENERGY INC$4.2M0.18%23,596CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$3.7M0.15%54,002CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$3.5M0.15%68,836CommonSOLE
464287622IWBISHARES TR$3.4M0.14%10,801CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.3M0.14%7,251CommonSOLE
464287689IWVISHARES TR$3.3M0.14%10,162CommonSOLE
46090E103QQQINVESCO QQQ TR$3.3M0.14%6,779CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.3M0.14%3,678CommonSOLE
02079K107GOOGALPHABET INC$3.1M0.13%18,684CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.7M0.11%65,143CommonSOLE
437076102HDHOME DEPOT INC$2.7M0.11%6,544CommonSOLE
518439104ELLAUDER ESTEE COS INC$2.6M0.11%26,160CommonSOLE
464287648IWOISHARES TR$2.5M0.11%8,836CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.3M0.10%14,843CommonSOLE
922908637VVVANGUARD INDEX FDS$2.1M0.09%8,010CommonSOLE
464287150ITOTISHARES TR$2.1M0.09%16,672CommonSOLE
743315103PGRPROGRESSIVE CORP$2.0M0.09%7,974CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.0M0.08%17,142CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.9M0.08%30,269CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.6M0.07%8,092CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.6M0.07%2,719CommonSOLE
922908538VOTVANGUARD INDEX FDS$1.6M0.07%6,435CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.5M0.06%6,471CommonSOLE
00287Y109ABBVABBVIE INC$1.4M0.06%7,261CommonSOLE
464287671IUSGISHARES TR$1.4M0.06%10,409CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.06%2,682CommonSOLE
038222105AMATAPPLIED MATLS INC$1.3M0.06%6,521CommonSOLE
040413106ANETEURARISTA NETWORKS INC$1.2M0.05%3,250CommonSOLE
464287614IWFISHARES TR$1.1M0.05%2,878CommonSOLE
464287101OEFISHARES TR$1.1M0.04%3,822CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$1.0M0.04%13,701CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$984,3030.04%16,291CommonSOLE
464287663IUSVISHARES TR$978,4860.04%10,247CommonSOLE
46434G103IEMGISHARES INC$973,0240.04%16,949CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$954,7110.04%32,718CommonSOLE
G6683N103NUNU HLDGS LTD$891,2360.04%65,292CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$842,5110.04%9,967CommonSOLE
68389X105ORCLORACLE CORP$839,8380.04%4,929CommonSOLE
001055102AFLAFLAC INC$830,3390.04%7,427CommonSOLE
548661107LOWLOWES COS INC$825,2800.03%3,047CommonSOLE
78463V107GLDSPDR GOLD TR$823,0010.03%3,386CommonSOLE
46436E718SGOVISHARES TR$818,1490.03%8,123CommonSOLE
64110L106NFLXNETFLIX INC$813,5330.03%1,147CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$721,3840.03%3,263CommonSOLE
46432F842IEFAISHARES TR$708,5450.03%9,078CommonSOLE
256677105DGDOLLAR GEN CORP NEW$707,5970.03%8,367CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$695,9290.03%18,062CommonSOLE
17275R102CSCOCISCO SYS INC$681,6950.03%12,809CommonSOLE
580135101MCDMCDONALDS CORP$667,1810.03%2,191CommonSOLE
090043100BILLBILL HOLDINGS INC$665,1980.03%12,608CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$642,8440.03%2,323CommonSOLE
907818108UNPUNION PAC CORP$634,4400.03%2,574CommonSOLE
461202103INTUINTUIT$627,2100.03%1,010CommonSOLE
713448108PEPPEPSICO INC$626,2940.03%3,683CommonSOLE
464287879IJSISHARES TR$610,4320.03%5,670CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$606,8070.03%8,456CommonSOLE
191216100KOCOCA COLA CO$584,1500.02%8,129CommonSOLE
025816109AXPAMERICAN EXPRESS CO$568,1640.02%2,095CommonSOLE
78468R853SPSMSPDR SER TR$547,4850.02%12,030CommonSOLE
11135F101AVGOBROADCOM INC$544,4100.02%3,156CommonSOLE
464287598IWDISHARES TR$530,4910.02%2,795CommonSOLE
427096508HTGCHERCULES CAPITAL INC$525,4090.02%26,752CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$520,6410.02%9,359CommonSOLE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$491,0170.02%8,251CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$472,5850.02%13,782CommonSOLE
922908595VBKVANGUARD INDEX FDS$468,9670.02%1,754CommonSOLE
58933Y105MRKMERCK & CO INC$458,3720.02%4,036CommonSOLE
063671101BMOBANK MONTREAL QUE$424,1200.02%4,702CommonSOLE
67092P805NUDMNUSHARES ETF TR$402,8230.02%11,970CommonSOLE
75513E101RTXRTX CORPORATION$395,5870.02%3,265CommonSOLE
82509L107SHOPSHOPIFY INC$393,8080.02%4,914CommonSOLE
G54950103LINLINDE PLC$391,5020.02%821CommonSOLE
88579Y101MMM3M CO$390,0050.02%2,853CommonSOLE
464288273SCZISHARES TR$380,6880.02%5,623CommonSOLE
949746101WMT2WELLS FARGO CO NEW$379,5000.02%6,718CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$372,5280.02%5,748CommonSOLE
464288802SUSAISHARES TR$365,7280.02%3,038CommonSOLE
78409V104SPGIS&P GLOBAL INC$357,5010.02%692CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$352,0240.01%9,463CommonSOLE
369604301GEGE AEROSPACE$348,6840.01%1,849CommonSOLE
464288281EMBISHARES TR$334,1740.01%3,571CommonSOLE
464285204IAUISHARES GOLD TR$320,9130.01%6,457CommonSOLE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$318,9220.01%23,747CommonSOLE
48251W104KKRKKR & CO INC$317,4400.01%2,431CommonSOLE
565394103CARTMAPLEBEAR INC$312,2720.01%7,665CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$307,0250.01%5,934CommonSOLE
882508104TXNTEXAS INSTRS INC$302,0050.01%1,462CommonSOLE
149123101CATCATERPILLAR INC$301,9450.01%772CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$299,0600.01%1,722CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$298,2760.01%3,806CommonSOLE
303250104FICOFAIR ISAAC CORP$297,3590.01%153CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$297,1140.01%552CommonSOLE
464287804IJRISHARES TR$296,2670.01%2,533CommonSOLE
87612E106TGTTARGET CORP$287,8730.01%1,847CommonSOLE
116794108BRKRBRUKER CORP$277,0690.01%4,012CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$275,1900.01%3,664CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$272,4020.01%2,615CommonSOLE
46982L108JJACOBS SOLUTIONS INC$267,2980.01%2,042CommonSOLE
871607107SNPSSYNOPSYS INC$254,2080.01%502CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$247,9460.01%1,985CommonSOLE
650111107NYTNEW YORK TIMES CO$245,8940.01%4,417CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$239,8240.01%943CommonSOLE
92204A702VGTVANGUARD WORLD FD$238,7140.01%407CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$233,2010.01%377CommonSOLE
031162100AMGNAMGEN INC$227,8020.01%707CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$225,1470.01%3,780CommonSOLE
436440101HO1HOLOGIC INC$223,6080.01%2,745CommonSOLE
464287168DVYISHARES TR$222,4600.01%1,647CommonSOLE
464288646IGSBISHARES TR$222,2780.01%4,221CommonSOLE
74348A467NOBLPROSHARES TR$222,2740.01%2,082CommonSOLE
756109104OREALTY INCOME CORP$220,8280.01%3,482CommonSOLE
855244109SBUXSTARBUCKS CORP$220,7080.01%2,264CommonSOLE
670100205NVONOVO-NORDISK A S$217,8980.01%1,830CommonSOLE
718172109PMPHILIP MORRIS INTL INC$216,0920.01%1,780CommonSOLE
921909768VXUSVANGUARD STAR FDS$215,9820.01%3,336CommonSOLE
20825C104COPCONOCOPHILLIPS$212,5370.01%2,019CommonSOLE
871829107SYYSYSCO CORP$207,7180.01%2,661CommonSOLE
311900104FASTFASTENAL CO$204,9040.01%2,869CommonSOLE
30219Q106EXFYEXPENSIFY INC$53,2900.00%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.