MondegarAI
Sand Hill Global Advisors, LLC

Q1 2025 · 13F-HR

Sand Hill Global Advisors, LLCholdings as filed

Filed 2025-05-13 · accession 0001580642-25-003091

$2.43B
Reported value
194
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$258.0M10.6%502,081CommonSOLE
464287465EFAISHARES TR$231.0M9.51%2,825,948CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$204.8M8.43%366,050CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$147.4M6.07%3,257,475CommonSOLE
464287507IJHISHARES TR$131.5M5.42%2,253,629CommonSOLE
464287655IWMISHARES TR$128.5M5.29%643,941CommonSOLE
78464A854SPYMSPDR SER TR$112.4M4.63%1,709,685CommonSOLE
922908553VNQVANGUARD INDEX FDS$76.5M3.15%844,384CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$73.3M3.02%423,086CommonSOLE
92206C706VGITVANGUARD SCOTTSDALE FDS$63.9M2.63%1,075,390CommonSOLE
46090E103QQQINVESCO QQQ TR$63.6M2.62%135,643CommonSOLE
464287226AGGISHARES TR$62.5M2.58%632,270CommonSOLE
464287200IVVISHARES TR$56.3M2.32%100,251CommonSOLE
72201R775BONDPIMCO ETF TR$47.0M1.94%508,647CommonSOLE
037833100AAPLAPPLE INC$32.2M1.33%145,110CommonSOLE
67066G104NVDANVIDIA CORPORATION$25.9M1.07%238,918CommonSOLE
594918104MSFTMICROSOFT CORP$25.0M1.03%66,503CommonSOLE
023135106AMZNAMAZON COM INC$23.9M0.98%125,435CommonSOLE
46435G425ESGUISHARES TR$20.9M0.86%171,541CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$20.6M0.85%84,110CommonSOLE
30303M102METAMETA PLATFORMS INC$19.9M0.82%34,575CommonSOLE
46434V878ICSHISHARES TR$19.6M0.81%387,149CommonSOLE
92826C839VVISA INC$17.9M0.74%50,968CommonSOLE
02079K305GOOGLALPHABET INC$17.5M0.72%113,324CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$16.5M0.68%323,943CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$15.7M0.64%309,225CommonSOLE
69344A107PULSPGIM ETF TR$15.5M0.64%311,846CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$15.2M0.62%19CommonSOLE
464287739IYRISHARES TR$14.0M0.58%145,982CommonSOLE
26622P107DOCSDOXIMITY INC$13.9M0.57%240,301CommonSOLE
922475108VEEVVEEVA SYS INC$12.2M0.50%52,869CommonSOLE
46435U663ESMLISHARES TR$12.1M0.50%314,368CommonSOLE
872540109TJXTJX COS INC NEW$10.9M0.45%89,880CommonSOLE
166764100CVXCHEVRON CORP NEW$10.4M0.43%62,090CommonSOLE
12572Q105CMECME GROUP INC$10.2M0.42%38,461CommonSOLE
46435G516ESGDISHARES TR$9.8M0.41%120,388CommonSOLE
701094104PHPARKER-HANNIFIN CORP$9.7M0.40%15,980CommonSOLE
922908751VBVANGUARD INDEX FDS$9.7M0.40%43,606CommonSOLE
464288414MUBISHARES TR$9.6M0.39%90,941CommonSOLE
25809K105DASHDOORDASH INC$9.5M0.39%52,212CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC$9.1M0.38%123,610CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9.0M0.37%52,831CommonSOLE
863667101SYKSTRYKER CORPORATION$8.7M0.36%23,458CommonSOLE
09290D101BLKBLACKROCK INC$8.7M0.36%9,226CommonSOLE
278865100ECLECOLAB INC$8.4M0.34%32,983CommonSOLE
478160104JNJJOHNSON & JOHNSON$8.3M0.34%49,890CommonSOLE
002824100ABTABBOTT LABS$8.2M0.34%61,602CommonSOLE
79466L302CRMSALESFORCE INC$8.0M0.33%29,701CommonSOLE
052769106ADSKAUTODESK INC$7.7M0.32%29,302CommonSOLE
94106L109WMWASTE MGMT INC DEL$7.6M0.31%32,714CommonSOLE
438516106HONHONEYWELL INTL INC$7.5M0.31%35,605CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.2M0.30%42,485CommonSOLE
532457108LLYELI LILLY & CO$7.1M0.29%8,612CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$6.7M0.27%1,447CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$6.6M0.27%60,147CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$6.5M0.27%12,219CommonSOLE
922908769VTIVANGUARD INDEX FDS$6.5M0.27%23,593CommonSOLE
254687106DISDISNEY WALT CO$6.4M0.26%65,000CommonSOLE
464288240ACWXISHARES TR$6.4M0.26%115,173CommonSOLE
72201R866MUNIPIMCO ETF TR$6.3M0.26%122,362CommonSOLE
11135F101AVGOBROADCOM INC$6.3M0.26%37,466CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6.2M0.26%19,862CommonSOLE
494368103KMBKIMBERLY-CLARK CORP$5.8M0.24%40,938CommonSOLE
464287234EEMISHARES TR$5.7M0.24%131,329CommonSOLE
16411R208LNGCHENIERE ENERGY INC$5.5M0.23%23,773CommonSOLE
235851102DHRDANAHER CORPORATION$5.3M0.22%25,651CommonSOLE
46435U549EAGGISHARES TR$5.2M0.21%109,703CommonSOLE
88160R101TSLATESLA INC$5.1M0.21%19,535CommonSOLE
461202103INTUINTUIT$4.7M0.19%7,618CommonSOLE
464288257ACWIISHARES TR$4.6M0.19%39,577CommonSOLE
74340W103PLDPROLOGIS INC.$4.5M0.19%40,380CommonSOLE
G29183103ETNEATON CORP PLC$4.5M0.19%16,553CommonSOLE
00724F101ADBEADOBE INC$4.3M0.18%11,088CommonSOLE
833445109SNOWSNOWFLAKE INC$4.1M0.17%28,163CommonSOLE
983134107WYNNWYNN RESORTS LTD$4.0M0.17%48,335CommonSOLE
651639106NEMNEWMONT CORP$4.0M0.16%82,702CommonSOLE
46434G863ESGEISHARES INC$3.9M0.16%112,755CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.8M0.16%7,115CommonSOLE
87612E106TGTTARGET CORP$3.7M0.15%35,607CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$3.7M0.15%165,881CommonSOLE
25434V401DFUSDIMENSIONAL ETF TRUST$3.6M0.15%59,872CommonSOLE
02079K107GOOGALPHABET INC$3.6M0.15%23,013CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.4M0.14%3,642CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$3.4M0.14%6,925CommonSOLE
464287622IWBISHARES TR$3.3M0.13%10,663CommonSOLE
98978V103ZTSZOETIS INC$3.2M0.13%19,163CommonSOLE
464287689IWVISHARES TR$3.1M0.13%9,881CommonSOLE
29364G103ETRENTERGY CORP NEW$2.7M0.11%31,861CommonSOLE
46138G540QQMGINVESCO EXCH TRADED FD TR II$2.5M0.10%80,009CommonSOLE
437076102HDHOME DEPOT INC$2.5M0.10%6,691CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.4M0.10%121,062CommonSOLE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$2.3M0.09%77,629CommonSOLE
464287648IWOISHARES TR$2.3M0.09%8,985CommonSOLE
743315103PGRPROGRESSIVE CORP$2.2M0.09%7,942CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$2.1M0.09%42,186CommonSOLE
922908637VVVANGUARD INDEX FDS$2.0M0.08%7,938CommonSOLE
464287150ITOTISHARES TR$2.0M0.08%16,672CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$2.0M0.08%13,715CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.9M0.08%15,624CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.8M0.07%9,035CommonSOLE
922908629VOVANGUARD INDEX FDS$1.7M0.07%6,752CommonSOLE
922908538VOTVANGUARD INDEX FDS$1.6M0.06%6,435CommonSOLE
00287Y109ABBVABBVIE INC$1.5M0.06%7,336CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.5M0.06%24,058CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.4M0.06%2,644CommonSOLE
464287671IUSGISHARES TR$1.3M0.05%10,409CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.3M0.05%6,394CommonSOLE
922908595VBKVANGUARD INDEX FDS$1.3M0.05%5,115CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$1.3M0.05%2,393CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.05%1,306CommonSOLE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.1M0.05%26,169CommonSOLE
464287614IWFISHARES TR$1.0M0.04%2,878CommonSOLE
464287101OEFISHARES TR$1.0M0.04%3,744CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$963,7560.04%13,228CommonSOLE
46434G103IEMGISHARES INC$952,6850.04%17,652CommonSOLE
25434V708DFACDIMENSIONAL ETF TRUST$890,2350.04%26,985CommonSOLE
038222105AMATAPPLIED MATLS INC$885,5220.04%6,102CommonSOLE
92206C102VGSHVANGUARD SCOTTSDALE FDS$846,7900.03%14,428CommonSOLE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$837,7230.03%18,351CommonSOLE
78463V107GLDSPDR GOLD TR$825,8090.03%2,866CommonSOLE
548661107LOWLOWES COS INC$821,2030.03%3,521CommonSOLE
001055102AFLAFLAC INC$815,3560.03%7,333CommonSOLE
464287663IUSVISHARES TR$809,1060.03%8,767CommonSOLE
580135101MCDMCDONALDS CORP$800,2920.03%2,562CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$797,3070.03%28,516CommonSOLE
46431W853COMTISHARES U S ETF TR$792,2470.03%29,930CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$733,8580.03%8,695CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$727,8280.03%2,927CommonSOLE
17275R102CSCOCISCO SYS INC$700,5940.03%11,353CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$699,3580.03%2,289CommonSOLE
921909768VXUSVANGUARD STAR FDS$693,6040.03%11,169CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$655,9450.03%23,792CommonSOLE
191216100KOCOCA COLA CO$651,9570.03%9,103CommonSOLE
808524888SCHCSCHWAB STRATEGIC TR$648,0650.03%18,062CommonSOLE
G6683N103NUNU HLDGS LTD$635,5870.03%62,069CommonSOLE
46432F842IEFAISHARES TR$627,7510.03%8,298CommonSOLE
68389X105ORCLORACLE CORP$626,8550.03%4,484CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$604,3340.02%8,228CommonSOLE
808524771FNDXSCHWAB STRATEGIC TR$598,9160.02%25,367CommonSOLE
907818108UNPUNION PAC CORP$580,4420.02%2,457CommonSOLE
090043100BILLBILL HOLDINGS INC$578,5810.02%12,608CommonSOLE
025816109AXPAMERICAN EXPRESS CO$560,1620.02%2,082CommonSOLE
464287598IWDISHARES TR$516,1230.02%2,743CommonSOLE
46429B267GOVTISHARES TR$487,3740.02%21,204CommonNONE
713448108PEPPEPSICO INC$487,1550.02%3,249CommonSOLE
75513E101RTXRTX CORPORATION$475,2660.02%3,588CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$449,9530.02%5,748CommonSOLE
88579Y101MMM3M CO$448,3640.02%3,053CommonSOLE
25434V609DFATDIMENSIONAL ETF TRUST$445,4910.02%8,652CommonSOLE
78468R853SPSMSPDR SER TR$445,3030.02%10,925CommonSOLE
063671101BMOBANK MONTREAL QUE$436,3850.02%4,569CommonSOLE
58933Y105MRKMERCK & CO INC$418,4610.02%4,662CommonSOLE
22266M104COURCOURSERA INC$412,8400.02%61,988CommonSOLE
464287879IJSISHARES TR$407,6610.02%4,182CommonSOLE
464285204IAUISHARES GOLD TR$388,6050.02%6,591CommonSOLE
67092P805NUDMNUSHARES ETF TR$381,2450.02%11,970CommonSOLE
369604301GEGE AEROSPACE$368,8760.02%1,843CommonSOLE
G54950103LINLINDE PLC$360,4050.01%774CommonSOLE
949746101WMT2WELLS FARGO CO NEW$358,0170.01%4,987CommonSOLE
464288273SCZISHARES TR$357,2390.01%5,623CommonSOLE
464288802SUSAISHARES TR$349,0170.01%3,038CommonSOLE
464287804IJRISHARES TR$313,1940.01%2,995CommonSOLE
33739Q408FTSMFIRST TR EXCHANGE-TRADED FD$311,7660.01%5,210CommonSOLE
78409V104SPGIS&P GLOBAL INC$311,4650.01%613CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$310,8660.01%5,097CommonSOLE
46434V613IUSBISHARES TR$302,7460.01%6,570CommonSOLE
718172109PMPHILIP MORRIS INTL INC$282,5390.01%1,780CommonSOLE
565394103CARTMAPLEBEAR INC$277,8340.01%6,965CommonSOLE
303250104FICOFAIR ISAAC CORP$276,6240.01%150CommonSOLE
48251W104KKRKKR & CO INC$275,2670.01%2,381CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$271,8260.01%1,985CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$263,9280.01%552CommonSOLE
33734K109FEXFIRST TR LRGE CP CORE ALPHA$256,7650.01%2,506CommonSOLE
149123101CATCATERPILLAR INC$254,6060.01%772CommonSOLE
427096508HTGCHERCULES CAPITAL INC$252,7080.01%13,155CommonSOLE
46982L108JJACOBS SOLUTIONS INC$246,8570.01%2,042CommonSOLE
882508104TXNTEXAS INSTRS INC$242,7750.01%1,351CommonSOLE
464288281EMBISHARES TR$225,5690.01%2,490CommonSOLE
464287168DVYISHARES TR$221,1760.01%1,647CommonSOLE
650111107NYTNEW YORK TIMES CO$219,0830.01%4,417CommonSOLE
855244109SBUXSTARBUCKS CORP$218,0440.01%2,223CommonSOLE
031162100AMGNAMGEN INC$217,7730.01%699CommonSOLE
33739E108FPEFIRST TR EXCH TRADED FD III$217,7470.01%12,379CommonSOLE
92204A702VGTVANGUARD WORLD FD$217,4940.01%401CommonSOLE
464288646IGSBISHARES TR$216,8120.01%4,140CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$214,0590.01%1,109CommonSOLE
65339F101NEENEXTERA ENERGY INC$209,7640.01%2,959CommonSOLE
808524763FNDASCHWAB STRATEGIC TR$207,0280.01%7,559CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$206,8360.01%1,246CommonSOLE
311900104FASTFASTENAL CO$204,1890.01%2,633CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$203,2020.01%1,666CommonSOLE
756109104OREALTY INCOME CORP$201,9910.01%3,482CommonSOLE
192108504CDECOEUR MNG INC$112,4800.00%19,000CommonSOLE
30219Q106EXFYEXPENSIFY INC$73,2700.00%24,102CommonSOLE

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.