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
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908363 | VOO | VANGUARD INDEX FDS | $258.0M | 10.6% | 502,081 | Common | SOLE |
| 464287465 | EFA | ISHARES TR | $231.0M | 9.51% | 2,825,948 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $204.8M | 8.43% | 366,050 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $147.4M | 6.07% | 3,257,475 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $131.5M | 5.42% | 2,253,629 | Common | SOLE |
| 464287655 | IWM | ISHARES TR | $128.5M | 5.29% | 643,941 | Common | SOLE |
| 78464A854 | SPYM | SPDR SER TR | $112.4M | 4.63% | 1,709,685 | Common | SOLE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $76.5M | 3.15% | 844,384 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $73.3M | 3.02% | 423,086 | Common | SOLE |
| 92206C706 | VGIT | VANGUARD SCOTTSDALE FDS | $63.9M | 2.63% | 1,075,390 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $63.6M | 2.62% | 135,643 | Common | SOLE |
| 464287226 | AGG | ISHARES TR | $62.5M | 2.58% | 632,270 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $56.3M | 2.32% | 100,251 | Common | SOLE |
| 72201R775 | BOND | PIMCO ETF TR | $47.0M | 1.94% | 508,647 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $32.2M | 1.33% | 145,110 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $25.9M | 1.07% | 238,918 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $25.0M | 1.03% | 66,503 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $23.9M | 0.98% | 125,435 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $20.9M | 0.86% | 171,541 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $20.6M | 0.85% | 84,110 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $19.9M | 0.82% | 34,575 | Common | SOLE |
| 46434V878 | ICSH | ISHARES TR | $19.6M | 0.81% | 387,149 | Common | SOLE |
| 92826C839 | V | VISA INC | $17.9M | 0.74% | 50,968 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $17.5M | 0.72% | 113,324 | Common | SOLE |
| 921943858 | VEA | VANGUARD TAX-MANAGED FDS | $16.5M | 0.68% | 323,943 | Common | SOLE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $15.7M | 0.64% | 309,225 | Common | SOLE |
| 69344A107 | PULS | PGIM ETF TR | $15.5M | 0.64% | 311,846 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.2M | 0.62% | 19 | Common | SOLE |
| 464287739 | IYR | ISHARES TR | $14.0M | 0.58% | 145,982 | Common | SOLE |
| 26622P107 | DOCS | DOXIMITY INC | $13.9M | 0.57% | 240,301 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $12.2M | 0.50% | 52,869 | Common | SOLE |
| 46435U663 | ESML | ISHARES TR | $12.1M | 0.50% | 314,368 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $10.9M | 0.45% | 89,880 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $10.4M | 0.43% | 62,090 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $10.2M | 0.42% | 38,461 | Common | SOLE |
| 46435G516 | ESGD | ISHARES TR | $9.8M | 0.41% | 120,388 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $9.7M | 0.40% | 15,980 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $9.7M | 0.40% | 43,606 | Common | SOLE |
| 464288414 | MUB | ISHARES TR | $9.6M | 0.39% | 90,941 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $9.5M | 0.39% | 52,212 | Common | SOLE |
| 98980L101 | ZNGA | ZOOM COMMUNICATIONS INC | $9.1M | 0.38% | 123,610 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $9.0M | 0.37% | 52,831 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $8.7M | 0.36% | 23,458 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $8.7M | 0.36% | 9,226 | Common | SOLE |
| 278865100 | ECL | ECOLAB INC | $8.4M | 0.34% | 32,983 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $8.3M | 0.34% | 49,890 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $8.2M | 0.34% | 61,602 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $8.0M | 0.33% | 29,701 | Common | SOLE |
| 052769106 | ADSK | AUTODESK INC | $7.7M | 0.32% | 29,302 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $7.6M | 0.31% | 32,714 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $7.5M | 0.31% | 35,605 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $7.2M | 0.30% | 42,485 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $7.1M | 0.29% | 8,612 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $6.7M | 0.27% | 1,447 | Common | SOLE |
| 025537101 | AEP | AMERICAN ELEC PWR CO INC | $6.6M | 0.27% | 60,147 | Common | SOLE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $6.5M | 0.27% | 12,219 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $6.5M | 0.27% | 23,593 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $6.4M | 0.26% | 65,000 | Common | SOLE |
| 464288240 | ACWX | ISHARES TR | $6.4M | 0.26% | 115,173 | Common | SOLE |
| 72201R866 | MUNI | PIMCO ETF TR | $6.3M | 0.26% | 122,362 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $6.3M | 0.26% | 37,466 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $6.2M | 0.26% | 19,862 | Common | SOLE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $5.8M | 0.24% | 40,938 | Common | SOLE |
| 464287234 | EEM | ISHARES TR | $5.7M | 0.24% | 131,329 | Common | SOLE |
| 16411R208 | LNG | CHENIERE ENERGY INC | $5.5M | 0.23% | 23,773 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $5.3M | 0.22% | 25,651 | Common | SOLE |
| 46435U549 | EAGG | ISHARES TR | $5.2M | 0.21% | 109,703 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $5.1M | 0.21% | 19,535 | Common | SOLE |
| 461202103 | INTU | INTUIT | $4.7M | 0.19% | 7,618 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $4.6M | 0.19% | 39,577 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $4.5M | 0.19% | 40,380 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $4.5M | 0.19% | 16,553 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $4.3M | 0.18% | 11,088 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $4.1M | 0.17% | 28,163 | Common | SOLE |
| 983134107 | WYNN | WYNN RESORTS LTD | $4.0M | 0.17% | 48,335 | Common | SOLE |
| 651639106 | NEM | NEWMONT CORP | $4.0M | 0.16% | 82,702 | Common | SOLE |
| 46434G863 | ESGE | ISHARES INC | $3.9M | 0.16% | 112,755 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.8M | 0.16% | 7,115 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $3.7M | 0.15% | 35,607 | Common | SOLE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $3.7M | 0.15% | 165,881 | Common | SOLE |
| 25434V401 | DFUS | DIMENSIONAL ETF TRUST | $3.6M | 0.15% | 59,872 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $3.6M | 0.15% | 23,013 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $3.4M | 0.14% | 3,642 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $3.4M | 0.14% | 6,925 | Common | SOLE |
| 464287622 | IWB | ISHARES TR | $3.3M | 0.13% | 10,663 | Common | SOLE |
| 98978V103 | ZTS | ZOETIS INC | $3.2M | 0.13% | 19,163 | Common | SOLE |
| 464287689 | IWV | ISHARES TR | $3.1M | 0.13% | 9,881 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $2.7M | 0.11% | 31,861 | Common | SOLE |
| 46138G540 | QQMG | INVESCO EXCH TRADED FD TR II | $2.5M | 0.10% | 80,009 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $2.5M | 0.10% | 6,691 | Common | SOLE |
| 808524805 | SCHF | SCHWAB STRATEGIC TR | $2.4M | 0.10% | 121,062 | Common | SOLE |
| 33740F755 | BUFR | FIRST TR EXCHNG TRADED FD VI | $2.3M | 0.09% | 77,629 | Common | SOLE |
| 464287648 | IWO | ISHARES TR | $2.3M | 0.09% | 8,985 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $2.2M | 0.09% | 7,942 | Common | SOLE |
| 922907746 | VTEB | VANGUARD MUN BD FDS | $2.1M | 0.09% | 42,186 | Common | SOLE |
| 922908637 | VV | VANGUARD INDEX FDS | $2.0M | 0.08% | 7,938 | Common | SOLE |
| 464287150 | ITOT | ISHARES TR | $2.0M | 0.08% | 16,672 | Common | SOLE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $2.0M | 0.08% | 13,715 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.9M | 0.08% | 15,624 | Common | SOLE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $1.8M | 0.07% | 9,035 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.7M | 0.07% | 6,752 | Common | SOLE |
| 922908538 | VOT | VANGUARD INDEX FDS | $1.6M | 0.06% | 6,435 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $1.5M | 0.06% | 7,336 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.06% | 24,058 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $1.4M | 0.06% | 2,644 | Common | SOLE |
| 464287671 | IUSG | ISHARES TR | $1.3M | 0.05% | 10,409 | Common | SOLE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $1.3M | 0.05% | 6,394 | Common | SOLE |
| 922908595 | VBK | VANGUARD INDEX FDS | $1.3M | 0.05% | 5,115 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $1.3M | 0.05% | 2,393 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $1.2M | 0.05% | 1,306 | Common | SOLE |
| 33740F805 | FIXD | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.05% | 26,169 | Common | SOLE |
| 464287614 | IWF | ISHARES TR | $1.0M | 0.04% | 2,878 | Common | SOLE |
| 464287101 | OEF | ISHARES TR | $1.0M | 0.04% | 3,744 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $963,756 | 0.04% | 13,228 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $952,685 | 0.04% | 17,652 | Common | SOLE |
| 25434V708 | DFAC | DIMENSIONAL ETF TRUST | $890,235 | 0.04% | 26,985 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $885,522 | 0.04% | 6,102 | Common | SOLE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $846,790 | 0.03% | 14,428 | Common | SOLE |
| 33738D309 | FTSL | FIRST TR EXCHANGE-TRADED FD | $837,723 | 0.03% | 18,351 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $825,809 | 0.03% | 2,866 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $821,203 | 0.03% | 3,521 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $815,356 | 0.03% | 7,333 | Common | SOLE |
| 464287663 | IUSV | ISHARES TR | $809,106 | 0.03% | 8,767 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP | $800,292 | 0.03% | 2,562 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $797,307 | 0.03% | 28,516 | Common | SOLE |
| 46431W853 | COMT | ISHARES U S ETF TR | $792,247 | 0.03% | 29,930 | Common | SOLE |
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $733,858 | 0.03% | 8,695 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $727,828 | 0.03% | 2,927 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $700,594 | 0.03% | 11,353 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $699,358 | 0.03% | 2,289 | Common | SOLE |
| 921909768 | VXUS | VANGUARD STAR FDS | $693,604 | 0.03% | 11,169 | Common | SOLE |
| 808524706 | SCHE | SCHWAB STRATEGIC TR | $655,945 | 0.03% | 23,792 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $651,957 | 0.03% | 9,103 | Common | SOLE |
| 808524888 | SCHC | SCHWAB STRATEGIC TR | $648,065 | 0.03% | 18,062 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $635,587 | 0.03% | 62,069 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $627,751 | 0.03% | 8,298 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $626,855 | 0.03% | 4,484 | Common | SOLE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $604,334 | 0.02% | 8,228 | Common | SOLE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $598,916 | 0.02% | 25,367 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $580,442 | 0.02% | 2,457 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $578,581 | 0.02% | 12,608 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $560,162 | 0.02% | 2,082 | Common | SOLE |
| 464287598 | IWD | ISHARES TR | $516,123 | 0.02% | 2,743 | Common | SOLE |
| 46429B267 | GOVT | ISHARES TR | $487,374 | 0.02% | 21,204 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $487,155 | 0.02% | 3,249 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $475,266 | 0.02% | 3,588 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $449,953 | 0.02% | 5,748 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $448,364 | 0.02% | 3,053 | Common | SOLE |
| 25434V609 | DFAT | DIMENSIONAL ETF TRUST | $445,491 | 0.02% | 8,652 | Common | SOLE |
| 78468R853 | SPSM | SPDR SER TR | $445,303 | 0.02% | 10,925 | Common | SOLE |
| 063671101 | BMO | BANK MONTREAL QUE | $436,385 | 0.02% | 4,569 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $418,461 | 0.02% | 4,662 | Common | SOLE |
| 22266M104 | COUR | COURSERA INC | $412,840 | 0.02% | 61,988 | Common | SOLE |
| 464287879 | IJS | ISHARES TR | $407,661 | 0.02% | 4,182 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $388,605 | 0.02% | 6,591 | Common | SOLE |
| 67092P805 | NUDM | NUSHARES ETF TR | $381,245 | 0.02% | 11,970 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $368,876 | 0.02% | 1,843 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $360,405 | 0.01% | 774 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO CO NEW | $358,017 | 0.01% | 4,987 | Common | SOLE |
| 464288273 | SCZ | ISHARES TR | $357,239 | 0.01% | 5,623 | Common | SOLE |
| 464288802 | SUSA | ISHARES TR | $349,017 | 0.01% | 3,038 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $313,194 | 0.01% | 2,995 | Common | SOLE |
| 33739Q408 | FTSM | FIRST TR EXCHANGE-TRADED FD | $311,766 | 0.01% | 5,210 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $311,465 | 0.01% | 613 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $310,866 | 0.01% | 5,097 | Common | SOLE |
| 46434V613 | IUSB | ISHARES TR | $302,746 | 0.01% | 6,570 | Common | SOLE |
| 718172109 | PM | PHILIP MORRIS INTL INC | $282,539 | 0.01% | 1,780 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $277,834 | 0.01% | 6,965 | Common | SOLE |
| 303250104 | FICO | FAIR ISAAC CORP | $276,624 | 0.01% | 150 | Common | SOLE |
| 48251W104 | KKR | KKR & CO INC | $275,267 | 0.01% | 2,381 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $271,826 | 0.01% | 1,985 | Common | SOLE |
| 573284106 | MLM | MARTIN MARIETTA MATLS INC | $263,928 | 0.01% | 552 | Common | SOLE |
| 33734K109 | FEX | FIRST TR LRGE CP CORE ALPHA | $256,765 | 0.01% | 2,506 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $254,606 | 0.01% | 772 | Common | SOLE |
| 427096508 | HTGC | HERCULES CAPITAL INC | $252,708 | 0.01% | 13,155 | Common | SOLE |
| 46982L108 | J | JACOBS SOLUTIONS INC | $246,857 | 0.01% | 2,042 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $242,775 | 0.01% | 1,351 | Common | SOLE |
| 464288281 | EMB | ISHARES TR | $225,569 | 0.01% | 2,490 | Common | SOLE |
| 464287168 | DVY | ISHARES TR | $221,176 | 0.01% | 1,647 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $219,083 | 0.01% | 4,417 | Common | SOLE |
| 855244109 | SBUX | STARBUCKS CORP | $218,044 | 0.01% | 2,223 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $217,773 | 0.01% | 699 | Common | SOLE |
| 33739E108 | FPE | FIRST TR EXCH TRADED FD III | $217,747 | 0.01% | 12,379 | Common | SOLE |
| 92204A702 | VGT | VANGUARD WORLD FD | $217,494 | 0.01% | 401 | Common | SOLE |
| 464288646 | IGSB | ISHARES TR | $216,812 | 0.01% | 4,140 | Common | SOLE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $214,059 | 0.01% | 1,109 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $209,764 | 0.01% | 2,959 | Common | SOLE |
| 808524763 | FNDA | SCHWAB STRATEGIC TR | $207,028 | 0.01% | 7,559 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $206,836 | 0.01% | 1,246 | Common | SOLE |
| 311900104 | FAST | FASTENAL CO | $204,189 | 0.01% | 2,633 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $203,202 | 0.01% | 1,666 | Common | SOLE |
| 756109104 | O | REALTY INCOME CORP | $201,991 | 0.01% | 3,482 | Common | SOLE |
| 192108504 | CDE | COEUR MNG INC | $112,480 | 0.00% | 19,000 | Common | SOLE |
| 30219Q106 | EXFY | EXPENSIFY INC | $73,270 | 0.00% | 24,102 | Common | SOLE |
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.