Sand Hill Global Advisors, LLC
CIK Number: 0001009209
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 591.43 | -0.24% | 502.08K | +3.11% | 258.02M | 329.02 | 10.63% | Share |
| 2 | EFA | iShares MSCI EA... | 92.19 | +0.59% | 2.83M | +3.53% | 230.96M | 67.84 | 9.51% | Share |
| 3 | SPY | SPDR S&P 500 ET... | 643.36 | -0.25% | 366.05K | -1.6% | 204.76M | 295.29 | 8.43% | Share |
| 4 | VWO | Vanguard Emergi... | 51.35 | +0.28% | 3.26M | +1.80% | 147.43M | 42.55 | 6.07% | Share |
| 5 | IJH | iShares Core S&... | 63.51 | -0.56% | 2.25M | +2.46% | 131.5M | 41.24 | 5.42% | Share |
| 6 | IWM | iShares Russell... | 226.97 | -0.55% | 643.94K | +1.58% | 128.46M | 166.55 | 5.29% | Share |
| 7 | SPLG | SPDR Portfolio ... | 75.69 | -0.25% | 1.71M | +2.77% | 112.43M | 56.91 | 4.63% | Share |
| 8 | VNQ | Vanguard Real E... | 89.61 | +0.50% | 844.38K | +0.97% | 76.45M | 84.06 | 3.15% | Share |
| 9 | RSP | Invesco S&P 500... | 185.81 | -0.27% | 423.09K | +2.12% | 73.29M | 175.19 | 3.02% | Share |
| 10 | VGIT | Vanguard Interm... | 59.58 | -0.11% | 1.08M | +1.73K% | 63.88M | 59.34 | 2.63% | Share |
| 11 | QQQ | Invesco QQQ Tru... | 577.11 | -0.48% | 135.64K | +1.85K% | 63.61M | 467.55 | 2.62% | Share |
| 12 | AGG | iShares Core U.... | 98.94 | -0.15% | 632.27K | -4.25% | 62.54M | 102.01 | 2.58% | Share |
| 13 | IVV | iShares Core S&... | 646.52 | -0.25% | 100.25K | -0.89% | 56.33M | 336.64 | 2.32% | Share |
| 14 | BOND | PIMCO Active Bo... | 91.98 | -0.17% | 508.65K | -3.56% | 47.03M | 90.79 | 1.94% | Share |
| 15 | AAPL | Apple Inc. | 231.56 | -0.52% | 145.11K | +1.80% | 32.23M | 57.67 | 1.33% | Share |
| 16 | NVDA | NVIDIA Corporat... | 180.46 | -0.86% | 238.92K | -10.53% | 25.89M | 10.81 | 1.07% | Share |
| 17 | MSFT | Microsoft Corpo... | 519.97 | -0.48% | 66.5K | +2.38% | 24.96M | 136.07 | 1.03% | Share |
| 18 | AMZN | Amazon.com, Inc... | 231.03 | +0.02% | 125.44K | +19.31% | 23.87M | 107.32 | 0.98% | Share |
| 19 | ESGU | iShares ESG Awa... | 140.56 | -0.16% | 171.54K | +1.70% | 20.91M | 96.02 | 0.86% | Share |
| 20 | JPM | JPMorgan Chase ... | 290.56 | -1.22% | 84.11K | -1.83% | 20.63M | 112.47 | 0.85% | Share |
| 21 | META | Meta Platforms,... | 784.78 | +0.34% | 34.58K | -1.93% | 19.93M | 210.59 | 0.82% | Share |
| 22 | ICSH | iShares Ultra S... | 50.65 | +0.05% | 387.15K | +27.40% | 19.63M | 50.51 | 0.81% | Share |
| 23 | V | Visa Inc. | 344.47 | -0.3% | 50.97K | -0.57% | 17.86M | 142.59 | 0.74% | Share |
| 24 | GOOGL | Alphabet Inc. | 203.83 | +0.44% | 113.32K | -11.02% | 17.52M | 80.25 | 0.72% | Share |
| 25 | VEA | Vanguard Develo... | 58.88 | +0.45% | 323.94K | -1.78% | 16.47M | 41.93 | 0.68% | Share |
| 26 | JPST | JPMorgan Ultra-... | 50.63 | +0.04% | 309.23K | +34.01% | 15.66M | 50.53 | 0.64% | Share |
| 27 | PULS | PGIM Ultra Shor... | 49.71 | +0.03% | 311.85K | +34.51% | 15.51M | 49.77 | 0.64% | Share |
| 28 | BRK-A | Berkshire Hatha... | 715749.40 | -0.41% | 19 | +100.00% | 15.17M | 798441.58 | 0.62% | Share |
| 29 | IYR | iShares U.S. Re... | 95.22 | +0.57% | 145.98K | -4.77% | 13.98M | 90.4 | 0.58% | Share |
| 30 | DOCS | Doximity, Inc. | 65.13 | +2.49% | 240.3K | +281.35% | 13.94M | 56.81 | 0.57% | Share |
| 31 | VEEV | Veeva Systems I... | 280.32 | +1.94% | 52.87K | +8.29% | 12.25M | 185.5 | 0.50% | Share |
| 32 | ESML | iShares ESG Awa... | 43.06 | -0.5% | 314.37K | +2.84% | 12.07M | 33.59 | 0.50% | Share |
| 33 | TJX | The TJX Compani... | 132.63 | -0.24% | 89.88K | +0.49% | 10.95M | 53.91 | 0.45% | Share |
| 34 | CVX | Chevron Corpora... | 156.50 | +0.87% | 62.09K | +1.95% | 10.39M | 119.44 | 0.43% | Share |
| 35 | CME | CME Group Inc. | 273.91 | -0.29% | 38.46K | -0.68% | 10.2M | 167.53 | 0.42% | Share |
| 36 | ESGD | iShares ESG Awa... | 91.64 | +0.64% | 120.39K | +2.76% | 9.83M | 68.65 | 0.41% | Share |
| 37 | PH | Parker-Hannifin... | 729.50 | -2.12% | 15.98K | -0.55% | 9.71M | 168.06 | 0.40% | Share |
| 38 | VB | Vanguard Small ... | 245.92 | -0.39% | 43.61K | +16.18% | 9.67M | 187.95 | 0.40% | Share |
| 39 | MUB | iShares Nationa... | 104.04 | -0.01% | 90.94K | -29.33% | 9.59M | 107.68 | 0.40% | Share |
| 40 | DASH | DoorDash, Inc. | 247.99 | +0.22% | 52.21K | 0.00% | 9.54M | 66.69 | 0.39% | Share |
| 41 | ZM | Zoom Video Comm... | 73.15 | +1.80% | 123.61K | 0.00% | 9.12M | 61.47 | 0.38% | Share |
| 42 | PG | The Procter & G... | 154.24 | +0.33% | 52.83K | +1.53% | 9M | 88.33 | 0.37% | Share |
| 43 | SYK | Stryker Corpora... | 381.86 | +0.88% | 23.46K | -0.32% | 8.73M | 260.29 | 0.36% | Share |
| 44 | BLK | BlackRock, Inc. | 1135.68 | -2.11% | 9.23K | +0.85% | 8.73M | 1024.45 | 0.36% | Share |
| 45 | ECL | Ecolab Inc. | 280.87 | +0.32% | 32.98K | -1.54% | 8.36M | 151.2 | 0.34% | Share |
| 46 | JNJ | Johnson & Johns... | 176.73 | +1.15% | 49.89K | -4.41% | 8.27M | 125.99 | 0.34% | Share |
| 47 | ABT | Abbott Laborato... | 131.73 | +1.90% | 61.6K | -2.77% | 8.17M | 71.61 | 0.34% | Share |
| 48 | CRM | Salesforce, Inc... | 242.48 | +3.90% | 29.7K | -23.85% | 7.97M | 148.62 | 0.33% | Share |
| 49 | ADSK | Autodesk, Inc. | 286.88 | +1.10% | 29.3K | +0.34% | 7.67M | 205.84 | 0.32% | Share |
| 50 | WM | Waste Managemen... | 226.79 | +0.29% | 32.71K | +0.94% | 7.57M | 96.07 | 0.31% | Share |
| 51 | HON | Honeywell Inter... | 216.68 | -0.7% | 35.6K | +0.20% | 7.54M | 146.67 | 0.31% | Share |
| 52 | PANW | Palo Alto Netwo... | 177.09 | +2.04% | 42.48K | -0.52% | 7.25M | 118.09 | 0.30% | Share |
| 53 | LLY | Eli Lilly and C... | 702.09 | +2.58% | 8.61K | +0.51% | 7.11M | 913.37 | 0.29% | Share |
| 54 | BKNG | Booking Holding... | 5452.68 | -0.59% | 1.45K | -0.28% | 6.67M | 1984 | 0.27% | Share |
| 55 | AEP | American Electr... | 111.96 | -0.8% | 60.15K | +2.12% | 6.57M | 81.83 | 0.27% | Share |
| 56 | MDY | SPDR S&P MIDCAP... | 579.85 | -0.55% | 12.22K | -0.02% | 6.52M | 365.21 | 0.27% | Share |
| 57 | VTI | Vanguard Total ... | 316.44 | -0.24% | 23.59K | -5.33% | 6.48M | 175.49 | 0.27% | Share |
| 58 | DIS | The Walt Disney... | 115.31 | -0.86% | 65K | +1.23% | 6.42M | 106.57 | 0.26% | Share |
| 59 | ACWX | iShares MSCI AC... | 62.94 | +0.47% | 115.17K | 0.00% | 6.39M | 50.08 | 0.26% | Share |
| 60 | MUNI | PIMCO Intermedi... | 51.31 | -0.09% | 122.36K | -19.57% | 6.31M | 52.71 | 0.26% | Share |
| 61 | AVGO | Broadcom Inc. | 306.07 | -1.66% | 37.47K | +1.09K% | 6.27M | 167.19 | 0.26% | Share |
| 62 | ACN | Accenture plc | 246.97 | +0.33% | 19.86K | +0.61% | 6.2M | 296.75 | 0.26% | Share |
| 63 | KMB | Kimberly-Clark ... | 132.88 | -0.38% | 40.94K | +100.00% | 5.82M | 142.22 | 0.24% | Share |
| 64 | EEM | iShares MSCI Em... | 49.95 | +0.13% | 131.33K | -5.79% | 5.74M | 39.32 | 0.24% | Share |
| 65 | LNG | Cheniere Energy... | 230.43 | -0.95% | 23.77K | +1.44% | 5.5M | 135.71 | 0.23% | Share |
| 66 | DHR | Danaher Corpora... | 210.68 | +0.22% | 25.65K | -1.32% | 5.26M | 92.64 | 0.22% | Share |
| 67 | EAGG | iShares ESG U.S... | 47.40 | -0.18% | 109.7K | +7.53% | 5.21M | 46.96 | 0.21% | Share |
| 68 | TSLA | Tesla, Inc. | 330.38 | -1.55% | 19.54K | -2.41% | 5.06M | 220.16 | 0.21% | Share |
| 69 | INTU | Intuit Inc. | 716.60 | +0.84% | 7.62K | -0.61% | 4.68M | 581.74 | 0.19% | Share |
| 70 | ACWI | iShares MSCI AC... | 133.34 | -0.01% | 39.58K | 0.00% | 4.61M | 97.95 | 0.19% | Share |
| 71 | PLD | Prologis, Inc. | 106.52 | +0.63% | 40.38K | +2.77% | 4.51M | 112.25 | 0.19% | Share |
| 72 | ETN | Eaton Corporati... | 350.88 | -1.19% | 16.55K | -1.14% | 4.5M | 331.44 | 0.19% | Share |
| 73 | ADBE | Adobe Inc. | 354.87 | +1.80% | 11.09K | -40.33% | 4.25M | 285.5 | 0.18% | Share |
| 74 | SNOW | Snowflake Inc. | 199.06 | +2.13% | 28.16K | +100.00% | 4.12M | 146.16 | 0.17% | Share |
| 75 | WYNN | Wynn Resorts, L... | 109.43 | -1.75% | 48.34K | +84.84% | 4.04M | 84.94 | 0.17% | Share |
| 76 | NEM | Newmont Corpora... | 69.34 | +1.26% | 82.7K | +1.10% | 3.99M | 41.41 | 0.16% | Share |
| 77 | ESGE | iShares ESG Awa... | 40.56 | +0.07% | 112.75K | +0.50% | 3.94M | 33.56 | 0.16% | Share |
| 78 | BRK-B | Berkshire Hatha... | 477.61 | -0.34% | 7.12K | -3.7% | 3.79M | 326.84 | 0.16% | Share |
| 79 | TGT | Target Corporat... | 102.99 | -1.21% | 35.61K | +2.01K% | 3.72M | 107.21 | 0.15% | Share |
| 80 | SCHX | Schwab U.S. Lar... | 25.45 | -0.29% | 165.88K | 0.00% | 3.66M | 17.48 | 0.15% | Share |
| 81 | DFUS | Dimensional U.S... | 69.83 | -0.29% | 59.87K | 0.00% | 3.62M | 46.93 | 0.15% | Share |
| 82 | GOOG | Alphabet Inc. | 204.80 | +0.48% | 23.01K | +26.40% | 3.6M | 126.55 | 0.15% | Share |
| 83 | COST | Costco Wholesal... | 971.81 | -0.37% | 3.64K | -0.98% | 3.44M | 206.79 | 0.14% | Share |
| 84 | VRTX | Vertex Pharmace... | 392.76 | +0.63% | 6.92K | +100.00% | 3.36M | 484.82 | 0.14% | Share |
| 85 | IWB | iShares Russell... | 353.13 | -0.25% | 10.66K | -0.74% | 3.27M | 183.19 | 0.13% | Share |
| 86 | ZTS | Zoetis Inc. | 154.11 | +0.68% | 19.16K | +6.08% | 3.16M | 171.54 | 0.13% | Share |
| 87 | IWV | iShares Russell... | 365.47 | -0.22% | 9.88K | -0.5% | 3.14M | 189.08 | 0.13% | Share |
| 88 | ETR | Entergy Corpora... | 89.10 | -1.32% | 31.86K | +100.00% | 2.72M | 85.49 | 0.11% | Share |
| 89 | QQMG | Invesco ESG NAS... | 39.60 | -0.6% | 80.01K | +100.00% | 2.54M | 31.78 | 0.10% | Share |
| 90 | HD | The Home Depot,... | 399.60 | -0.18% | 6.69K | +4.42% | 2.45M | 258.39 | 0.10% | Share |
| 91 | SCHF | Schwab Internat... | 22.83 | +0.44% | 121.06K | 0.00% | 2.39M | 18.75 | 0.10% | Share |
| 92 | BUFR | First Trust Cbo... | 32.69 | -0.12% | 77.63K | +100.00% | 2.3M | 29.69 | 0.09% | Share |
| 93 | IWO | iShares Russell... | 299.27 | -0.39% | 8.98K | +2.99% | 2.3M | 235.06 | 0.09% | Share |
| 94 | PGR | The Progressive... | 247.03 | -1.56% | 7.94K | 0.00% | 2.25M | 80.25 | 0.09% | Share |
| 95 | VTEB | Vanguard Tax-Ex... | 48.88 | +0.01% | 42.19K | -40.85% | 2.09M | 51.02 | 0.09% | Share |
| 96 | VV | Vanguard Large ... | 297.01 | -0.22% | 7.94K | 0.00% | 2.04M | 224.49 | 0.08% | Share |
| 97 | ITOT | iShares Core S&... | 140.54 | -0.26% | 16.67K | 0.00% | 2.03M | 118.95 | 0.08% | Share |
| 98 | XLV | Health Care Sel... | 136.22 | +1.68% | 13.71K | -7.28% | 2M | 84.57 | 0.08% | Share |
| 99 | XOM | Exxon Mobil Cor... | 106.53 | -0.79% | 15.62K | -7.56% | 1.86M | 93.47 | 0.08% | Share |
| 100 | VIG | Vanguard Divide... | 209.53 | -0.26% | 9.04K | +11.60% | 1.75M | 127.65 | 0.07% | Share |
| 101 | VO | Vanguard Mid Ca... | 285.65 | -0.23% | 6.75K | +50.31% | 1.75M | 203.07 | 0.07% | Share |
| 102 | VOT | Vanguard Mid-Ca... | 285.06 | -0.11% | 6.43K | 0.00% | 1.57M | 228.38 | 0.06% | Share |
| 103 | ABBV | AbbVie Inc. | 206.66 | +0.97% | 7.34K | +3.12% | 1.54M | 153.44 | 0.06% | Share |
| 104 | VEU | Vanguard FTSE A... | 69.50 | +0.41% | 24.06K | 0.00% | 1.46M | 56.23 | 0.06% | Share |
| 105 | MA | Mastercard Inco... | 582.05 | -0.29% | 2.64K | -1.2% | 1.45M | 395.77 | 0.06% | Share |
| 106 | IUSG | iShares Core S&... | 157.53 | -0.32% | 10.41K | 0.00% | 1.32M | 128.41 | 0.05% | Share |
| 107 | XLK | Technology Sele... | 265.69 | -0.76% | 6.39K | 0.00% | 1.32M | 95.63 | 0.05% | Share |
| 108 | VBK | Vanguard Small ... | 285.98 | +0.13% | 5.12K | +178.59% | 1.29M | 247.5 | 0.05% | Share |
| 109 | UNH | UnitedHealth Gr... | 304.04 | +11.99% | 2.39K | -11.92% | 1.25M | 325.82 | 0.05% | Share |
| 110 | NFLX | Netflix, Inc. | 1239.22 | +0.70% | 1.31K | +13.86% | 1.22M | 706.17 | 0.05% | Share |
| 111 | FIXD | First Trust TCW... | 43.88 | -0.11% | 26.17K | +100.00% | 1.15M | 43.84 | 0.05% | Share |
| 112 | IWF | iShares Russell... | 448.97 | -0.32% | 2.88K | -16.04% | 1.04M | 217.7 | 0.04% | Share |
| 113 | OEF | iShares S&P 100... | 320.44 | -0.09% | 3.74K | -1.53% | 1.01M | 118.33 | 0.04% | Share |
| 114 | UBER | Uber Technologi... | 92.66 | +1.37% | 13.23K | -1.99% | 963.76K | 62.64 | 0.04% | Share |
| 115 | IEMG | iShares Core MS... | 62.10 | +0.22% | 17.65K | +0.18% | 952.68K | 53.59 | 0.04% | Share |
| 116 | DFAC | Dimensional U.S... | 37.33 | -0.35% | 26.98K | +101.98% | 890.24K | 30.01 | 0.04% | Share |
| 117 | AMAT | Applied Materia... | 161.90 | -13.99% | 6.1K | -0.28% | 885.52K | 209.58 | 0.04% | Share |
| 118 | VGSH | Vanguard Short-... | 58.65 | -0.01% | 14.43K | -93.27% | 846.79K | 57.87 | 0.03% | Share |
| 119 | FTSL | First Trust Sen... | 46.08 | 0.00% | 18.35K | +100.00% | 837.72K | 45.65 | 0.03% | Share |
| 120 | GLD | SPDR Gold Share... | 307.46 | +0.07% | 2.87K | -15.36% | 825.81K | 192.44 | 0.03% | Share |
| 121 | LOW | Lowe's Companie... | 251.79 | -0.5% | 3.52K | +21.08% | 821.2K | 216.85 | 0.03% | Share |
| 122 | AFL | Aflac Incorpora... | 105.37 | +0.07% | 7.33K | -1.58% | 815.36K | 43.21 | 0.03% | Share |
| 123 | IUSV | iShares Core S&... | 97.64 | -0.26% | 8.77K | -8.71% | 809.11K | 87.56 | 0.03% | Share |
| 124 | MCD | McDonald's Corp... | 308.67 | -0.09% | 2.56K | +24.43% | 800.29K | 228.06 | 0.03% | Share |
| 125 | SCHD | Schwab U.S. Div... | 27.34 | -0.02% | 28.52K | -4.63% | 797.31K | 25.8 | 0.03% | Share |
| 126 | COMT | iShares GSCI Co... | 25.93 | -0.19% | 29.93K | -42.28% | 792.25K | 25.31 | 0.03% | Share |
| 127 | PLTR | Palantir Techno... | 177.12 | -2.15% | 8.7K | -8.12% | 733.86K | 26.85 | 0.03% | Share |
| 128 | IBM | International B... | 239.84 | +1.15% | 2.93K | -8.73% | 727.83K | 149.67 | 0.03% | Share |
| 129 | CSCO | Cisco Systems, ... | 66.17 | -4.51% | 11.35K | -7.09% | 700.59K | 44.81 | 0.03% | Share |
| 130 | ADP | Automatic Data ... | 301.78 | +0.03% | 2.29K | +1.37% | 699.36K | 224.12 | 0.03% | Share |
| 131 | VXUS | Vanguard Total ... | 71.44 | +0.41% | 11.17K | +100.00% | 693.6K | 62.1 | 0.03% | Share |
| 132 | SCHE | Schwab Emerging... | 31.41 | +0.22% | 23.79K | -0.63% | 655.95K | 30.24 | 0.03% | Share |
| 133 | KO | The Coca-Cola C... | 69.91 | +0.51% | 9.1K | +14.82% | 651.96K | 64.43 | 0.03% | Share |
| 134 | SCHC | Schwab Internat... | 43.90 | +0.16% | 18.06K | 0.00% | 648.07K | 40.94 | 0.03% | Share |
| 135 | NU | Nu Holdings Ltd... | 13.09 | +8.95% | 62.07K | -2.84% | 635.59K | 11.55 | 0.03% | Share |
| 136 | IEFA | iShares Core MS... | 86.11 | +0.60% | 8.3K | -20.83% | 627.75K | 72.41 | 0.03% | Share |
| 137 | ORCL | Oracle Corporat... | 248.72 | +1.54% | 4.48K | -4.23% | 626.86K | 65 | 0.03% | Share |
| 138 | BND | Vanguard Total ... | 73.44 | -0.14% | 8.23K | +34.71% | 604.33K | 72.78 | 0.02% | Share |
| 139 | FNDX | Schwab Fundamen... | 25.32 | -0.22% | 25.37K | 0.00% | 598.92K | 22.27 | 0.02% | Share |
| 140 | UNP | Union Pacific C... | 220.61 | -0.41% | 2.46K | +0.20% | 580.44K | 152.49 | 0.02% | Share |
| 141 | BILL | Bill.com Holdin... | 40.38 | +2.28% | 12.61K | 0.00% | 578.58K | 52.81 | 0.02% | Share |
| 142 | AXP | American Expres... | 305.56 | -0.71% | 2.08K | -0.62% | 560.16K | 207.53 | 0.02% | Share |
| 143 | IWD | iShares Russell... | 198.27 | -0.2% | 2.74K | -1.86% | 516.12K | 142.85 | 0.02% | Share |
| 144 | GOVT | iShares U.S. Tr... | 22.86 | -0.17% | 21.2K | -98.64% | 487.37K | 22.66 | 0.02% | Share |
| 145 | PEP | PepsiCo, Inc. | 150.37 | +1.18% | 3.25K | +10.40% | 487.15K | 154.01 | 0.02% | Share |
| 146 | RTX | RTX Corporation | 153.85 | -0.79% | 3.59K | +13.36% | 475.27K | 95.52 | 0.02% | Share |
| 147 | SCHW | The Charles Sch... | 96.03 | -1.79% | 5.75K | 0.00% | 449.95K | 53.58 | 0.02% | Share |
| 148 | MMM | 3M Company | 152.26 | -2.8% | 3.05K | +7.01% | 448.36K | 97.48 | 0.02% | Share |
| 149 | DFAT | Dimensional U.S... | 56.42 | -0.9% | 8.65K | 0.00% | 445.49K | 44.8 | 0.02% | Share |
| 150 | SPSM | SPDR Portfolio ... | 44.59 | -0.68% | 10.93K | 0.00% | 445.3K | 38.84 | 0.02% | Share |