SH

Sand Hill Global Advisors, LLC

13F
Sand Hill Global Advisors, LLC
Last update 2025-05-13 194 Stocks (21 new)
Value $2.43 Bil Turnover 10 %
Countries:
Top Holdings: VOO(10.63%)EFA(9.51%)SPY(8.43%)VWO(6.07%)IJH(5.42%)
Summary Stock Picks Current Portfolio
Sand Hill Global Advisors, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
502,081
258,024.4
+3.11%
10.630
+0.32%
0.040
+19.22%
+7.07%
660,834.1
 
EFA
iShares MSCI EAFE ETF
2,825,948
230,964.8
+3.53%
9.510
+0.32%
0.400
+8.95%
+16.86%
63,725.9
 
SPY
SPDR S&P 500 ETF Trust
366,050
204,764.5
-1.60%
8.430
-0.15%
0.040
+19.57%
+7.72%
643,289.7
 
VWO
Vanguard FTSE Emerging Markets ETF
3,257,475
147,433.3
+1.80%
6.070
+0.11%
0.180
+16.61%
+14.65%
86,951.2
 
IJH
iShares Core S&P Mid-Cap ETF
2,253,629
131,499.2
+2.46%
5.420
+0.13%
0.150
+15.70%
+1.85%
97,230.9
 
IWM
iShares Russell 2000 ETF
643,941
128,459.8
+1.58%
5.290
+0.08%
0.210
+19.22%
+0.62%
66,553.7
 
SPLG
SPDR Portfolio S&P 500 ETF
1,709,685
112,428.9
+2.77%
4.630
+0.12%
0.180
+19.25%
+7.11%
76,985.6
 
VNQ
Vanguard Real Estate Index Fund ETF
844,384
76,450.5
+0.97%
3.150
+0.03%
0.220
+3.57%
+0.97%
33,484.2
 
RSP
Invesco S&P 500 Equal Weight ETF
423,086
73,291.2
+2.12%
3.020
+0.06%
0.100
+13.23%
+5.11%
74,012.7
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
1,075,390
63,878.2
+1,734.95%
2.630
+2.49%
0.200
-0.10%
+2.12%
31,611.5
 

Sand Hill Global Advisors, LLC's Historical Top Holdings Breakdowns

Sand Hill Global Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+2.49%
●
468.34 ($508.07) 539.52
$561.26
10.47%
Add 1854.23%
135,643
128,702
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+2.49%
●
57.44 ($58.5) 59.4
$59.23
1.25%
Add 1734.95%
1,075,390
1,016,784
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Reduce
Reduce
-1.50%
●
22.25 ($22.67) 23
$22.71
0.18%
Reduce -98.64%
21,204
-1,537,569
VGLT
Vanguard Long-Term Government Bond ETF
Vanguard Long-Term Government Bond ETF
2025-03-31
Sold Out
Sold Out
-0.93%
●
53.99 ($56.33) 58.43
$54.41
-3.41%
Sold Out
0
-396,090
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.62%
●
663000 ($729331) 801950
$710,978.50
-2.52%
New holding
19
19
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Reduce
Reduce
-0.49%
●
58.07 ($58.36) 58.69
$58.55
0.33%
Reduce -93.27%
14,428
-199,818
DOCS
Doximity Inc
2025-03-31
Add
Add
+0.42%
●
49.71 ($63.15) 83.14
$60.11
-4.81%
Add 281.35%
240,301
177,288
EFA
iShares MSCI EAFE ETF
2025-03-31
Add
Add
+0.32%
●
74.85 ($80.6) 84.89
$88.36
9.63%
Add 3.53%
2,825,948
96,306
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.32%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Add 3.11%
502,081
15,129
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.24%
●
167.43 ($211.65) 244.7
$283.34
33.87%
Add 1089.4%
37,466
34,316

Sand Hill Global Advisors, LLC Total Holding History ($B)

To

Sand Hill Global Advisors, LLC's Asset Allocation

To

Sand Hill Global Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Sand Hill Global Advisors, LLC's Hypothetical Growth since 2025-03-31

Sand Hill Global Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Sand Hill Global Advisors, LLC's Holdings Heat Map

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Sand Hill Global Advisors, LLC's Holdings Bubble Chart

Sand Hill Global Advisors, LLC News

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