Sand Hill Global Advisors, LLC Buys ISHARES TRUST, JPMorgan Ultra-Short Income ETF, Boeing Co, Sells BTC iShares S&P 100 ETF, Gilead Sciences Inc, Wells Fargo

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Palo Alto, CA, based Investment company Sand Hill Global Advisors, LLC (Current Portfolio) buys ISHARES TRUST, JPMorgan Ultra-Short Income ETF, Boeing Co, iShares S&P Global Clean Energy Index Fund, iShares MSCI USA ESG Optimized ETF, sells BTC iShares S&P 100 ETF, Gilead Sciences Inc, Wells Fargo, Five9 Inc, Alibaba Group Holding during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Sand Hill Global Advisors, LLC. As of 2020Q4, Sand Hill Global Advisors, LLC owns 134 stocks with a total value of $1.5 billion. These are the details of the buys and sells.

For the details of Sand Hill Global Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/sand+hill+global+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Sand Hill Global Advisors, LLC
  1. SSGA SPDR S&P 500 (SPY) - 832,781 shares, 21.27% of the total portfolio. Shares reduced by 5.17%
  2. BTC iShares MSCI EAFE ETF (EFA) - 1,721,475 shares, 8.58% of the total portfolio. Shares added by 2.02%
  3. Vanguard S&P 500 ETF (VOO) - 361,190 shares, 8.48% of the total portfolio. Shares reduced by 3.74%
  4. Vanguard FTSE Emerging Markets ETF (VWO) - 2,147,470 shares, 7.35% of the total portfolio. Shares reduced by 1.27%
  5. BTC iShares Russell 2000 ETF (IWM) - 411,104 shares, 5.51% of the total portfolio. Shares reduced by 4.26%
New Purchase: ISHARES TRUST (IUSV)

Sand Hill Global Advisors, LLC initiated holding in ISHARES TRUST. The purchase prices were between $52.83 and $62.19, with an estimated average price of $58.36. The stock is now traded at around $65.560000. The impact to a portfolio due to this purchase was 3.48%. The holding were 819,218 shares as of 2020-12-31.

New Purchase: Roku Inc (ROKU)

Sand Hill Global Advisors, LLC initiated holding in Roku Inc. The purchase prices were between $200 and $360.56, with an estimated average price of $263.31. The stock is now traded at around $456.970000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,445 shares as of 2020-12-31.

New Purchase: First Trust Dow Jones Internet Index Fund (FDN)

Sand Hill Global Advisors, LLC initiated holding in First Trust Dow Jones Internet Index Fund. The purchase prices were between $186.35 and $219.82, with an estimated average price of $202.49. The stock is now traded at around $240.350000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,284 shares as of 2020-12-31.

New Purchase: Philip Morris International Inc (PM)

Sand Hill Global Advisors, LLC initiated holding in Philip Morris International Inc. The purchase prices were between $70.04 and $86.09, with an estimated average price of $77.91. The stock is now traded at around $86.610000. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,198 shares as of 2020-12-31.

New Purchase: FIRST TR LARGE CAP (FEX)

Sand Hill Global Advisors, LLC initiated holding in FIRST TR LARGE CAP. The purchase prices were between $62.92 and $73.71, with an estimated average price of $69.1. The stock is now traded at around $79.240000. The impact to a portfolio due to this purchase was 0.02%. The holding were 3,714 shares as of 2020-12-31.

New Purchase: Jacobs Engineering Group Inc (J)

Sand Hill Global Advisors, LLC initiated holding in Jacobs Engineering Group Inc. The purchase prices were between $93.2 and $109.85, with an estimated average price of $102.65. The stock is now traded at around $112.810000. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,042 shares as of 2020-12-31.

Added: JPMorgan Ultra-Short Income ETF (JPST)

Sand Hill Global Advisors, LLC added to a holding in JPMorgan Ultra-Short Income ETF by 46.22%. The purchase prices were between $50.74 and $50.83, with an estimated average price of $50.79. The stock is now traded at around $50.800000. The impact to a portfolio due to this purchase was 0.29%. The holding were 261,045 shares as of 2020-12-31.

Added: Boeing Co (BA)

Sand Hill Global Advisors, LLC added to a holding in Boeing Co by 1124.17%. The purchase prices were between $144.39 and $238.17, with an estimated average price of $192.61. The stock is now traded at around $215.520000. The impact to a portfolio due to this purchase was 0.24%. The holding were 18,081 shares as of 2020-12-31.

Added: iShares S&P Global Clean Energy Index Fund (ICLN)

Sand Hill Global Advisors, LLC added to a holding in iShares S&P Global Clean Energy Index Fund by 36.11%. The purchase prices were between $19.08 and $28.29, with an estimated average price of $22.62. The stock is now traded at around $29.480000. The impact to a portfolio due to this purchase was 0.07%. The holding were 129,556 shares as of 2020-12-31.

Added: iShares MSCI USA ESG Optimized ETF (ESGU)

Sand Hill Global Advisors, LLC added to a holding in iShares MSCI USA ESG Optimized ETF by 40.73%. The purchase prices were between $74.43 and $86.03, with an estimated average price of $81.36. The stock is now traded at around $90.760000. The impact to a portfolio due to this purchase was 0.06%. The holding were 38,130 shares as of 2020-12-31.

Added: BTC iShares S&P 500 Growth ETF (IVW)

Sand Hill Global Advisors, LLC added to a holding in BTC iShares S&P 500 Growth ETF by 284.72%. The purchase prices were between $56.04 and $63.82, with an estimated average price of $60.56. The stock is now traded at around $66.860000. The impact to a portfolio due to this purchase was 0.01%. The holding were 4,128 shares as of 2020-12-31.

Sold Out: Alibaba Group Holding Ltd (BABA)

Sand Hill Global Advisors, LLC sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $222 and $317.14, with an estimated average price of $277.43.

Sold Out: BTC iShares International Select Dividend ETF (IDV)

Sand Hill Global Advisors, LLC sold out a holding in BTC iShares International Select Dividend ETF. The sale prices were between $23.91 and $29.73, with an estimated average price of $27.22.

Sold Out: Wells Fargo & Co (WFC)

Sand Hill Global Advisors, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $21.14 and $30.35, with an estimated average price of $25.93.



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