13F-HR filed by Sand Hill Global Advisors, LLC
Sand Hill Global Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 188 holding rows worth $2,362,732,307.
- Accession
- 0001580642-25-000976
- Filer
- CIK 1009209
- Filed
- 2025-02-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 188 entries on the cover page, a total value of $2,362,732,307 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,362,732,307 with VALUE read as dollars as filed, 13F file number 028-05390. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 486,952 | $262,374,365 | dollars as filed | |
| SPY | 78462F103 | SHS | 372,011 | $218,027,946 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,729,642 | $206,388,268 | dollars as filed | |
| VWO | 922042858 | SHS | 3,199,964 | $140,926,423 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 633,928 | $140,072,755 | dollars as filed | |
| IJH | 464287507 | COM | 2,199,537 | $137,053,141 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 1,663,681 | $114,694,170 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 836,245 | $74,492,684 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 414,311 | $72,599,709 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 660,319 | $63,984,868 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 101,150 | $59,544,815 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 527,443 | $47,691,385 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 267,026 | $35,858,928 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 1,558,773 | $35,820,613 | dollars as filed | |
| Apple Inc | 037833100 | COM | 142,539 | $35,694,668 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 64,960 | $27,380,670 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 127,361 | $24,109,352 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 105,138 | $23,066,217 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 396,090 | $21,923,591 | dollars as filed | |
| ISHARES TR | 46435G425 | COM | 168,668 | $21,727,812 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 35,254 | $20,641,472 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 85,676 | $20,537,399 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 51,258 | $16,199,479 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 329,818 | $15,771,891 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 303,882 | $15,324,776 | dollars as filed | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 153,288 | $14,264,994 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 128,687 | $13,711,600 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 39,004 | $13,040,166 | dollars as filed | |
| iShares ESG Aware MSCI USA Small-Cap ETF | 46435U663 | SHS | 305,678 | $12,853,764 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 214,246 | $12,464,842 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 230,745 | $11,622,626 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 231,837 | $11,487,523 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 89,441 | $10,805,358 | dollars as filed | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 48,820 | $10,264,405 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 16,068 | $10,219,412 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 123,610 | $10,087,812 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 9,148 | $9,377,526 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 37,532 | $9,018,266 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 38,726 | $8,993,287 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 117,156 | $8,920,278 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 60,905 | $8,821,487 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 52,212 | $8,758,563 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 52,036 | $8,723,796 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 29,202 | $8,631,235 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 23,534 | $8,473,385 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 18,582 | $8,263,044 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 20,018 | $8,083,871 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 35,534 | $8,026,808 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 152,137 | $7,870,047 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 33,499 | $7,849,461 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 42,709 | $7,771,330 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 52,193 | $7,548,169 | dollars as filed | |
| VTI | 922908769 | COM | 24,920 | $7,222,044 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,451 | $7,209,426 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 63,355 | $7,166,056 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 64,208 | $7,149,582 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 12,221 | $6,961,112 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 19,742 | $6,944,886 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 8,568 | $6,614,744 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 32,408 | $6,539,551 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 115,173 | $6,007,424 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 25,993 | $5,966,754 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 139,396 | $5,829,529 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 93,695 | $5,596,432 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 16,744 | $5,556,966 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 58,900 | $5,432,372 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 23,436 | $5,035,746 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 7,665 | $4,817,453 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 102,019 | $4,737,762 | dollars as filed | |
| ISHARES TR | 464288257 | MSCI ACWI ETF | 39,577 | $4,650,298 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 39,291 | $4,153,081 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 32,396 | $4,085,099 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 165,881 | $3,845,122 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 59,872 | $3,816,840 | dollars as filed | |
| ISHARES INC | 46434G863 | COM | 112,199 | $3,746,335 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 71,318 | $3,575,171 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 6,941 | $3,548,385 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 18,207 | $3,467,387 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 10,742 | $3,460,729 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 58,606 | $3,399,160 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 3,678 | $3,370,219 | dollars as filed | |
| DOXIMITY INC CL A | 26622P107 | Stock | 63,013 | $3,364,264 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 7,388 | $3,348,803 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 9,931 | $3,319,345 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 81,802 | $3,044,669 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 18,065 | $2,943,387 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 8,724 | $2,510,877 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 6,408 | $2,492,453 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 13,484 | $2,473,049 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 20,099 | $2,427,709 | dollars as filed | |
| WYNN RESORTS LTD | 983134107 | COM | 26,150 | $2,253,052 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 121,062 | $2,239,647 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 16,672 | $2,144,353 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 7,938 | $2,140,879 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 14,792 | $2,034,937 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 7,942 | $1,902,983 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 16,901 | $1,818,039 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 6,435 | $1,632,864 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 8,096 | $1,585,385 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 6,394 | $1,486,667 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 10,409 | $1,450,494 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 13,061 | $1,443,632 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,676 | $1,409,019 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 24,058 | $1,381,162 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,428 | $1,376,616 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 2,717 | $1,374,584 | dollars as filed | |
| iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF | 46431W853 | SHS | 51,852 | $1,312,374 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 7,114 | $1,264,158 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 4,492 | $1,186,472 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 3,802 | $1,098,208 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 12,608 | $1,068,024 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,147 | $1,022,344 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 6,119 | $995,133 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 17,621 | $920,175 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 9,603 | $889,142 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,386 | $819,852 | dollars as filed | |
| SCHD | 808524797 | COM | 29,901 | $816,895 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 13,496 | $814,049 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 4,682 | $780,146 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 7,451 | $770,731 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 10,481 | $736,611 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,150 | $730,296 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 12,220 | $723,424 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,908 | $717,694 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 9,463 | $715,687 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 3,207 | $704,995 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 63,884 | $661,838 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,258 | $660,984 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 23,942 | $637,575 | dollars as filed | |
| American Express Company | 025816109 | COM | 2,095 | $621,775 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 18,062 | $620,068 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 5,670 | $615,819 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 25,367 | $600,692 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,059 | $596,884 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 2,452 | $559,154 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 27,417 | $550,808 | dollars as filed | |
| INVESCO ACTVELY MNGD ETC FD | 46090F100 | OPTIMUM YIELD | 40,815 | $530,187 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 4,914 | $522,506 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 2,795 | $517,438 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 1,836 | $514,190 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 7,928 | $493,597 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 10,925 | $490,751 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 8,652 | $481,570 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 13,360 | $462,122 | dollars as filed | |
| BANK MONTREAL MEDIUM COM | 063671101 | Stock | 4,702 | $456,329 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,943 | $447,513 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 6,108 | $439,214 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 6,201 | $435,558 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 5,748 | $425,409 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 7,955 | $393,852 | dollars as filed | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 12,848 | $386,211 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 3,835 | $381,506 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 3,038 | $369,435 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 2,853 | $368,294 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,165 | $366,254 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 2,381 | $352,174 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,995 | $345,091 | dollars as filed | |
| Linde plc | G54950103 | COM | 821 | $343,728 | dollars as filed | |
| ISHARES MSCI EAFE SMALL-CAP ETF | 464288273 | ETF | 5,623 | $341,607 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 684 | $340,653 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,722 | $340,078 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 1,985 | $327,843 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,852 | $308,895 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 3,459 | $307,989 | dollars as filed | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 2,949 | $307,374 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 153 | $304,612 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,264 | $297,732 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 6,965 | $288,490 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 552 | $285,108 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 3,806 | $284,422 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 772 | $280,051 | dollars as filed | |
| JACOBS SOLUTIONS INC COM | 46982L108 | Stock | 2,042 | $272,852 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 1,452 | $272,265 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED ALP | 33734K109 | COM SHS | 2,506 | $261,364 | dollars as filed | |
| VGT | 92204A702 | SHS | 401 | $249,342 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 502 | $243,651 | dollars as filed | |
| BRUKER CORP | 116794108 | COM | 4,012 | $235,183 | dollars as filed | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 4,417 | $229,905 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 1,687 | $228,049 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 7,559 | $224,489 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 4,202 | $217,243 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 1,647 | $216,235 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,780 | $214,223 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 361 | $206,716 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 2,264 | $206,581 | dollars as filed | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 4,090 | $205,972 | dollars as filed | |
| EXPENSIFY INC | 30219Q106 | COM CL A | 27,189 | $91,083 | dollars as filed | |
| 8X8 INC | 282914100 | COMMON STOCK | 15,872 | $42,378 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001580642-25-000976 | this filing | 2025-02-13 | acceptance time not in the bulk data set |