13F HOLDINGS REPORT
Sand Hill Global Advisors, LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001580642-25-003091
Total Value
$2.43B
Positions
194
Other Managers
0
Confidential Omitted
No
Holdings (194)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 502,081 | $258.0M | 10.63% |
| 2 | ISHARES TR | 464287465 | 2,825,948 | $231.0M | 9.51% |
| 3 | SPDR S&P 500 ETF TR | SPY | 366,050 | $204.8M | 8.43% |
| 4 | VANGUARD INTL EQUITY INDEX F | 922042858 | 3,257,475 | $147.4M | 6.07% |
| 5 | ISHARES TR | 464287507 | 2,253,629 | $131.5M | 5.42% |
| 6 | ISHARES TR | 464287655 | 643,941 | $128.5M | 5.29% |
| 7 | SPDR SER TR | 78464A854 | 1,709,685 | $112.4M | 4.63% |
| 8 | VANGUARD INDEX FDS | 922908553 | 844,384 | $76.5M | 3.15% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 423,086 | $73.3M | 3.02% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C706 | 1,075,390 | $63.9M | 2.63% |
| 11 | INVESCO QQQ TR | IVZ | 135,643 | $63.6M | 2.62% |
| 12 | ISHARES TR | 464287226 | 632,270 | $62.5M | 2.58% |
| 13 | ISHARES TR | 464287200 | 100,251 | $56.3M | 2.32% |
| 14 | PIMCO ETF TR | 72201R775 | 508,647 | $47.0M | 1.94% |
| 15 | APPLE INC | AAPL | 145,110 | $32.2M | 1.33% |
| 16 | NVIDIA CORPORATION | NVDA | 238,918 | $25.9M | 1.07% |
| 17 | MICROSOFT CORP | MSFT | 66,503 | $25.0M | 1.03% |
| 18 | AMAZON COM INC | AMZN | 125,435 | $23.9M | 0.98% |
| 19 | ISHARES TR | 46435G425 | 171,541 | $20.9M | 0.86% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 84,110 | $20.6M | 0.85% |
| 21 | META PLATFORMS INC | META | 34,575 | $19.9M | 0.82% |
| 22 | ISHARES TR | 46434V878 | 387,149 | $19.6M | 0.81% |
| 23 | VISA INC | V | 50,968 | $17.9M | 0.74% |
| 24 | ALPHABET INC | GOOG | 113,324 | $17.5M | 0.72% |
| 25 | VANGUARD TAX-MANAGED FDS | 921943858 | 323,943 | $16.5M | 0.68% |
| 26 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 309,225 | $15.7M | 0.64% |
| 27 | PGIM ETF TR | 69344A107 | 311,846 | $15.5M | 0.64% |
| 28 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 19 | $15.2M | 0.62% |
| 29 | ISHARES TR | 464287739 | 145,982 | $14.0M | 0.58% |
| 30 | DOXIMITY INC | DOCS | 240,301 | $13.9M | 0.57% |
| 31 | VEEVA SYS INC | VEEV | 52,869 | $12.2M | 0.50% |
| 32 | ISHARES TR | 46435U663 | 314,368 | $12.1M | 0.50% |
| 33 | TJX COS INC NEW | 872540109 | 89,880 | $10.9M | 0.45% |
| 34 | CHEVRON CORP NEW | CVX | 62,090 | $10.4M | 0.43% |
| 35 | CME GROUP INC | CME | 38,461 | $10.2M | 0.42% |
| 36 | ISHARES TR | 46435G516 | 120,388 | $9.8M | 0.41% |
| 37 | PARKER-HANNIFIN CORP | PH | 15,980 | $9.7M | 0.40% |
| 38 | VANGUARD INDEX FDS | 922908751 | 43,606 | $9.7M | 0.40% |
| 39 | ISHARES TR | 464288414 | 90,941 | $9.6M | 0.39% |
| 40 | DOORDASH INC | DASH | 52,212 | $9.5M | 0.39% |
| 41 | ZOOM COMMUNICATIONS INC | ZM | 123,610 | $9.1M | 0.38% |
| 42 | PROCTER AND GAMBLE CO | 742718109 | 52,831 | $9.0M | 0.37% |
| 43 | STRYKER CORPORATION | SYK | 23,458 | $8.7M | 0.36% |
| 44 | BLACKROCK INC | BLK | 9,226 | $8.7M | 0.36% |
| 45 | ECOLAB INC | ECL | 32,983 | $8.4M | 0.34% |
| 46 | JOHNSON & JOHNSON | JNJ | 49,890 | $8.3M | 0.34% |
| 47 | ABBOTT LABS | ABLZF | 61,602 | $8.2M | 0.34% |
| 48 | SALESFORCE INC | CRM | 29,701 | $8.0M | 0.33% |
| 49 | AUTODESK INC | ADSK | 29,302 | $7.7M | 0.32% |
| 50 | WASTE MGMT INC DEL | 94106L109 | 32,714 | $7.6M | 0.31% |
| 51 | HONEYWELL INTL INC | 438516106 | 35,605 | $7.5M | 0.31% |
| 52 | PALO ALTO NETWORKS INC | PANW | 42,485 | $7.2M | 0.30% |
| 53 | ELI LILLY & CO | LLY | 8,612 | $7.1M | 0.29% |
| 54 | BOOKING HOLDINGS INC | BKNG | 1,447 | $6.7M | 0.27% |
| 55 | AMERICAN ELEC PWR CO INC | 025537101 | 60,147 | $6.6M | 0.27% |
| 56 | SPDR S&P MIDCAP 400 ETF TR | MDY | 12,219 | $6.5M | 0.27% |
| 57 | VANGUARD INDEX FDS | 922908769 | 23,593 | $6.5M | 0.27% |
| 58 | DISNEY WALT CO | 254687106 | 65,000 | $6.4M | 0.26% |
| 59 | ISHARES TR | 464288240 | 115,173 | $6.4M | 0.26% |
| 60 | PIMCO ETF TR | 72201R866 | 122,362 | $6.3M | 0.26% |
| 61 | BROADCOM INC | AVGO | 37,466 | $6.3M | 0.26% |
| 62 | ACCENTURE PLC IRELAND | ACN | 19,862 | $6.2M | 0.26% |
| 63 | KIMBERLY-CLARK CORP | KMB | 40,938 | $5.8M | 0.24% |
| 64 | ISHARES TR | 464287234 | 131,329 | $5.7M | 0.24% |
| 65 | CHENIERE ENERGY INC | LNG | 23,773 | $5.5M | 0.23% |
| 66 | DANAHER CORPORATION | 235851102 | 25,651 | $5.3M | 0.22% |
| 67 | ISHARES TR | 46435U549 | 109,703 | $5.2M | 0.21% |
| 68 | TESLA INC | TSLA | 19,535 | $5.1M | 0.21% |
| 69 | INTUIT | INTU | 7,618 | $4.7M | 0.19% |
| 70 | ISHARES TR | 464288257 | 39,577 | $4.6M | 0.19% |
| 71 | PROLOGIS INC. | PLDGP | 40,380 | $4.5M | 0.19% |
| 72 | EATON CORP PLC | ETN | 16,553 | $4.5M | 0.19% |
| 73 | ADOBE INC | ADBE | 11,088 | $4.3M | 0.18% |
| 74 | SNOWFLAKE INC | SNOW | 28,163 | $4.1M | 0.17% |
| 75 | WYNN RESORTS LTD | WYNN | 48,335 | $4.0M | 0.17% |
| 76 | NEWMONT CORP | NEMCL | 82,702 | $4.0M | 0.16% |
| 77 | ISHARES INC | 46434G863 | 112,755 | $3.9M | 0.16% |
| 78 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,115 | $3.8M | 0.16% |
| 79 | TARGET CORP | TGT | 35,607 | $3.7M | 0.15% |
| 80 | SCHWAB STRATEGIC TR | 808524201 | 165,881 | $3.7M | 0.15% |
| 81 | DIMENSIONAL ETF TRUST | 25434V401 | 59,872 | $3.6M | 0.15% |
| 82 | ALPHABET INC | GOOG | 23,013 | $3.6M | 0.15% |
| 83 | COSTCO WHSL CORP NEW | 22160K105 | 3,642 | $3.4M | 0.14% |
| 84 | VERTEX PHARMACEUTICALS INC | VRTX | 6,925 | $3.4M | 0.14% |
| 85 | ISHARES TR | 464287622 | 10,663 | $3.3M | 0.13% |
| 86 | ZOETIS INC | ZTS | 19,163 | $3.2M | 0.13% |
| 87 | ISHARES TR | 464287689 | 9,881 | $3.1M | 0.13% |
| 88 | ENTERGY CORP NEW | ENO | 31,861 | $2.7M | 0.11% |
| 89 | INVESCO EXCH TRADED FD TR II | IVZ | 80,009 | $2.5M | 0.10% |
| 90 | HOME DEPOT INC | HD | 6,691 | $2.5M | 0.10% |
| 91 | SCHWAB STRATEGIC TR | 808524805 | 121,062 | $2.4M | 0.10% |
| 92 | FIRST TR EXCHNG TRADED FD VI | 33740F755 | 77,629 | $2.3M | 0.09% |
| 93 | ISHARES TR | 464287648 | 8,985 | $2.3M | 0.09% |
| 94 | PROGRESSIVE CORP | 743315103 | 7,942 | $2.2M | 0.09% |
| 95 | VANGUARD MUN BD FDS | 922907746 | 42,186 | $2.1M | 0.09% |
| 96 | VANGUARD INDEX FDS | 922908637 | 7,938 | $2.0M | 0.08% |
| 97 | ISHARES TR | 464287150 | 16,672 | $2.0M | 0.08% |
| 98 | SELECT SECTOR SPDR TR | 81369Y209 | 13,715 | $2.0M | 0.08% |
| 99 | EXXON MOBIL CORP | XOM | 15,624 | $1.9M | 0.08% |
| 100 | VANGUARD SPECIALIZED FUNDS | 921908844 | 9,035 | $1.8M | 0.07% |
| 101 | VANGUARD INDEX FDS | 922908629 | 6,752 | $1.7M | 0.07% |
| 102 | VANGUARD INDEX FDS | 922908538 | 6,435 | $1.6M | 0.06% |
| 103 | ABBVIE INC | ABBV | 7,336 | $1.5M | 0.06% |
| 104 | VANGUARD INTL EQUITY INDEX F | 922042775 | 24,058 | $1.5M | 0.06% |
| 105 | MASTERCARD INCORPORATED | MA | 2,644 | $1.4M | 0.06% |
| 106 | ISHARES TR | 464287671 | 10,409 | $1.3M | 0.05% |
| 107 | SELECT SECTOR SPDR TR | 81369Y803 | 6,394 | $1.3M | 0.05% |
| 108 | VANGUARD INDEX FDS | 922908595 | 5,115 | $1.3M | 0.05% |
| 109 | UNITEDHEALTH GROUP INC | UNH | 2,393 | $1.3M | 0.05% |
| 110 | NETFLIX INC | NFLX | 1,306 | $1.2M | 0.05% |
| 111 | FIRST TR EXCHNG TRADED FD VI | 33740F805 | 26,169 | $1.1M | 0.05% |
| 112 | ISHARES TR | 464287614 | 2,878 | $1.0M | 0.04% |
| 113 | ISHARES TR | 464287101 | 3,744 | $1.0M | 0.04% |
| 114 | UBER TECHNOLOGIES INC | UBER | 13,228 | $963,756 | 0.04% |
| 115 | ISHARES INC | 46434G103 | 17,652 | $952,685 | 0.04% |
| 116 | DIMENSIONAL ETF TRUST | 25434V708 | 26,985 | $890,235 | 0.04% |
| 117 | APPLIED MATLS INC | 038222105 | 6,102 | $885,522 | 0.04% |
| 118 | VANGUARD SCOTTSDALE FDS | 92206C102 | 14,428 | $846,790 | 0.03% |
| 119 | FIRST TR EXCHANGE-TRADED FD | 33738D309 | 18,351 | $837,723 | 0.03% |
| 120 | SPDR GOLD TR | GLD | 2,866 | $825,809 | 0.03% |
| 121 | LOWES COS INC | 548661107 | 3,521 | $821,203 | 0.03% |
| 122 | AFLAC INC | AFL | 7,333 | $815,356 | 0.03% |
| 123 | ISHARES TR | 464287663 | 8,767 | $809,106 | 0.03% |
| 124 | MCDONALDS CORP | MCD | 2,562 | $800,292 | 0.03% |
| 125 | SCHWAB STRATEGIC TR | 808524797 | 28,516 | $797,307 | 0.03% |
| 126 | ISHARES U S ETF TR | 46431W853 | 29,930 | $792,247 | 0.03% |
| 127 | PALANTIR TECHNOLOGIES INC | PLTR | 8,695 | $733,858 | 0.03% |
| 128 | INTERNATIONAL BUSINESS MACHS | INTR | 2,927 | $727,828 | 0.03% |
| 129 | CISCO SYS INC | CSCO | 11,353 | $700,594 | 0.03% |
| 130 | AUTOMATIC DATA PROCESSING IN | ADP | 2,289 | $699,358 | 0.03% |
| 131 | VANGUARD STAR FDS | 921909768 | 11,169 | $693,604 | 0.03% |
| 132 | SCHWAB STRATEGIC TR | 808524706 | 23,792 | $655,945 | 0.03% |
| 133 | COCA COLA CO | KO | 9,103 | $651,957 | 0.03% |
| 134 | SCHWAB STRATEGIC TR | 808524888 | 18,062 | $648,065 | 0.03% |
| 135 | NU HLDGS LTD | NU | 62,069 | $635,587 | 0.03% |
| 136 | ISHARES TR | 46432F842 | 8,298 | $627,751 | 0.03% |
| 137 | ORACLE CORP | ORCL-PD | 4,484 | $626,855 | 0.03% |
| 138 | VANGUARD BD INDEX FDS | 921937835 | 8,228 | $604,334 | 0.02% |
| 139 | SCHWAB STRATEGIC TR | 808524771 | 25,367 | $598,916 | 0.02% |
| 140 | UNION PAC CORP | UNP | 2,457 | $580,442 | 0.02% |
| 141 | BILL HOLDINGS INC | BILL | 12,608 | $578,581 | 0.02% |
| 142 | AMERICAN EXPRESS CO | AXP | 2,082 | $560,162 | 0.02% |
| 143 | ISHARES TR | 464287598 | 2,743 | $516,123 | 0.02% |
| 144 | ISHARES TR | 46429B267 | 21,204 | $487,374 | 0.02% |
| 145 | PEPSICO INC | PEP | 3,249 | $487,155 | 0.02% |
| 146 | RTX CORPORATION | RTX | 3,588 | $475,266 | 0.02% |
| 147 | SCHWAB CHARLES CORP | SCHW-PJ | 5,748 | $449,953 | 0.02% |
| 148 | 3M CO | MMM | 3,053 | $448,364 | 0.02% |
| 149 | DIMENSIONAL ETF TRUST | 25434V609 | 8,652 | $445,491 | 0.02% |
| 150 | SPDR SER TR | 78468R853 | 10,925 | $445,303 | 0.02% |
| 151 | BANK MONTREAL QUE | 063671101 | 4,569 | $436,385 | 0.02% |
| 152 | MERCK & CO INC | MRK | 4,662 | $418,461 | 0.02% |
| 153 | COURSERA INC | COUR | 61,988 | $412,840 | 0.02% |
| 154 | ISHARES TR | 464287879 | 4,182 | $407,661 | 0.02% |
| 155 | ISHARES GOLD TR | IAU | 6,591 | $388,605 | 0.02% |
| 156 | NUSHARES ETF TR | NU | 11,970 | $381,245 | 0.02% |
| 157 | GE AEROSPACE | 369604301 | 1,843 | $368,876 | 0.02% |
| 158 | LINDE PLC | LIN | 774 | $360,405 | 0.01% |
| 159 | WELLS FARGO CO NEW | 949746101 | 4,987 | $358,017 | 0.01% |
| 160 | ISHARES TR | 464288273 | 5,623 | $357,239 | 0.01% |
| 161 | ISHARES TR | 464288802 | 3,038 | $349,017 | 0.01% |
| 162 | ISHARES TR | 464287804 | 2,995 | $313,194 | 0.01% |
| 163 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 5,210 | $311,766 | 0.01% |
| 164 | S&P GLOBAL INC | SPGI | 613 | $311,465 | 0.01% |
| 165 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 5,097 | $310,866 | 0.01% |
| 166 | ISHARES TR | 46434V613 | 6,570 | $302,746 | 0.01% |
| 167 | PHILIP MORRIS INTL INC | 718172109 | 1,780 | $282,539 | 0.01% |
| 168 | MAPLEBEAR INC | CART | 6,965 | $277,834 | 0.01% |
| 169 | FAIR ISAAC CORP | FICO | 150 | $276,624 | 0.01% |
| 170 | KKR & CO INC | KKRT | 2,381 | $275,267 | 0.01% |
| 171 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,985 | $271,826 | 0.01% |
| 172 | MARTIN MARIETTA MATLS INC | 573284106 | 552 | $263,928 | 0.01% |
| 173 | FIRST TR LRGE CP CORE ALPHA | 33734K109 | 2,506 | $256,765 | 0.01% |
| 174 | CATERPILLAR INC | CAT | 772 | $254,606 | 0.01% |
| 175 | HERCULES CAPITAL INC | HCXY | 13,155 | $252,708 | 0.01% |
| 176 | JACOBS SOLUTIONS INC | J | 2,042 | $246,857 | 0.01% |
| 177 | TEXAS INSTRS INC | 882508104 | 1,351 | $242,775 | 0.01% |
| 178 | ISHARES TR | 464288281 | 2,490 | $225,569 | 0.01% |
| 179 | ISHARES TR | 464287168 | 1,647 | $221,176 | 0.01% |
| 180 | NEW YORK TIMES CO | NYT | 4,417 | $219,083 | 0.01% |
| 181 | STARBUCKS CORP | SBUX | 2,223 | $218,044 | 0.01% |
| 182 | AMGEN INC | AMGN | 699 | $217,773 | 0.01% |
| 183 | FIRST TR EXCH TRADED FD III | 33739E108 | 12,379 | $217,747 | 0.01% |
| 184 | VANGUARD WORLD FD | 92204A702 | 401 | $217,494 | 0.01% |
| 185 | ISHARES TR | 464288646 | 4,140 | $216,812 | 0.01% |
| 186 | INVESCO EXCH TRADED FD TR II | IVZ | 1,109 | $214,059 | 0.01% |
| 187 | NEXTERA ENERGY INC | NEE-PW | 2,959 | $209,764 | 0.01% |
| 188 | SCHWAB STRATEGIC TR | 808524763 | 7,559 | $207,028 | 0.01% |
| 189 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,246 | $206,836 | 0.01% |
| 190 | FASTENAL CO | FAST | 2,633 | $204,189 | 0.01% |
| 191 | DUKE ENERGY CORP NEW | DUKB | 1,666 | $203,202 | 0.01% |
| 192 | REALTY INCOME CORP | O | 3,482 | $201,991 | 0.01% |
| 193 | COEUR MNG INC | 192108504 | 19,000 | $112,480 | 0.00% |
| 194 | EXPENSIFY INC | EXFY | 24,102 | $73,270 | 0.00% |