Holdings Channel
Size ($ in 1000's)
At 12/31/2023: $2,077,590
At 09/30/2023: $1,813,791

Sand Hill Global Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sand Hill Global Advisors LLC 13F filings. Link to 13F filings: SEC filings

Sand Hill Global Advisors LLC Top Holdings
As of  12/31/2023, below is a summary of the Sand Hill Global Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Sand Hill Global Advisors LLC. In the Sand Hill Global Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sand Hill Global Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Sand Hill Global Advisors LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 542,662 +108,111 $237,035
     VOO542,662+108,111$237,035
ISHARES TR (EFA) 2,685,397 +5,023 $202,345
     EFA2,685,397+5,023$202,345
SPDR S&P 500 ETF TR (SPY) 423,031 -289,330 $201,071
     SPY423,031-289,330$201,071
ISHARES TR (IWM) 629,485 +4,006 $126,344
     IWM629,485+4,006$126,344
ISHARES TR (IJH) 442,978 +1,875 $122,771
     IJH442,978+1,875$122,771
VANGUARD INTL EQUITY INDEX F (VWO) 2,906,600 -46,641 $119,461
     VWO2,906,600-46,641$119,461
SPDR SER TR (SPLG) 1,510,570 +1,510,570 $84,441
     SPLG1,510,570+1,510,570$84,441
VANGUARD SCOTTSDALE FDS (VGLT) 1,216,508 +558,130 $74,852
     VGLT1,216,508+558,130$74,852
VANGUARD INDEX FDS (VNQ) 744,109 -149,153 $65,750
     VNQ744,109-149,153$65,750
ISHARES TR (AGG) 573,397 +8,021 $56,910
     AGG573,397+8,021$56,910
ISHARES TR (IVV) 103,171 +9,863 $49,278
     IVV103,171+9,863$49,278
ISHARES TR (MUB) 283,715 +222,503 $30,758
     MUB283,715+222,503$30,758
APPLE INC 153,413 -3,860 $29,537
     AAPL153,413-3,860$29,537
MICROSOFT CORP 62,958 -159 $23,675
     MSFT62,958-159$23,675
ISHARES TR (GOVT) 1,014,046 -186,579 $23,364
     GOVT1,014,046-186,579$23,364
ALPHABET INC 153,847 -5,614 $21,491
     GOOGL153,847-5,614$21,491
VANGUARD BD INDEX FDS (BIV) 233,659 -7,692 $17,847
     BIV233,659-7,692$17,847
ISHARES TR (ESGU) 165,239 +2,513 $17,337
     ESGU165,239+2,513$17,337
AMAZON COM INC 113,680 -1,089 $17,273
     AMZN113,680-1,089$17,273
VANGUARD INDEX FDS (VBK) 71,028 +62,517 $17,172
     VBK71,028+62,517$17,172
VISA INC 62,319 -526 $16,225
     V62,319-526$16,225
VANGUARD TAX MANAGED FDS (VEA) 338,694 +3,377 $16,223
     VEA338,694+3,377$16,223
NVIDIA CORPORATION 31,655 -135 $15,676
     NVDA31,655-135$15,676
JPMORGAN CHASE & CO 91,849 -324 $15,624
     JPM91,849-324$15,624
META PLATFORMS INC 42,430 -393 $15,019
     META42,430-393$15,019
VANGUARD SCOTTSDALE FDS (VGSH) 255,897 -4,218 $14,926
     VGSH255,897-4,218$14,926
ISHARES TR (IYR) 159,931 +149,519 $14,619
     IYR159,931+149,519$14,619
ISHARES TR (EEM) 361,778 +41,403 $14,547
     EEM361,778+41,403$14,547
PIMCO ETF TR (MUNI) 259,617 +242,119 $13,708
     MUNI259,617+242,119$13,708
ADOBE INC 19,780 -955 $11,801
     ADBE19,780-955$11,801
ISHARES TR (ESML) 298,431 +12,736 $11,343
     ESML298,431+12,736$11,343
WASTE MGMT INC DEL 60,178 -107 $10,778
     WM60,178-107$10,778
SALESFORCE INC 38,727 -547 $10,191
     CRM38,727-547$10,191
ISHARES TR (ICSH) 200,301 -8,398 $10,087
     ICSH200,301-8,398$10,087
BOEING CO 37,788 +248 $9,850
     BA37,788+248$9,850
CME GROUP INC 45,309 -139 $9,542
     CME45,309-139$9,542
TJX COS INC NEW 98,643 +40 $9,254
     TJX98,643+40$9,254
CHEVRON CORP NEW 61,739 +169 $9,209
     CVX61,739+169$9,209
JOHNSON & JOHNSON 58,702 +405 $9,201
     JNJ58,702+405$9,201
PARKER HANNIFIN CORP 19,351 -508 $8,915
     PH19,351-508$8,915
ISHARES TR (ESGD) 108,864 -1,354 $8,224
     ESGD108,864-1,354$8,224
PROCTER AND GAMBLE CO 56,124 +672 $8,224
     PG56,124+672$8,224
VANGUARD INDEX FDS (VB) 37,644 +7,827 $8,031
     VB37,644+7,827$8,031
BLACKROCK INC 9,813 -71 $7,967
     BLK9,813-71$7,967
STRYKER CORPORATION 26,495 +251 $7,934
     SYK26,495+251$7,934
HONEYWELL INTL INC 36,726 +110 $7,702
     HON36,726+110$7,702
ABBOTT LABS 69,171 +550 $7,614
     ABT69,171+550$7,614
VANGUARD INDEX FDS (VO) 32,676 +1,598 $7,602
     VO32,676+1,598$7,602
ECOLAB INC 37,604 -224 $7,459
     ECL37,604-224$7,459
MONDELEZ INTL INC 102,923 +1,585 $7,455
     MDLZ102,923+1,585$7,455

See Full List: All Stocks Held By Sand Hill Global Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sand Hill Global Advisors LLC

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