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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
SPLG +1,510,570+$84,441
VTEB +116,329+$5,939
AEP +59,810+$4,858
NEM +111,986+$4,635
VGIT +73,813+$4,379
BOND +24,043+$2,223
IGSB +28,677+$1,470
PDBC +41,965+$558
BND +5,924+$436
SPGI +666+$293
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ALB -19,878-$3,380
ENPH -26,816-$3,222
NUSC -31,818-$1,108
AAXJ -4,551-$289
PFE -7,572-$251
ROP -413-$200
HEAR -20,962-$190
VLTO -10,119$UNCH
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VGLT +558,130+$38,305
MUNI +242,119+$12,832
MUB +222,503+$24,481
IYR +149,519+$13,805
VOO +108,111+$66,387
VBK +62,517+$15,349
EEM +41,403+$2,389
EAGG +39,497+$1,905
ESML +12,736+$1,729
IVV +9,863+$9,209
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
TLT -310,237-$27,046
SPY -289,330-$103,449
GOVT -186,579-$3,098
VNQ -149,153-$1,834
VWO -46,641+$3,664
ICLN -14,811-$60
JPST -11,523-$572
SUB -10,214-$1,033
ICSH -8,398-$427
Sand Hill Global Advisors LLC Info
Size ($ 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

All Stocks Held By Sand Hill Global Advisors LLC
As of  12/31/2023, we find all stocks held by Sand Hill Global Advisors LLC to be as follows, presented in the table below with each row detailing each Sand Hill Global Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Sand Hill Global Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Sand Hill Global Advisors LLC as of the latest filing.

   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
AUTODESK INC 29,568 -530 $7,199
     ADSK29,568-530$7,199
DANAHER CORPORATION 30,674 +52 $7,096
     DHR30,674+52$7,096
PALO ALTO NETWORKS INC 21,438 +149 $6,322
     PANW21,438+149$6,322
UNITED PARCEL SERVICE INC 39,794 -486 $6,257
     UPS39,794-486$6,257
CVS HEALTH CORP 78,392 -1,989 $6,190
     CVS78,392-1,989$6,190
SPDR S&P MIDCAP 400 ETF TR (MDY) 11,876 -12 $6,026
     MDY11,876-12$6,026
VANGUARD MUN BD FDS (VTEB) 116,329 +116,329 $5,939
     VTEB116,329+116,329$5,939
ISHARES TR (ACWX) 116,045 +8,432 $5,923
     ACWX116,045+8,432$5,923
TESLA INC 23,445 -309 $5,826
     TSLA23,445-309$5,826
J P MORGAN EXCHANGE TRADED F (JPST) 115,544 -11,523 $5,804
     JPST115,544-11,523$5,804
VANGUARD INDEX FDS (VTI) 23,693 +1,433 $5,621
     VTI23,693+1,433$5,621
BOOKING HOLDINGS INC 1,570 +38 $5,569
     BKNG1,570+38$5,569
DISNEY WALT CO 60,219 -1,475 $5,437
     DIS60,219-1,475$5,437
DOORDASH INC 49,416 UNCH $4,887
     DASH49,416UNCH$4,887
AMERICAN ELEC PWR CO INC 59,810 +59,810 $4,858
     AEP59,810+59,810$4,858
ISHARES INC (ESGE) 145,988 +2,067 $4,680
     ESGE145,988+2,067$4,680
NEWMONT CORP 111,986 +111,986 $4,635
     NEM111,986+111,986$4,635
ZOETIS INC 23,102 +219 $4,560
     ZTS23,102+219$4,560
ISHARES TR (TLT) 46,018 -310,237 $4,550
     TLT46,018-310,237$4,550
VANGUARD SCOTTSDALE FDS (VGIT) 73,813 +73,813 $4,379
     VGIT73,813+73,813$4,379
HERSHEY CO 23,181 +296 $4,322
     HSY23,181+296$4,322
KEYSIGHT TECHNOLOGIES INC 26,895 +27 $4,279
     KEYS26,895+27$4,279
CHENIERE ENERGY INC 23,309 -115 $3,979
     LNG23,309-115$3,979
ISHARES TR (ACWI) 39,045 -5,353 $3,974
     ACWI39,045-5,353$3,974
ISHARES TR (IWO) 15,563 +8,946 $3,925
     IWO15,563+8,946$3,925
DIMENSIONAL ETF TRUST (DFUS) 75,604 -287 $3,919
     DFUS75,604-287$3,919
CONSTELLATION BRANDS INC 15,743 -17 $3,806
     STZ15,743-17$3,806
AMERICAN TOWER CORP NEW 15,153 -503 $3,271
     AMT15,153-503$3,271
ISHARES TR (IWV) 11,221 +2 $3,072
     IWV11,221+2$3,072
SCHWAB STRATEGIC TR 54,130 -1,864 $3,053
     SCHX54,130-1,864$3,053
ISHARES TR (IWB) 11,487 -217 $3,012
     IWB11,487-217$3,012
ACCENTURE PLC IRELAND 8,123 UNCH $2,850
     ACN8,123UNCH$2,850
ISHARES TR (ICLN) 164,681 -14,811 $2,564
     ICLN164,681-14,811$2,564
COSTCO WHSL CORP NEW 3,810 -19 $2,515
     COST3,810-19$2,515
SCHWAB STRATEGIC TR 64,256 UNCH $2,375
     SCHF64,256UNCH$2,375
HOME DEPOT INC 6,709 +164 $2,325
     HD6,709+164$2,325
ISHARES TR (EAGG) 47,557 +39,497 $2,270
     EAGG47,557+39,497$2,270
PIMCO ETF TR (BOND) 24,043 +24,043 $2,223
     BOND24,043+24,043$2,223
ALPHABET INC 15,081 +707 $2,125
     GOOG15,081+707$2,125
SELECT SECTOR SPDR TR (XLV) 14,794 -77 $2,018
     XLV14,794-77$2,018
BERKSHIRE HATHAWAY INC DEL      $1,880
     BRK.B5,271+705$1,880
UNITEDHEALTH GROUP INC 2,895 -24 $1,524
     UNH2,895-24$1,524
ISHARES TR (IGSB) 28,677 +28,677 $1,470
     IGSB28,677+28,677$1,470
SELECT SECTOR SPDR TR (XLK) 7,046 -46 $1,356
     XLK7,046-46$1,356
PROGRESSIVE CORP 7,837 UNCH $1,248
     PGR7,837UNCH$1,248
DOLLAR GEN CORP NEW 8,433 UNCH $1,146
     DG8,433UNCH$1,146
VANGUARD SPECIALIZED FUNDS (VIG) 6,592 -266 $1,123
     VIG6,592-266$1,123
EXXON MOBIL CORP 11,108 +5,317 $1,111
     XOM11,108+5,317$1,111
VANGUARD INTL EQUITY INDEX F (VEU) 18,547 -1,065 $1,041
     VEU18,547-1,065$1,041
ISHARES TR (EMB) 10,595 +6,489 $944
     EMB10,595+6,489$944
ISHARES TR (OEF) 4,113 UNCH $919
     OEF4,113UNCH$919
HERCULES CAPITAL INC 54,348 UNCH $906
     HTGC54,348UNCH$906
ABBVIE INC 5,838 +304 $905
     ABBV5,838+304$905
ISHARES TR (IWF) 2,684 -66 $814
     IWF2,684-66$814
VANGUARD INDEX FDS (VV) 3,690 UNCH $805
     VV3,690UNCH$805
SCHWAB STRATEGIC TR 31,107 UNCH $771
     SCHE31,107UNCH$771
ARISTA NETWORKS INC 3,250 UNCH $765
     ANET3,250UNCH$765
ORACLE CORP 6,948 +1,226 $732
     ORCL6,948+1,226$732
CISCO SYS INC 14,013 -174 $708
     CSCO14,013-174$708
ISHARES TR (SUB) 6,713 -10,214 $708
     SUB6,713-10,214$708
MCDONALDS CORP 2,315 +128 $686
     MCD2,315+128$686
AFLAC INC 7,864 UNCH $649
     AFL7,864UNCH$649
PEPSICO INC 3,806 +578 $646
     PEP3,806+578$646
UBER TECHNOLOGIES INC 10,495 -709 $646
     UBER10,495-709$646
LOWES COS INC 2,888 +1,226 $643
     LOW2,888+1,226$643
INTUIT 1,020 UNCH $638
     INTU1,020UNCH$638
SCHWAB STRATEGIC TR 18,062 UNCH $630
     SCHC18,062UNCH$630
UNION PAC CORP 2,459 -46 $604
     UNP2,459-46$604
MASTERCARD INCORPORATED 1,342 +327 $573
     MA1,342+327$573
SPDR SER TR (SPSM) 13,406 UNCH $565
     SPSM13,406UNCH$565
INVESCO ACTVELY MNGD ETC FD 41,965 +41,965 $558
     PDBC41,965+41,965$558
SHOPIFY INC 6,801 UNCH $530
     SHOP6,801UNCH$530
DIMENSIONAL ETF TRUST (DFAT) 10,068 UNCH $527
     DFAT10,068UNCH$527
SPDR GOLD TR (GLD) 2,743 -183 $524
     GLD2,743-183$524
AUTOMATIC DATA PROCESSING IN 2,140 -55 $499
     ADP2,140-55$499
ISHARES TR (IWD) 2,862 -341 $473
     IWD2,862-341$473
STARBUCKS CORP 4,560 +1,165 $438
     SBUX4,560+1,165$438
VANGUARD BD INDEX FDS (BND) 5,924 +5,924 $436
     BND5,924+5,924$436
INTERNATIONAL BUSINESS MACHS 2,621 +43 $429
     IBM2,621+43$429
DIMENSIONAL ETF TRUST (DFAC) 14,266 UNCH $417
     DFAC14,266UNCH$417
SCHWAB CHARLES CORP 5,748 UNCH $395
     SCHW5,748UNCH$395
NUSHARES ETF TR (NUDM) 12,943 -877 $381
     NUDM12,943-877$381
MERCK & CO INC 3,356 -361 $366
     MRK3,356-361$366
WELLS FARGO CO NEW 7,356 +638 $362
     WFC7,356+638$362
LINDE PLC 870 +117 $357
     LIN870+117$357
RTX CORPORATION 4,209 -313 $354
     RTX4,209-313$354
COCA COLA CO 5,657 -759 $333
     KO5,657-759$333
ISHARES TR (SUSA) 3,110 UNCH $313
     SUSA3,110UNCH$313
INVESCO QQQ TR 762 UNCH $312
     QQQ762UNCH$312
BRISTOL MYERS SQUIBB CO 6,003 -78 $308
     BMY6,003-78$308
BRUKER CORP 4,012 UNCH $295
     BRKR4,012UNCH$295
ISHARES TR (IVLU) 11,126 -76 $295
     IVLU11,126-76$295
S&P GLOBAL INC 666 +666 $293
     SPGI666+666$293
INVESCO EXCH TRADED FD TR II (TAN) 5,176 +5,176 $276
     TAN5,176+5,176$276
FIRST TR LRGE CP CORE ALPHA (FEX) 3,049 UNCH $275
     FEX3,049UNCH$275
JACOBS SOLUTIONS INC 2,042 UNCH $265
     J2,042UNCH$265
SYNOPSYS INC 511 -15 $263
     SNPS511-15$263
TEXAS INSTRS INC 1,533 +70 $261
     TXN1,533+70$261
FIVE9 INC 3,224 UNCH $254
     FIVN3,224UNCH$254
KKR & CO INC 3,043 +3,043 $252
     KKR3,043+3,043$252
CLOUDFLARE INC 2,941 +2,941 $245
     NET2,941+2,941$245
NUSHARES ETF TR (NUBD) 11,028 -306 $245
     NUBD11,028-306$245
AMERICAN EXPRESS CO 1,252 +1,252 $235
     AXP1,252+1,252$235
TARGET CORP 1,650 -375 $235
     TGT1,650-375$235
CONOCOPHILLIPS 1,982 +1,982 $230
     COP1,982+1,982$230
NEW YORK TIMES CO 4,417 +4,417 $216
     NYT4,417+4,417$216
ISHARES TR (IWN) 1,385 -96 $215
     IWN1,385-96$215
SNOWFLAKE INC 1,048 +1,048 $209
     SNOW1,048+1,048$209
SOUNDHOUND AI INC 48,575 UNCH $103
     SOUN48,575UNCH$103
NU HLDGS LTD 11,533 UNCH $96
     NU11,533UNCH$96
EXPENSIFY INC 27,189 +0 $67
     EXFY27,189UNCH$67
ISHARES TR $0 (exited)
     AAXJ0-4,551$0
ALBEMARLE CORP $0 (exited)
     ALB0-19,878$0
ENPHASE ENERGY INC $0 (exited)
     ENPH0-26,816$0
TURTLE BEACH CORP $0 (exited)
     HEAR0-20,962$0
NUSHARES ETF TR $0 (exited)
     NUSC0-31,818$0
PFIZER INC $0 (exited)
     PFE0-7,572$0
ROPER TECHNOLOGIES INC $0 (exited)
     ROP0-413$0
VERALTO CORP 0 -10,119 $0 (exited)
     VLTO0-10,119$0

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

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