Sand Hill Global Advisors, LLC Portfolio Holdings by Sector
Sand Hill Global Advisors, LLC
- $2.35 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VOO SPY EFA VWO IWM IJH SPLG VNQ 81 stocks |
$1.83 Million
77.68% of portfolio
|
  37  
|
  32  
|
  4  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META DASH GOOG 4 stocks |
$57,128
2.43% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ADBE PANW ORCL PLTR SNPS 6 stocks |
$45,152
1.92% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AMD AVGO TSM TXN 5 stocks |
$39,637
1.69% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM ZM ADSK INTU BILL UBER SHOP FICO 9 stocks |
$37,921
1.61% of portfolio
|
  2  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$35,694
1.52% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$23,066
0.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM NU BMO WFC 4 stocks |
$22,089
0.94% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
IYR VTI 2 stocks |
$21,486
0.91% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$18,229
0.78% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ LLY ABBV MRK BMY 5 stocks |
$16,104
0.69% of portfolio
|
- |
  5  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
PH ETN GE 3 stocks |
$16,083
0.68% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ABT BRKR 3 stocks |
$15,874
0.68% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV DOCS 2 stocks |
$13,628
0.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$10,805
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$10,639
0.45% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
CME SPGI 2 stocks |
$9,333
0.4% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
$8,723
0.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$8,394
0.36% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$8,171
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$8,084
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL 1 stocks |
$7,849
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$7,649
0.33% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$7,209
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$6,539
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$5,966
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$5,829
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$5,596
0.24% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
AEP 1 stocks |
$5,432
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$5,035
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$4,153
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$4,085
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST TGT 2 stocks |
$3,598
0.15% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3,348
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3,209
0.14% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Gold | Basic Materials
NEM 1 stocks |
$3,044
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$2,943
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$2,473
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
WYNN 1 stocks |
$2,253
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$1,902
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1,374
0.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
HTGC KKR APO 3 stocks |
$1,229
0.05% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$995
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$940
0.04% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$802
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$770
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$723
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$660
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$631
0.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$559
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$366
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
MLM 1 stocks |
$285
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$280
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Publishing | Communication Services
NYT 1 stocks |
$229
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
PM 1 stocks |
$214
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Diversified Communication Services | Technology
EGHT 1 stocks |
$42
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|