$1.81 Billion is the total value of Sand Hill Global Advisors, LLC's 153 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 9.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $304,519,897 | -9.4% | 712,361 | -6.1% | 16.78% | +0.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $184,731,356 | -4.6% | 2,680,374 | +0.4% | 10.18% | +5.8% |
| VOO | Sell | VANGUARD INDEX FDS | $170,648,327 | -6.3% | 434,551 | -2.9% | 9.40% | +3.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $115,796,570 | -11.7% | 2,953,241 | -8.3% | 6.38% | -2.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $110,547,143 | -4.9% | 625,479 | +0.8% | 6.09% | +5.5% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $109,989,080 | -6.7% | 441,103 | -2.2% | 6.06% | +3.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $67,584,211 | -4.8% | 893,262 | +5.2% | 3.72% | +5.6% |
| AGG | Buy | ISHARES TRcore us aggbd et | $53,167,992 | +4.6% | 565,376 | +9.0% | 2.93% | +16.0% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $40,069,106 | -2.1% | 93,308 | +1.7% | 2.21% | +8.6% |
| VGLT | Sell | VANGUARD SCOTTSDALE FDSlong term treas | $36,546,569 | -50.4% | 658,378 | -43.2% | 2.01% | -44.9% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $31,596,288 | +1957.8% | 356,255 | +2288.4% | 1.74% | +2190.8% |
| AAPL | Sell | APPLE INC | $26,926,680 | -12.9% | 157,273 | -1.3% | 1.48% | -3.4% |
| GOVT | Buy | ISHARES TRus treas bd etf | $26,461,779 | +7.9% | 1,200,625 | +12.1% | 1.46% | +19.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $20,867,100 | +8.8% | 159,461 | -0.4% | 1.15% | +20.7% |
| MSFT | Sell | MICROSOFT CORP | $19,929,120 | -9.2% | 63,117 | -2.0% | 1.10% | +0.7% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $17,452,112 | -44.9% | 241,351 | -42.7% | 0.96% | -38.8% |
| ESGU | Sell | ISHARES TResg awr msci usa | $15,281,599 | -6.8% | 162,726 | -3.3% | 0.84% | +3.3% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $14,982,615 | -19.2% | 260,115 | -19.1% | 0.83% | -10.4% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $14,660,040 | -4.4% | 335,317 | +1.0% | 0.81% | +6.0% |
| AMZN | Sell | AMAZON COM INC | $14,589,412 | -5.5% | 114,769 | -3.1% | 0.80% | +4.8% |
| V | Sell | VISA INC | $14,454,926 | -5.3% | 62,845 | -2.2% | 0.80% | +5.1% |
| NVDA | Sell | NVIDIA CORPORATION | $13,828,458 | +0.5% | 31,790 | -2.3% | 0.76% | +11.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $13,366,905 | -1.5% | 92,173 | -1.2% | 0.74% | +9.3% |
| FB | Buy | META PLATFORMS INCcl a | $12,855,893 | +57.5% | 42,823 | +50.5% | 0.71% | +74.4% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $12,158,220 | -7.9% | 320,375 | -3.9% | 0.67% | +2.1% |
| ADBE | Sell | ADOBE INC | $10,572,777 | +0.2% | 20,735 | -3.9% | 0.58% | +11.3% |
| ICSH | Buy | ISHARES TRblackrock ultra | $10,514,256 | +4.5% | 208,699 | +4.3% | 0.58% | +15.8% |
| CVX | Buy | CHEVRON CORP NEW | $10,381,938 | +7.4% | 61,570 | +0.2% | 0.57% | +19.2% |
| ESML | Sell | ISHARES TResg aware msci | $9,613,640 | -5.6% | 285,695 | -0.4% | 0.53% | +4.7% |
| WM | Sell | WASTE MGMT INC DEL | $9,189,790 | -23.0% | 60,285 | -12.4% | 0.51% | -14.7% |
| CME | Buy | CME GROUP INC | $9,099,604 | +8.2% | 45,448 | +0.1% | 0.50% | +19.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,079,798 | -5.0% | 58,297 | +1.0% | 0.50% | +5.3% |
| TJX | Sell | TJX COS INC NEW | $8,763,813 | +1.0% | 98,603 | -3.6% | 0.48% | +12.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $8,088,275 | -4.5% | 55,452 | -0.6% | 0.45% | +5.9% |
| CRM | Sell | SALESFORCE INC | $7,963,982 | -5.9% | 39,274 | -2.0% | 0.44% | +4.3% |
| PH | Sell | PARKER-HANNIFIN CORP | $7,735,283 | -13.2% | 19,859 | -13.1% | 0.43% | -3.8% |
| ESGD | Buy | ISHARES TResg aw msci eafe | $7,619,389 | -3.4% | 110,218 | +1.9% | 0.42% | +7.1% |
| DHR | Sell | DANAHER CORPORATION | $7,597,239 | +3.2% | 30,622 | -0.2% | 0.42% | +14.5% |
| BA | Sell | BOEING CO | $7,195,667 | -10.8% | 37,540 | -1.7% | 0.40% | -1.0% |
| SYK | Buy | STRYKER CORPORATION | $7,171,726 | -10.3% | 26,244 | +0.2% | 0.40% | -0.5% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $7,032,892 | -5.4% | 101,338 | -0.6% | 0.39% | +5.1% |
| HON | Sell | HONEYWELL INTL INC | $6,764,466 | -12.0% | 36,616 | -1.1% | 0.37% | -2.4% |
| ABT | Buy | ABBOTT LABS | $6,645,932 | -10.8% | 68,621 | +0.4% | 0.37% | -1.1% |
| VO | VANGUARD INDEX FDSmid cap etf | $6,471,683 | -5.4% | 31,078 | 0.0% | 0.36% | +5.0% | |
| ECL | Sell | ECOLAB INC | $6,408,111 | -14.7% | 37,828 | -6.0% | 0.35% | -5.4% |
| BLK | Sell | BLACKROCK INC | $6,390,108 | -7.3% | 9,884 | -0.9% | 0.35% | +2.6% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $6,376,222 | -22.4% | 127,067 | -22.5% | 0.35% | -14.0% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $6,278,486 | -14.8% | 40,280 | -2.1% | 0.35% | -5.5% |
| MUB | Buy | ISHARES TRnational mun etf | $6,276,678 | +31.6% | 61,212 | +37.0% | 0.35% | +46.0% |
| ADSK | Buy | AUTODESK INC | $6,227,577 | +2.8% | 30,098 | +1.6% | 0.34% | +14.0% |
| TSLA | Sell | TESLA INC | $5,943,726 | -5.7% | 23,754 | -1.4% | 0.33% | +4.8% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $5,637,500 | -5.1% | 29,817 | -0.1% | 0.31% | +5.4% |
| CVS | Buy | CVS HEALTH CORP | $5,612,229 | +1.2% | 80,381 | +0.2% | 0.31% | +12.0% |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,428,757 | -4.7% | 11,888 | 0.0% | 0.30% | +5.7% | |
| ACWX | Buy | ISHARES TRmsci acwi ex us | $5,058,887 | +1.2% | 107,613 | +6.0% | 0.28% | +12.5% |
| DIS | Buy | DISNEY WALT CO | $5,000,305 | -8.9% | 61,694 | +0.3% | 0.28% | +1.1% |
| PANW | New | PALO ALTO NETWORKS INC | $4,990,993 | – | 21,289 | +100.0% | 0.28% | – |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $4,728,227 | -2.1% | 22,260 | +1.5% | 0.26% | +8.8% |
| BKNG | Sell | BOOKING HOLDINGS INC | $4,724,611 | -59.4% | 1,532 | -64.4% | 0.26% | -55.0% |
| HSY | Sell | HERSHEY CO | $4,578,923 | -22.0% | 22,885 | -2.7% | 0.25% | -13.7% |
| ESGE | Sell | ISHARES INCesg awr msci em | $4,357,937 | -7.3% | 143,921 | -3.2% | 0.24% | +2.6% |
| ACWI | Sell | ISHARES TRmsci acwi etf | $4,101,043 | -14.5% | 44,398 | -11.2% | 0.23% | -5.0% |
| ZTS | Buy | ZOETIS INCcl a | $3,981,231 | +1.2% | 22,883 | +0.2% | 0.22% | +12.3% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $3,960,925 | +4.8% | 15,760 | +2.7% | 0.22% | +16.0% |
| DASH | DOORDASH INCcl a | $3,927,090 | +4.0% | 49,416 | 0.0% | 0.22% | +14.9% | |
| LNG | Buy | CHENIERE ENERGY INC | $3,887,372 | +9.8% | 23,424 | +0.8% | 0.21% | +21.6% |
| KEYS | Sell | KEYSIGHT TECHNOLOGIES INC | $3,554,905 | -21.1% | 26,868 | -0.2% | 0.20% | -12.5% |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $3,532,726 | -5.1% | 75,891 | -1.8% | 0.20% | +5.4% |
| ALB | Sell | ALBEMARLE CORP | $3,379,990 | -24.2% | 19,878 | -0.5% | 0.19% | -15.8% |
| ENPH | Sell | ENPHASE ENERGY INC | $3,221,942 | -32.3% | 26,816 | -5.6% | 0.18% | -24.6% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $2,833,296 | -3.4% | 55,994 | 0.0% | 0.16% | +6.8% | |
| IWV | Sell | ISHARES TRrussell 3000 etf | $2,749,225 | -10.5% | 11,219 | -7.1% | 0.15% | -0.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $2,749,323 | -4.6% | 11,704 | -1.0% | 0.15% | +6.3% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $2,624,178 | -17.0% | 179,492 | +4.4% | 0.14% | -7.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $2,574,596 | -13.9% | 15,656 | +1.5% | 0.14% | -4.7% |
| ACN | ACCENTURE PLC IRELAND | $2,494,655 | -0.5% | 8,123 | 0.0% | 0.14% | +9.6% | |
| SCHF | SCHWAB STRATEGIC TRintl eqty etf | $2,182,134 | -4.7% | 64,256 | 0.0% | 0.12% | +5.3% | |
| COST | Sell | COSTCO WHSL CORP NEW | $2,163,341 | -1.0% | 3,829 | -5.7% | 0.12% | +9.2% |
| HD | Sell | HOME DEPOT INC | $1,977,486 | -3.3% | 6,545 | -0.6% | 0.11% | +6.9% |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $1,914,494 | -3.0% | 14,871 | 0.0% | 0.11% | +8.2% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,895,167 | +3.9% | 14,374 | -4.7% | 0.10% | +14.3% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,822,886 | +1.7% | 8,511 | +9.1% | 0.10% | +12.4% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,741,076 | -97.2% | 16,927 | -97.1% | 0.10% | -96.8% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,599,622 | +3.7% | 4,566 | +1.0% | 0.09% | +14.3% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $1,483,201 | -11.1% | 6,617 | -3.7% | 0.08% | -1.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,471,487 | +6.1% | 2,919 | +1.2% | 0.08% | +17.4% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $1,162,545 | -16.0% | 7,092 | -11.0% | 0.06% | -7.2% |
| NUSC | Sell | NUSHARES ETF TRnuveen esg smlcp | $1,107,903 | -7.4% | 31,818 | -1.6% | 0.06% | +3.4% |
| PGR | PROGRESSIVE CORP | $1,091,694 | +5.2% | 7,837 | 0.0% | 0.06% | +15.4% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,065,617 | -5.5% | 6,858 | -1.3% | 0.06% | +5.4% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,017,262 | -5.4% | 19,612 | -0.8% | 0.06% | +5.7% |
| HTGC | HERCULES CAPITAL INC | $892,394 | +10.9% | 54,348 | 0.0% | 0.05% | +22.5% | |
| DG | DOLLAR GEN CORP NEW | $892,229 | -37.7% | 8,433 | 0.0% | 0.05% | -31.0% | |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $876,125 | -29.4% | 17,498 | -26.9% | 0.05% | -22.6% |
| New | VERALTO CORP | $855,630 | – | 10,119 | +100.0% | 0.05% | – | |
| IYR | New | ISHARES TRu.s. real es etf | $813,594 | – | 10,412 | +100.0% | 0.04% | – |
| OEF | Sell | ISHARES TRs&p 100 etf | $825,232 | -24.0% | 4,113 | -21.6% | 0.04% | -16.7% |
| ABBV | Sell | ABBVIE INC | $824,898 | -2.6% | 5,534 | -11.9% | 0.04% | +7.1% |
| CSCO | Sell | CISCO SYS INC | $762,693 | -38.5% | 14,187 | -40.8% | 0.04% | -32.3% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $744,702 | -2.1% | 31,107 | +0.7% | 0.04% | +7.9% |
| VV | VANGUARD INDEX FDSlarge cap etf | $722,096 | -3.5% | 3,690 | 0.0% | 0.04% | +8.1% | |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $731,473 | +6.5% | 2,750 | +10.2% | 0.04% | +17.6% |
| XOM | Sell | EXXON MOBIL CORP | $680,904 | -1.8% | 5,791 | -10.4% | 0.04% | +11.8% |
| ORCL | Sell | ORACLE CORP | $606,034 | -13.4% | 5,722 | -2.7% | 0.03% | -5.7% |
| ANET | ARISTA NETWORKS INC | $597,773 | +13.5% | 3,250 | 0.0% | 0.03% | +26.9% | |
| AFL | AFLAC INC | $603,562 | +10.0% | 7,864 | 0.0% | 0.03% | +22.2% | |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $582,500 | -21.5% | 18,062 | -17.8% | 0.03% | -13.5% |
| MCD | Buy | MCDONALDS CORP | $576,072 | -11.6% | 2,187 | +0.1% | 0.03% | 0.0% |
| PEP | Sell | PEPSICO INC | $546,952 | -16.7% | 3,228 | -8.9% | 0.03% | -9.1% |
| INTU | Sell | INTUIT | $521,159 | +10.3% | 1,020 | -1.1% | 0.03% | +26.1% |
| ADP | AUTOMATIC DATA PROCESSING IN | $528,073 | +9.5% | 2,195 | 0.0% | 0.03% | +20.8% | |
| GLD | Buy | SPDR GOLD TR | $501,663 | -1.3% | 2,926 | +2.6% | 0.03% | +12.0% |
| UNP | Buy | UNION PAC CORP | $510,042 | +0.2% | 2,505 | +0.7% | 0.03% | +12.0% |
| UBER | Sell | UBER TECHNOLOGIES INC | $515,272 | -2.7% | 11,204 | -8.6% | 0.03% | +7.7% |
| SPSM | SPDR SER TRportfolio s&p600 | $494,681 | -5.0% | 13,406 | 0.0% | 0.03% | +3.8% | |
| IWD | Buy | ISHARES TRrus 1000 val etf | $486,279 | +4.2% | 3,203 | +8.4% | 0.03% | +17.4% |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $460,007 | -1.5% | 10,068 | 0.0% | 0.02% | +8.7% | |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $401,984 | +3.0% | 1,015 | +2.3% | 0.02% | +15.8% |
| MRK | Sell | MERCK & CO INC | $382,622 | -12.3% | 3,717 | -1.7% | 0.02% | -4.5% |
| NUDM | Sell | NUSHARES ETF TRnuveen esg intl | $377,562 | -8.8% | 13,820 | -3.3% | 0.02% | 0.0% |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $373,769 | -3.5% | 14,266 | 0.0% | 0.02% | +10.5% | |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $361,693 | +4.5% | 2,578 | -0.3% | 0.02% | +17.6% |
| KO | Buy | COCA COLA CO | $359,168 | -5.4% | 6,416 | +1.8% | 0.02% | +5.3% |
| SHOP | Buy | SHOPIFY INCcl a | $371,131 | -8.2% | 6,801 | +8.7% | 0.02% | 0.0% |
| EAGG | New | ISHARES TResg awr us agrgt | $365,118 | – | 8,060 | +100.0% | 0.02% | – |
| LOW | Sell | LOWES COS INC | $345,430 | -10.8% | 1,662 | -3.1% | 0.02% | 0.0% |
| EMB | ISHARES TRjpmorgan usd emg | $338,827 | -4.6% | 4,106 | 0.0% | 0.02% | +5.6% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $352,941 | -15.0% | 6,081 | -6.3% | 0.02% | -9.5% |
| RTX | Sell | RTX CORPORATION | $325,448 | -30.3% | 4,522 | -5.1% | 0.02% | -21.7% |
| SBUX | Sell | STARBUCKS CORP | $309,885 | -11.5% | 3,395 | -4.0% | 0.02% | 0.0% |
| SCHW | SCHWAB CHARLES CORP | $315,565 | -3.1% | 5,748 | 0.0% | 0.02% | +6.2% | |
| IVLU | Sell | ISHARES TRmsci intl vlu ft | $284,083 | -75.0% | 11,202 | -74.9% | 0.02% | -71.4% |
| AAXJ | Sell | ISHARES TRmsci ac asia etf | $288,989 | -82.3% | 4,551 | -81.5% | 0.02% | -80.2% |
| SUSA | Sell | ISHARES TRmsci usa esg slc | $279,840 | -13.7% | 3,110 | -10.2% | 0.02% | -6.2% |
| JACOBS SOLUTIONS INC | $278,733 | +14.8% | 2,042 | 0.0% | 0.02% | +25.0% | ||
| Sell | LINDE PLC | $280,380 | -17.3% | 753 | -15.4% | 0.02% | -11.8% | |
| WFC | WELLS FARGO CO NEW | $274,497 | -4.3% | 6,718 | 0.0% | 0.02% | +7.1% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $272,854 | -14.7% | 762 | -12.0% | 0.02% | -6.2% |
| PFE | Sell | PFIZER INC | $251,163 | -14.1% | 7,572 | -5.0% | 0.01% | -6.7% |
| BRKR | New | BRUKER CORP | $249,948 | – | 4,012 | +100.0% | 0.01% | – |
| FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $247,274 | -15.0% | 3,049 | -12.0% | 0.01% | 0.0% |
| TXN | Buy | TEXAS INSTRS INC | $232,632 | -9.8% | 1,463 | +2.2% | 0.01% | 0.0% |
| NUBD | Buy | NUSHARES ETF TRnuveen esg us | $239,147 | +0.9% | 11,334 | +5.1% | 0.01% | +8.3% |
| SNPS | SYNOPSYS INC | $241,418 | +5.4% | 526 | 0.0% | 0.01% | +18.2% | |
| TGT | TARGET CORP | $223,904 | -16.2% | 2,025 | 0.0% | 0.01% | -7.7% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $200,803 | -3.3% | 1,481 | +0.5% | 0.01% | +10.0% |
| FIVN | FIVE9 INC | $207,303 | -22.0% | 3,224 | 0.0% | 0.01% | -15.4% | |
| ROP | New | ROPER TECHNOLOGIES INC | $200,008 | – | 413 | +100.0% | 0.01% | – |
| HEAR | TURTLE BEACH CORP | $190,230 | -22.1% | 20,962 | 0.0% | 0.01% | -16.7% | |
| New | NU HLDGS LTD | $83,614 | – | 11,533 | +100.0% | 0.01% | – | |
| SOUNDHOUND AI INC | $97,636 | -55.8% | 48,575 | 0.0% | 0.01% | -54.5% | ||
| EXPENSIFY INC | $88,364 | -59.3% | 27,189 | 0.0% | 0.01% | -54.5% | ||
| BCEL | Exit | ATRECA INC | $0 | – | -12,500 | -100.0% | -0.00% | – |
| O | Exit | REALTY INCOME CORP | $0 | – | -3,482 | -100.0% | -0.01% | – |
| HOLX | Exit | HOLOGIC INC | $0 | – | -2,745 | -100.0% | -0.01% | – |
| IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -2,720 | -100.0% | -0.01% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,195 | -100.0% | -0.01% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -8,291 | -100.0% | -0.02% | – |
| FISV | Exit | FISERV INC | $0 | – | -6,986 | -100.0% | -0.04% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -7,903 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 24.6% |
| ISHARES TR | 42 | Q3 2023 | 15.7% |
| iShares Tr S&P Midcap 400 | 42 | Q3 2023 | 7.1% |
| iShares Tr S&P 100 Idx Fd | 42 | Q3 2023 | 7.3% |
| ISHARES TR | 42 | Q3 2023 | 2.6% |
| APPLE INC | 42 | Q3 2023 | 3.2% |
| AMAZON COM INC | 42 | Q3 2023 | 1.6% |
| VISA INC | 42 | Q3 2023 | 1.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 1.1% |
View Sand Hill Global Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
View Sand Hill Global Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.