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  Name: SAND HILL ADVISORS INC/CA
  City: PALO ALTO
  State: CA
  Zip: 94301
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,077,590,000
  Total Value Change : $262,942,000
  Securities Held Change : 9
   
All Securities Held : 161
  New Positions : 17
  Closed Positions : 8
  Increased Positions : 54
  Unchanged Positions : 27
  Decreased Positions : 63

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ELR)1 Year Chart         ELR streetTRACKS Series Trust -... 7 New $61.28 $84,441,000 1,510,570 4.06% 84,441,000 1,510,570 0.168    Closed - End Fund - E...
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 57 New $50.23 $5,939,000 116,329 0.29% 5,939,000 116,329 0.007    N/A
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 65 New $91.52 $4,858,000 59,810 0.23% 4,858,000 59,810 0.012    Electric Utilities
   (NEM)1 Year Chart         NEM Newmont Mining Corp 67 New $42.46 $4,635,000 111,986 0.22% 4,635,000 111,986 0.014    Gold
   (VGIT)1 Year Chart         VGIT Vanguard Intermediate -Ter 70 New $57.69 $4,379,000 73,813 0.21% 4,379,000 73,813 0.008    Closed - End Fund - Debt
   (BOND)1 Year Chart         BOND Pimco Total Return Exchange... 88 New $89.43 $2,223,000 24,043 0.11% 2,223,000 24,043 0.069    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 93 New $50.96 $1,470,000 28,677 0.07% 1,470,000 28,677 0.003    Closed - End Fund - E...
   (PDBC)1 Year Chart         PDBC Invesco Actively Managd ETF 121 New $14.17 $558,000 41,965 0.03% 558,000 41,965 0.005    N/A
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 128 New $71.44 $436,000 5,924 0.02% 436,000 5,924 0.001    Closed - End Fund - E...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 143 New $428.01 $293,000 666 0.01% 293,000 666 0    Publishing
   (TAN)1 Year Chart         TAN Invesco Solar ETF 144 New $42.77 $276,000 5,176 0.01% 276,000 5,176 0.018    Closed - End Fund - E...
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 150 New $100.24 $252,000 3,043 0.01% 252,000 3,043 0.001    Asset Management
   (NET)1 Year Chart         NET Cloudflare, Inc. 152 New $0.00 $245,000 2,941 0.01% 245,000 2,941 0    N/A
   (AXP)1 Year Chart         AXP American Express Co 154 New $238.65 $235,000 1,252 0.01% 235,000 1,252 0    Credit Services
   (COP)1 Year Chart         COP ConocoPhillips 155 New $121.59 $230,000 1,982 0.01% 230,000 1,982 0    Integrated Oil & Gas
   (NYT)1 Year Chart         NYT New York Times Co 156 New $48.04 $216,000 4,417 0.01% 216,000 4,417 0.003    Publishing
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 158 New $159.79 $209,000 1,048 0.01% 209,000 1,048 0    N/A

      17 Records Found
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