Sanctuary Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,333 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 2.2M | $370M | 2.7% | $209.00 | +46.22% | 1 qtr | New 80 |
MICROSOFT CORP | 888,862 | $361.2M | 2.6% | $441.99 | 0.00% | 1 qtr | New 80 |
ISHARES CORE S&P 500 ETF | 619,005 | $316.2M | 2.3% | $536.31 | 0.00% | 1 qtr | New 80 |
VANGUARD GROWTH ETF | 722,274 | $242.1M | 1.8% | $61.76 | 0.00% | 1 qtr | New 70 |
NVIDIA CORP | 246,984 | $216.7M | 1.6% | $123.49 | 0.00% | 1 qtr | New 70 |
AMAZON.COM INC | 1.1M | $204M | 1.5% | $193.25 | +35.22% | 1 qtr | New 70 |
VANGUARD VALUE ETF | 1.2M | $183.8M | 1.3% | $155.27 | 0.00% | 1 qtr | New 70 |
VANGUARD S&P 500 ETF | 375,124 | $175.3M | 1.3% | $490.95 | 0.00% | 1 qtr | New 70 |
ELI LILLY & CO | 226,574 | $166.2M | 1.2% | $891.63 | 0.00% | 1 qtr | New 69 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 315,667 | $160.4M | 1.2% | $534.46 | 0.00% | 1 qtr | New 69 |
ALPHABET INC-CL A | 816,439 | $140.4M | 1.0% | $180.99 | 0.00% | 1 qtr | New 69 |
ISHARES CORE MSCI EAFE ETF | 1.8M | $131.3M | 1.0% | $68.93 | 0.00% | 1 qtr | New 59 |
JPMORGAN CHASE & CO | 664,778 | $128.6M | 0.9% | $194.90 | 0.00% | 1 qtr | New 59 |
ISHARES TR | 2.8M | $124.8M | 0.9% | $41.31 | 0.00% | 1 qtr | New 59 |
EXXON MOBIL CORP | 983,269 | $116M | 0.8% | $108.54 | 0.00% | 1 qtr | New 59 |
ISHARES MSCI USA QUALITY FAC | 683,090 | $108.6M | 0.8% | $168.05 | 0.00% | 1 qtr | New 59 |
BERKSHIRE HATHAWAY INC-CL B | 258,451 | $103.9M | 0.8% | — | — | 1 qtr | New 58 |
BROADCOM INC | 76,906 | $103.4M | 0.8% | $157.59 | 0.00% | 1 qtr | New 58 |
META PLATFORMS INC-CLASS A | 208,475 | $92.4M | 0.7% | $501.75 | 0.00% | 1 qtr | New 58 |
ISHARES S&P 500 GROWTH ETF | 1.1M | $89.8M | 0.7% | $91.87 | 0.00% | 1 qtr | New 58 |
Sanctuary Advisors, LLC manages $13.8B across 2333 positions as of Q2 2024. Top holdings: AAPL (2.7%), MSFT (2.6%), IVV (2.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 2329 new positions, 0 exits, 0 increased. Top move: AAPL (NEW, conviction 80). Portfolio: $13.8B across 2333 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer