Sanctuary Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,333 positions
Apple Inc. | 2.2M | $370M | 2.7% | $209.00 | +62.88% | 1 qtr | First report 0 |
Microsoft Corp. | 888,862 | $361.2M | 2.6% | $439.21 | 0.00% | 1 qtr | First report 0 |
iShares Trust CORE S&P500 ETF | 619,005 | $316.2M | 2.3% | $531.92 | 0.00% | 1 qtr | First report 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 722,274 | $242.1M | 1.8% | $61.70 | 0.00% | 1 qtr | First report 0 |
NVIDIA Corp. | 246,984 | $216.7M | 1.6% | $123.20 | 0.00% | 1 qtr | First report 0 |
Amazon.com, Inc. | 1.1M | $204M | 1.5% | $193.25 | +31.47% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 1.2M | $183.8M | 1.3% | $152.95 | 0.00% | 1 qtr | First report 0 |
Vanguard Index Funds S&P 500 ETF SHS | 375,124 | $175.3M | 1.3% | $486.73 | 0.00% | 1 qtr | First report 0 |
Eli Lilly & Co. | 226,574 | $166.2M | 1.2% | $891.63 | 0.00% | 1 qtr | First report 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 315,667 | $160.4M | 1.2% | $530.32 | 0.00% | 1 qtr | First report 0 |
Alphabet Inc. | 816,439 | $140.4M | 1.0% | $180.64 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE MSCI EAFE ETF | 1.8M | $131.3M | 1.0% | $68.93 | 0.00% | 1 qtr | First report 0 |
JPMorgan Chase & Co. | 664,778 | $128.6M | 0.9% | $193.03 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 2.8M | $124.8M | 0.9% | $41.31 | 0.00% | 1 qtr | First report 0 |
EXXON MOBIL CORP | 983,269 | $116M | 0.8% | $108.54 | 0.00% | 1 qtr | First report 0 |
ISHARES MSCI USA QUALITY FACTOR ETF | 683,090 | $108.6M | 0.8% | $167.04 | 0.00% | 1 qtr | First report 0 |
Berkshire Hathaway Inc. | 258,451 | $103.9M | 0.8% | — | — | 1 qtr | First report 0 |
Broadcom Inc | 76,906 | $103.4M | 0.8% | $157.30 | 0.00% | 1 qtr | First report 0 |
Meta Platforms Inc | 208,475 | $92.4M | 0.7% | $500.46 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 1.1M | $89.8M | 0.7% | $91.62 | 0.00% | 1 qtr | First report 0 |
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 Score: 2/5.0.
First quarter we have for this fund: 2333 positions, nothing earlier to compare. No standout high-conviction moves this quarter. 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
Verify source filings on SEC EDGAR