Sanctuary Advisors, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,365 positions
NVIDIA CORPORATION | 3M | $419.8M | 2.7% | $121.29 | -0.14% | 2 qtrssince 2024-Q2 | Increased 86 |
MICROSOFT CORP | 1M | $417.5M | 2.6% | $437.46 | -3.17% | 2 qtrssince 2024-Q2 | Increased 60 |
ISHARES TR | 542,388 | $324.6M | 2.1% | $531.92 | +5.82% | 2 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 743,348 | $300.3M | 1.9% | $61.75 | +2.69% | 2 qtrssince 2024-Q2 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 353,784 | $210.7M | 1.3% | $533.60 | +5.10% | 2 qtrssince 2024-Q2 | Increased 54 |
VANGUARD INDEX FDS | 1.2M | $210.5M | 1.3% | $153.00 | +9.36% | 2 qtrssince 2024-Q2 | Increased 48 |
VANGUARD INDEX FDS | 365,409 | $200.1M | 1.3% | $486.73 | +5.84% | 2 qtrssince 2024-Q2 | Decreased 0 |
ELI LILLY & CO | 247,025 | $184.8M | 1.2% | $890.15 | -1.85% | 2 qtrssince 2024-Q2 | Increased 52 |
JPMORGAN CHASE & CO | 716,329 | $178M | 1.1% | $192.74 | +4.47% | 2 qtrssince 2024-Q2 | Increased 52 |
ALPHABET INC | 923,329 | $152.1M | 1.0% | $178.79 | -7.89% | 2 qtrssince 2024-Q2 | Increased 48 |
EXXON MOBIL CORP | 1.2M | $143.9M | 0.9% | $107.59 | +2.19% | 2 qtrssince 2024-Q2 | Increased 51 |
ISHARES TR | 779,459 | $142.4M | 0.9% | $168.14 | +4.63% | 2 qtrssince 2024-Q2 | Increased 49 |
ISHARES TR | 1.4M | $140.7M | 0.9% | $92.38 | +2.77% | 2 qtrssince 2024-Q2 | Increased 54 |
META PLATFORMS INC | 251,187 | $140.4M | 0.9% | $512.07 | +11.06% | 2 qtrssince 2024-Q2 | Increased 51 |
ISHARES TR | 3M | $139.1M | 0.9% | $41.18 | +4.83% | 2 qtrssince 2024-Q2 | Increased 46 |
BROADCOM INC | 838,926 | $137.8M | 0.9% | $158.32 | +7.10% | 2 qtrssince 2024-Q2 | Increased 69 |
ISHARES TR | 1.9M | $135.8M | 0.9% | $69.07 | +5.50% | 2 qtrssince 2024-Q2 | Increased 44 |
COSTCO WHOLESALE CORPORATION | 119,942 | $115.6M | 0.7% | $844.50 | +3.83% | 2 qtrssince 2024-Q2 | Increased 49 |
ISHARES TR | 1.2M | $114.3M | 0.7% | $100.88 | +2.48% | 2 qtrssince 2024-Q2 | Increased 64 |
ISHARES TR | 2.1M | $112.8M | 0.7% | $49.98 | +5.49% | 2 qtrssince 2024-Q2 | Increased 59 |
Sanctuary Advisors, LLC manages $15.8B across 2365 positions as of Q3 2024. Top holdings: NVDA (2.7%), MSFT (2.6%), IVV (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 385 new positions, 351 exits, 1268 increased. Top move: NVDA (INCREASED, conviction 86). Portfolio: $15.8B across 2365 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR