Sanctuary Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,384 positions
MICROSOFT CORP | 982,867 | $407.9M | 2.6% | $437.46 | -4.96% | 3 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA CORPORATION | 2.8M | $350.4M | 2.2% | $121.29 | +10.43% | 3 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR | 539,016 | $327.7M | 2.1% | $531.92 | +8.37% | 3 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 756,371 | $317.6M | 2.0% | $61.85 | +9.74% | 3 qtrssince 2024-Q2 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 343,257 | $207.7M | 1.3% | $533.60 | +7.72% | 3 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 1.2M | $205.6M | 1.3% | $153.00 | +6.68% | 3 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 352,242 | $196M | 1.2% | $486.73 | +8.42% | 3 qtrssince 2024-Q2 | Decreased 0 |
ELI LILLY & CO | 235,597 | $194M | 1.2% | $890.15 | -14.33% | 3 qtrssince 2024-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 701,283 | $188.1M | 1.2% | $192.74 | +19.49% | 3 qtrssince 2024-Q2 | Decreased 0 |
ALPHABET INC | 892,064 | $179.2M | 1.1% | $178.79 | +5.26% | 3 qtrssince 2024-Q2 | Decreased 0 |
BROADCOM INC | 813,658 | $175.5M | 1.1% | $158.32 | +44.33% | 3 qtrssince 2024-Q2 | Decreased 0 |
META PLATFORMS INC | 251,847 | $173M | 1.1% | $512.25 | +13.65% | 3 qtrssince 2024-Q2 | Increased 48 |
ISHARES TR | 1.4M | $148.8M | 0.9% | $92.44 | +9.05% | 3 qtrssince 2024-Q2 | Increased 43 |
ISHARES TR | 783,589 | $144.9M | 0.9% | $168.17 | +4.21% | 3 qtrssince 2024-Q2 | Increased 43 |
ISHARES TR | 1.9M | $141.1M | 0.9% | $69.04 | -3.47% | 3 qtrssince 2024-Q2 | Increased 43 |
ISHARES TR | 3M | $137M | 0.9% | $41.18 | +1.95% | 3 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR | 1.2M | $121.6M | 0.8% | $100.71 | -7.02% | 3 qtrssince 2024-Q2 | Increased 43 |
EXXON MOBIL CORP | 1.1M | $118.8M | 0.8% | $107.59 | -5.45% | 3 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR | 2.1M | $118.6M | 0.7% | $49.96 | -2.09% | 3 qtrssince 2024-Q2 | Increased 43 |
TESLA INC | 295,361 | $118.2M | 0.7% | $217.84 | +85.39% | 3 qtrssince 2024-Q2 | Increased 44 |
Sanctuary Advisors, LLC manages $15.8B across 2384 positions as of Q4 2024. Top holdings: MSFT (2.6%), NVDA (2.2%), IVV (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 172 new positions, 153 exits, 1068 increased. Top move: VUG (INCREASED, conviction 54). Portfolio: $15.8B across 2384 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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