Sanctuary Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,384 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 982,867 | $407.9M | 2.6% | $439.98 | -4.15% | 3 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA CORP | 2.8M | $350.4M | 2.2% | $121.54 | +13.09% | 3 qtrssince 2024-Q2 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 539,016 | $327.7M | 2.1% | $536.31 | +8.80% | 3 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD GROWTH ETF | 756,371 | $317.6M | 2.0% | $61.92 | +9.74% | 3 qtrssince 2024-Q2 | Increased 54 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 343,257 | $207.7M | 1.3% | $537.53 | +8.16% | 3 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD VALUE ETF | 1.2M | $205.6M | 1.3% | $155.32 | +6.45% | 3 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD S&P 500 ETF | 352,242 | $196M | 1.2% | $490.95 | +8.85% | 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% | $195.55 | +19.31% | 3 qtrssince 2024-Q2 | Decreased 0 |
ALPHABET INC-CL A | 892,064 | $179.2M | 1.1% | $178.92 | +6.47% | 3 qtrssince 2024-Q2 | Decreased 0 |
BROADCOM INC | 813,658 | $175.5M | 1.1% | $168.75 | +35.66% | 3 qtrssince 2024-Q2 | Decreased 0 |
META PLATFORMS INC-CLASS A | 251,847 | $173M | 1.1% | $512.73 | +14.95% | 3 qtrssince 2024-Q2 | Increased 48 |
ISHARES S&P 500 GROWTH ETF | 1.4M | $148.8M | 0.9% | $92.58 | +10.13% | 3 qtrssince 2024-Q2 | Increased 43 |
ISHARES MSCI USA QUALITY FAC | 783,589 | $144.9M | 0.9% | $169.12 | +4.55% | 3 qtrssince 2024-Q2 | Increased 43 |
ISHARES CORE MSCI EAFE ETF | 1.9M | $141.1M | 0.9% | $69.10 | -1.92% | 3 qtrssince 2024-Q2 | Increased 43 |
ISHARES TR | 3M | $137M | 0.9% | $41.48 | +1.95% | 3 qtrssince 2024-Q2 | Decreased 0 |
ISHARES MSCI EAFE GROWTH ETF | 1.2M | $121.6M | 0.8% | $101.17 | -6.53% | 3 qtrssince 2024-Q2 | Increased 43 |
EXXON MOBIL CORP | 1.1M | $118.8M | 0.8% | $108.80 | -6.86% | 3 qtrssince 2024-Q2 | Decreased 0 |
ISHARES MSCI EAFE VALUE ETF | 2.1M | $118.6M | 0.7% | $51.38 | -2.43% | 3 qtrssince 2024-Q2 | Increased 43 |
TESLA INC | 295,361 | $118.2M | 0.7% | $218.19 | +91.31% | 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: Momentum Trader. HoldingsIntel Rating: 2/5.0.
Active quarter - 171 new positions, 152 exits, 1069 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
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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