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CIK: 0001777271
Total reported value
$21.6B
$21.6B
2329 檔
7.0%
According to the latest 13F quarterly dataset, Sanctuary Advisors, LLC managed an equity portfolio of $21.6B at the end of Q2 2024, spanning 2329 distinct U.S. exchange-listed positions.
During Q2 2024, Sanctuary Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.69% | — | — | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.62% | -0.25% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.30% | +0.82% | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 1.76% | +0.14% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.01% | — | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | — | — | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 1.34% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.11% | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.21% | +0.18% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.03% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.12% | — | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.95% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.02% | — | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.91% | +0.01% | — | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.30% | — | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | -0.34% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | — | — | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | +0.08% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.14% | — | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.08% | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.01% | — | |
| 22 | USPX | Franklin U.s. Equity Index E | ETF-Large Cap & Growth | 0.62% | -0.01% | — | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.62% | +0.07% | — | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.21% | — | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.57% | +0.10% | NEW | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.07% | — | |
| 27 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.54% | -0.34% | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.54% | -0.02% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | -0.04% | — | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.06% | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.05% | — | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | -0.01% | — | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.07% | — | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.48% | +0.07% | — | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.18% | — | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.19% | — | |
| 37 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.46% | — | — | |
| 38 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.46% | -0.01% | — | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.45% | — | — | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.14% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.04% | — | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | -0.01% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.04% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.43% | +0.06% | — | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.14% | — | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | +0.06% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.04% | — | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.37% | -0.05% | — | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.36% | +0.05% | — | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.06% | — |
According to official SEC Form 13F filings, Sanctuary Advisors, LLC reported a total U.S. public equity portfolio value of $21.6B across 2329 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, IVV) accounted for 7.0% of total reported equity market value during Q2 2024.
During Q2 2024, Sanctuary Advisors, LLC's top holdings by market value included AAPL (2.7%)、MSFT (2.6%)、IVV (2.3%). The largest single position, AAPL, represented 2.7% of total portfolio value.
In Q2 2024, Sanctuary Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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