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CIK: 0001777271
Total reported value
$21.6B
$21.6B
2363 檔
7.8%
During the Q3 2024 filing period, Sanctuary Advisors, LLC (CIK: 0001777271) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $21.6B across 2363 reported positions.
During Q3 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 2363 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +0.01% | +1097.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.25% | +12.63% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | +0.82% | -12.38% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 1.90% | +0.14% | +2.92% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +0.03% | +11.16% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 1.33% | — | +0.39% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.27% | +0.11% | -2.59% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.18% | +9.03% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.13% | -0.02% | +7.75% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.96% | +0.12% | +13.09% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.30% | +20.19% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.90% | -0.34% | +14.11% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.89% | -0.08% | +29.79% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.14% | +20.49% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.88% | +0.01% | +8.59% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.08% | +990.85% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | — | +3.56% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.73% | -0.07% | +15.30% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | +0.07% | +74.19% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.71% | -0.34% | +49.95% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.67% | +0.07% | +3.31% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.19% | +10.40% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.01% | +1.73% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.03% | +28.08% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.21% | +3.54% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | -0.01% | +23.74% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.02% | +9.14% | |
| 28 | USPX | Franklin U.s. Equity Index E | ETF-Large Cap & Growth | 0.58% | -0.01% | -8.50% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.14% | +16.98% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.04% | +13.87% | |
| 31 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.53% | — | +12.63% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.17% | +30.31% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.05% | +7.41% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | +17.41% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.48% | +0.06% | +28.58% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.47% | -0.01% | +0.32% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.46% | -0.02% | +13.72% | |
| 38 | HEI | Heico CORP | Stock-Industrials | 0.46% | +0.03% | +24.04% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.14% | +6.93% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.45% | -0.01% | +2.43% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.45% | +0.02% | +32.51% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.44% | -0.04% | -4.40% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.07% | -2.85% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.42% | — | -1.66% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.41% | -0.18% | +0.95% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | -0.05% | +13.61% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.38% | +0.06% | +0.02% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.04% | +19.63% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.37% | -0.03% | +12.71% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.09% | +72.12% |
According to official SEC Form 13F filings, Sanctuary Advisors, LLC reported a total U.S. public equity portfolio value of $21.6B across 2363 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, IVV) accounted for 7.8% of total reported equity market value during Q3 2024.
During Q3 2024, Sanctuary Advisors, LLC's top holdings by market value included NVDA (2.7%)、MSFT (2.6%)、IVV (2.1%). The largest single position, NVDA, represented 2.7% of total portfolio value.
In Q3 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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