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CIK: 0001777271
Total reported value
$21.6B
$21.6B
2383 檔
7.5%
According to the latest 13F quarterly dataset, Sanctuary Advisors, LLC managed an equity portfolio of $21.6B at the end of Q4 2024, spanning 2383 distinct U.S. exchange-listed positions.
During Q4 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 2383 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.58% | -0.25% | -1.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.22% | +0.01% | -4.94% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.82% | -0.62% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 2.01% | +0.14% | +1.75% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +0.03% | -2.98% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 1.30% | — | -1.03% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | +0.11% | -3.60% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.23% | +0.18% | -4.63% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | -0.02% | -2.10% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.12% | -3.39% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | +0.08% | -3.01% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.14% | +0.26% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | -0.08% | +0.62% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.92% | -0.34% | +0.53% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | — | +1.10% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.87% | +0.01% | -1.31% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.77% | +0.07% | +2.51% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.30% | -8.26% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.75% | -0.34% | +2.25% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | -0.03% | +0.18% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.19% | -0.80% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.07% | -2.45% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | -0.01% | -0.78% | |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.69% | +0.07% | +1.49% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.61% | -0.21% | +2.70% | |
| 26 | USPX | Franklin U.s. Equity Index E | ETF-Large Cap & Growth | 0.60% | -0.01% | +2.21% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.06% | -0.37% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.02% | -1.41% | |
| 29 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.56% | — | +3.17% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | -0.01% | -7.75% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.17% | -7.38% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.04% | -4.99% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | +0.02% | -3.20% | |
| 34 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.49% | -0.01% | +3.05% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.49% | -0.05% | -0.60% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.14% | -5.71% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.47% | +0.06% | +0.68% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.46% | -0.04% | +5.11% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | -0.01% | -2.96% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.02% | -2.08% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.40% | — | -1.96% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.39% | -0.04% | +24.80% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.14% | -15.33% | |
| 44 | HEI | Heico CORP | Stock-Industrials | 0.38% | +0.03% | -1.11% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.07% | -10.38% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.38% | -0.05% | -0.74% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.18% | -6.54% | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.09% | +3.02% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.36% | -0.03% | -1.56% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.35% | -0.01% | +7.88% |
According to official SEC Form 13F filings, Sanctuary Advisors, LLC reported a total U.S. public equity portfolio value of $21.6B across 2383 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, IVV) accounted for 7.5% of total reported equity market value during Q4 2024.
During Q4 2024, Sanctuary Advisors, LLC's top holdings by market value included MSFT (2.6%)、NVDA (2.2%)、IVV (2.1%). The largest single position, MSFT, represented 2.6% of total portfolio value.
In Q4 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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