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CIK: 0001777271
Total reported value
$21.6B
$21.6B
2182 檔
6.5%
As reported in its official Q1 2025 Form 13F filing, Sanctuary Advisors, LLC's tracked investment portfolio stood at $21.6B with 2182 total positions.
During Q1 2025, 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 2182 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.25% | -6.62% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.01% | -5.25% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | +0.82% | -7.03% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 1.93% | +0.14% | -2.30% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | +0.11% | +15.05% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 1.46% | — | +3.78% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.18% | -1.12% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.03% | -7.30% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | -0.02% | -5.79% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.10% | — | +9.33% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.08% | -0.34% | +14.52% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.14% | -5.48% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.96% | -0.08% | +3.31% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.96% | +0.01% | -1.80% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.12% | -8.70% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.08% | -8.83% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.30% | -4.63% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.21% | +28.47% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | -0.01% | -0.94% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.07% | -4.66% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.73% | +0.07% | +3.24% | |
| 22 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.01% | -0.71% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.19% | -4.87% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.68% | -0.02% | +9.98% | |
| 25 | USPX | Franklin U.s. Equity Index E | ETF-Large Cap & Growth | 0.67% | -0.01% | +7.59% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.66% | -0.34% | -24.94% | |
| 27 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 0.62% | — | +7.33% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.17% | +0.07% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | -0.03% | +1.97% | |
| 30 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.52% | -0.01% | +3.23% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | -3.55% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.49% | +0.07% | -41.33% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.49% | -0.05% | +14.52% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.49% | -0.04% | -3.05% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | +0.02% | -9.88% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | -0.05% | -12.49% | |
| 37 | HEI | Heico CORP | Stock-Industrials | 0.48% | +0.03% | -0.81% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.14% | -6.83% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.04% | -6.34% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.46% | -0.01% | -0.14% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.07% | -7.46% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.18% | -4.03% | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.41% | -0.09% | +129.99% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.40% | -0.01% | +36.74% | |
| 45 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.39% | — | -4.93% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.39% | +0.06% | -22.15% | |
| 47 | FLCB | Franklin U.s. Core Bond ETF | ETF-Other | 0.38% | -0.04% | +0.36% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | -0.03% | -2.55% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.04% | -1.24% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.36% | -0.02% | +0.83% |
According to official SEC Form 13F filings, Sanctuary Advisors, LLC reported a total U.S. public equity portfolio value of $21.6B across 2182 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, IVV) accounted for 6.5% of total reported equity market value during Q1 2025.
During Q1 2025, Sanctuary Advisors, LLC's top holdings by market value included MSFT (2.4%)、NVDA (2.0%)、IVV (2.0%). The largest single position, MSFT, represented 2.4% of total portfolio value.
In Q1 2025, 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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