Sanctuary Advisors, LLC New Holdings in Q3 2024

Sanctuary Advisors, LLC

  • $15.8 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
528K
New
$96.25 - $101.98 $50.8M - $53.9M
528K $51.7B
FLCB
Franklin Templeton ETF Tr Libe

ETFs
2.42M
New
$20.94 - $22.17 $50.7M - $53.6M
2.42M $51.4B
MCD
Mcdonalds Corp

Consumer Cyclical
174K
New
$245.82 - $304.51 $42.7M - $52.9M
174K $50.4B
CAT
Caterpillar Inc

Industrials
127K
New
$316.8 - $391.12 $40.1M - $49.5M
127K $50.3B
IWF
Ishares Russell 1000 Gr ETF

ETFs
127K
New
$332.02 - $382.76 $42.2M - $48.7M
127K $50.2B
CRM
Salesforce, Inc.

Technology
143K
New
$238.42 - $276.53 $34.1M - $39.6M
143K $48.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
390K
New
$105.53 - $118.34 $41.2M - $46.2M
390K $48.8B
CSCO
Cisco Systems, Inc.

Technology
832K
New
$44.74 - $53.22 $37.2M - $44.3M
832K $48.7B
IYW
Ishares Dj Us Tech ETF

ETFs
305K
New
$133.16 - $158.73 $40.7M - $48.5M
305K $48.6B
MRK
Merck & Co., Inc.

Healthcare
474K
New
$111.15 - $128.97 $52.7M - $61.1M
474K $47B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.04M
New
$22.38 - $23.66 $45.7M - $48.3M
2.04M $46.2B
VO
Vanguard Mid Cap ETF

ETFs
162K
New
$237.84 - $263.83 $38.4M - $42.6M
162K $45.6B
LOW
Lowes Companies Inc

Consumer Cyclical
172K
New
$213.3 - $270.78 $36.7M - $46.6M
172K $45.6B
MA
Mastercard Inc

Financial Services
86.3K
New
$429.6 - $500.99 $37.1M - $43.2M
86.3K $45B
IWM
Ishares Russell 2000 ETF

ETFs
187K
New
$200.87 - $224.6 $37.6M - $42.1M
187K $44.7B
HON
Honeywell International Inc

Industrials
188K
New
$196.73 - $220.21 $37M - $41.5M
188K $43.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
593K
New
$71.45 - $75.64 $42.4M - $44.9M
593K $43B
OEF
Ishares S&P 100 ETF

ETFs
150K
New
$266.03 - $266.03 $39.8M - $39.8M
150K $42.9B
ETN
Eaton Corp PLC

Industrials
113K
New
$272.52 - $333.02 $30.7M - $37.5M
113K $42.5B
PEP
Pepsico Inc

Consumer Defensive
262K
New
$161.9 - $179.3 $42.5M - $47M
262K $42.5B
VZ
Verizon Communications Inc

Communication Services
980K
New
$38.89 - $45.0 $38.1M - $44.1M
980K $42.3B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
411K
New
$100.3 - $100.74 $41.3M - $41.4M
411K $41.4B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
579K
New
$60.84 - $67.51 $35.2M - $39.1M
579K $40.6B
IAU
Ishares Gold Trust

ETFs
789K
New
$44.06 - $50.5 $34.8M - $39.8M
789K $40.3B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.59M
New
$24.86 - $26.33 $39.4M - $41.8M
1.59M $40.1B
TLT
Ishares Barclays 20+ Year Trea

ETFs
440K
New
$89.91 - $101.33 $39.5M - $44.5M
440K $39.7B
MUB
Ishares National Muni Bond ETF

ETFs
367K
New
$106.13 - $108.7 $39M - $39.9M
367K $39.5B
NEE
Nextera Energy Inc

Utilities
510K
New
$69.9 - $84.97 $35.7M - $43.4M
510K $38.8B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
359K
New
$95.1 - $106.76 $34.2M - $38.4M
359K $38.4B
GS
Goldman Sachs Group Inc

Financial Services
63.6K
New
$459.02 - $510.25 $29.2M - $32.5M
63.6K $38.3B
BLK
Black Rock Inc.

Financial Services
36.4K
New
$782.27 - $949.51 $28.4M - $34.5M
36.4K $37.7B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
1.41M
New
$25.13 - $27.92 $35.5M - $39.4M
1.41M $37.5B
PGR
Progressive Corp

Financial Services
140K
New
$209.46 - $259.24 $29.3M - $36.3M
140K $37.3B
PANW
Palo Alto Networks Inc

Technology
97K
New
$294.18 - $368.01 $28.5M - $35.7M
97K $37.2B
JEPI
J P Morgan Exchange Traded Fd

ETFs
612K
New
$54.98 - $59.51 $33.6M - $36.4M
612K $36.8B
ACN
Accenture PLC

Technology
101K
New
$295.44 - $355.81 $30M - $36.1M
101K $36.4B
LMT
Lockheed Martin Corp

Industrials
66.7K
New
$460.3 - $584.56 $30.7M - $39M
66.7K $36.2B
QCOM
Qualcomm Inc

Technology
230K
New
$156.12 - $209.64 $36M - $48.3M
230K $36.1B
DIS
Walt Disney CO

Communication Services
308K
New
$85.6 - $98.61 $26.4M - $30.4M
308K $35.6B
ISRG
Intuitive Surgical Inc

Healthcare
64.8K
New
$416.14 - $494.01 $26.9M - $32M
64.8K $35.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
186K
New
$147.95 - $191.05 $27.6M - $35.6M
186K $35.4B
SO
Southern CO

Utilities
404K
New
$77.0 - $90.52 $31.1M - $36.5M
404K $35.4B
OUSM
Alps ETF Tr Oshares U S Small

ETFs
755K
New
$40.6 - $45.07 $30.6M - $34M
755K $35.1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
158K
New
$175.46 - $203.3 $27.7M - $32.1M
158K $34B
KO
Coca Cola CO

Consumer Defensive
531K
New
$62.69 - $73.01 $33.3M - $38.8M
531K $33.9B
TXN
Texas Instruments Inc

Technology
171K
New
$194.6 - $194.6 $33.2M - $33.2M
171K $33.8B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
433K
New
$74.85 - $82.2 $32.4M - $35.6M
433K $33.2B
CMCSA
Comcast Corp

Communication Services
764K
New
$37.33 - $41.78 $28.5M - $31.9M
764K $33.2B
XLV
Select Sector Spdr Fund Health

ETFs
224K
New
$143.3 - $157.24 $32M - $35.2M
224K $32.2B
Activity Summary
Buys All Purchases 2363 New Holdings 2363 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 1 Puts 1
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