Sanctuary Wealth Management, L.L.C. Purchases in Q3 2024

Sanctuary Wealth Management, L.L.C.

  • $134 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
41K
+ 21.44%
$81.31 - $83.29 $3.33M - $3.41M
232K $19.3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.5K
+ 16.14%
$71.45 - $75.64 $1.32M - $1.4M
133K $10M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.02K
+ 54.41%
$434.77 - $502.96 $1.31M - $1.52M
8.57K $4.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.45K
+ 39.04%
$475.2 - $527.7 $1.16M - $1.29M
8.73K $4.6M
VTV
Vanguard Value ETF

ETFs
3.27K
+ 19.5%
$159.75 - $174.57 $522K - $570K
20K $3.49M
DFAI
Dimensional ETF Tr

ETFs
17.7K
+ 26.57%
$28.69 - $32.06 $507K - $567K
84.2K $2.68M
VUG
Vanguard Growth ETF

ETFs
1.44K
+ 51.85%
$341.08 - $391.94 $491K - $565K
4.22K $1.62M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.7K
+ 24.76%
$31.05 - $34.29 $425K - $469K
68.9K $2.36M
HYG
Ishares Tr

ETFs
6.24K
+ 207.04%
$76.72 - $80.36 $479K - $501K
9.25K $742K
VB
Vanguard Small Cap ETF

ETFs
1.13K
+ 47.18%
$214.77 - $237.72 $243K - $269K
3.53K $836K
VDC
Vanguard Consumer Staples ETF

ETFs
301
+ 6.5%
$201.77 - $221.32 $60.7K - $66.6K
4.93K $1.08M
KO
Coca Cola CO

Consumer Defensive
1.79K
+ 177.66%
$62.69 - $73.01 $112K - $131K
2.8K $200K
GLDM
World Gold Trust

ETFs
1.46K
New
$46.2 - $53.01 $67.3K - $77.2K
1.46K $75K
NVDA
Nvidia Corp

Technology
724
+ 9.51%
$98.91 - $134.91 $71.6K - $97.7K
8.34K $1.01M
DFAU
Dimensional ETF Tr

ETFs
260
+ 0.94%
$35.8 - $39.69 $9.31K - $10.3K
28K $1.11M
NSC
Norfolk Southern Corp

Industrials
250
New
$213.75 - $259.69 $53.4K - $64.9K
250 $62K
HSY
Hershey CO

Consumer Defensive
328
New
$182.45 - $203.25 $59.8K - $66.7K
328 $62K
CNI
Canadian National Railway CO

Industrials
481
New
$110.1 - $123.65 $53K - $59.5K
481 $56K
WTRG
Essential Utilities, Inc.

Utilities
1.3K
New
$36.74 - $41.49 $47.7K - $53.9K
1.3K $50K
MKC
Mccormick & CO Inc

Consumer Defensive
604
New
$69.44 - $84.76 $41.9K - $51.2K
604 $49K
USRT
Ishares Core U.S. Reit ETF

ETFs
808
New
$53.07 - $62.66 $42.9K - $50.6K
808 $49K
CVX
Chevron Corp

Energy
325
New
$137.88 - $161.97 $44.8K - $52.6K
325 $47K
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 64.71%
$517.38 - $573.86 $34.1K - $37.9K
168 $96K
IYT
Ishares Tr U.S. Transportation

ETFs
595
New
$61.35 - $68.92 $36.5K - $41K
595 $41K
KMB
Kimberly Clark Corp

Consumer Defensive
287
New
$135.05 - $148.35 $38.8K - $42.6K
287 $40K
VZ
Verizon Communications Inc

Communication Services
775
+ 155.31%
$38.89 - $45.0 $30.1K - $34.9K
1.27K $57K
EPD
Enterprise Products Partners L.P.

Energy
1.24K
New
$27.88 - $30.0 $34.5K - $37.1K
1.24K $35K
CRWD
Crowd Strike Holdings, Inc.

Technology
139
+ 397.14%
$217.89 - $392.15 $30.3K - $54.5K
174 $48K
D
Dominion Energy, Inc

Utilities
480
New
$48.01 - $58.53 $23K - $28.1K
480 $27K
AVA
Avista Corp

Utilities
722
New
$33.57 - $39.64 $24.2K - $28.6K
722 $27K
NVTS
Navitas Semiconductor Corp

Technology
7.47K
New
$2.18 - $4.92 $16.3K - $36.7K
7.47K $18K
GOOG
Alphabet Inc.

Communication Services
117
+ 87.31%
$149.54 - $192.66 $17.5K - $22.5K
251 $41K
APD
Air Products & Chemicals, Inc.

Basic Materials
59
New
$247.34 - $300.11 $14.6K - $17.7K
59 $17K
SBUX
Starbucks Corp

Consumer Cyclical
161
+ 236.76%
$72.51 - $98.6 $11.7K - $15.9K
229 $22K
SJM
J M Smucker CO

Consumer Defensive
126
New
$109.12 - $122.4 $13.7K - $15.4K
126 $15K
DGRO
Ishares Core Dividend Growth E

ETFs
16
+ 0.59%
$57.47 - $62.76 $920 - $1K
2.74K $171K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 0.06%
$89.91 - $101.33 $89.9 - $101
1.68K $165K
MAIN
Main Street Capital Corp

Financial Services
224
+ 457.14%
$47.05 - $52.25 $10.5K - $11.7K
273 $13K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
45
New
$178.94 - $207.0 $8.05K - $9.32K
45 $9K
IFN
India Fund Inc

Financial Services
348
New
$17.61 - $19.23 $6.13K - $6.69K
348 $6K
TXN
Texas Instruments Inc

Technology
33
New
$194.6 - $194.6 $6.42K - $6.42K
33 $6K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
114
New
$49.7 - $56.11 $5.67K - $6.4K
114 $6K
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 11.05%
$161.02 - $200.0 $6.44K - $8K
402 $74K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.44%
$94.1 - $120.43 $188 - $241
456 $52K
MMM
3 M CO

Industrials
32
New
$99.69 - $139.42 $3.19K - $4.46K
32 $4K
CHCT
Community Healthcare Trust Inc

Real Estate
113
+ 269.05%
$15.86 - $27.51 $1.79K - $3.11K
155 $2K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
15
New
$111.59 - $129.08 $1.67K - $1.94K
15 $1K
BXP
Boston Properties Inc

Real Estate
16
New
$60.3 - $82.49 $965 - $1.32K
16 $1K
RDFN
Redfin Corp

Real Estate
59
New
$5.64 - $14.45 $333 - $853
59 $0
Activity Summary
Buys All Purchases 67 New Holdings 36 Increased Positions 31 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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