Sanctuary Wealth Management, L.L.C. Incresed Positions 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
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
13.7K
+ 24.76%
$31.05 - $34.29 $425K - $469K
68.9K $2.36M
VUG
Vanguard Growth ETF

ETFs
1.44K
+ 51.85%
$341.08 - $391.94 $491K - $565K
4.22K $1.62M
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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
66
+ 64.71%
$517.38 - $573.86 $34.1K - $37.9K
168 $96K
VZ
Verizon Communications Inc

Communication Services
775
+ 155.31%
$38.89 - $45.0 $30.1K - $34.9K
1.27K $57K
CRWD
Crowd Strike Holdings, Inc.

Technology
139
+ 397.14%
$217.89 - $392.15 $30.3K - $54.5K
174 $48K
SBUX
Starbucks Corp

Consumer Cyclical
161
+ 236.76%
$72.51 - $98.6 $11.7K - $15.9K
229 $22K
GOOG
Alphabet Inc.

Communication Services
117
+ 87.31%
$149.54 - $192.66 $17.5K - $22.5K
251 $41K
DGRO
Ishares Core Dividend Growth E

ETFs
16
+ 0.59%
$57.47 - $62.76 $920 - $1K
2.74K $171K
MAIN
Main Street Capital Corp

Financial Services
224
+ 457.14%
$47.05 - $52.25 $10.5K - $11.7K
273 $13K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1
+ 0.06%
$89.91 - $101.33 $89.9 - $101
1.68K $165K
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
CHCT
Community Healthcare Trust Inc

Real Estate
113
+ 269.05%
$15.86 - $27.51 $1.79K - $3.11K
155 $2K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1
+ 0.9%
$92.1 - $95.52 $92.1 - $95.5
112 $10K
DWAC
Digital World Acquisition Corp.

Financial Services
9
+ 3.0%
N/A
309 $0
Dimensional ETF Trust
26K
+ 62.25%
N/A
67.8K $0
Dimensional ETF Trust
16.1K
+ 36.29%
N/A
60.4K $0
Ark 21 Shares Bitcoin ETF
433
+ 43300.0%
N/A
434 $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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