Sanctuary Wealth Management, L.L.C. Incresed Positions in Q4 2024

Sanctuary Wealth Management, L.L.C.

  • $141 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
33.7K
+ 673700.0%
$570.51 - $610.59 $19.2M - $20.6M
33.7K $19.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
57.8K
+ 128471.11%
$198.04 - $221.51 $11.4M - $12.8M
57.9K $12.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.75K
+ 90.4%
$481.22 - $538.17 $3.73M - $4.17M
16.3K $8.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.51K
+ 86.05%
$521.84 - $558.82 $3.92M - $4.2M
16.2K $8.75M
HYG
Ishares Tr

ETFs
19.7K
+ 213.09%
$78.09 - $80.04 $1.54M - $1.58M
29K $2.28M
VUG
Vanguard Growth ETF

ETFs
3.46K
+ 81.92%
$378.79 - $428.11 $1.31M - $1.48M
7.68K $3.15M
DFAI
Dimensional ETF Tr

ETFs
40.9K
+ 48.55%
$29.0 - $31.6 $1.19M - $1.29M
125K $3.65M
VTV
Vanguard Value ETF

ETFs
5.24K
+ 26.15%
$168.32 - $181.87 $881K - $952K
25.3K $4.28M
VB
Vanguard Small Cap ETF

ETFs
2.76K
+ 78.41%
$233.76 - $261.58 $646K - $723K
6.29K $1.51M
BND
Vanguard Bd Index Fd Inc Total

ETFs
8.75K
+ 6.57%
$71.75 - $75.11 $628K - $657K
142K $10.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3K
+ 2.46%
$50.37 - $50.6 $151K - $152K
125K $6.28M
TSLA
Tesla, Inc.

Consumer Cyclical
131
+ 55.04%
$213.65 - $479.86 $28K - $62.9K
369 $149K
GLDM
World Gold Trust

ETFs
1.42K
+ 97.12%
$50.76 - $55.23 $71.8K - $78.2K
2.87K $149K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
695
+ 22.18%
$61.68 - $67.87 $42.9K - $47.2K
3.83K $238K
BNDX
Vanguard Total International B

ETFs
554
+ 395.71%
$48.91 - $50.61 $27.1K - $28K
694 $34K
LUV
Southwest Airlines CO

Industrials
589
+ 196.33%
$28.99 - $34.84 $17.1K - $20.5K
889 $29K
DGRO
Ishares Core Dividend Growth E

ETFs
349
+ 12.75%
$60.73 - $64.94 $21.2K - $22.7K
3.09K $189K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
436
+ 118.48%
$44.04 - $49.49 $19.2K - $21.6K
804 $35K
DFUS
Dimensional ETF Tr U S Equity

ETFs
216
+ 11.8%
$61.52 - $66.5 $13.3K - $14.4K
2.05K $130K
JPM
Jpmorgan Chase & CO

Financial Services
62
+ 310.0%
$205.18 - $250.29 $12.7K - $15.5K
82 $19K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
266
+ 19.97%
$50.73 - $51.08 $13.5K - $13.6K
1.6K $81K
NVTS
Navitas Semiconductor Corp

Technology
1.33K
+ 17.85%
$1.78 - $4.35 $2.37K - $5.8K
8.8K $31K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
120
+ 25.37%
$113.92 - $127.38 $13.7K - $15.3K
593 $68K
CVX
Chevron Corp

Energy
95
+ 29.23%
$141.15 - $162.53 $13.4K - $15.4K
420 $60K
IBM
International Business Machines Corp

Technology
55
+ 8.37%
$204.9 - $238.04 $11.3K - $13.1K
712 $156K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
99
+ 19.45%
$51.09 - $55.27 $5.06K - $5.47K
608 $31K
PANW
Palo Alto Networks Inc

Technology
171
+ 100.0%
$181.96 - $405.9 $31.1K - $69.4K
342 $62K
MPW
Medical Properties Trust Inc

Real Estate
928
+ 371.2%
$3.72 - $5.77 $3.45K - $5.35K
1.18K $4K
CHCT
Community Healthcare Trust Inc

Real Estate
108
+ 69.68%
$16.06 - $19.35 $1.73K - $2.09K
263 $5K
BXP
Boston Properties Inc

Real Estate
25
+ 156.25%
$73.33 - $89.72 $1.83K - $2.24K
41 $3K
KRC
Kilroy Realty Corp

Real Estate
50
+ 166.67%
$37.51 - $43.55 $1.88K - $2.18K
80 $3K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
18
+ 120.0%
$97.29 - $122.68 $1.75K - $2.21K
33 $3K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
108
+ 84.38%
$23.29 - $23.93 $2.52K - $2.58K
236 $5K
KD
Kyndryl Holdings, Inc.

Technology
9
+ 25.0%
$22.43 - $35.79 $202 - $322
45 $1K
SOFI
So Fi Technologies, Inc.

Financial Services
43
+ 72.88%
$7.63 - $16.88 $328 - $726
102 $1K
O
Realty Income Corp

Real Estate
36
+ 189.47%
$51.76 - $64.71 $1.86K - $2.33K
55 $2K
VICI
Vici Properties Inc.

Real Estate
67
+ 197.06%
$28.27 - $33.19 $1.89K - $2.22K
101 $2K
GMRE
Global Medical Reit Inc.

Real Estate
230
+ 205.36%
$7.53 - $9.83 $1.73K - $2.26K
342 $2K
Dimensional ETF Trust
32K
+ 52.92%
N/A
92.4K $0
Dimensional ETF Trust
71.8K
+ 105.79%
N/A
140K $0
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
1
+ 0.89%
$93.52 - $95.37 $93.5 - $95.4
113 $10K
IIPR
Innovative Industrial Properties Inc

Real Estate
18
+ 180.0%
$66.64 - $135.61 $1.2K - $2.44K
28 $1K
Ark 21 Shares Bitcoin ETF
2.01K
+ 462.9%
N/A
2.44K $0
PG
Procter & Gamble CO

Consumer Defensive
51
+ 2.87%
$161.05 - $179.7 $8.21K - $9.16K
1.83K $306K
MU
Micron Technology Inc

Technology
20
+ 9.3%
$84.16 - $113.41 $1.68K - $2.27K
235 $19K
IEFA
Ishares Tr

ETFs
131
+ 5.12%
$70.06 - $77.43 $9.18K - $10.1K
2.69K $189K
SCCO
Southern Copper Corp

Basic Materials
2
+ 0.44%
$91.13 - $117.95 $182 - $236
458 $41K
Activity Summary
Buys All Purchases 76 New Holdings 28 Increased Positions 48 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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