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William Montgomery

@Sanctuary Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$15.784BTotal holdings2363
Assets growth rate14.64%Assets growth rate (2-Q avg)7.32%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sanctuary Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2363 positions.

Assets under management

The assets under management (AUM) of Sanctuary Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 15.784B in assets, with a quarterly growth rate of 14.64% and a 2-quarter average growth rate of 7.32%. The portfolio is managed by William Montgomery, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Exited
0%
$369.997M
2.185M shares@ $169.31 avg price
AMZNAmazon Com Inc
Recent Activity
Exited
0%
$203.957M
1.135M shares@ $179.63 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$103.923M
258,451 shares@ $402.11 avg price
QQQInvesco Qqq Tr
Recent Activity
Exited
0%
$78.905M
193,075 shares@ $408.68 avg price
RTXRtx Corporation
Recent Activity
Exited
0%
$35.285M
347,941 shares@ $101.41 avg price
ABTAbbott Labs
Recent Activity
Exited
0%
$34.579M
321,572 shares@ $107.54 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Exited
0%
$33.971M
215,823 shares@ $157.41 avg price
BACBank America Corp
Recent Activity
Exited
0%
$29.574M
781,767 shares@ $37.83 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Exited
0%
$27.311M
45 shares@ $606920.0 avg price
AXPAmerican Express Co
Recent Activity
Exited
0%
$27.168M
115,293 shares@ $235.64 avg price