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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
BINCBlackrock Etf Trust Ii
Recent Activity
Exited
0%
$26.92M
519,395 shares@ $51.83 avg price
BABoeing Co
Recent Activity
Exited
0%
$21.405M
128,007 shares@ $167.22 avg price
AMGNAmgen Inc
Recent Activity
Exited
0%
$18.188M
67,369 shares@ $269.99 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$17.349M
105,313 shares@ $164.75 avg price
APDAir Prods & Chems Inc
Recent Activity
Exited
0%
$17.233M
72,997 shares@ $236.09 avg price
ADPAutomatic Data Processing In
Recent Activity
Exited
0%
$16.589M
68,248 shares@ $243.08 avg price
ADIAnalog Devices Inc
Recent Activity
Exited
0%
$15.281M
75,660 shares@ $201.98 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$12.805M
23,834 shares@ $537.27 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Exited
0%
$12.671M
148,620 shares@ $85.26 avg price
AZNAstrazeneca Plc
Recent Activity
Exited
0%
$12.546M
166,896 shares@ $75.17 avg price