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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
DYNFBlackrock Etf Trust
Recent Activity
Increased 3.31%
0.68%
$106.515M
2.042M shares@ $52.15 avg price
WMTWalmart Inc
Recent Activity
Increased 10.4%
0.68%
$106.446M
1.177M shares@ $90.45 avg price
VVisa Inc
Recent Activity
Increased 1.74%
0.64%
$100.411M
323,990 shares@ $309.92 avg price
TSLATesla Inc
Recent Activity
Increased 28.09%
0.64%
$99.92M
294,828 shares@ $338.91 avg price
IVEIshares Tr
Recent Activity
Increased 3.54%
0.62%
$96.669M
474,474 shares@ $203.75 avg price
ABBVAbbvie Inc
Recent Activity
Increased 23.75%
0.6%
$93.571M
528,802 shares@ $176.95 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 9.14%
0.59%
$92.479M
456,776 shares@ $202.47 avg price
USPXFranklin Templeton Etf Tr
Recent Activity
Decreased -8.5%
0.59%
$92.091M
1.758M shares@ $52.39 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 16.98%
0.55%
$85.841M
145,278 shares@ $590.88 avg price
HDHome Depot Inc
Recent Activity
Increased 13.87%
0.54%
$85.096M
202,609 shares@ $420.01 avg price