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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
AMATApplied Matls Inc
Recent Activity
Exited
0%
$11.653M
57,296 shares@ $203.39 avg price
WBNDLegg Mason Etf Invt
Recent Activity
Exited
0%
$10.478M
537,076 shares@ $19.52 avg price
TTETotalenergies Se
Recent Activity
Exited
0%
$10.26M
137,613 shares@ $74.56 avg price
PWRQuanta Svcs Inc
Recent Activity
Exited
0%
$10.183M
38,916 shares@ $261.67 avg price
ADSKAutodesk Inc
Recent Activity
Exited
0%
$10.127M
46,468 shares@ $217.93 avg price
TRVTravelers Companies Inc
Recent Activity
Exited
0%
$9.798M
45,902 shares@ $213.45 avg price
BDXBecton Dickinson & Co
Recent Activity
Exited
0%
$9.635M
41,610 shares@ $231.56 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$9.487M
115,400 shares@ $82.21 avg price
EWEdwards Lifesciences Corp
Recent Activity
Exited
0%
$8.917M
103,173 shares@ $86.43 avg price
BPBp Plc
Recent Activity
Exited
0%
$8.788M
222,651 shares@ $39.47 avg price