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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
AGGIshares Tr
Recent Activity
Increased 28.43%
0.33%
$51.653M
528,093 shares@ $97.82 avg price
FLCBFranklin Templeton Etf Tr
Recent Activity
Increased 16.21%
0.33%
$51.412M
2.419M shares@ $21.26 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -9.99%
0.32%
$50.395M
173,609 shares@ $290.28 avg price
CATCaterpillar Inc
Recent Activity
Increased 9.89%
0.32%
$50.308M
126,564 shares@ $397.5 avg price
IWFIshares Tr
Recent Activity
Increased 29.43%
0.32%
$50.151M
127,249 shares@ $394.13 avg price
CRMSalesforce Inc
Recent Activity
Decreased -8.27%
0.32%
$48.95M
143,120 shares@ $342.02 avg price
IJRIshares Tr
Recent Activity
Decreased -6.53%
0.31%
$48.81M
390,321 shares@ $125.06 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -4.51%
0.31%
$48.692M
831,624 shares@ $58.55 avg price
IYWIshares Tr
Recent Activity
Decreased -19.91%
0.31%
$48.586M
305,475 shares@ $159.05 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.47%
0.3%
$46.986M
473,744 shares@ $99.18 avg price