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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
NVDANvidia Corporation
Recent Activity
Increased 1097.49%
2.66%
$419.831M
2.958M shares@ $141.96 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 12.64%
2.65%
$417.472M
1.001M shares@ $417.0 avg price
IVVIshares Tr
Recent Activity
Decreased -12.37%
2.06%
$324.592M
542,388 shares@ $598.46 avg price
VUGVanguard Index Fds
Recent Activity
Increased 2.92%
1.91%
$300.335M
743,348 shares@ $404.04 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 11.16%
1.34%
$210.682M
353,784 shares@ $595.51 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.39%
1.34%
$210.47M
1.169M shares@ $180.08 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.58%
1.27%
$200.05M
365,409 shares@ $547.47 avg price
LLYEli Lilly & Co
Recent Activity
Increased 9.03%
1.18%
$184.777M
247,025 shares@ $748.02 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 7.76%
1.13%
$178.044M
716,329 shares@ $248.56 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 13.1%
0.97%
$152.128M
923,329 shares@ $164.77 avg price