Sanctuary Advisors, LLC
CIK 1777271 · Holdings on Jun 30, 2024 · First reported Sep 5, 2024
Top ten holdings
Q2 2024- AAPL2.69%
- MSFT2.62%
- IVV2.30%
- VUG1.76%
- NVDA1.57%
- AMZN1.48%
- VTV1.34%
- VOO1.27%
- LLY1.21%
- SPY1.17%
Share classes counted separately17.41%
Portfolio value by quarter
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $370.00M | 2.69% | 2.19M shares | Prior unavailable — | — | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $361.16M | 2.62% | 888.86K shares | Prior unavailable — | — | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $316.17M | 2.30% | 619.00K shares | Prior unavailable — | — | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $242.09M | 1.76% | 722.27K shares | Prior unavailable — | — | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $216.69M | 1.57% | 246.98K shares | Prior unavailable — | — | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $203.96M | 1.48% | 1.14M shares | Prior unavailable — | — | ↗▾ |
| 07 | VTVVANGUARD MRNGSTR VAL ETF-AUIVALUE ETF View history and evidence | $183.84M | 1.34% | 1.16M shares | Prior unavailable — | — | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $175.26M | 1.27% | 375.12K shares | Prior unavailable — | — | ↗▾ |
| 09 | LLYELI LILLY & CO View history and evidence | $166.19M | 1.21% | 226.57K shares | Prior unavailable — | — | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $160.44M | 1.17% | 315.67K shares | Prior unavailable — | — | ↗▾ |
Options overlay 4
$1.04M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Call | 2.60K | $848.21K | — | ▾ |
CLMTCALUMET SPECIALTY PRODUCTSUT LTD PARTNER View history and evidence | Call | 90.00K | $155.25K | — | ▾ |
FXIISHARES CHINA LARGE-CAP ETFCHINA LG-CAP ETF View history and evidence | Call | 20.00K | $34.20K | — | ▾ |
3 / 4 options · preview only
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1777271 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-09-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 13769300780
}Research all 2,333 reported holdings.
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