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Asset Manager ← All Institutions

Sanctuary Advisors, LLC

3815 RIVER CROSSING PKWY, FLOOR 2, INDIANAPOLIS, IN 46240 • 317-633-1799

Q3 2025 · Filed 2026-01-13
Market Value
$17.5B
+8.6%
Holdings
2,592
+187
New Purchases
299
Added To
1,248
Closed
65
Reduced
902
Top 10 Concentration
16.8%
Turnover
14.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 1.18% 0.94% +0.23% $206M
TSLA 0.81% 0.58% +0.22% $141M
NVDA 2.98% 2.77% +0.21% $520M
SHLD 0.20% 0.02% +0.18% $35M
DYNF 0.97% 0.79% +0.18% $170M
OEF 0.64% 0.47% +0.17% $111M
PLTR 0.56% 0.39% +0.17% $98M
ORCL 0.60% 0.44% +0.16% $105M
GOOG 0.65% 0.50% +0.15% $114M
BAI 0.25% 0.12% +0.13% $44M
SPY 1.37% 1.26% +0.12% $240M
XLG 0.34% 0.23% +0.11% $60M
AVGO 1.40% 1.31% +0.09% $244M
APP 0.12% 0.04% +0.09% $22M
BDYN 0.07% 0.00% +0.07% $13M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFG 0.16% 0.48% -0.32% $28M
IVV 1.24% 1.51% -0.27% $216M
COWZ 0.13% 0.29% -0.16% $22M
NFLX 0.55% 0.72% -0.16% $97M
IYW 0.23% 0.38% -0.16% $40M
EFV 0.76% 0.91% -0.15% $133M
IUSB 0.68% 0.83% -0.15% $119M
VUG 1.83% 1.96% -0.13% $319M
CRM 0.15% 0.28% -0.13% $27M
COST 0.59% 0.71% -0.12% $103M
QUAL 0.96% 1.08% -0.12% $168M
LLY 1.03% 1.14% -0.10% $181M
VFLO 0.17% 0.28% -0.10% $31M
IEFA 1.00% 1.09% -0.09% $176M
IBM 0.43% 0.51% -0.08% $75M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 57.9%
Technology 11.5%
Industrials 5.6%
Healthcare 5.5%
Communication Services 4.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $5.9B 33.6%
Large Cap 909 $8.5B 48.8%
Mid Cap 764 $1.8B 10.2%
Small Cap 623 $1.0B 5.9%
Micro Cap 228 $262M 1.5%

Portfolio Analytics

Avg Market Cap
$36.1B
Median Market Cap
$5.5B
Avg P/E
31.0
Median P/E
20.4
Avg Dividend Yield
0.02%
Avg Beta
0.98
# Stocks
1,507
# ETFs / Funds
1,085

Top Holdings (2,592 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.98% 2,787,598 $520M $186.58 $75M -29,421 -1.0%
2 MSFT 2.87% 968,471 $502M $517.95 $27M +14,796 +1.6%
3 VUG 1.83% 665,304 $319M $479.61 $4M -53,373 -7.4%
4 AVGO 1.40% 739,767 $244M $329.91 $34M -23,589 -3.1%
5 SPY 1.37% 360,008 $240M $666.18 $38M +33,023 +10.1%
6 VOO 1.37% 391,464 $240M $612.38 $8M -15,687 -3.9%
7 VTV 1.28% 1,198,582 $224M $186.49 $14M +14,624 +1.2%
8 JPM 1.25% 692,289 $218M $315.43 $15M -9,393 -1.3%
9 IVV 1.24% 323,125 $216M $669.30 -$26M -67,464 -17.3%
10 GOOGL 1.18% 846,509 $206M $243.10 $54M -15,958 -1.9%
11 META 1.12% 266,480 $196M $734.38 $10M +14,292 +5.7%
12 LLY 1.03% 236,785 $181M $763.00 -$2M +2,185 +0.9%
13 IEFA 1.00% 2,010,471 $176M $87.31 -$168K -94,254 -4.5%
14 DYNF 0.97% 2,877,953 $170M $59.20 $43M +538,106 +23.0%
15 QUAL 0.96% 862,480 $168M $194.50 -$6M -86,818 -9.2%
16 IVW 0.90% 1,306,322 $158M $120.72 $8M -49,722 -3.7%
17 IVE 0.90% 763,243 $158M $206.51 $14M +28,042 +3.8%
18 TSLA 0.81% 317,234 $141M $444.72 $47M +22,247 +7.5%
19 EFV 0.76% 1,959,758 $133M $67.83 -$14M -353,423 -15.3%
20 WMT 0.69% 1,171,617 $121M $103.06 $10M +42,020 +3.7%
21 IUSB 0.68% 2,551,705 $119M $46.71 -$14M -331,160 -11.5%
22 V 0.67% 342,037 $117M $341.38 -$184K +12,651 +3.8%
23 XOM 0.66% 1,024,741 $116M $112.75 $1M -35,245 -3.3%
24 GOOG 0.65% 466,857 $114M $243.55 $32M +8,954 +2.0%
25 USPX 0.64% 1,911,158 $112M $58.58 $18M +184,560 +10.7%
26 OEF 0.64% 333,749 $111M $332.84 $36M +87,890 +35.8%
27 ABBV 0.63% 472,158 $109M $231.54 $20M -8,271 -1.7%
28 IEMG 0.62% 1,655,981 $109M $65.92 $18M +143,861 +9.5%
29 ORCL 0.60% 371,884 $105M $281.24 $34M +50,990 +15.9%
30 COST 0.59% 110,752 $103M $925.63 -$12M -4,539 -3.9%
31 FLQL 0.58% 1,478,841 $101M $68.43 $17M +139,139 +10.4%
32 VIG 0.57% 464,126 $100M $215.79 -$2M -36,470 -7.3%
33 PLTR 0.56% 535,996 $98M $182.42 $35M +75,991 +16.5%
34 NFLX 0.55% 80,877 $97M $1,198.91 -$18M -5,061 -5.9%
35 GSLC 0.55% 732,451 $95M $130.28 $8M +9,529 +1.3%
36 HEI 0.46% 250,914 $81M $322.82 -$2M -1,906 -0.8%
37 TLH 0.44% 754,673 $78M $102.99 $7M +55,009 +7.9%
38 IWF 0.44% 162,823 $76M $468.41 $18M +24,531 +17.7%
39 IBM 0.43% 266,641 $75M $282.16 -$7M -12,111 -4.3%
40 GLD 0.43% 209,097 $74M $355.47 $12M +4,632 +2.3%
41 DIA 0.42% 159,921 $74M $463.74 $6M +5,887 +3.8%
42 XLK 0.42% 262,972 $74M $281.86 $620K -27,282 -9.4%
43 HD 0.41% 178,799 $72M $405.19 $5M -5,884 -3.2%
44 JNJ 0.41% 387,728 $72M $185.42 $15M +17,384 +4.7%
45 THRO 0.40% 1,848,929 $70M $37.86 $9M +132,426 +7.7%
46 VGT 0.39% 91,713 $68M $746.63 $7M -455 -0.5%
47 VTEB 0.39% 1,343,926 $67M $50.07 -$3M -92,243 -6.4%
48 PG 0.37% 422,644 $65M $153.65 -$3M -2,214 -0.5%
49 IAU 0.37% 888,201 $65M $72.77 $14M +75,625 +9.3%
50 CVX 0.35% 398,916 $62M $155.29 $8M +25,336 +6.8%
51 DGRO 0.35% 893,809 $61M $68.08 $4M +2,049 +0.2%
52 FLCB 0.35% 2,787,760 $61M $21.72 $8M +345,332 +14.1%
53 CAT 0.34% 125,697 $60M $477.15 $10M -3,109 -2.4%
54 XLG 0.34% 1,041,163 $60M $57.52 $23M +326,254 +45.6%
55 GS 0.33% 73,248 $58M $796.35 $7M +94 +0.1%
56 ESN 0.32% 3,242,554 $55M $17.06 $6M +176,628 +5.8%
57 CSCO 0.31% 796,451 $54M $68.42 -$917K -2,194 -0.3%
58 SCHE 0.30% 1,570,664 $52M $33.37 $8M +106,378 +7.3%
59 VO 0.30% 178,372 $52M $293.74 $7M +16,781 +10.4%
60 MCD 0.29% 169,328 $51M $303.89 $1M -1,769 -1.0%
61 TSM 0.29% 183,488 $51M $279.29 $12M +10,571 +6.1%
62 UNH 0.29% 147,875 $51M $345.30 $12M +22,436 +17.9%
63 MA 0.29% 89,751 $51M $568.81 $2M +2,906 +3.4%
64 JAAA 0.29% 998,710 $51M $50.78 $6M +120,859 +13.8%
65 FENI 0.29% 1,413,034 $50M $35.28 $6M +88,054 +6.7%
66 EFA 0.28% 523,047 $49M $93.37 $5M +36,204 +7.4%
67 BX 0.28% 283,661 $48M $170.85 -$9M -97,508 -25.6%
68 RSP 0.27% 246,526 $47M $189.70 -$6M -44,520 -15.3%
69 PM 0.26% 284,357 $46M $162.20 -$3M +16,937 +6.3%
70 JEPI 0.25% 771,913 $44M $57.10 $2M +29,773 +4.0%
71 CRWD 0.25% 89,431 $44M $490.38 $3M +9,251 +11.5%
72 BAI 0.25% 1,282,076 $44M $34.16 $25M +614,583 +92.1%
73 BLK 0.25% 36,729 $43M $1,165.86 $7M +2,412 +7.0%
74 GOVT 0.24% 1,838,803 $43M $23.12 -$268K -22,845 -1.2%
75 NEE 0.24% 557,916 $42M $75.49 $5M +29,446 +5.6%
76 VEA 0.24% 698,994 $42M $59.92 $7M +80,388 +13.0%
77 IJR 0.24% 350,172 $42M $118.83 -$2M -44,337 -11.2%
78 GE 0.24% 138,110 $42M $300.82 $3M -10,662 -7.2%
79 VCLT 0.23% 528,657 $41M $77.65 $5M +53,780 +11.3%
80 GEV 0.23% 66,594 $41M $614.90 $11M +10,584 +18.9%
81 DIS 0.23% 354,722 $41M $114.50 -$1M +16,633 +4.9%
82 VZ 0.23% 919,657 $40M $43.95 -$3M -74,038 -7.5%
83 PVAL 0.23% 933,328 $40M $42.72 $2M -18,548 -1.9%
84 IYW 0.23% 202,795 $40M $195.86 -$22M -154,165 -43.2%
85 VTI 0.22% 118,311 $39M $328.17 $2M -3,680 -3.0%
86 ORLY 0.22% 348,874 $38M $107.81 $7M +5,862 +1.7%
87 OUSM 0.22% 839,109 $38M $44.80 $4M +50,412 +6.4%
88 MTUM 0.21% 146,167 $37M $256.45 $3M +3,439 +2.4%
89 VB 0.21% 147,161 $37M $254.28 $5M +8,403 +6.1%
90 PANW 0.21% 181,816 $37M $203.62 $1M +6,085 +3.5%
91 DIVI 0.21% 989,769 $37M $37.31 $4M +77,370 +8.5%
92 QCOM 0.21% 221,785 $37M $166.36 $807K -4,822 -2.1%
93 SPYV 0.21% 665,072 $37M $55.33 $5M +59,958 +9.9%
94 HEI-A 0.21% 143,926 $37M $254.09 -$591K +307 +0.2%
95 LOW 0.21% 143,457 $36M $251.31 $429K -17,102 -10.7%
96 PH 0.20% 47,063 $36M $758.15 $5M +2,655 +6.0%
97 ETN 0.20% 93,984 $35M $374.25 $4M +7,185 +8.3%
98 SHLD 0.20% 500,741 $35M $70.24 $32M +454,032 +972.0%
99 IWM 0.20% 145,039 $35M $241.96 $8M +19,189 +15.2%
100 NOW 0.20% 38,050 $35M $920.28 -$4M +480 +1.3%

Options Breakdown

2 Calls $18K Call Value 2 Puts $20K Put Value 1.13 P/C Ratio

Top Calls

SymbolSharesValueStatus
JOBY 10,000 $18K NEW
MSTR $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 15,000 $14K
QQQ 12,500 $6K NEW

New Positions

SymbolValue% Port
BDYN $13M 0.07%
ATI $7M 0.04%
BDVL $7M 0.04%
STNE $5M 0.03%
KAT $5M 0.03%
UTWO $4M 0.02%
QAI $4M 0.02%
DFS $3M 0.02%
DHDG $3M 0.02%
JPSE $2M 0.01%
IDMO $2M 0.01%
EVER $2M 0.01%
BCO $2M 0.01%
SCIO $2M 0.01%
GMAB $2M 0.01%

Sold Out Positions

SymbolValue% Port
FOUR —%
NUS —%
BROS —%
PD —%
ESAB —%
PACK —%
FHI —%
VVV —%
CM —%
SLF —%
GPMT —%
NBB —%
HRL —%
GKOS —%
LMND —%
View SEC EDGAR Filings for Sanctuary Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms