Sanctuary Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
2,183
Total value ($000)
$14,219,712
Net value change ($000)
-1,599,698 (-10.1%)
New positions
99
Sold out positions
298
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/31/2025 Next filing: 1/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TLH 33,846 137.1%
GLD 28,132 141.0%
HIMU 23,502 NEW
IVE 23,110 24.0%
EFA 17,976 134.9%
IEFA 15,970 11.3%
ABBV 15,795 18.4%
XLG 14,199 131.9%
DBEF 14,154 520.9%
PYLD 13,113 3937.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -63,362 -15.5%
NVDA -61,737 -17.6%
GOOGL -53,243 -29.7%
EFG -52,107 -42.9%
AVGO -51,274 -29.2%
IVV -46,112 -14.1%
VUG -43,612 -13.7%
TSLA -40,169 -34.0%
META -35,819 -20.7%
BOND -30,871 -91.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 18 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type