Sanctuary Advisors, LLC Purchases in Q3 2025

Sanctuary Advisors, LLC

  • $15.5 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DWM
Wisdomtree Tr

ETFs
3.86K
+ 99.87%
$62.79 - $66.96 $242K - $258K
7.73K $470M
IGRO
Ishares Tr International Divid

ETFs
12.4K
+ 11.86%
$75.97 - $80.24 $941K - $993K
117K $8.46B
EDV
Vanguard Extended Duration Tre

ETFs
3.14K
+ 100.03%
$63.28 - $69.5 $199K - $219K
6.29K $435M
OXM
Oxford Industries Inc

Consumer Cyclical
3.81K
New
$36.97 - $51.58 $141K - $196K
3.81K $223M
American Healthcare Reit Inc
7.36K
New
N/A
7.36K $223M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
25.2K
+ 196.35%
$9.11 - $10.03 $230K - $253K
38.1K $344M
PEN
Penumbra Inc

Healthcare
829
New
$227.15 - $287.09 $188K - $238K
829 $222M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.73K
+ 3.54%
$72.01 - $74.44 $124K - $128K
50.5K $3.77B
NI
Nisource Inc.

Utilities
5.84K
+ 10.03%
$39.0 - $43.33 $228K - $253K
64.1K $2.57B
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
24.4K
New
$9.09 - $9.15 $222K - $224K
24.4K $219M
VSEC
Vse Corp

Industrials
1.81K
+ 85.94%
$125.37 - $172.66 $227K - $313K
3.92K $493M
Aim ETF Products Trust
9K
New
N/A
9K $216M
PKE
Park Aerospace Corp

Industrials
18.6K
+ 66.05%
$14.4 - $20.31 $268K - $378K
46.8K $629M
OMC
Omnicom Group Inc.

Communication Services
408
+ 2.5%
$70.41 - $81.53 $28.7K - $33.3K
16.8K $1.39B
WIX
Wix.Com Ltd.

Technology
1.29K
+ 30.0%
$115.43 - $184.24 $148K - $237K
5.57K $889M
KMPH
Kempharm, Inc

Healthcare
27.9K
+ 99.93%
N/A
55.9K $455M
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
18K
+ 100.35%
$11.6 - $12.11 $208K - $218K
35.9K $419M
WING
Wingstop Inc.

Consumer Cyclical
921
+ 72.69%
$247.44 - $377.34 $228K - $348K
2.19K $635M
TXG
10x Genomics, Inc.

Healthcare
23.8K
New
$11.34 - $14.64 $270K - $348K
23.8K $208M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
7.8K
+ 7.79%
$26.71 - $26.81 $208K - $209K
108K $2.89B
OSPN
One Span Inc.

Technology
13.5K
New
$14.28 - $18.05 $193K - $244K
13.5K $206M
PEY
Invesco Exchange Traded Fd Tr

ETFs
4.54K
+ 4.44%
$20.38 - $21.7 $92.5K - $98.5K
107K $2.29B
Ea Series Trust
7.39K
New
N/A
7.39K $205M
DEW
Wisdomtree Tr Global High Divi

ETFs
3.66K
+ 99.54%
$57.31 - $60.64 $210K - $222K
7.33K $415M
SATS
Echo Star Corp

Technology
8.02K
New
$26.33 - $83.57 $211K - $670K
8.02K $205M
DTE
Dte Energy CO

Utilities
423
+ 1.68%
$130.26 - $141.49 $55.1K - $59.9K
25.5K $3.53B
NKSH
National Bankshares Inc

Financial Services
7.61K
New
$27.11 - $31.6 $206K - $240K
7.61K $203M
TAP
Molson Coors Beverage CO

Consumer Defensive
3.31K
New
$44.09 - $52.81 $146K - $175K
3.31K $202M
Phinia Inc
4.75K
New
N/A
4.75K $201M
CMF
Ishares California Muni Bond E

ETFs
3.16K
+ 7.46%
$55.16 - $57.13 $174K - $180K
45.5K $2.56B
YETI
Yeti Holdings, Inc.

Consumer Cyclical
6.05K
+ 90.81%
$31.86 - $39.7 $193K - $240K
12.7K $410M
TDOC
Teladoc Health, Inc.

Healthcare
26.4K
+ 156.22%
$6.78 - $8.85 $179K - $234K
43.4K $345M
NEP
Nextera Energy Partners, LP

Utilities
20.6K
+ 149.56%
N/A
34.4K $309M
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
12.3K
New
$16.17 - $16.94 $198K - $208K
12.3K $196M
IBMO
Ishares Tr Ibonds December 202

ETFs
7.83K
+ 8.09%
$25.58 - $25.72 $200K - $201K
105K $2.67B
SJM
J M Smucker CO

Consumer Defensive
751
+ 14.48%
$102.24 - $113.2 $76.8K - $85K
5.94K $703M
RLI
Rli Corp

Financial Services
865
+ 5.67%
$64.17 - $71.7 $55.5K - $62K
16.1K $1.29B
XNCR
Xencor Inc

Healthcare
18.1K
+ 144.11%
$7.0 - $11.73 $127K - $213K
30.7K $292M
CGDV
Capital Group Divid Value ETF

ETFs
70.4K
+ 11.7%
$39.59 - $42.21 $2.79M - $2.97M
673K $24B
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
3.12K
+ 106.92%
$97.65 - $111.15 $305K - $347K
6.04K $473M
RPRX
Royalty Pharma PLC

Healthcare
8.34K
+ 53.41%
$34.9 - $37.91 $291K - $316K
24K $746M
KEYS
Keysight Technologies, Inc.

Technology
2.07K
+ 22.81%
$158.51 - $178.15 $329K - $369K
11.2K $1.67B
NTLA
Intellia Therapeutics, Inc.

Healthcare
25.5K
New
$9.88 - $17.76 $252K - $453K
25.5K $181M
MD
Mednax, Inc.

Healthcare
12.4K
New
$11.98 - $17.21 $149K - $214K
12.4K $180M
Cava Group Inc
1.49K
+ 6.62%
N/A
24K $2.08B
XLB
Select Sector Spdr Fd Material

ETFs
2.71K
+ 8.82%
$86.72 - $92.61 $235K - $251K
33.4K $2.87B
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
10.5K
New
$16.02 - $16.74 $169K - $176K
10.5K $175M
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
12.1K
New
$13.75 - $14.59 $166K - $176K
12.1K $173M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
2.36K
+ 6.32%
$48.72 - $50.73 $115K - $120K
39.6K $2B
Activity Summary
Buys All Purchases 982 New Holdings 116 Increased Positions 866 Sells All Sells 1136 Reductions 1136 Sold out 0 Options Calls 1 Puts 0
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