Sam Advisors, LLC has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $270 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $81.6M, Vanguard Star Fd Vanguard Tota with a value of $41.5M, Vanguard Bd Index Fd Inc Total with a value of $19.4M, Spdr Bloomberg Short Term High with a value of $19M, and Invesco Qqq Trust, Series 1 with a value of $17.7M.

Examining the 13F form we can see an increase of $19.9M in the current position value, from $250M to 270M.

Below you can find more details about Sam Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $270 Million
ETFs: $225 Million
Technology: $13.3 Million
Financial Services: $12.9 Million
Real Estate: $6.13 Million
Consumer Cyclical: $3.69 Million
Industrials: $3.22 Million
Healthcare: $1.89 Million
Communication Services: $1.81 Million
Other: $2.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 37
  • Current Value $270 Million
  • Prior Value $250 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 13, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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