Sam Advisors, LLC Incresed Positions in Q2 2025

Sam Advisors, LLC

  • $287 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9.11K
+ 3.02%
$243.75 - $303.93 $2.22M - $2.77M
311K $94.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
14K
+ 1.94%
$55.54 - $69.09 $776K - $966K
735K $50.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.8K
+ 4.8%
$416.06 - $551.64 $748K - $992K
39.3K $21.7M
VB
Vanguard Small Cap ETF

ETFs
2.51K
+ 3.66%
$193.73 - $237.37 $487K - $597K
71.2K $16.9M
MSFT
Microsoft Corp

Technology
147
+ 1.18%
$354.56 - $497.45 $52.1K - $73.1K
12.6K $6.27M
IYG
Ishares Tr

ETFs
2.25K
+ 1.98%
$68.9 - $85.6 $155K - $193K
116K $9.91M
JPEM
Jp Morgan Diversified Return

ETFs
5.36K
+ 2.89%
$48.41 - $56.7 $260K - $304K
191K $10.8M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
27.8K
+ 4.49%
$22.4 - $23.8 $622K - $661K
646K $15.4M
AMZN
Amazon Com Inc

Consumer Cyclical
513
+ 2.79%
$167.32 - $223.3 $85.8K - $115K
18.9K $4.15M
SCHW
Schwab Charles Corp

Financial Services
81
+ 0.17%
$69.06 - $91.24 $5.59K - $7.39K
47.1K $4.3M
SJNK
Spdr Bloomberg Short Term High

ETFs
12.9K
+ 5.84%
$24.12 - $25.48 $311K - $328K
233K $5.95M
KRE
Spdr S&P Regional Banking ETF

ETFs
1.99K
+ 3.34%
$48.81 - $59.48 $97K - $118K
61.6K $3.66M
GOOG
Alphabet Inc.

Communication Services
6
+ 0.09%
$146.58 - $180.01 $879 - $1.08K
6.36K $1.13M
META
Meta Platforms, Inc.

Communication Services
11
+ 1.6%
$484.66 - $738.09 $5.33K - $8.12K
700 $516K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.88K
+ 4.42%
$8.65 - $10.52 $16.2K - $19.7K
44.3K $465K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
285
+ 3.3%
$77.74 - $78.78 $22.2K - $22.5K
8.91K $701K
HPI
John Hancock Preferred Income Fund

Financial Services
2.46K
+ 9.2%
$15.0 - $16.67 $36.8K - $40.9K
29.2K $466K
VUSB
Vanguard Bd Index Fds
410
+ 4.59%
N/A
9.34K $0
Kenvue Inc
1.72K
+ 3.05%
N/A
58.2K $0
UPS
United Parcel Service Inc

Industrials
2.1K
+ 8.92%
$91.92 - $110.2 $193K - $231K
25.6K $2.59M
SPG
Simon Property Group Inc

Real Estate
675
+ 3.22%
$140.37 - $171.44 $94.7K - $116K
21.6K $3.48M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.32K
+ 6.13%
$45.07 - $52.57 $150K - $175K
57.5K $2.81M
JNJ
Johnson & Johnson

Healthcare
359
+ 3.04%
$146.36 - $159.82 $52.5K - $57.4K
12.2K $1.86M
CVX
Chevron Corp

Energy
8
+ 0.13%
$133.73 - $168.51 $1.07K - $1.35K
6.08K $870K
AAPL
Apple Inc.

Technology
598
+ 2.97%
$172.42 - $223.89 $103K - $134K
20.7K $4.26M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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