Sam Advisors, LLC Sells in Q1 2025

Sam Advisors, LLC

  • $265 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
-643K
- 74.46%
$25.08 - $25.64 $16.1M - $16.5M
221K $5.55M
VTI
Vanguard Total Stock Market Et

ETFs
-6.43K
- 2.09%
$271.18 - $303.12 $1.74M - $1.95M
302K $83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-645
- 1.69%
$468.34 - $539.52 $302K - $348K
37.5K $17.6M
VB
Vanguard Small Cap ETF

ETFs
-719
- 1.04%
$217.89 - $252.64 $157K - $182K
68.7K $15.2M
AMZN
Amazon Com Inc

Consumer Cyclical
-631
- 3.31%
$190.26 - $242.06 $120K - $153K
18.4K $3.5M
MSFT
Microsoft Corp

Technology
-228
- 1.8%
$375.39 - $447.2 $85.6K - $102K
12.5K $4.68M
AAPL
Apple Inc.

Technology
-355
- 1.73%
$209.68 - $247.1 $74.4K - $87.7K
20.1K $4.47M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-10.6K
- 3.73%
$20.7 - $21.15 $219K - $223K
272K $5.64M
KRE
Spdr S&P Regional Banking ETF

ETFs
-1.46K
- 2.39%
$55.11 - $65.5 $80.5K - $95.7K
59.6K $3.39M
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-20.8K
- 4.17%
$8.24 - $8.68 $171K - $180K
478K $3.95M
SPG
Simon Property Group Inc

Real Estate
-548
- 2.55%
$159.48 - $187.78 $87.4K - $103K
21K $3.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.2K
- 32.81%
$71.17 - $73.66 $228K - $236K
6.56K $481K
GOOG
Alphabet Inc.

Communication Services
-1
- 0.02%
$156.06 - $207.71 $156 - $208
6.35K $992K
PULS
Pgim ETF Tr

ETFs
-1.58K
- 4.04%
$49.56 - $49.78 $78.1K - $78.4K
37.5K $1.86M
META
Meta Platforms, Inc.

Communication Services
-5
- 0.72%
$576.36 - $736.67 $2.88K - $3.68K
689 $397K
Kenvue Inc
-208
- 0.37%
N/A
56.5K $0
JPEM
Jp Morgan Diversified Return

ETFs
-1.2K
- 0.64%
$50.81 - $54.04 $60.8K - $64.6K
186K $9.79M
SCHW
Schwab Charles Corp

Financial Services
-1.35K
- 2.78%
$71.24 - $83.64 $96K - $113K
47.1K $3.68M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-118
- 0.22%
$48.65 - $53.06 $5.74K - $6.26K
54.2K $2.82M
JNJ
Johnson & Johnson

Healthcare
-220
- 1.83%
$142.06 - $167.7 $31.3K - $36.9K
11.8K $1.96M
UBER
Uber Technologies, Inc

Technology
-1.74K
- 3.26%
$63.17 - $81.49 $110K - $142K
51.5K $3.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-633
- 3.09%
$442.66 - $534.52 $280K - $338K
19.9K $10.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.2K
- 0.58%
$58.01 - $64.46 $244K - $271K
721K $44.7M
Activity Summary
Buys All Purchases 8 New Holdings 1 Increased Positions 7 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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