Sam Advisors, LLC Portfolio Holdings
Sam Advisors, LLC
- $272 Million
- Q2 2024
Sam Advisors, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $272 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 $83M, Vanguard Star Fd Vanguard Tota with a value of $41.4M, Vanguard Bd Index Fd Inc Total with a value of $19.7M, Spdr Bloomberg Short Term High with a value of $19.2M, and Invesco Qqq Trust, Series 1 with a value of $18.7M.
Examining the 13F form we can see an increase of $1.87M in the current position value, from $270M to 272M.
Below you can find more details about Sam Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$272 Million
ETFs: $227 Million
Technology: $14.1 Million
Financial Services: $12.5 Million
Real Estate: $5.91 Million
Consumer Cyclical: $3.83 Million
Industrials: $3.14 Million
Communication Services: $2.12 Million
Healthcare: $1.73 Million
Other: $1.89 Million