Savvy Advisors, Inc. Purchases in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
65K
+ 478.2%
$498.8 - $620.9 $32.4M - $40.3M
78.6K $48.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
61K
+ 51.98%
$456.74 - $568.03 $27.8M - $34.6M
178K $101M
NVDA
Nvidia Corp

Technology
50.2K
+ 7.63%
$94.31 - $157.99 $4.73M - $7.93M
708K $112M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
262K
+ 523.53%
$96.84 - $99.46 $25.3M - $26M
312K $30.9M
MSFT
Microsoft Corp

Technology
29.1K
+ 50.51%
$354.56 - $497.45 $10.3M - $14.5M
86.8K $43.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
309K
+ 34.39%
$22.27 - $29.21 $6.89M - $9.03M
1.21M $35.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
258K
+ 4933.92%
$38.18 - $45.52 $9.85M - $11.7M
263K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
32.4K
+ 47.35%
$167.32 - $223.3 $5.42M - $7.24M
101K $22.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
192K
+ 20.5%
$45.12 - $46.23 $8.67M - $8.89M
1.13M $52.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
117K
+ 23.77%
$50.39 - $60.05 $5.91M - $7.04M
611K $36.7M
JPIE
J P Morgan Exchange Traded Fd
158K
New
$45.12 - $46.32 $7.11M - $7.3M
158K $7.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
10.1K
+ 66.66%
$496.48 - $617.85 $5.03M - $6.26M
25.3K $15.7M
META
Meta Platforms, Inc.

Communication Services
6.83K
+ 64.8%
$484.66 - $738.09 $3.31M - $5.04M
17.4K $12.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
238K
New
$23.55 - $27.67 $5.61M - $6.59M
238K $6.59M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
152K
+ 29.15%
$26.69 - $33.44 $4.05M - $5.07M
672K $22.1M
AVGO
Broadcom Inc.

Technology
13.8K
+ 59.46%
$146.29 - $275.65 $2.01M - $3.79M
36.9K $10.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.69K
+ 46.19%
$416.06 - $551.64 $3.2M - $4.24M
24.3K $13.4M
GOOGL
Alphabet Inc.

Communication Services
25.3K
+ 58.53%
$144.7 - $178.6 $3.65M - $4.51M
68.4K $12.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
203K
+ 910.17%
$19.1 - $23.83 $3.88M - $4.84M
225K $5.37M
XLK
Technology Sector Spdr

ETFs
9.52K
+ 18.26%
$179.73 - $253.23 $1.71M - $2.41M
61.6K $15.6M
FFIU
Spinnaker ETF Ser Uva Unconstr

ETFs
228K
+ 12.47%
$21.26 - $22.07 $4.84M - $5.03M
2.05M $44.7M
VTV
Vanguard Value ETF

ETFs
20.3K
+ 18.88%
$153.67 - $176.74 $3.12M - $3.59M
128K $22.6M
MUB
Ishares National Muni Bond ETF

ETFs
38.3K
+ 49.14%
$102.31 - $105.8 $3.92M - $4.05M
116K $12.1M
JPM
Jpmorgan Chase & CO

Financial Services
9.56K
+ 43.93%
$210.28 - $289.91 $2.01M - $2.77M
31.3K $9.08M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
68K
+ 34.59%
$34.72 - $42.74 $2.36M - $2.91M
265K $11.3M
TSLA
Tesla, Inc.

Consumer Cyclical
8.54K
+ 60.8%
$221.86 - $362.89 $1.9M - $3.1M
22.6K $7.18M
GOOG
Alphabet Inc.

Communication Services
11.8K
+ 32.18%
$146.58 - $180.01 $1.74M - $2.13M
48.7K $8.63M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
29.3K
+ 38.24%
$97.29 - $105.63 $2.85M - $3.09M
106K $10.7M
EFG
Msci Eafe Growth ETF

ETFs
12.3K
+ 10.61%
$89.8 - $112.0 $1.1M - $1.38M
128K $14.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
53.1K
+ 312.05%
$50.52 - $50.92 $2.68M - $2.71M
70.1K $3.57M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
54.5K
+ 37.34%
$45.2 - $46.6 $2.46M - $2.54M
200K $9.28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
105K
+ 50.12%
$24.32 - $27.87 $2.56M - $2.93M
315K $8.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.1K
+ 41.07%
$483.48 - $539.8 $2.95M - $3.29M
20.9K $10.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.1K
New
$273.67 - $366.17 $1.67M - $2.24M
6.1K $2.24M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.34K
+ 21.6%
$180.84 - $240.32 $965K - $1.28M
30K $7.22M
DFUS
Dimensional ETF Tr U S Equity

ETFs
27.9K
+ 57.42%
$53.65 - $67.02 $1.5M - $1.87M
76.4K $5.12M
MA
Mastercard Inc

Financial Services
3.64K
+ 50.95%
$479.92 - $590.74 $1.74M - $2.15M
10.8K $6.05M
V
Visa Inc.

Financial Services
5.64K
+ 42.29%
$308.27 - $373.31 $1.74M - $2.11M
19K $6.74M
VEA
Vanguard Ftse Developed Market

ETFs
21.2K
+ 16.56%
$45.65 - $57.01 $968K - $1.21M
149K $8.51M
IEFA
Ishares Tr

ETFs
18.5K
+ 37.05%
$67.83 - $84.09 $1.26M - $1.56M
68.5K $5.72M
OEF
Ishares S&P 100 ETF

ETFs
6.96K
+ 39.84%
N/A
24.4K $6.5M
IAU
Ishares Gold Trust

ETFs
21.7K
+ 19.54%
$56.1 - $64.74 $1.21M - $1.4M
132K $8.26M
IVW
Ishares S&P 500 Growth ETF

ETFs
12.4K
+ 67.22%
$82.96 - $110.1 $1.03M - $1.37M
30.8K $3.4M
WMT
Walmart Inc.

Consumer Defensive
12.7K
+ 31.89%
$81.79 - $99.98 $1.04M - $1.27M
52.5K $5.13M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
35.2K
+ 146.24%
$43.63 - $45.4 $1.54M - $1.6M
59.3K $2.65M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
36.5K
New
$41.1 - $42.37 $1.5M - $1.55M
36.5K $1.54M
LMT
Lockheed Martin Corp

Industrials
3.1K
+ 196.7%
$430.82 - $486.45 $1.33M - $1.51M
4.67K $2.16M
LLY
Eli Lilly & CO

Healthcare
2.13K
+ 44.82%
$713.71 - $898.95 $1.52M - $1.92M
6.89K $5.37M
HD
Home Depot, Inc.

Consumer Cyclical
3.84K
+ 46.92%
$335.24 - $380.78 $1.29M - $1.46M
12K $4.41M
Activity Summary
Buys All Purchases 516 New Holdings 160 Increased Positions 356 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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