Savvy Advisors, Inc. Purchases in Q3 2025

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
405
+ 2.68%
$24.73 - $25.29 $10K - $10.2K
15.5K $390K
ABC
Amerisourcebergen Corp

Healthcare
72
+ 6.64%
N/A
1.16K $214K
NRZ
New Residential Investment Corp.

Real Estate
1.76K
+ 14.82%
N/A
13.7K $99K
MCO
Moodys Corp

Financial Services
77
+ 8.05%
$472.69 - $521.32 $36.4K - $40.1K
1.03K $492K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
113
+ 0.94%
$49.78 - $50.75 $5.63K - $5.73K
12.2K $616K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
386
+ 1.65%
$6.44 - $6.96 $2.49K - $2.69K
23.8K $163K
LYG
Lloyds Banking Group PLC

Financial Services
335
+ 1.47%
$4.03 - $4.63 $1.35K - $1.55K
23.1K $105K
ORCC
Owl Rock Capital Corp

Financial Services
517
+ 4.25%
N/A
12.7K $169K
MFC
Manulife Financial Corp

Financial Services
719
+ 3.58%
$29.9 - $32.34 $21.5K - $23.3K
20.8K $647K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
7
+ 0.18%
$71.6 - $76.11 $501 - $533
3.94K $298K
TAGG
T Rowe Price Exchange Traded F

ETFs
12
+ 0.15%
$42.21 - $43.44 $507 - $521
8.2K $353K
CHKP
Check Point Software Technologies LTD

Technology
91
+ 8.73%
$180.73 - $231.23 $16.4K - $21K
1.13K $234K
ACHR
Archer Aviation Inc.

Industrials
2.08K
+ 16.21%
$8.25 - $13.4 $17.2K - $27.9K
14.9K $142K
DPZ
Dominos Pizza Inc

Consumer Cyclical
22
+ 4.68%
$422.75 - $485.53 $9.3K - $10.7K
492 $212K
Dimensional ETF Trust
562
+ 1.32%
N/A
43K $0
Healthy Choice Wellness Corp
2.6K
+ 4.6%
N/A
59.1K $0
Ishares Bitcoin Trust ETF
135K
+ 838.25%
N/A
152K $0
American Healthcare Reit Inc
5.28K
New
N/A
5.28K $0
Barrick Mng Corp
5.16K
+ 22.17%
N/A
28.4K $0
Advisors Inner Circle Fd Ii
39.2K
New
N/A
39.2K $0
Firefly Neuroscience Inc
21.5K
New
N/A
21.5K $0
J P Morgan Exchange Traded F
5.5K
+ 2.68%
N/A
211K $0
Palmer Square Funds Trust
42K
+ 419.56%
N/A
52K $0
BYLD
Ishares Tr Yield Optimized Bd
120
+ 0.21%
N/A
56K $0
Pimco ETF Tr
24.4K
+ 53.18%
N/A
70.4K $0
Ge Vernova Inc
714
+ 27.95%
N/A
3.27K $0
Blackrock Inc
147
+ 9.99%
N/A
1.62K $0
Advisors Inner Circle Fd Ii
13.4K
New
N/A
13.4K $0
Dimensional ETF Trust
164K
New
N/A
164K $0
Pacer Fds Tr
50.7K
New
N/A
50.7K $0
Talen Energy Corp
483
New
N/A
483 $0
Linde PLC
1.97K
+ 114.12%
N/A
3.7K $0
Cervomed Inc
25.9K
New
N/A
25.9K $0
Doubleline ETF Trust
53.7K
+ 40.07%
N/A
188K $0
Vanguard Instl Index Fd
28.3K
+ 415.98%
N/A
35.1K $0
Comstock Inc
55.6K
+ 13.67%
N/A
462K $0
Global X Fds
66.6K
New
N/A
66.6K $0
Lam Research Corp
231
+ 3.48%
N/A
6.88K $0
CRH.L
Crh PLC

Basic Materials
2.6K
New
N/A
2.6K $0
Advisors Inner Circle Fd Ii
19.8K
New
N/A
19.8K $0
Dimensional ETF Trust
43
+ 0.45%
N/A
9.66K $0
FSK
Fs Kkr Capital Corp

Financial Services
9.34K
+ 39.0%
$14.93 - $22.48 $139K - $210K
33.3K $496K
Morgan Stanley ETF Trust
4.91K
New
N/A
4.91K $0
MOGA
Moog Inc Cla
32
+ 1.84%
N/A
1.77K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.39K
+ 98.74%
N/A
8.84K $0
Capital Group Core Balanced
1.5K
+ 24.72%
N/A
7.57K $0
Southstate Bk Corp
2.75K
New
N/A
2.75K $0
Ge Healthcare Technologies I
843
+ 18.04%
N/A
5.52K $0
Schwab Strategic Tr
11.1K
New
N/A
11.1K $0
Activity Summary
Buys All Purchases 639 New Holdings 206 Increased Positions 433 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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