Savvy Advisors, Inc. Purchases in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
27.5K
New
$50.09 - $51.09 $1.38M - $1.41M
27.5K $1.41M
XOM
Exxon Mobil Corp

Energy
16.6K
+ 46.22%
$99.93 - $119.04 $1.66M - $1.98M
52.5K $5.66M
DNLI
Denali Therapeutics Inc.

Healthcare
97.8K
New
$11.47 - $16.65 $1.12M - $1.63M
97.8K $1.37M
NFLX
Netflix Inc

Communication Services
543
+ 35.03%
$855.86 - $1339.13 $465K - $727K
2.09K $2.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.77K
New
$108.12 - $135.04 $1.06M - $1.32M
9.77K $1.32M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19.1K
+ 65.51%
$51.16 - $62.02 $976K - $1.18M
48.2K $2.99M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
23.1K
+ 68.89%
$39.89 - $49.46 $923K - $1.14M
56.7K $2.8M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
5.11K
+ 73.02%
$139.8 - $197.22 $714K - $1.01M
12.1K $2.39M
IBM
International Business Machines Corp

Technology
1.87K
+ 12.52%
$221.03 - $294.78 $414K - $552K
16.8K $4.96M
DFAS
Dimensional ETF Tr U S Small C

ETFs
18.3K
+ 103.18%
$52.31 - $63.72 $957K - $1.17M
36K $2.3M
VV
Vanguard Large Cap ETF

ETFs
3.56K
+ 51.37%
$228.25 - $285.3 $813K - $1.02M
10.5K $2.99M
COST
Costco Wholesale Corp

Consumer Defensive
1.03K
+ 25.02%
$908.13 - $1056.85 $932K - $1.08M
5.13K $5.07M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.6K
+ 2.7%
$19.6 - $24.44 $208K - $260K
405K $9.9M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
21.4K
New
$44.64 - $55.3 $953K - $1.18M
21.4K $1.18M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
19.7K
New
$47.24 - $58.55 $933K - $1.16M
19.7K $1.16M
T
At&T Inc.

Communication Services
37.5K
+ 69.5%
$26.33 - $28.94 $988K - $1.09M
91.5K $2.65M
ORCL
Oracle Corp

Technology
1.22K
+ 11.72%
$122.82 - $218.63 $150K - $267K
11.6K $2.54M
PLTR
Palantir Technologies Inc.

Technology
2.73K
+ 21.18%
$74.01 - $144.25 $202K - $394K
15.6K $2.13M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
13K
+ 78.35%
$77.94 - $79.5 $1.01M - $1.03M
29.5K $2.35M
LDOS
Leidos Holdings, Inc.

Technology
6.47K
New
$132.9 - $160.3 $860K - $1.04M
6.47K $1.02M
NVO
Novo Nordisk A S

Healthcare
14.7K
+ 122.12%
$58.08 - $81.05 $852K - $1.19M
26.7K $1.84M
ARCC
Ares Capital Corp

Financial Services
45.9K
+ 101.3%
$18.91 - $22.43 $869K - $1.03M
91.3K $2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.5K
+ 38.1%
$152.42 - $182.82 $686K - $823K
16.3K $2.98M
VUG
Vanguard Growth ETF

ETFs
569
+ 5.41%
$329.49 - $438.4 $187K - $249K
11.1K $4.86M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
9.58K
+ 21.88%
$50.08 - $63.14 $480K - $605K
53.3K $3.37M
HYDB
Ishares Tr Edge High Yield Def

ETFs
19.5K
+ 32.64%
$44.64 - $47.48 $869K - $924K
79.1K $3.76M
IDEV
Ishares Core Msci Intl Develop

ETFs
11.5K
+ 131.97%
$61.79 - $76.67 $709K - $879K
20.2K $1.53M
PM
Philip Morris International Inc.

Consumer Defensive
3.27K
+ 23.67%
$149.23 - $184.95 $488K - $605K
17.1K $3.11M
SPYG
Spdr Portfolio

ETFs
4.01K
+ 11.2%
$71.83 - $95.32 $288K - $382K
39.8K $3.8M
HMOP
Hartford Fds Exchange Traded T

ETFs
23.8K
New
$37.54 - $38.74 $894K - $923K
23.8K $911K
SPOT
Spotify Technology S.A.

Communication Services
441
+ 17.23%
$503.3 - $775.9 $222K - $342K
3K $2.3M
KMT
Kennametal Inc

Industrials
39K
New
$17.54 - $23.27 $683K - $906K
39K $894K
XEL
Xcel Energy Inc

Utilities
13K
New
$65.65 - $72.39 $852K - $940K
13K $884K
TJX
Tjx Companies Inc

Consumer Cyclical
6.98K
+ 104.54%
$119.13 - $135.03 $831K - $942K
13.7K $1.69M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44.2K
New
$19.49 - $19.66 $861K - $869K
44.2K $868K
ETN
Eaton Corp PLC

Industrials
1.49K
+ 38.51%
$246.52 - $356.99 $368K - $533K
5.37K $1.92M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.5K
+ 138.38%
$55.54 - $69.09 $638K - $793K
19.8K $1.37M
APH
Amphenol Corp

Technology
8.6K
New
$59.09 - $98.75 $508K - $849K
8.6K $849K
TAXF
American Centy ETF Tr Diversif

ETFs
17.2K
New
$47.8 - $49.79 $824K - $858K
17.2K $843K
KR
Kroger CO

Consumer Defensive
11.1K
+ 103.03%
$64.62 - $74.0 $718K - $822K
21.9K $1.57M
CEG
Constellation Energy Corp

Utilities
1.05K
+ 27.67%
$170.96 - $322.76 $180K - $340K
4.86K $1.57M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.76K
+ 29.52%
$77.74 - $78.78 $758K - $769K
42.8K $3.37M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
318
+ 0.66%
$28.15 - $47.93 $8.95K - $15.2K
48.5K $2.33M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
16K
+ 140.26%
$46.41 - $47.7 $741K - $761K
27.3K $1.3M
SCHW
Schwab Charles Corp

Financial Services
5.29K
+ 25.48%
$69.06 - $91.24 $366K - $483K
26.1K $2.38M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13K
New
$51.14 - $57.0 $666K - $743K
13K $740K
INTU
Intuit Inc

Technology
229
+ 7.21%
$544.07 - $787.63 $125K - $180K
3.41K $2.68M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
21.8K
New
$24.53 - $35.75 $534K - $779K
21.8K $724K
GE
General Electric CO

Industrials
1K
+ 12.62%
$166.81 - $257.39 $167K - $258K
8.96K $2.31M
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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