Savvy Advisors, Inc. Purchases in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ALL
Allstate Corp

Financial Services
1.17K
New
$181.25 - $208.2 $212K - $244K
1.17K $225K
SPOT
Spotify Technology S.A.

Communication Services
504
New
$362.95 - $502.38 $183K - $253K
504 $225K
DFSV
Dimensional ETF Tr Dimensional

ETFs
7.26K
New
$30.18 - $33.87 $219K - $246K
7.26K $223K
AMP
Ameriprise Financial Inc

Financial Services
415
New
$473.15 - $574.01 $196K - $238K
415 $220K
CARR
Carrier Global Corp

Industrials
3.21K
New
$66.69 - $82.65 $214K - $265K
3.21K $218K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.07K
New
$103.6 - $112.52 $214K - $232K
2.07K $216K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.17K
New
$90.31 - $106.37 $196K - $230K
2.17K $215K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
3.94K
New
$49.77 - $64.58 $196K - $254K
3.94K $215K
GILD
Gilead Sciences, Inc.

Healthcare
2.34K
New
$83.95 - $97.9 $196K - $229K
2.34K $215K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
8.8K
New
$24.31 - $49.53 $214K - $436K
8.8K $214K
WMB
Williams Companies, Inc.

Energy
3.93K
New
$46.37 - $59.74 $182K - $235K
3.93K $212K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.84K
New
$113.79 - $124.5 $209K - $229K
1.84K $210K
CNI
Canadian National Railway CO

Industrials
2.07K
New
$100.62 - $117.12 $208K - $243K
2.07K $210K
GLW
Corning Inc

Technology
4.41K
New
$44.11 - $49.76 $195K - $220K
4.41K $209K
DOCU
Docusign, Inc.

Technology
2.33K
New
$61.42 - $106.99 $143K - $249K
2.33K $209K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
18.1K
New
$11.44 - $13.22 $207K - $239K
18.1K $208K
IONQ
Ion Q, Inc.

Technology
4.95K
New
$8.17 - $48.24 $40.5K - $239K
4.95K $206K
MCO
Moodys Corp

Financial Services
432
New
$454.04 - $500.88 $196K - $216K
432 $204K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.06K
New
$178.39 - $215.0 $189K - $228K
1.06K $204K
ADSK
Autodesk, Inc.

Technology
680
New
N/A
680 $167K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
22.8K
New
$7.02 - $7.61 $160K - $173K
22.8K $160K
AMCR
Amcor PLC

Consumer Cyclical
10.5K
New
$9.34 - $11.37 $97.9K - $119K
10.5K $98K
VOD
Vodafone Group Public LTD CO

Communication Services
10.5K
New
$8.37 - $9.95 $88.1K - $105K
10.5K $89K
UMC
United Microelectronics Corp

Technology
13.3K
New
$6.34 - $8.35 $84K - $111K
13.3K $86K
FGEN
Fibrogen Inc

Healthcare
20.6K
New
$0.3 - $0.58 $6.18K - $11.9K
20.6K $10K
Pimco ETF Tr
46.5K
New
N/A
46.5K $0
Dimensional ETF Trust
3.8K
New
N/A
3.8K $0
Blackrock Inc
389
New
N/A
389 $0
Ge Healthcare Technologies I
3.18K
New
N/A
3.18K $0
Lam Research Corp
3.77K
New
N/A
3.77K $0
Doubleline ETF Trust
109K
New
N/A
109K $0
Ge Vernova Inc
1.76K
New
N/A
1.76K $0
AMRN
Amarin Corp Plcuk

Healthcare
6.8K
+ 45.33%
$0.44 - $0.63 $2.99K - $4.28K
21.8K $10K
ENIC
Enel Chile S.A.

Utilities
9.73K
+ 52.32%
$2.62 - $2.98 $25.5K - $29K
28.3K $81K
ABEV
Ambev S.A.

Consumer Defensive
11.4K
+ 52.9%
$1.85 - $2.56 $21.2K - $29.3K
33.1K $61K
SID
National Steel CO

Basic Materials
13K
+ 56.11%
$1.44 - $2.47 $18.7K - $32.1K
36.1K $52K
LYG
Lloyds Banking Group PLC

Financial Services
64
+ 0.35%
$2.67 - $3.23 $171 - $207
18.3K $49K
MPW
Medical Properties Trust Inc

Real Estate
6.09K
+ 55.56%
$3.72 - $5.77 $22.6K - $35.1K
17K $67K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
54.8K
+ 1266.92%
$44.87 - $46.86 $2.46M - $2.57M
59.1K $2.65M
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.04K
+ 216.39%
$59.25 - $72.99 $358K - $440K
8.82K $527K
UBER
Uber Technologies, Inc

Technology
10.5K
+ 381.82%
$59.93 - $86.34 $627K - $903K
13.2K $796K
IRM
Iron Mountain Inc

Real Estate
766
+ 43.5%
$101.62 - $128.14 $77.8K - $98.2K
2.53K $265K
PYPL
Pay Pal Holdings, Inc.

Financial Services
835
+ 31.05%
$77.25 - $91.3 $64.5K - $76.2K
3.52K $300K
NTAP
Net App, Inc.

Technology
250
+ 14.43%
$115.31 - $131.11 $28.8K - $32.8K
1.98K $230K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.4K
+ 75.5%
$60.13 - $67.31 $145K - $162K
5.59K $339K
SO
Southern CO

Utilities
666
+ 27.7%
$81.5 - $94.15 $54.3K - $62.7K
3.07K $252K
WSM
Williams Sonoma Inc

Consumer Cyclical
8
+ 0.57%
$129.13 - $198.21 $1.03K - $1.59K
1.42K $262K
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.94%
$1023.06 - $1220.93 $2.05K - $2.44K
214 $225K
ABC
Amerisourcebergen Corp

Healthcare
30
+ 3.05%
N/A
1.02K $187K
Activity Summary
Buys All Purchases 368 New Holdings 133 Increased Positions 235 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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