Savvy Advisors, Inc. Purchases in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
330
+ 11.08%
$462.22 - $707.75 $153K - $234K
3.31K $2.34M
AMD
Advanced Micro Devices Inc

Technology
2.32K
+ 24.77%
$78.21 - $143.81 $182K - $334K
11.7K $1.66M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.6K
+ 16.02%
$17.76 - $22.1 $331K - $412K
135K $2.98M
EMB
Ishares Tr

ETFs
6.91K
+ 42.67%
$86.54 - $92.62 $598K - $640K
23.1K $2.14M
BX
Blackstone Inc.

Financial Services
3.92K
+ 46.89%
$120.07 - $151.11 $471K - $593K
12.3K $1.84M
IXUS
Ishares Tr

ETFs
8.16K
+ 161.34%
$62.37 - $77.63 $509K - $634K
13.2K $1.02M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.53K
+ 96.93%
$171.4 - $227.1 $433K - $574K
5.14K $1.17M
VGLT
Vanguard Long Term Treasury Et

ETFs
12.2K
+ 76.03%
$53.66 - $58.71 $656K - $718K
28.3K $1.59M
VGSH
Vanguard

ETFs
11.3K
New
$58.32 - $58.95 $657K - $664K
11.3K $661K
NEM
Newmont Corp

Basic Materials
9.68K
+ 132.48%
$44.18 - $59.46 $428K - $576K
17K $989K
COIN
Coinbase Global, Inc.

Technology
95
+ 2.83%
$151.47 - $375.07 $14.4K - $35.6K
3.45K $1.21M
PANW
Palo Alto Networks Inc

Technology
1.02K
+ 8.37%
$152.44 - $204.64 $155K - $209K
13.2K $2.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.2K
+ 12.32%
$90.56 - $109.49 $380K - $460K
38.3K $4.18M
IDXX
Idexx Laboratories Inc

Healthcare
1.15K
New
$361.04 - $536.34 $414K - $615K
1.15K $614K
ADBE
Adobe Inc.

Technology
1.55K
+ 71.91%
$340.0 - $420.68 $527K - $652K
3.71K $1.43M
DFIV
Dimensional ETF Tr

ETFs
13.8K
New
$34.67 - $43.21 $479K - $597K
13.8K $591K
CSCO
Cisco Systems, Inc.

Technology
5.19K
+ 17.75%
$53.19 - $69.38 $276K - $360K
34.5K $2.39M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
9.63K
New
$48.22 - $60.41 $464K - $582K
9.63K $575K
CAT
Caterpillar Inc

Industrials
838
+ 19.64%
$273.94 - $388.21 $230K - $325K
5.11K $1.98M
DFAX
Dimensional ETF Tr
16.1K
+ 51.73%
$23.37 - $29.39 $377K - $474K
47.3K $1.39M
SUB
Ishares Short Term National Mu

ETFs
5.21K
+ 27.16%
$104.77 - $106.34 $546K - $554K
24.4K $2.59M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.07K
+ 100.0%
$105.23 - $109.61 $534K - $556K
10.1K $1.11M
MSTR
Microstrategy Inc

Technology
837
+ 44.17%
$237.95 - $421.61 $199K - $353K
2.73K $1.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.69K
+ 24.85%
$114.78 - $133.31 $424K - $492K
18.5K $2.47M
EMR
Emerson Electric CO

Industrials
3.63K
+ 121.91%
$94.15 - $133.33 $342K - $484K
6.61K $881K
VZ
Verizon Communications Inc

Communication Services
14.5K
+ 36.97%
$41.67 - $45.62 $604K - $661K
53.7K $2.32M
TFC
Truist Financial Corp

Financial Services
12.5K
New
$34.79 - $42.99 $434K - $536K
12.5K $536K
DFAI
Dimensional ETF Tr

ETFs
14.7K
+ 208.56%
$28.02 - $34.71 $411K - $509K
21.7K $750K
UBER
Uber Technologies, Inc

Technology
3.55K
+ 38.07%
$64.62 - $93.3 $229K - $331K
12.9K $1.2M
MEAR
Blackrock Short Maturity Munic

ETFs
10.1K
+ 82.88%
$49.74 - $50.27 $502K - $507K
22.2K $1.12M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
12.9K
New
$31.29 - $38.89 $405K - $503K
12.9K $503K
BAC
Bank Of America Corp

Financial Services
6.85K
+ 21.63%
$34.39 - $47.46 $236K - $325K
38.5K $1.82M
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
6.7K
New
$50.0 - $82.1 $335K - $550K
6.7K $498K
BKNG
Booking Holdings Inc.

Consumer Cyclical
70
+ 93.33%
$4164.15 - $5789.24 $291K - $405K
145 $839K
FCX
Freeport Mcmoran Inc

Basic Materials
10.5K
+ 197.52%
$29.15 - $44.46 $306K - $467K
15.8K $686K
MCO
Moodys Corp

Financial Services
956
New
$396.7 - $501.59 $379K - $480K
956 $479K
AXP
American Express CO

Financial Services
989
+ 30.37%
$231.39 - $318.98 $229K - $315K
4.25K $1.35M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.65K
+ 148.88%
$97.68 - $121.38 $356K - $443K
6.1K $740K
HEFA
Ishares Currency Hedged Msci E

ETFs
11.2K
+ 39.78%
$32.11 - $38.21 $359K - $427K
39.3K $1.49M
CVX
Chevron Corp

Energy
6.47K
+ 34.07%
$133.73 - $168.51 $866K - $1.09M
25.5K $3.65M
WMB
Williams Companies, Inc.

Energy
7.2K
+ 141.96%
$54.33 - $62.87 $391K - $453K
12.3K $770K
BMY
Bristol Myers Squibb CO

Healthcare
18.8K
+ 68.3%
$44.12 - $59.6 $831K - $1.12M
46.4K $2.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.26K
+ 18.98%
$58.41 - $72.69 $249K - $309K
26.7K $1.94M
IEMG
Ishares Inc

ETFs
8.56K
+ 30.4%
N/A
36.7K $1.97M
SPGI
S&P Global Inc.

Financial Services
838
+ 105.01%
$438.31 - $527.29 $367K - $442K
1.64K $862K
WFC
Wells Fargo & Company

Financial Services
4.36K
+ 34.05%
$60.98 - $80.12 $266K - $349K
17.1K $1.37M
DIS
Walt Disney CO

Communication Services
113
+ 0.66%
$81.72 - $124.01 $9.23K - $14K
17.3K $2.15M
CRM
Salesforce, Inc.

Technology
1.5K
+ 25.7%
$236.26 - $291.15 $354K - $436K
7.33K $2M
LOW
Lowes Companies Inc

Consumer Cyclical
2.11K
+ 67.98%
$210.83 - $235.28 $444K - $496K
5.21K $1.16M
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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