Savvy Advisors, Inc. Purchases in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHEL
Shell PLC

Energy
2.4K
+ 19.39%
$59.75 - $73.05 $144K - $176K
14.8K $1.04M
PEP
Pepsico Inc

Consumer Defensive
2.5K
+ 22.18%
$128.02 - $151.37 $320K - $378K
13.8K $1.82M
DOW
Dow Inc.

Basic Materials
8.48K
+ 75.45%
$25.81 - $34.89 $219K - $296K
19.7K $521K
DSI
Ishares Msci Kld 400 Social Et

ETFs
337
+ 5.17%
$91.62 - $116.16 $30.9K - $39.1K
6.85K $796K
JNJ
Johnson & Johnson

Healthcare
2.52K
+ 12.81%
$146.36 - $159.82 $369K - $403K
22.2K $3.39M
ROK
Rockwell Automation, Inc

Industrials
169
+ 17.53%
$218.97 - $332.17 $37K - $56.1K
1.13K $376K
CTVA
Corteva, Inc.

Basic Materials
481
+ 6.23%
$55.52 - $74.53 $26.7K - $35.8K
8.21K $611K
NAT
Nordic American Tankers LTD

Industrials
30.9K
New
N/A
30.9K $123K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3K
+ 37.58%
$23.2 - $29.84 $69.7K - $89.6K
11K $328K
SHW
Sherwin Williams CO

Basic Materials
370
+ 46.08%
$313.51 - $363.51 $116K - $134K
1.17K $402K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
268
+ 3.44%
$86.93 - $109.64 $23.3K - $29.4K
8.06K $883K
RDVY
First Trust Rising Dividend Ac

ETFs
745
+ 4.3%
$51.6 - $62.74 $38.4K - $46.7K
18.1K $1.13M
RGTI
Rigetti Computing, Inc.

Technology
427
+ 1.49%
$7.5 - $14.29 $3.2K - $6.1K
29K $344K
WELL
Welltower Inc.

Real Estate
718
+ 22.95%
$136.49 - $155.22 $98K - $111K
3.85K $591K
CARR
Carrier Global Corp

Industrials
1.01K
+ 27.95%
$55.55 - $75.83 $56.2K - $76.7K
4.63K $339K
SCHC
Schwab Strategic Tr Intl Small

ETFs
180
+ 1.21%
$32.41 - $42.59 $5.83K - $7.67K
15.1K $641K
AQN
Algonquin Power & Utilities Corp.

Utilities
18.8K
New
$4.56 - $6.22 $85.7K - $117K
18.8K $107K
MFC
Manulife Financial Corp

Financial Services
2.9K
+ 16.88%
$26.93 - $32.44 $78K - $94K
20.1K $641K
SYK
Stryker Corp

Healthcare
155
+ 7.89%
$337.37 - $395.63 $52.3K - $61.3K
2.12K $838K
CMCSA
Comcast Corp

Communication Services
3.3K
+ 30.73%
$32.84 - $36.72 $108K - $121K
14K $501K
MO
Altria Group, Inc.

Consumer Defensive
2.15K
+ 13.16%
$55.56 - $60.91 $119K - $131K
18.5K $1.08M
KMB
Kimberly Clark Corp

Consumer Defensive
952
+ 62.71%
$126.84 - $145.22 $121K - $138K
2.47K $318K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
285
+ 45.82%
$421.16 - $509.5 $120K - $145K
907 $403K
EFA
Ishares Tr Msci Eafe ETF

ETFs
187
+ 1.71%
$72.96 - $90.39 $13.6K - $16.9K
11.1K $995K
FNDC
Schwab Fundamental Intl Small

ETFs
1.58K
+ 27.81%
$32.97 - $42.05 $52.1K - $66.5K
7.27K $305K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 22.78%
$59.24 - $71.39 $63.7K - $76.8K
5.8K $413K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.73K
+ 1929.8%
$87.84 - $1441.89 $415K - $6.82M
4.97K $448K
NGG
National Grid PLC

Utilities
719
+ 15.27%
$62.74 - $74.79 $45.1K - $53.8K
5.43K $403K
PSX
Phillips 66

Energy
925
+ 25.18%
$92.87 - $125.73 $85.9K - $116K
4.6K $548K
SHOP
Shopify Inc.

Technology
415
+ 18.52%
$76.89 - $115.35 $31.9K - $47.9K
2.66K $306K
VTRS
Viatris Inc

Healthcare
10.2K
New
$7.26 - $9.12 $74.3K - $93.4K
10.2K $91K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.06K
+ 22.02%
$45.98 - $56.15 $48.9K - $59.7K
5.9K $331K
MSCI
Msci Inc.

Financial Services
146
+ 39.57%
$506.56 - $576.74 $74K - $84.2K
515 $297K
CNI
Canadian National Railway CO

Industrials
593
+ 14.76%
$92.66 - $108.13 $54.9K - $64.1K
4.61K $479K
STKL
Sun Opta Inc.

Consumer Defensive
15.3K
New
$3.71 - $6.44 $56.9K - $98.7K
15.3K $88K
SB
Safe Bulkers, Inc.

Industrials
24.2K
New
$3.05 - $3.88 $73.8K - $93.9K
24.2K $87K
IX
Orix Corp

Financial Services
2.76K
+ 18.33%
$18.25 - $22.52 $50.4K - $62.2K
17.8K $401K
NRZ
New Residential Investment Corp.

Real Estate
11.9K
New
N/A
11.9K $86K
XLE
Energy Sector Spdr

ETFs
1.41K
+ 35.39%
$76.44 - $94.13 $107K - $132K
5.38K $456K
TXN
Texas Instruments Inc

Technology
434
+ 7.52%
N/A
6.2K $1.21M
VMI
Valmont Industries Inc

Industrials
153
+ 18.39%
$263.86 - $333.86 $40.4K - $51.1K
985 $321K
MNST
Monster Beverage Corp

Consumer Defensive
1.08K
+ 28.17%
$55.01 - $64.24 $59.6K - $69.6K
4.93K $308K
NEE
Nextera Energy Inc

Utilities
1.49K
+ 10.68%
$64.11 - $75.0 $95.3K - $112K
15.4K $1.07M
SBUX
Starbucks Corp

Consumer Cyclical
1.31K
+ 22.85%
$79.69 - $99.41 $104K - $130K
7.02K $642K
ALL
Allstate Corp

Financial Services
435
+ 34.83%
$180.53 - $212.64 $78.5K - $92.5K
1.68K $339K
PAYX
Paychex Inc

Industrials
712
+ 25.06%
$137.01 - $159.78 $97.6K - $114K
3.55K $516K
MPC
Marathon Petroleum Corp

Energy
214
+ 10.49%
$118.55 - $170.08 $25.4K - $36.4K
2.25K $374K
MCK
Mckesson Corp

Healthcare
75
+ 22.06%
$652.83 - $732.78 $49K - $55K
415 $304K
CB
Chubb LTD

Financial Services
306
+ 28.49%
$274.32 - $302.46 $83.9K - $92.6K
1.38K $399K
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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