Savvy Advisors, Inc. Incresed Positions in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.07K
+ 20.52%
$43.61 - $45.3 $46.8K - $48.6K
6.3K $280K
ROP
Roper Technologies Inc

Industrials
96
+ 23.19%
$519.85 - $575.95 $49.9K - $55.3K
510 $265K
ZTS
Zoetis Inc.

Healthcare
185
+ 15.63%
$162.24 - $194.42 $30K - $36K
1.37K $223K
Franklin Templeton ETF Tr
42
+ 0.49%
N/A
8.56K $0
XLI
Industrial Sector Spdr

ETFs
1.59K
+ 92.0%
$131.76 - $143.99 $209K - $228K
3.31K $436K
CTAS
Cintas Corp

Industrials
104
+ 9.16%
$182.7 - $226.47 $19K - $23.6K
1.24K $226K
BEN
Franklin Resources Inc

Financial Services
69
+ 0.59%
$19.35 - $22.76 $1.34K - $1.57K
11.7K $237K
FISV
Fiserv Inc

Technology
133
+ 10.05%
N/A
1.46K $182K
IYW
Ishares Dj Us Tech ETF

ETFs
112
+ 6.97%
$148.14 - $166.23 $16.6K - $18.6K
1.72K $274K
DE
Deere & CO

Industrials
1.92K
+ 325.93%
$389.45 - $466.0 $749K - $896K
2.51K $1.06M
PLTR
Palantir Technologies Inc.

Technology
5.17K
+ 77.62%
$36.46 - $82.38 $189K - $426K
11.8K $895K
BMY
Bristol Myers Squibb CO

Healthcare
21.1K
+ 437.63%
$51.92 - $59.94 $1.1M - $1.27M
25.9K $1.47M
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 20.34%
$4100.99 - $5300.34 $49.2K - $63.6K
71 $352K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
542
+ 14.52%
$65.67 - $69.79 $35.6K - $37.8K
4.28K $286K
UPS
United Parcel Service Inc

Industrials
745
+ 40.18%
$122.65 - $138.35 $91.4K - $103K
2.6K $327K
EPD
Enterprise Products Partners L.P.

Energy
1.56K
+ 17.92%
$28.66 - $34.43 $44.7K - $53.6K
10.3K $321K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
57
+ 0.53%
$22.39 - $23.45 $1.28K - $1.34K
10.9K $250K
VBR
Vanguard Small Cap Value ETF

ETFs
104
+ 8.11%
$197.36 - $217.3 $20.5K - $22.6K
1.39K $274K
DUK
Duke Energy Corp

Utilities
1.15K
+ 51.09%
$105.76 - $120.76 $122K - $139K
3.4K $366K
EQR
Equity Residential

Real Estate
2
+ 0.06%
$69.12 - $77.48 $138 - $155
3.56K $255K
GIS
General Mills Inc

Consumer Defensive
385
+ 10.71%
$62.78 - $74.62 $24.2K - $28.7K
3.98K $253K
SNPS
Synopsys Inc

Technology
16
+ 3.04%
$485.36 - $588.0 $7.77K - $9.41K
542 $263K
MO
Altria Group, Inc.

Consumer Defensive
10.2K
+ 195.17%
$49.06 - $57.74 $502K - $591K
15.5K $808K
F
Ford Motor CO

Consumer Cyclical
9.21K
+ 36.39%
$9.69 - $11.4 $89.3K - $105K
34.5K $341K
XLF
Financial Sector Spdr

ETFs
423
+ 7.14%
$44.89 - $51.34 $19K - $21.7K
6.35K $306K
TGT
Target Corp

Consumer Defensive
492
+ 28.54%
$121.59 - $160.69 $59.8K - $79.1K
2.22K $299K
BSX
Boston Scientific Corp

Healthcare
8.04K
+ 248.92%
$83.62 - $91.5 $672K - $735K
11.3K $1.01M
T
At&T Inc.

Communication Services
38.8K
+ 300.58%
$21.22 - $23.88 $824K - $927K
51.8K $1.18M
AMAT
Applied Materials Inc

Technology
80
+ 5.61%
$161.44 - $213.89 $12.9K - $17.1K
1.51K $244K
Blackrock ETF Trust Ii
833
+ 13.82%
N/A
6.86K $0
VGLT
Vanguard Long Term Treasury Et

ETFs
14.7K
+ 285.78%
$55.1 - $61.74 $808K - $905K
19.8K $1.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
96
+ 8.5%
$278.49 - $315.16 $26.7K - $30.3K
1.23K $348K
RSP
Invesco S&P 500 Equal Weight E

ETFs
250
+ 13.89%
$174.22 - $187.62 $43.6K - $46.9K
2.05K $359K
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
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email