Savvy Advisors, Inc. Incresed Positions in Q3 2024

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
1.55K
+ 65.87%
$92.07 - $106.96 $143K - $166K
3.91K $407M
EMB
Ishares Tr

ETFs
1.64K
+ 47.42%
$87.75 - $93.74 $144K - $154K
5.11K $478M
AMD
Advanced Micro Devices Inc

Technology
963
+ 17.69%
$128.67 - $183.96 $124K - $177K
6.41K $1.05B
VTC
Vanguard Scottsdale Fds Total

ETFs
1.76K
+ 21.95%
$75.09 - $79.73 $132K - $140K
9.76K $774M
Annaly Capital Management In
6.89K
+ 23.56%
N/A
36.1K $725M
C
Citigroup Inc

Financial Services
2.76K
+ 33.74%
$56.11 - $67.61 $155K - $187K
11K $686M
ICE
Intercontinental Exchange, Inc.

Financial Services
718
+ 34.32%
$136.93 - $162.81 $98.3K - $117K
2.81K $451M
Linde PLC
285
+ 38.26%
N/A
1.03K $491M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.28K
+ 25.03%
$33.74 - $37.96 $111K - $124K
16.4K $615M
FTCS
First Trust Capital Strength E

ETFs
793
+ 6.62%
$83.58 - $90.94 $66.3K - $72.1K
12.8K $1.16B
ITW
Illinois Tool Works Inc

Industrials
474
+ 50.7%
$233.14 - $263.97 $111K - $125K
1.41K $369M
Dimensional ETF Trust
2.49K
+ 63.61%
N/A
6.4K $351M
ADP
Automatic Data Processing Inc

Industrials
249
+ 12.7%
$233.44 - $279.45 $58.1K - $69.6K
2.21K $612M
UNP
Union Pacific Corp

Industrials
464
+ 34.45%
$221.78 - $256.09 $103K - $119K
1.81K $446M
MSI
Motorola Solutions, Inc.

Technology
226
+ 36.51%
$385.65 - $450.49 $87.2K - $102K
845 $380M
WM
Waste Management Inc

Industrials
753
+ 28.7%
$196.96 - $223.45 $148K - $168K
3.38K $701M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.43K
+ 8.24%
$53.41 - $57.9 $76.4K - $82.9K
18.8K $1.09B
SYK
Stryker Corp

Healthcare
318
+ 29.72%
$315.94 - $371.96 $100K - $118K
1.39K $501M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.16K
+ 5.24%
$76.38 - $78.87 $88.3K - $91.2K
23.2K $1.83B
DIS
Walt Disney CO

Communication Services
1.55K
+ 25.45%
$85.6 - $98.61 $133K - $153K
7.65K $736M
NVO
Novo Nordisk A S

Healthcare
1.52K
+ 69.15%
$119.07 - $145.42 $181K - $222K
3.73K $444M
BX
Blackstone Inc.

Financial Services
492
+ 29.16%
$120.77 - $159.66 $59.4K - $78.6K
2.18K $334M
IAU
Ishares Gold Trust

ETFs
46
+ 0.22%
$44.06 - $50.5 $2.03K - $2.32K
21.2K $1.05B
PH
Parker Hannifin Corp

Industrials
77
+ 13.18%
$501.01 - $635.92 $38.6K - $49K
661 $418M
FVD
First Tr Value Line Divid Inde

ETFs
63
+ 0.25%
$40.45 - $45.49 $2.55K - $2.87K
24.9K $1.13B
SCHW
Schwab Charles Corp

Financial Services
2.29K
+ 70.78%
$61.74 - $76.08 $141K - $174K
5.52K $358M
AFL
Aflac Inc

Financial Services
531
+ 20.72%
$88.52 - $111.8 $47K - $59.4K
3.09K $346M
PAYX
Paychex Inc

Industrials
623
+ 29.71%
$116.17 - $135.19 $72.4K - $84.2K
2.72K $365M
EEM
Ishares Msci Emerging Markets

ETFs
1.72K
+ 15.98%
$40.42 - $46.7 $69.6K - $80.4K
12.5K $573M
PFE
Pfizer Inc

Healthcare
3.06K
+ 14.37%
$27.7 - $31.39 $84.7K - $96K
24.3K $704M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.68K
+ 12.15%
$42.87 - $45.76 $72.2K - $77.1K
15.5K $703M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.63K
+ 11.47%
$51.02 - $52.74 $83.2K - $86K
15.8K $834M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.16K
+ 25.26%
$67.43 - $74.23 $78.2K - $86K
5.75K $418M
KMI
Kinder Morgan, Inc.

Energy
3.44K
+ 28.16%
$19.72 - $22.22 $67.9K - $76.5K
15.7K $346M
CMCSA
Comcast Corp

Communication Services
1.93K
+ 32.4%
$37.33 - $41.78 $72.2K - $80.8K
7.9K $330M
BAC
Bank Of America Corp

Financial Services
2.43K
+ 24.18%
$36.65 - $44.13 $88.9K - $107K
12.5K $494M
CL
Colgate Palmolive CO

Consumer Defensive
735
+ 28.44%
$95.54 - $108.77 $70.2K - $79.9K
3.32K $345M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.39K
+ 38.03%
$20.47 - $20.71 $89.8K - $90.9K
15.9K $329M
BLK
Black Rock Inc.

Financial Services
44
+ 14.33%
$782.27 - $949.51 $34.4K - $41.8K
351 $333M
SPYG
Spdr Portfolio

ETFs
288
+ 1.22%
$73.38 - $84.1 $21.1K - $24.2K
23.9K $1.98B
AEP
American Electric Power CO Inc

Utilities
277
+ 6.91%
$87.11 - $104.95 $24.1K - $29.1K
4.28K $440M
AJG
Arthur J. Gallagher & Co.

Financial Services
236
+ 26.4%
$259.22 - $299.75 $61.2K - $70.7K
1.13K $318M
EFA
Ishares Tr Msci Eafe ETF

ETFs
341
+ 3.18%
$75.32 - $84.37 $25.7K - $28.8K
11.1K $925M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
518
+ 6.66%
$75.47 - $83.18 $39.1K - $43.1K
8.3K $690M
VIG
Vanguard Dividend Appreciation

ETFs
191
+ 6.74%
$182.15 - $182.15 $34.8K - $34.8K
3.02K $599M
EXC
Exelon Corp

Utilities
715
+ 8.45%
$34.24 - $40.55 $24.5K - $29K
9.18K $372M
EFV
Msci Eafe Value ETF

ETFs
898
+ 18.29%
$51.72 - $57.96 $46.4K - $52K
5.81K $334M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
589
+ 6.25%
$59.93 - $66.52 $35.3K - $39.2K
10K $666M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
452
+ 3.76%
$48.51 - $52.86 $21.9K - $23.9K
12.5K $659M
Activity Summary
Buys All Purchases 277 New Holdings 74 Increased Positions 203 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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