Savvy Advisors, Inc. Incresed Positions in Q3 2025

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.45K
+ 11.1%
$46.37 - $47.77 $114K - $117K
24.5K $1.17M
COIN
Coinbase Global, Inc.

Technology
504
+ 14.63%
$297.99 - $419.78 $150K - $212K
3.95K $1.33M
ECL
Ecolab Inc.

Basic Materials
417
+ 16.35%
$259.39 - $285.47 $108K - $119K
2.97K $812K
PPA
Invesco Exchange Traded Fd Tr

ETFs
512
+ 16.14%
$139.82 - $155.45 $71.6K - $79.6K
3.68K $572K
EQIX
Equinix Inc

Real Estate
164
+ 39.52%
$756.7 - $811.13 $124K - $133K
579 $453K
VST
Vistra Corp.

Utilities
604
+ 51.4%
$182.0 - $217.92 $110K - $132K
1.78K $348K
WM
Waste Management Inc

Industrials
791
+ 11.58%
$213.88 - $237.1 $169K - $188K
7.62K $1.68M
NEE
Nextera Energy Inc

Utilities
356
+ 2.31%
$69.77 - $77.54 $24.8K - $27.6K
15.8K $1.19M
COP
Conocophillips

Energy
300
+ 1.62%
$91.0 - $98.99 $27.3K - $29.7K
18.9K $1.78M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.64K
+ 43.3%
$35.42 - $38.65 $93.6K - $102K
8.75K $332K
IX
Orix Corp

Financial Services
1.75K
+ 9.78%
$22.28 - $27.06 $38.9K - $47.2K
19.6K $511K
AIG
American International Group, Inc.

Financial Services
1.62K
+ 63.67%
$76.34 - $85.87 $123K - $139K
4.15K $326K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
346
+ 3.0%
$17.7 - $27.7 $6.12K - $9.58K
11.9K $322K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.12K
+ 2.86%
$37.2 - $39.61 $41.7K - $44.4K
40.4K $1.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.41K
+ 58.56%
$159.87 - $247.68 $225K - $348K
3.81K $677K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
361
+ 1.02%
$55.15 - $58.11 $19.9K - $21K
35.7K $2.05M
EMGF
Ishares Msci Emerging Markets

ETFs
1.53K
+ 39.62%
$51.93 - $56.75 $79.2K - $86.6K
5.38K $304K
F
Ford Motor CO

Consumer Cyclical
5.04K
+ 13.06%
$10.82 - $12.09 $54.5K - $60.9K
43.6K $521K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
944
+ 3.43%
$67.48 - $71.55 $63.7K - $67.5K
28.4K $2.02M
AGNC
Agnc Investment Corp.

Real Estate
5.86K
+ 7.81%
$9.2 - $10.37 $53.9K - $60.8K
80.9K $791K
RY
Royal Bank Of Canada

Financial Services
199
+ 4.39%
$128.46 - $148.6 $25.6K - $29.6K
4.74K $697K
IXUS
Ishares Tr

ETFs
337
+ 2.55%
$76.35 - $82.58 $25.7K - $27.8K
13.6K $1.12M
BIIB
Biogen Inc.

Healthcare
373
+ 12.17%
$122.68 - $148.84 $45.8K - $55.5K
3.44K $481K
KKR
Kkr & Co. Inc.

Financial Services
774
+ 44.82%
$129.95 - $152.16 $101K - $118K
2.5K $325K
XAR
Spdr S&P Aerospace & Defense E

ETFs
300
+ 29.91%
$205.52 - $234.96 $61.7K - $70.5K
1.3K $306K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.71K
+ 11.19%
$52.39 - $53.11 $89.6K - $90.8K
17K $901K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
163
+ 28.01%
$393.18 - $439.39 $64.1K - $71.6K
745 $324K
EFA
Ishares Tr Msci Eafe ETF

ETFs
526
+ 4.72%
$87.29 - $93.61 $45.9K - $49.2K
11.7K $1.09M
PFE
Pfizer Inc

Healthcare
2.22K
+ 7.96%
$23.29 - $25.88 $51.8K - $57.5K
30.2K $768K
HPE
Hewlett Packard Enterprise CO

Technology
1.8K
+ 16.47%
$19.81 - $25.24 $35.7K - $45.5K
12.7K $313K
FCX
Freeport Mcmoran Inc

Basic Materials
3.96K
+ 24.99%
$35.34 - $47.21 $140K - $187K
19.8K $775K
AEIS
Advanced Energy Industries Inc

Industrials
173
+ 11.3%
$133.59 - $176.59 $23.1K - $30.6K
1.7K $289K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
5.25K
+ 14.95%
$22.65 - $25.1 $119K - $132K
40.4K $923K
CARR
Carrier Global Corp

Industrials
2.47K
+ 53.33%
$58.75 - $80.73 $145K - $199K
7.1K $424K
VXF
Vanguard Extended Market ETF

ETFs
278
+ 19.47%
$193.58 - $213.07 $53.8K - $59.2K
1.71K $357K
MPC
Marathon Petroleum Corp

Energy
113
+ 5.01%
$158.59 - $198.69 $17.9K - $22.5K
2.37K $456K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.52K
+ 22.23%
$49.09 - $50.58 $74.4K - $76.6K
8.33K $420K
TDG
Trans Digm Group Inc

Industrials
98
+ 40.83%
$1271.04 - $1620.83 $125K - $159K
338 $445K
CRWD
Crowd Strike Holdings, Inc.

Technology
208
+ 16.47%
$412.46 - $514.1 $85.8K - $107K
1.47K $721K
VGSH
Vanguard

ETFs
1.31K
+ 11.6%
$58.43 - $58.88 $76.3K - $76.9K
12.6K $739K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
622
+ 4.98%
$39.37 - $44.24 $24.5K - $27.5K
13.1K $574K
AOS
Smith A O Corp

Industrials
609
+ 14.89%
$67.24 - $74.3 $40.9K - $45.2K
4.7K $344K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
39
+ 0.48%
$109.47 - $119.06 $4.27K - $4.64K
8.1K $959K
VNQI
Vanguard Global Ex U.S. Real

ETFs
1.36K
+ 20.55%
$45.22 - $48.34 $61.6K - $65.9K
7.99K $381K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
727
+ 7.14%
$100.37 - $100.74 $73K - $73.2K
10.9K $1.1M
ITW
Illinois Tool Works Inc

Industrials
131
+ 4.62%
$252.31 - $269.41 $33.1K - $35.3K
2.97K $773K
ADI
Analog Devices Inc

Technology
252
+ 21.54%
$220.68 - $255.63 $55.6K - $64.4K
1.42K $349K
LNG
Cheniere Energy, Inc.

Energy
331
+ 36.98%
$222.68 - $244.28 $73.7K - $80.9K
1.23K $288K
TT
Trane Technologies PLC

Industrials
213
+ 15.96%
$398.96 - $472.54 $85K - $101K
1.55K $653K
Activity Summary
Buys All Purchases 639 New Holdings 206 Increased Positions 433 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 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