Savvy Advisors, Inc. Incresed Positions in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CARR
Carrier Global Corp

Industrials
416
+ 12.98%
$62.07 - $70.55 $25.8K - $29.3K
3.62K $229K
F
Ford Motor CO

Consumer Cyclical
588
+ 1.7%
$9.12 - $10.43 $5.36K - $6.13K
35.1K $352K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
557
+ 3.08%
$11.57 - $12.07 $6.44K - $6.72K
18.6K $218K
VMI
Valmont Industries Inc

Industrials
86
+ 11.53%
$285.37 - $376.98 $24.5K - $32.4K
832 $237K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
196
+ 0.75%
$22.77 - $22.94 $4.46K - $4.5K
26.2K $600K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
674
+ 12.88%
$48.37 - $55.84 $32.6K - $37.6K
5.91K $288K
PNC
Pnc Financial Services Group, Inc.

Financial Services
128
+ 12.05%
$168.84 - $202.89 $21.6K - $26K
1.19K $209K
AMCR
Amcor PLC

Consumer Cyclical
128
+ 1.22%
$9.33 - $10.39 $1.19K - $1.33K
10.6K $102K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
93
+ 0.35%
$23.29 - $23.38 $2.17K - $2.17K
26.7K $623K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
38
+ 0.24%
$22.11 - $22.43 $840 - $852
15.7K $351K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
24
+ 0.14%
$50.72 - $50.92 $1.22K - $1.22K
17K $865K
AMD
Advanced Micro Devices Inc

Technology
1.43K
+ 17.98%
$96.63 - $129.55 $138K - $185K
9.38K $963K
AMP
Ameriprise Financial Inc

Financial Services
42
+ 10.12%
$472.29 - $575.13 $19.8K - $24.2K
457 $221K
TSLA
Tesla, Inc.

Consumer Cyclical
5.04K
+ 55.88%
$222.15 - $428.22 $1.12M - $2.16M
14.1K $3.64M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
226
+ 0.99%
$7.01 - $7.34 $1.58K - $1.66K
23K $161K
Doubleline ETF Trust
14.9K
+ 13.62%
N/A
124K $0
Ge Healthcare Technologies I
399
+ 12.55%
N/A
3.58K $0
Morgan Stanley ETF Trust
5.85K
+ 42.35%
N/A
19.7K $0
Pimco ETF Tr
732
+ 1.57%
N/A
47.3K $0
Dimensional ETF Trust
2.78K
+ 41.6%
N/A
9.45K $0
Blackrock Inc
647
+ 166.32%
N/A
1.04K $0
FNDA
Schwab Fundamental U S Small C

ETFs
901
+ 8.4%
$26.87 - $30.99 $24.2K - $27.9K
11.6K $318K
Dimensional ETF Trust
3.45K
+ 90.59%
N/A
7.25K $0
Ge Vernova Inc
223
+ 12.66%
N/A
1.98K $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.01K
+ 17.41%
N/A
13.5K $0
Linde PLC
93
+ 9.5%
N/A
1.07K $0
Franklin Templeton ETF Tr
97
+ 1.13%
N/A
8.65K $0
EMR
Emerson Electric CO

Industrials
335
+ 12.67%
$108.64 - $131.17 $36.4K - $43.9K
2.98K $326K
FCOM
Fidelity Covington Tr Msci Com

ETFs
138
+ 2.94%
$55.97 - $64.13 $7.72K - $8.85K
4.84K $272K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
240
+ 1.99%
$41.06 - $44.04 $9.85K - $10.6K
12.3K $509K
IWR
Ishares Russell Mid Cap ETF

ETFs
71
+ 2.39%
$82.81 - $92.93 $5.88K - $6.6K
3.04K $258K
GS
Goldman Sachs Group Inc

Financial Services
130
+ 4.56%
$524.81 - $672.19 $68.2K - $87.4K
2.98K $1.63M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 5.63%
$4295.4 - $5141.88 $17.2K - $20.6K
75 $345K
BEN
Franklin Resources Inc

Financial Services
232
+ 1.98%
$18.92 - $22.24 $4.39K - $5.16K
11.9K $229K
MAR
Marriott International Inc

Consumer Cyclical
339
+ 15.31%
$237.01 - $304.45 $80.3K - $103K
2.55K $608K
AOS
Smith A O Corp

Industrials
29
+ 0.72%
$65.16 - $72.69 $1.89K - $2.11K
4.05K $264K
DIS
Walt Disney CO

Communication Services
1.85K
+ 12.06%
$96.87 - $114.0 $180K - $211K
17.2K $1.7M
CLX
Clorox CO

Consumer Defensive
477
+ 8.19%
$141.76 - $162.89 $67.6K - $77.7K
6.3K $928K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
568
+ 5.47%
$40.03 - $46.81 $22.7K - $26.6K
11K $446K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.17K
+ 3.28%
$25.58 - $29.24 $30K - $34.2K
36.8K $964K
EVR
Evercore Inc.

Financial Services
239
+ 25.73%
$190.28 - $291.27 $45.5K - $69.6K
1.17K $233K
WSM
Williams Sonoma Inc

Consumer Cyclical
51
+ 3.6%
$158.1 - $217.71 $8.06K - $11.1K
1.47K $231K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
204
+ 2.69%
$96.93 - $109.51 $19.8K - $22.3K
7.79K $763K
IJS
Ishares S&P Smallcap 600 Value

ETFs
79
+ 2.17%
$96.3 - $112.23 $7.61K - $8.87K
3.72K $362K
VB
Vanguard Small Cap ETF

ETFs
1.63K
+ 7.63%
$217.89 - $252.64 $355K - $412K
23K $5.1M
IRM
Iron Mountain Inc

Real Estate
141
+ 5.58%
$82.79 - $111.31 $11.7K - $15.7K
2.67K $229K
CRM
Salesforce, Inc.

Technology
1.03K
+ 21.49%
$268.36 - $359.95 $277K - $371K
5.83K $1.56M
IWB
Ishares Tr Russell 1000 ETF

ETFs
21
+ 0.71%
$302.31 - $337.54 $6.35K - $7.09K
2.98K $914K
CEG
Constellation Energy Corp

Utilities
180
+ 4.97%
$201.63 - $347.44 $36.3K - $62.5K
3.81K $767K
Activity Summary
Buys All Purchases 405 New Holdings 91 Increased Positions 314 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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