Savvy Advisors, Inc. Incresed Positions in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HIG
Hartford Financial Services Group, Inc.

Financial Services
224
+ 10.6%
$109.83 - $131.67 $24.6K - $29.5K
2.34K $296K
RGLD
Royal Gold Inc

Basic Materials
13
+ 0.71%
$155.48 - $186.71 $2.02K - $2.43K
1.84K $327K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
3.12K
+ 28.82%
$9.43 - $10.29 $29.5K - $32.1K
14K $140K
AVB
Avalonbay Communities Inc

Real Estate
448
+ 7.74%
$187.23 - $215.61 $83.9K - $96.6K
6.24K $1.27M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
2.85K
+ 12.35%
$11.34 - $12.35 $32.3K - $35.2K
25.9K $308K
AMT
American Tower Corp

Real Estate
59
+ 1.84%
$203.96 - $228.19 $12K - $13.5K
3.26K $720K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
920
+ 3.45%
$23.29 - $23.38 $21.4K - $21.5K
27.6K $644K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
895
+ 3.42%
$22.81 - $22.97 $20.4K - $20.6K
27.1K $620K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
966
+ 5.7%
$20.66 - $20.74 $20K - $20K
17.9K $370K
SCHP
Schwab Strategic Us Tips ETF

ETFs
767
+ 5.85%
$26.18 - $26.93 $20.1K - $20.7K
13.9K $370K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
606
+ 4.51%
$22.43 - $23.23 $13.6K - $14.1K
14K $326K
ABC
Amerisourcebergen Corp

Healthcare
89
+ 8.94%
N/A
1.09K $200K
LYG
Lloyds Banking Group PLC

Financial Services
1.46K
+ 6.86%
$3.32 - $4.29 $4.86K - $6.28K
22.8K $96K
CHD
Church & Dwight CO Inc

Consumer Defensive
443
+ 22.65%
$91.57 - $110.76 $40.6K - $49.1K
2.4K $230K
BNDX
Vanguard Total International B

ETFs
34
+ 0.18%
$48.77 - $49.55 $1.66K - $1.68K
18.6K $922K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
2
+ 0.03%
$42.54 - $50.99 $85.1 - $102
5.91K $301K
AUSF
Global X Fds Adaptive U S Fact

ETFs
50
+ 0.54%
$39.16 - $44.7 $1.96K - $2.24K
9.23K $412K
TSCO
Tractor Supply CO

Consumer Cyclical
349
+ 7.97%
$47.86 - $55.77 $16.7K - $19.5K
4.73K $249K
AOS
Smith A O Corp

Industrials
35
+ 0.86%
$59.63 - $70.52 $2.09K - $2.47K
4.09K $268K
DOCU
Docusign, Inc.

Technology
157
+ 5.35%
$70.35 - $93.84 $11K - $14.7K
3.09K $240K
AGNC
Agnc Investment Corp.

Real Estate
3.32K
+ 4.63%
$8.12 - $9.49 $26.9K - $31.5K
75K $689K
EPD
Enterprise Products Partners L.P.

Energy
1.17K
+ 10.74%
$28.95 - $34.22 $34K - $40.2K
12.1K $375K
Dimensional ETF Trust
965
+ 13.31%
N/A
8.22K $0
Ge Healthcare Technologies I
1.09K
+ 30.57%
N/A
4.67K $0
Doubleline ETF Trust
9.99K
+ 8.05%
N/A
134K $0
Comstock Inc
81.7K
+ 25.13%
N/A
407K $0
Dimensional ETF Trust
2.29K
+ 49.11%
N/A
6.95K $0
Dimensional ETF Trust
174
+ 1.84%
N/A
9.62K $0
Morgan Stanley ETF Trust
1.9K
+ 9.64%
N/A
21.6K $0
Franklin Templeton ETF Tr
11
+ 0.13%
N/A
8.66K $0
Blackrock Inc
436
+ 42.08%
N/A
1.47K $0
Lam Research Corp
3.25K
+ 95.87%
N/A
6.64K $0
MOGA
Moog Inc Cla
92
+ 5.6%
N/A
1.74K $0
Annaly Capital Management In
75
+ 0.21%
N/A
35.7K $0
Linde PLC
656
+ 61.19%
N/A
1.73K $0
Blackrock ETF Trust Ii
418
+ 8.32%
N/A
5.44K $0
Mackenzie Rlty Cap Inc
72.5K
+ 494.12%
N/A
87.1K $0
Ishares Bitcoin Trust ETF
6.1K
+ 60.63%
N/A
16.2K $0
Ge Vernova Inc
571
+ 28.78%
N/A
2.56K $0
Dimensional ETF Trust
29K
+ 214.57%
N/A
42.5K $0
UNP
Union Pacific Corp

Industrials
53
+ 2.46%
$208.27 - $238.46 $11K - $12.6K
2.21K $508K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
174
+ 1.04%
$22.81 - $23.8 $3.97K - $4.14K
16.9K $393K
MRK
Merck & Co., Inc.

Healthcare
871
+ 12.07%
$73.47 - $87.12 $64K - $75.9K
8.09K $640K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
360
+ 1.56%
$6.54 - $7.1 $2.35K - $2.56K
23.4K $153K
INTC
Intel Corp

Technology
292
+ 0.45%
$18.13 - $22.69 $5.29K - $6.63K
64.5K $1.45M
BIDU
Baidu, Inc.

Communication Services
45
+ 1.46%
$76.86 - $92.5 $3.46K - $4.16K
3.12K $267K
BDX
Becton Dickinson & CO

Healthcare
195
+ 16.53%
$165.15 - $226.42 $32.2K - $44.2K
1.38K $236K
DVN
Devon Energy Corp

Energy
741
+ 7.22%
$26.8 - $37.92 $19.9K - $28.1K
11K $349K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
521
+ 9.12%
$99.37 - $134.05 $51.8K - $69.8K
6.23K $706K
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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