Savvy Advisors, Inc. New Holdings in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FFIU
Spinnaker ETF Ser Uva Unconstr

ETFs
1.59M
New
$21.31 - $22.65 $33.9M - $36M
1.59M $33.9M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
28.1K
New
$79.93 - $88.06 $2.24M - $2.47M
28.1K $2.24M
RWM
Proshares Short Russell2000

ETFs
118K
New
$17.33 - $19.36 $2.05M - $2.29M
118K $2.21M
IQLT
Ishares Msci Intl Quality Fact

ETFs
50.1K
New
$37.12 - $41.23 $1.86M - $2.07M
50.1K $1.86M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
64.9K
New
$28.6 - $29.27 $1.85M - $1.9M
64.9K $1.86M
IWY
Ishares Tr Russell 200 Growth

ETFs
7.86K
New
$216.72 - $244.71 $1.7M - $1.92M
7.86K $1.85M
RIGS
Riverfront Strategic Income Fd

ETFs
77.9K
New
$22.67 - $23.54 $1.77M - $1.83M
77.9K $1.77M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
27.6K
New
$55.45 - $61.08 $1.53M - $1.68M
27.6K $1.53M
LODE
Comstock Inc.

Real Estate
2.05M
New
$0.3 - $0.88 $616K - $1.81M
2.05M $1.48M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
87.4K
New
$15.0 - $17.55 $1.31M - $1.53M
87.4K $1.33M
IWX
Ishares Tr Russell 200 Value E

ETFs
13.1K
New
$78.25 - $85.17 $1.02M - $1.11M
13.1K $1.03M
CLX
Clorox CO

Consumer Defensive
5.83K
New
$156.51 - $169.74 $912K - $989K
5.83K $946K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.56K
New
$201.32 - $217.44 $918K - $992K
4.56K $943K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
55.5K
New
$15.84 - $17.86 $879K - $991K
55.5K $894K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.25K
New
$701.85 - $1046.91 $874K - $1.3M
1.25K $886K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
33.7K
New
$26.01 - $28.19 $876K - $949K
33.7K $880K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.29K
New
$260.53 - $404.79 $597K - $928K
2.29K $876K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
31.8K
New
$26.08 - $27.65 $830K - $880K
31.8K $832K
WDAY
Workday, Inc.

Technology
3.22K
New
$233.85 - $279.91 $752K - $900K
3.22K $830K
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.39K
New
$87.1 - $98.49 $817K - $924K
9.39K $819K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7.59K
New
$100.18 - $109.1 $760K - $828K
7.59K $795K
CDNS
Cadence Design Systems Inc

Technology
2.64K
New
$249.1 - $324.54 $658K - $857K
2.64K $793K
ARCC
Ares Capital Corp

Financial Services
34.8K
New
$20.74 - $22.27 $722K - $776K
34.8K $762K
TMUS
T Mobile Us, Inc.

Communication Services
3.38K
New
$206.1 - $246.94 $696K - $834K
3.38K $745K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
14.5K
New
$50.62 - $50.97 $732K - $737K
14.5K $733K
OGE
Oge Energy Corp.

Utilities
17.4K
New
$39.65 - $44.08 $691K - $768K
17.4K $718K
NVS
Novartis Ag

Healthcare
7.2K
New
$96.78 - $117.18 $697K - $844K
7.2K $700K
MLPB
Ubs Ag

ETFs
27.3K
New
$23.6 - $27.14 $644K - $741K
27.3K $687K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.28K
New
$88.59 - $94.57 $645K - $688K
7.28K $646K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
108K
New
$5.84 - $6.96 $630K - $750K
108K $636K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
26.6K
New
$23.25 - $23.37 $618K - $621K
26.6K $619K
MEAR
Blackrock Short Maturity Munic

ETFs
12.2K
New
$49.94 - $50.28 $608K - $612K
12.2K $607K
SHEL
Shell PLC

Energy
9.49K
New
$60.63 - $70.23 $575K - $666K
9.49K $594K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
26K
New
$22.72 - $23.0 $590K - $597K
26K $592K
PRU
Prudential Financial Inc

Financial Services
4.96K
New
$114.59 - $129.52 $569K - $643K
4.96K $588K
TEI
Templeton Emerging Markets Income Fund

Financial Services
112K
New
$5.09 - $5.89 $569K - $659K
112K $573K
MAIN
Main Street Capital Corp

Financial Services
9.61K
New
$49.95 - $58.58 $480K - $563K
9.61K $562K
IWS
Ishares Russell Midcap Value E

ETFs
4.11K
New
$128.08 - $140.32 $527K - $577K
4.11K $531K
KR
Kroger CO

Consumer Defensive
8.54K
New
$55.21 - $63.3 $472K - $541K
8.54K $522K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
12K
New
$41.66 - $43.47 $502K - $523K
12K $513K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
49.2K
New
$10.26 - $10.82 $505K - $533K
49.2K $510K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
8.85K
New
$56.61 - $61.63 $501K - $545K
8.85K $501K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
22.8K
New
$19.79 - $21.6 $451K - $493K
22.8K $485K
MKC
Mccormick & CO Inc

Consumer Defensive
6.12K
New
$73.97 - $84.09 $452K - $514K
6.12K $466K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
77.4K
New
$5.74 - $6.31 $444K - $488K
77.4K $449K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.75K
New
$160.89 - $176.18 $442K - $484K
2.75K $444K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.46K
New
$176.4 - $231.84 $434K - $571K
2.46K $434K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.11K
New
$82.28 - $117.52 $421K - $601K
5.11K $433K
IWP
Ishares Russell Mid Cap Growth

ETFs
3.41K
New
$116.4 - $138.52 $397K - $472K
3.41K $431K
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
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