Savvy Advisors, Inc. New Holdings in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
17.5K
New
N/A
17.5K $4.65M
PB
Prosperity Bancshares Inc

Financial Services
63.3K
New
$69.3 - $80.69 $4.38M - $5.11M
63.3K $4.52M
DFUS
Dimensional ETF Tr U S Equity

ETFs
48.6K
New
$59.61 - $66.71 $2.89M - $3.24M
48.6K $2.94M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
48.2K
New
$32.41 - $44.87 $1.56M - $2.16M
48.2K $1.56M
JCPB
J P Morgan Exchange Traded Fd

ETFs
29.6K
New
$45.56 - $47.23 $1.35M - $1.4M
29.6K $1.39M
VGIT
Vanguard Intermediate Term Tre

ETFs
19.7K
New
$57.44 - $59.4 $1.13M - $1.17M
19.7K $1.17M
GBIL
Goldman Sachs Access Treasury

ETFs
11.6K
New
$99.85 - $100.19 $1.16M - $1.16M
11.6K $1.16M
IEO
Ishares Tr

ETFs
12.3K
New
$86.02 - $99.13 $1.06M - $1.22M
12.3K $1.16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
22K
New
$48.06 - $53.73 $1.06M - $1.18M
22K $1.07M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.7K
New
$58.81 - $68.2 $1.04M - $1.21M
17.7K $1.06M
DFAX
Dimensional ETF Tr
31.2K
New
$24.45 - $27.2 $762K - $848K
31.2K $816K
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.08K
New
$71.17 - $73.66 $646K - $669K
9.08K $666K
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.96K
New
$83.18 - $89.27 $662K - $711K
7.96K $665K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.42K
New
$100.34 - $100.68 $644K - $646K
6.42K $646K
POWI
Power Integrations Inc

Technology
12.5K
New
$50.5 - $66.7 $630K - $833K
12.5K $630K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
22K
New
$25.12 - $26.05 $552K - $572K
22K $553K
FSK
Fs Kkr Capital Corp

Financial Services
26.2K
New
$20.47 - $24.06 $537K - $631K
26.2K $549K
MSTR
Microstrategy Inc

Technology
1.9K
New
$239.27 - $396.5 $453K - $751K
1.9K $546K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
20K
New
$24.5 - $24.95 $491K - $500K
20K $496K
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.19K
New
$94.86 - $97.12 $493K - $504K
5.19K $494K
AVLV
American Centy ETF Tr Avantis
6.52K
New
$63.51 - $70.42 $414K - $459K
6.52K $425K
DFAE
Dimensional ETF Tr

ETFs
15.8K
New
$24.64 - $26.86 $389K - $424K
15.8K $408K
VLUE
Ishares Msci Usa Value Factor

ETFs
3.83K
New
$104.89 - $113.56 $401K - $434K
3.83K $408K
POCT
Innovator U.S. Equity Power Bu

ETFs
10.5K
New
$38.53 - $40.49 $404K - $424K
10.5K $407K
HYG
Ishares Tr

ETFs
5.13K
New
$78.51 - $80.11 $403K - $411K
5.13K $404K
AUSF
Global X Fds Adaptive U S Fact

ETFs
9.18K
New
$41.68 - $43.97 $383K - $404K
9.18K $400K
DVN
Devon Energy Corp

Energy
10.3K
New
$33.15 - $38.55 $340K - $396K
10.3K $383K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
29.6K
New
$12.06 - $13.55 $357K - $401K
29.6K $377K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
8.57K
New
$43.03 - $49.3 $369K - $422K
8.57K $376K
IXUS
Ishares Tr

ETFs
5.06K
New
$65.06 - $72.31 $329K - $366K
5.06K $353K
NEM
Newmont Corp

Basic Materials
7.31K
New
$37.79 - $48.39 $276K - $354K
7.31K $352K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11.6K
New
$29.34 - $31.31 $339K - $362K
11.6K $343K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.96K
New
$36.64 - $45.76 $328K - $410K
8.96K $335K
VGT
Vanguard Information Technolog

ETFs
615
New
$542.38 - $646.34 $334K - $397K
615 $333K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.94K
New
$33.63 - $37.64 $301K - $336K
8.94K $330K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
10.4K
New
$29.06 - $32.62 $302K - $339K
10.4K $326K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.73K
New
$47.33 - $47.92 $318K - $322K
6.73K $320K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
622
New
$402.49 - $513.76 $250K - $320K
622 $301K
FDS
Factset Research Systems Inc

Financial Services
659
New
$427.5 - $476.51 $282K - $314K
659 $299K
RGLD
Royal Gold Inc

Basic Materials
1.83K
New
$132.55 - $163.51 $242K - $299K
1.83K $298K
MPC
Marathon Petroleum Corp

Energy
2.04K
New
$134.72 - $159.03 $275K - $324K
2.04K $297K
SHW
Sherwin Williams CO

Basic Materials
803
New
$330.16 - $365.55 $265K - $294K
803 $280K
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.65K
New
$38.22 - $41.19 $254K - $274K
6.65K $269K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.11K
New
$106.31 - $123.73 $225K - $262K
2.11K $261K
WY
Weyerhaeuser CO

Real Estate
8.88K
New
$27.29 - $31.39 $242K - $279K
8.88K $260K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
5.38K
New
$47.03 - $47.8 $253K - $257K
5.38K $253K
NOC
Northrop Grumman Corp

Industrials
491
New
$433.45 - $513.82 $213K - $252K
491 $251K
SLP
Simulations Plus, Inc.

Healthcare
10.2K
New
$24.0 - $37.01 $244K - $376K
10.2K $249K
GRMN
Garmin LTD

Technology
1.14K
New
$204.55 - $241.93 $232K - $275K
1.14K $246K
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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