Savvy Advisors, Inc. Reduced Holdings in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.26K
- 1.89%
$507.05 - $563.67 $1.15M - $1.27M
117K $60.3M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-130K
- 93.58%
$25.54 - $27.64 $3.32M - $3.59M
8.91K $242K
IFRA
Ishares Tr

ETFs
-45.1K
- 90.12%
$44.8 - $49.25 $2.02M - $2.22M
4.94K $222K
XLE
Energy Sector Spdr

ETFs
-16.6K
- 80.66%
$85.7 - $93.96 $1.42M - $1.56M
3.97K $371K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-6.23K
- 53.93%
$94.32 - $110.46 $587K - $688K
5.32K $513K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-27.5K
- 28.75%
$25.35 - $27.46 $698K - $756K
68.3K $1.81M
SOXX
Ishares Semiconductor ETF

ETFs
-2.89K
- 67.92%
$188.17 - $235.81 $545K - $682K
1.37K $257K
EFG
Msci Eafe Growth ETF

ETFs
-10.5K
- 8.32%
$96.1 - $106.37 $1.01M - $1.12M
116K $11.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.21K
- 30.4%
$79.17 - $82.04 $650K - $674K
18.8K $1.54M
AMT
American Tower Corp

Real Estate
-3.76K
- 54.02%
$173.46 - $217.6 $652K - $818K
3.2K $696K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.5K
- 0.38%
$21.75 - $24.28 $32.7K - $36.5K
394K $8.71M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-14K
- 51.64%
$25.69 - $26.89 $360K - $377K
13.1K $352K
DHR
Danaher Corp

Healthcare
-824
- 19.02%
$201.62 - $250.59 $166K - $206K
3.51K $719K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-566
- 7.49%
$161.27 - $192.3 $91.3K - $109K
6.99K $1.13M
TXN
Texas Instruments Inc

Technology
-1.35K
- 18.98%
N/A
5.77K $1.12M
IWY
Ishares Tr Russell 200 Growth

ETFs
-214
- 2.72%
$210.19 - $243.33 $45K - $52.1K
7.65K $1.61M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.19K
- 30.12%
$105.1 - $109.61 $230K - $239K
5.07K $551K
HON
Honeywell International Inc

Industrials
-579
- 8.57%
$202.75 - $226.52 $117K - $131K
6.18K $1.31M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.72K
- 14.09%
$77.7 - $78.94 $211K - $214K
16.6K $1.31M
XLI
Industrial Sector Spdr

ETFs
-1.41K
- 42.48%
$128.78 - $141.67 $181K - $199K
1.9K $249K
SHOP
Shopify Inc.

Technology
-1.45K
- 39.25%
$90.59 - $129.31 $131K - $187K
2.24K $213K
EEM
Ishares Msci Emerging Markets

ETFs
-4.62K
- 36.57%
$40.81 - $45.34 $189K - $210K
8.02K $350K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-5.54K
- 26.97%
$32.5 - $33.3 $180K - $184K
15K $498K
VGLT
Vanguard Long Term Treasury Et

ETFs
-3.72K
- 18.76%
$53.99 - $58.43 $201K - $217K
16.1K $926K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.97K
- 39.15%
$69.82 - $78.67 $138K - $155K
3.07K $215K
PLD
Prologis, Inc.

Real Estate
-2.46K
- 10.95%
$103.59 - $124.04 $255K - $305K
20K $2.24M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.8K
- 15.33%
$51.52 - $52.37 $144K - $147K
15.5K $810K
BSX
Boston Scientific Corp

Healthcare
-2.51K
- 22.25%
$89.38 - $106.18 $224K - $266K
8.76K $883K
TAGG
T Rowe Price Exchange Traded F

ETFs
-3.13K
- 27.53%
$41.42 - $42.9 $130K - $134K
8.25K $353K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-39
- 3.13%
$634.14 - $744.83 $24.7K - $29K
1.21K $764K
UBER
Uber Technologies, Inc

Technology
-3.89K
- 29.43%
$63.17 - $81.49 $245K - $317K
9.32K $678K
MSI
Motorola Solutions, Inc.

Technology
-184
- 20.54%
$411.73 - $482.1 $75.8K - $88.7K
712 $311K
WDAY
Workday, Inc.

Technology
-47
- 1.46%
$233.53 - $277.82 $11K - $13.1K
3.17K $740K
DOW
Dow Inc.

Basic Materials
-789
- 6.56%
$34.36 - $41.92 $27.1K - $33.1K
11.2K $392K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.7K
- 10.79%
$21.23 - $23.75 $57.3K - $64.1K
22.3K $480K
MRK
Merck & Co., Inc.

Healthcare
-129
- 1.76%
$83.01 - $101.02 $10.7K - $13K
7.21K $647K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-925
- 11.74%
$59.79 - $67.15 $55.3K - $62.1K
6.95K $421K
ELS
Equity Lifestyle Properties Inc

Real Estate
-1.25K
- 6.41%
$64.36 - $69.32 $80.5K - $86.6K
18.3K $1.22M
SRE
Sempra Energy

Utilities
-45
- 0.99%
$67.85 - $87.67 $3.05K - $3.95K
4.48K $319K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-229
- 3.39%
$101.98 - $115.66 $23.4K - $26.5K
6.52K $667K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-863
- 24.5%
N/A
2.66K $228K
VTWO
Vanguard Russell 2000 ETF

ETFs
-38
- 0.5%
$80.08 - $92.93 $3.04K - $3.53K
7.61K $613K
PFE
Pfizer Inc

Healthcare
-1.4K
- 5.29%
$25.01 - $27.13 $35K - $38K
25K $634K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-2.74K
- 16.95%
$22.42 - $23.22 $61.5K - $63.6K
13.4K $309K
OXY
Occidental Petroleum Corp

Energy
-1.14K
- 18.27%
$45.45 - $52.7 $52K - $60.3K
5.12K $252K
FTCS
First Trust Capital Strength E

ETFs
-883
- 6.7%
$86.39 - $91.35 $76.3K - $80.7K
12.3K $1.1M
GRWG
Grow Generation Corp.

Consumer Cyclical
-31
- 0.04%
$0.97 - $1.82 $30.1 - $56.4
80.7K $87K
FYLD
Cambria Foreign Shareholder Yi

ETFs
-8.31K
- 7.9%
$24.97 - $27.67 $208K - $230K
96.9K $2.61M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-850
- 11.68%
$87.68 - $94.52 $74.5K - $80.3K
6.43K $602K
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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