Savvy Advisors, Inc. Reduced Holdings in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-2.99K
- 3.46%
$5.37 - $5.86 $16.1K - $17.5K
83.5K $467K
OGE
Oge Energy Corp.

Utilities
-37
- 0.2%
$42.23 - $46.38 $1.56K - $1.72K
18.2K $808K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-3.53K
- 13.95%
$24.94 - $31.15 $88.1K - $110K
21.8K $677K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-752
- 1.34%
$9.33 - $10.06 $7.02K - $7.57K
55.2K $533K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-825
- 5.5%
$32.62 - $33.58 $26.9K - $27.7K
14.2K $475K
TXT
Textron Inc

Industrials
-737
- 16.34%
$60.72 - $80.34 $44.8K - $59.2K
3.77K $303K
AVDE
American Centy ETF Tr Avantis

ETFs
-827
- 16.14%
$59.32 - $74.36 $49.1K - $61.5K
4.3K $318K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-1.21K
- 13.49%
$52.84 - $65.52 $63.9K - $79.2K
7.76K $508K
IXN
Ishares Global Information Tec

ETFs
-787
- 24.36%
$65.81 - $92.34 $51.8K - $72.7K
2.44K $225K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-347
- 1.86%
$10.66 - $11.83 $3.7K - $4.11K
18.3K $203K
DVY
Ishares Tr

ETFs
-33
- 0.62%
$118.37 - $134.86 $3.91K - $4.45K
5.26K $699K
SPMD
Spdr Portfolio

ETFs
-449
- 10.02%
$44.89 - $54.38 $20.2K - $24.4K
4.03K $219K
IWR
Ishares Russell Mid Cap ETF

ETFs
-337
- 11.09%
$74.88 - $91.97 $25.2K - $31K
2.7K $248K
IWM
Ishares Russell 2000 ETF

ETFs
-487
- 8.28%
$174.82 - $215.79 $85.1K - $105K
5.39K $1.16M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-523
- 10.71%
$42.85 - $50.11 $22.4K - $26.2K
4.36K $218K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-787
- 11.32%
$53.69 - $67.27 $42.3K - $52.9K
6.16K $414K
VTC
Vanguard Scottsdale Fds Total

ETFs
-137
- 1.46%
$74.71 - $77.33 $10.2K - $10.6K
9.26K $715K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-193
- 1.25%
$51.68 - $52.76 $9.97K - $10.2K
15.3K $806K
TAGG
T Rowe Price Exchange Traded F

ETFs
-57
- 0.69%
$41.84 - $43.57 $2.38K - $2.48K
8.19K $349K
FDVV
Fidelity High Dividend ETF

ETFs
-921
- 5.0%
$43.6 - $52.02 $40.2K - $47.9K
17.5K $910K
SCI
Service Corp International

Consumer Cyclical
-69
- 2.47%
$73.58 - $81.65 $5.08K - $5.63K
2.73K $221K
AVUV
American Centy ETF Tr Avantis

ETFs
-670
- 4.41%
$75.17 - $91.21 $50.4K - $61.1K
14.5K $1.32M
VONV
Vanguard Russell 1000 Value Et

ETFs
-97
- 3.91%
$73.19 - $85.21 $7.1K - $8.27K
2.39K $203K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
-489
- 2.99%
$0.87 - $1.19 $425 - $582
15.9K $16K
BYLD
Ishares Tr Yield Optimized Bd
-247
- 0.44%
N/A
55.9K $0
FJAN
First Exc Trd Viii Cboe Vest U
-12
- 0.14%
N/A
8.27K $0
TBUX
T Rowe Price Exchange Traded F

ETFs
-8
- 0.09%
$49.52 - $49.9 $396 - $399
8.62K $428K
Pimco ETF Tr
-1.32K
- 2.8%
N/A
46K $0
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-219
- 2.45%
$32.99 - $38.56 $7.22K - $8.44K
8.72K $330K
First Tr Exchng Traded Fd Vi
-1K
- 4.5%
N/A
21.2K $0
FLQH
Franklin Templeton Libertyq In

ETFs
-380
- 2.81%
N/A
13.1K $0
RIGS
Riverfront Strategic Income Fd

ETFs
-468
- 0.6%
$22.2 - $23.41 $10.4K - $11K
77.5K $1.8M
WSM
Williams Sonoma Inc

Consumer Cyclical
-32
- 2.18%
$137.62 - $174.44 $4.4K - $5.58K
1.43K $234K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-50
- 4.2%
$149.76 - $186.42 $7.49K - $9.32K
1.14K $212K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-378
- 8.76%
$59.98 - $74.92 $22.7K - $28.3K
3.94K $293K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-290
- 3.1%
$24.21 - $29.47 $7.02K - $8.55K
9.07K $267K
AVLV
American Centy ETF Tr Avantis
-176
- 2.7%
$56.85 - $68.21 $10K - $12K
6.34K $432K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-5
- 0.13%
$83.54 - $100.04 $418 - $500
3.71K $369K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-94
- 2.94%
$61.08 - $74.04 $5.74K - $6.96K
3.1K $229K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-228
- 3.11%
$27.26 - $34.48 $6.22K - $7.86K
7.11K $245K
IYW
Ishares Dj Us Tech ETF

ETFs
-682
- 16.09%
$122.57 - $173.27 $83.6K - $118K
3.56K $616K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-281
- 0.39%
$27.29 - $29.28 $7.67K - $8.23K
71.4K $2.09M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1
- 0.03%
$93.5 - $113.21 $93.5 - $113
3.83K $433K
PICK
Ishares Inc Msci Global Select

ETFs
-808
- 2.45%
$30.23 - $38.24 $24.4K - $30.9K
32.1K $1.21M
RWX
Spdr Dow Jones International R

ETFs
-680
- 4.34%
$23.06 - $27.4 $15.7K - $18.6K
15K $410K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-47
- 2.17%
$83.67 - $109.12 $3.93K - $5.13K
2.12K $231K
VOX
Vanguard Communication Service

ETFs
-9
- 0.62%
$133.12 - $171.03 $1.2K - $1.54K
1.45K $247K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-23
- 0.35%
$37.77 - $46.15 $869 - $1.06K
6.63K $306K
BEN
Franklin Resources Inc

Financial Services
-728
- 6.1%
$16.66 - $23.85 $12.1K - $17.4K
11.2K $267K
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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