Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024

Savvy Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $815 Million distributed in 454 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.3M, Vanguard Index Fds S&P 500 ETF with a value of $64.4M, Spinnaker ETF Ser Uva Unconstr with a value of $33.9M, Ishares Core Total Usd Bond Ma with a value of $28.9M, and Apple Inc. with a value of $28.3M.

Examining the 13F form we can see an decrease of $492B in the current position value, from $492B to 815M.

Savvy Advisors, Inc. is based out at New York, NY

Below you can find more details about Savvy Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $815 Million
ETFs: $452 Million
Technology: $165 Million
Financial Services: $37.7 Million
Healthcare: $35.5 Million
Consumer Cyclical: $27.6 Million
Consumer Defensive: $27 Million
Communication Services: $24.2 Million
Industrials: $17.2 Million
Other: $26.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303B
$86.3 Million 10.59% of portfolio
642,405
Q4 2024 Added 745.6%
$3.43T
$28.3 Million 3.48% of portfolio
113,136
Q4 2024 Added 169.8%
$2.9T
$19.4 Million 2.38% of portfolio
45,960
Q4 2024 Added 98.81%
$398B
$12.2 Million 1.5% of portfolio
72,799
Q4 2024 Added 23.02%
$2.02T
$12 Million 1.48% of portfolio
54,793
Q4 2024 Added 78.21%
$168B
$11.2 Million 1.37% of portfolio
42,940
Q4 2024 Added 5.11%
$974B
$6.63 Million 0.81% of portfolio
35,041
Q4 2024 Added 181.57%
$1.02T
$5.68 Million 0.7% of portfolio
29,850
Q4 2024 Added 143.55%
$656B
$4.84 Million 0.59% of portfolio
10,671
Q4 2024 Added 76.32%
$1.34T
$4.76 Million 0.58% of portfolio
8,072
Q4 2024 Added 11.41%
$682B
$4.69 Million 0.58% of portfolio
19,566
Q4 2024 Added 45.52%
$79.2B
$4.3 Million 0.53% of portfolio
18,537
Q4 2024 Added 16.32%
$789B
$3.64 Million 0.45% of portfolio
9,015
Q4 2024 Added 19.77%
$542B
$3.46 Million 0.42% of portfolio
10,936
Q4 2024 Added 108.82%
$466B
$3.27 Million 0.4% of portfolio
30,378
Q4 2024 Added 6.29%
$400B
$3.16 Million 0.39% of portfolio
3,444
Q4 2024 Added 233.08%
$221B
$3.21 Million 0.39% of portfolio
11,060
Q4 2024 Added 245.41%
$503B
$3.12 Million 0.38% of portfolio
5,922
Q4 2024 Added 176.6%
$223B
$3.11 Million 0.38% of portfolio
14,127
Q4 2024 Added 0.65%
$232B
$3.06 Million 0.38% of portfolio
33,893
Q4 2024 Added 23.34%
$773B
$2.91 Million 0.36% of portfolio
3,767
Q4 2024 Added 99.1%
$360B
$2.8 Million 0.34% of portfolio
7,187
Q4 2024 Added 39.74%
$426B
$2.44 Million 0.3% of portfolio
16,851
Q4 2024 Added 86.94%
$103B
$2.38 Million 0.29% of portfolio
22,477
Q4 2024 Added 22.13%
$222B
$2.29 Million 0.28% of portfolio
20,240
Q4 2024 Added 135.18%
$457B
$2.2 Million 0.27% of portfolio
4,352
Q4 2024 Added 31.4%
$299B
$2.01 Million 0.25% of portfolio
32,310
Q4 2024 Added 22.53%
$307B
$2.05 Million 0.25% of portfolio
14,155
Q4 2024 Added 145.87%
$169B
$1.91 Million 0.23% of portfolio
3,041
Q4 2024 Added 124.26%
$54.6B
$1.81 Million 0.22% of portfolio
9,938
Q4 2024 Added 425.82%
$180B
$1.71 Million 0.21% of portfolio
15,367
Q4 2024 Added 100.77%
$248B
$1.63 Million 0.2% of portfolio
27,520
Q4 2024 Added 42.47%
$279B
$1.6 Million 0.2% of portfolio
4,797
Q4 2024 Added 50.71%
$185B
$1.63 Million 0.2% of portfolio
2,849
Q4 2024 Added 160.66%
$141B
$1.53 Million 0.19% of portfolio
6,756
Q4 2024 Added 318.85%
$183B
$1.56 Million 0.19% of portfolio
38,906
Q4 2024 Added 66.12%
$126B
$1.57 Million 0.19% of portfolio
15,792
Q4 2024 Added 30.1%
$402B
$1.58 Million 0.19% of portfolio
9,468
Q4 2024 Added 28.87%
$179B
$1.47 Million 0.18% of portfolio
4,040
Q4 2024 Reduced 1.56%
$125B
$1.47 Million 0.18% of portfolio
25,930
Q4 2024 Added 437.63%
$195B
$1.45 Million 0.18% of portfolio
11,556
Q4 2024 Added 195.7%
$198M
$1.48 Million 0.18% of portfolio
2,054,771
Q4 2024 New
$140B
$1.44 Million 0.18% of portfolio
19,397
Q4 2024 Added 251.52%
$177B
$1.39 Million 0.17% of portfolio
7,119
Q4 2024 Added 40.39%
$12.3B
$1.3 Million 0.16% of portfolio
19,515
Q4 2024 New
$98.2B
$1.28 Million 0.16% of portfolio
6,960
Q4 2024 Added 55.95%
$0
$1.33 Million 0.16% of portfolio
87,437
Q4 2024 New
$122B
$1.25 Million 0.15% of portfolio
2,580
Q4 2024 Added 196.55%
$215B
$1.21 Million 0.15% of portfolio
7,230
Q4 2024 Added 142.54%

Summary

  • Portfolio
  • No. of Stocks 454
  • Current Value $815 Million
  • Prior Value $492 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 133 stocks
  • Additional Purchases 235 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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