Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025

Savvy Advisors, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $974 Million distributed in 518 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $71.3M, Vanguard Index Fds S&P 500 ETF with a value of $60.3M, Ishares Core Total Usd Bond Ma with a value of $43.2M, Spinnaker ETF Ser Uva Unconstr with a value of $40.2M, and Apple Inc. with a value of $31.4M.

Examining the 13F form we can see an increase of $159M in the current position value, from $815M to 974M.

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 $974 Million
ETFs: $573 Million
Technology: $158 Million
Financial Services: $53.3 Million
Healthcare: $43.7 Million
Consumer Defensive: $32.7 Million
Consumer Cyclical: $31.1 Million
Communication Services: $28.6 Million
Industrials: $20.5 Million
Other: $30.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$307B
$71.3 Million 7.32% of portfolio
657,991
Q1 2025 Added 2.43%
$3.39T
$31.4 Million 3.22% of portfolio
141,322
Q1 2025 Added 24.91%
$3.35T
$21.7 Million 2.22% of portfolio
57,688
Q1 2025 Added 25.52%
$381B
$14.2 Million 1.46% of portfolio
83,364
Q1 2025 Added 14.51%
$147B
$14.1 Million 1.45% of portfolio
45,408
Q1 2025 Added 5.75%
$2.13T
$13 Million 1.34% of portfolio
68,433
Q1 2025 Added 24.89%
$694B
$7.91 Million 0.81% of portfolio
14,844
Q1 2025 Added 39.11%
$957B
$6.67 Million 0.69% of portfolio
43,137
Q1 2025 Added 23.1%
$1.25T
$6.07 Million 0.62% of portfolio
10,536
Q1 2025 Added 30.53%
$971B
$5.75 Million 0.59% of portfolio
36,822
Q1 2025 Added 23.36%
$763B
$5.34 Million 0.55% of portfolio
21,759
Q1 2025 Added 11.21%
$582B
$4.68 Million 0.48% of portfolio
13,341
Q1 2025 Added 21.99%
$6.39B
$4.52 Million 0.46% of portfolio
63,271
Q1 2025 New
$455B
$4.27 Million 0.44% of portfolio
35,903
Q1 2025 Added 18.19%
$336B
$4.24 Million 0.44% of portfolio
20,236
Q1 2025 Added 14.15%
$552B
$3.91 Million 0.4% of portfolio
7,136
Q1 2025 Added 20.5%
$718B
$3.93 Million 0.4% of portfolio
4,757
Q1 2025 Added 26.28%
$89.7B
$3.87 Million 0.4% of portfolio
23,127
Q1 2025 Added 24.76%
$229B
$3.79 Million 0.39% of portfolio
12,138
Q1 2025 Added 9.75%
$227B
$3.72 Million 0.38% of portfolio
14,969
Q1 2025 Added 5.96%
$1.01T
$3.64 Million 0.37% of portfolio
14,053
Q1 2025 Added 55.88%
$263B
$3.49 Million 0.36% of portfolio
39,798
Q1 2025 Added 17.42%
$403B
$3.27 Million 0.34% of portfolio
19,692
Q1 2025 Added 16.86%
$277B
$3.18 Million 0.33% of portfolio
19,001
Q1 2025 Added 34.24%
$386B
$3 Million 0.31% of portfolio
8,190
Q1 2025 Added 13.96%
$231B
$2.74 Million 0.28% of portfolio
20,668
Q1 2025 Added 2.11%
$354B
$2.61 Million 0.27% of portfolio
4,991
Q1 2025 Added 14.68%
$301B
$2.3 Million 0.24% of portfolio
32,094
Q1 2025 Reduced 0.67%
$102B
$2.24 Million 0.23% of portfolio
20,016
Q1 2025 Reduced 10.95%
$256B
$2.19 Million 0.23% of portfolio
13,821
Q1 2025 Added 34.9%
$57.9B
$2.08 Million 0.21% of portfolio
12,176
Q1 2025 Added 22.52%
$187B
$1.95 Million 0.2% of portfolio
3,177
Q1 2025 Added 4.47%
$253B
$1.81 Million 0.19% of portfolio
29,260
Q1 2025 Added 6.32%
$181B
$1.78 Million 0.18% of portfolio
39,219
Q1 2025 Added 0.8%
$202B
$1.63 Million 0.17% of portfolio
2,979
Q1 2025 Added 4.56%
$155B
$1.63 Million 0.17% of portfolio
20,775
Q1 2025 Added 7.1%
$201B
$1.7 Million 0.17% of portfolio
17,221
Q1 2025 Added 12.06%
$181B
$1.69 Million 0.17% of portfolio
11,257
Q1 2025 Added 81.42%
$102B
$1.68 Million 0.17% of portfolio
27,575
Q1 2025 Added 6.34%
$117B
$1.63 Million 0.17% of portfolio
15,476
Q1 2025 Reduced 2.0%
$192B
$1.53 Million 0.16% of portfolio
53,974
Q1 2025 Added 4.29%
$289B
$1.56 Million 0.16% of portfolio
5,828
Q1 2025 Added 21.49%
$239B
$1.59 Million 0.16% of portfolio
7,958
Q1 2025 Added 10.07%
$494B
$1.45 Million 0.15% of portfolio
1,550
Q1 2025 Added 40.65%
$424B
$1.46 Million 0.15% of portfolio
10,412
Q1 2025 Added 9.97%
$164B
$1.45 Million 0.15% of portfolio
5,108
Q1 2025 Added 30.11%
$299B
$1.48 Million 0.15% of portfolio
5,559
Q1 2025 Added 64.61%
$91.1B
$1.46 Million 0.15% of portfolio
64,235
Q1 2025 Added 4.36%
$0
$1.51 Million 0.15% of portfolio
96,867
Q1 2025 Added 10.78%

Summary

  • Portfolio
  • No. of Stocks 518
  • Current Value $974 Million
  • Prior Value $815 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 91 stocks
  • Additional Purchases 314 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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