Savvy Advisors, Inc. Portfolio Holdings by Sector
Savvy Advisors, Inc.
- $815 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO FFIU IUSB JQUA IVLU EFG VTV SGOL 194 stocks |
$440,865
54.21% of portfolio
|
151
|
31
|
48
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN INTC AMD QCOM TSM MU 9 stocks |
$95,551
11.75% of portfolio
|
7
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$28,591
3.52% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL PLTR ADBE CRWD SNPS 7 stocks |
$24,907
3.06% of portfolio
|
7
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV LLY JNJ BMY MRK PFE NVS 9 stocks |
$23,497
2.89% of portfolio
|
9
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META BIDU SPOT KIND 6 stocks |
$17,584
2.16% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL 3 stocks |
$13,484
1.66% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$12,454
1.53% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$10,460
1.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GBAB BX BBN ARCC OIA TEI MAIN EIM 15 stocks |
$8,339
1.03% of portfolio
|
15
|
- |
13
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP PYPL IX 5 stocks |
$7,858
0.97% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM WDAY UBER CDNS NOW COIN SHOP 10 stocks |
$7,823
0.96% of portfolio
|
9
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC C BAC RY 5 stocks |
$7,119
0.88% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$6,516
0.8% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$5,911
0.73% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,836
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW EVR 4 stocks |
$4,775
0.59% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT BSX MDT SYK 4 stocks |
$4,639
0.57% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN FISV 3 stocks |
$4,384
0.54% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN PH ITW EMR AOS ROP ROK 8 stocks |
$4,338
0.53% of portfolio
|
5
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX EAT CMG 4 stocks |
$4,113
0.51% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$3,981
0.49% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TMUS CMCSA VOD 5 stocks |
$3,907
0.48% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE OGE EXC AEP DUK SO NGG ENIC 8 stocks |
$3,580
0.44% of portfolio
|
8
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX BA LHX GD TXT 6 stocks |
$3,576
0.44% of portfolio
|
4
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3,358
0.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2,954
0.36% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$2,793
0.34% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ELS AVB EQR 3 stocks |
$2,782
0.34% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$2,693
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$2,639
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,529
0.31% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM VMI 3 stocks |
$2,163
0.27% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO DGX 3 stocks |
$2,069
0.25% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$2,043
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$2,040
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP OXY 2 stocks |
$1,875
0.23% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
LULU TJX 2 stocks |
$1,589
0.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
LODE LODE 2 stocks |
$1,547
0.19% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT IRM 2 stocks |
$1,541
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN NVO AMRN FGEN 4 stocks |
$1,518
0.19% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
RGTI QUBT QBTS NTAP IONQ 5 stocks |
$1,472
0.18% of portfolio
|
5
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL 3 stocks |
$1,433
0.18% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MFC AFL 3 stocks |
$1,314
0.16% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,085
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE CBOE SPGI MCO 4 stocks |
$1,075
0.13% of portfolio
|
2
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$1,063
0.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI EPD WMB 3 stocks |
$1,047
0.13% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
UAN CTVA 2 stocks |
$847
0.1% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$815
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO 2 stocks |
$754
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
LYB ECL 2 stocks |
$747
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$744
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$735
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS 2 stocks |
$719
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$685
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$680
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CNI 2 stocks |
$672
0.08% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM ORLY GRWG 3 stocks |
$641
0.08% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$617
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$522
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR 2 stocks |
$518
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG 2 stocks |
$483
0.06% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$482
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$434
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$428
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL MPW 2 stocks |
$419
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$397
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$352
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD SID 2 stocks |
$331
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$327
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC LYG 2 stocks |
$253
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS NTIP 2 stocks |
$247
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$244
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$229
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$225
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$223
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
RUSHA 1 stocks |
$215
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$209
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$205
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$98
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
ABEV 1 stocks |
$61
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|