Savvy Advisors, Inc. Portfolio Holdings by Sector
Savvy Advisors, Inc.
- $1.46 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO IUSB IVV FFIU JQUA SCHG AGG VTV 273 stocks |
$842,808
58.36% of portfolio
|
180
|
85
|
52
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD QCOM INTC TXN TSM POWI 12 stocks |
$130,960
9.07% of portfolio
|
12
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL PLTR ADBE CRWD SNPS CHKP 10 stocks |
$53,576
3.71% of portfolio
|
10
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$40,547
2.81% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG SPOT BIDU KIND 6 stocks |
$36,103
2.5% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN LLY ABBV JNJ BMY NVS PFE MRK 10 stocks |
$31,660
2.19% of portfolio
|
10
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA EBAY 3 stocks |
$23,091
1.6% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF IX PYPL UPST ORCC 8 stocks |
$15,793
1.09% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL KMB CHD UL 6 stocks |
$15,417
1.07% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C RY BBVA BMO 7 stocks |
$14,350
0.99% of portfolio
|
7
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
ARCC BX GBAB BBN MAIN TSLX TEI OIA 18 stocks |
$12,572
0.87% of portfolio
|
9
|
9
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM CDNS COIN UBER NOW MSTR WDAY 11 stocks |
$12,215
0.85% of portfolio
|
11
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11,009
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT DG 4 stocks |
$10,696
0.74% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG AIG 3 stocks |
$10,685
0.74% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$10,347
0.72% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN PH EMR ITW ROP CMI ROK 10 stocks |
$8,561
0.59% of portfolio
|
10
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT RTX BA LHX GD AVAV TDG NOC 10 stocks |
$7,944
0.55% of portfolio
|
9
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN LDOS FISV 4 stocks |
$7,798
0.54% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F PSNY 3 stocks |
$7,612
0.53% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS CMCSA 4 stocks |
$7,109
0.49% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW GS MS EVR 4 stocks |
$6,914
0.48% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT BSX SYK STE EW 6 stocks |
$6,665
0.46% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE XEL OGE EXC DUK AEP SO NGG 9 stocks |
$6,040
0.42% of portfolio
|
7
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PB TFC USB KEY PNC LYG 6 stocks |
$5,806
0.4% of portfolio
|
4
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX EAT CMG DPZ 5 stocks |
$5,568
0.39% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$5,566
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO DNLI REGN AGIO VRTX XERS 6 stocks |
$5,356
0.37% of portfolio
|
6
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS NXST 3 stocks |
$5,202
0.36% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP MNST 3 stocks |
$4,704
0.33% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$4,197
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$3,558
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE MCO CBOE FDS CME MSCI 7 stocks |
$3,289
0.23% of portfolio
|
7
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS ELV CI 4 stocks |
$3,233
0.22% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM VMI 3 stocks |
$3,136
0.22% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE 3 stocks |
$2,993
0.21% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA ILPT 3 stocks |
$2,785
0.19% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP DVN EOG FANG BSM 5 stocks |
$2,643
0.18% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB KMI EPD ET LNG 5 stocks |
$2,474
0.17% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU VSCO 3 stocks |
$2,469
0.17% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL 3 stocks |
$2,441
0.17% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB ELS 2 stocks |
$2,391
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IDXX DGX 4 stocks |
$2,344
0.16% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MFC AFL MET 4 stocks |
$2,228
0.15% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QBTS QUBT IONQ RGTI DELL 5 stocks |
$2,066
0.14% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$1,849
0.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG AQN 2 stocks |
$1,674
0.12% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX WY IRM 4 stocks |
$1,628
0.11% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,570
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,562
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY AZO TSCO WSM BBY GRWG 6 stocks |
$1,501
0.1% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO MPC 3 stocks |
$1,469
0.1% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM RGLD 2 stocks |
$1,316
0.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML 3 stocks |
$1,284
0.09% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR JCI 3 stocks |
$1,224
0.08% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CNI WAB 3 stocks |
$1,220
0.08% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC FBRT NRZ 3 stocks |
$1,215
0.08% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG AON 3 stocks |
$1,119
0.08% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW 2 stocks |
$1,089
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG RCL 2 stocks |
$1,077
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1,065
0.07% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$985
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA UAN 2 stocks |
$977
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS STKL 3 stocks |
$942
0.07% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
KMT 1 stocks |
$894
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$849
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX HBM 2 stocks |
$826
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$775
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$755
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS HLN VTRS 3 stocks |
$729
0.05% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN ITRI 2 stocks |
$693
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX 2 stocks |
$650
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR STRL 2 stocks |
$636
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$591
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$521
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$504
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS NTIP 2 stocks |
$496
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD 1 stocks |
$473
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$406
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$366
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$358
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$358
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AEIS ENVX 2 stocks |
$349
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$332
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$319
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Auto & Truck Dealerships | Consumer Cyclical
RUSHA 1 stocks |
$282
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$250
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI 1 stocks |
$244
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$229
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$227
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$221
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK 1 stocks |
$217
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$210
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
NAT SB 2 stocks |
$210
0.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
SLP 1 stocks |
$177
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
IGT 1 stocks |
$169
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$164
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CYH 1 stocks |
$39
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
OPI 1 stocks |
$31
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|