Savvy Advisors, Inc. Portfolio Holdings by Sector
Savvy Advisors, Inc.
- $2.09 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO IUSB IVV SCHG JQUA AGG FFIU VTV 297 stocks |
$1.31 Million
63.32% of portfolio
|
  206  
|
  80  
|
  37  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU INTC AMD QCOM TSM TXN 12 stocks |
$162,579
7.84% of portfolio
|
  9  
|
  3  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PANW ADBE CRWD VRSN NET 18 stocks |
$64,079
3.09% of portfolio
|
  18  
|
- |
  9  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$54,816
2.64% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META SPOT DASH BIDU MTCH WB 9 stocks |
$48,508
2.34% of portfolio
|
  6  
|
  2  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ AMGN BMY MRK NVS PFE 10 stocks |
$27,357
1.32% of portfolio
|
  9  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA EBAY CHWY 4 stocks |
$25,752
1.24% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF IX PYPL SYF ORCC 8 stocks |
$17,878
0.86% of portfolio
|
  8  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C RY BBVA BMO TD 8 stocks |
$17,434
0.84% of portfolio
|
  6  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX KMB CL HIMS 5 stocks |
$16,102
0.78% of portfolio
|
  3  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE PSN PH EMR ITW CMI ROK 16 stocks |
$15,945
0.77% of portfolio
|
  15  
|
  1  
|
  6  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM UBER CDNS COIN MSTR NOW WDAY 20 stocks |
$15,158
0.73% of portfolio
|
  17  
|
  3  
|
  9  
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT DG TGT 4 stocks |
$15,081
0.73% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX ARCC GBAB MAIN BBN TSLX TEI PSLV 23 stocks |
$14,353
0.69% of portfolio
|
  14  
|
  9  
|
  5  
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F PSNY 4 stocks |
$14,090
0.68% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP 4 stocks |
$13,696
0.66% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT GD BA LHX NOC HWM WWD 14 stocks |
$13,236
0.64% of portfolio
|
  12  
|
  2  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$12,788
0.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI AIG HIG 4 stocks |
$12,598
0.61% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE XEL AEP DUK SO OGE EXC D 15 stocks |
$9,641
0.46% of portfolio
|
  14  
|
  1  
|
  6  
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TMUS CMCSA CHTR 5 stocks |
$8,392
0.4% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM LDOS ACN FISV INOD FIS 6 stocks |
$8,267
0.4% of portfolio
|
  5  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS EVR MKTX 5 stocks |
$8,028
0.39% of portfolio
|
  4  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PB PNC TFC USB CFG GABC KEY SNV 10 stocks |
$7,842
0.38% of portfolio
|
  10  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$7,526
0.36% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT BSX SYK STE 5 stocks |
$7,311
0.35% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO DNLI REGN VRTX AGIO INCY XERS ALNY 8 stocks |
$7,046
0.34% of portfolio
|
  5  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX CMG TXRH EAT DPZ 6 stocks |
$6,534
0.31% of portfolio
|
  6  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$6,032
0.29% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$5,496
0.26% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS NXST 3 stocks |
$5,332
0.26% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$4,470
0.22% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI HPE CIEN 4 stocks |
$4,039
0.19% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP DVN TPL EQT EOG OXY OVV BSM 8 stocks |
$3,976
0.19% of portfolio
|
  7  
|
  1  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU VSCO ROST 4 stocks |
$3,812
0.18% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE MCO MSCI CBOE CME NDAQ 7 stocks |
$3,754
0.18% of portfolio
|
  7  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI WMB EPD ET PAGP LNG ENB 7 stocks |
$3,644
0.18% of portfolio
|
  6  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI ELV CNC MOH HUM 7 stocks |
$3,616
0.17% of portfolio
|
  6  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB TRV ALL 4 stocks |
$3,577
0.17% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA EXR ILPT 4 stocks |
$3,418
0.16% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IDXX DGX DHR MEDP NTRA A MTD 8 stocks |
$3,293
0.16% of portfolio
|
  5  
|
  3  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM VMI 3 stocks |
$3,143
0.15% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL IONQ WDC QBTS RGTI STX NTAP HPQ 8 stocks |
$2,835
0.14% of portfolio
|
  5  
|
  3  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY BBY GRWG TSCO WSM DKS 7 stocks |
$2,681
0.13% of portfolio
|
  5  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU AFL MFC MET 4 stocks |
$2,620
0.13% of portfolio
|
  4  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB ELS 2 stocks |
$2,495
0.12% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG EXPE RCL ABNB CCL 5 stocks |
$2,473
0.12% of portfolio
|
  5  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML ACMR 4 stocks |
$2,316
0.11% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM RGLD AEM 3 stocks |
$2,229
0.11% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW SANM 3 stocks |
$2,201
0.11% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO MPC 3 stocks |
$2,142
0.1% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CNI CSX WAB 4 stocks |
$2,062
0.1% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI AAON CARR 4 stocks |
$1,972
0.1% of portfolio
|
  4  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX RHI 3 stocks |
$1,948
0.09% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX JBHT 3 stocks |
$1,822
0.09% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR MPW 3 stocks |
$1,821
0.09% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR STRL MTZ FIX EME 5 stocks |
$1,752
0.08% of portfolio
|
  5  
|
- |
  3  
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM JAN 2 stocks |
$1,722
0.08% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$1,705
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG AQN 2 stocks |
$1,705
0.08% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL DD SHW 3 stocks |
$1,663
0.08% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX IRM HASI 4 stocks |
$1,532
0.07% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC EFC NRZ 3 stocks |
$1,446
0.07% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC AON BRO 4 stocks |
$1,331
0.06% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG TFX 3 stocks |
$1,128
0.05% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX EA 2 stocks |
$1,121
0.05% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$1,118
0.05% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
KMT LECO 2 stocks |
$1,039
0.05% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1,005
0.05% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX HBM 2 stocks |
$965
0.05% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ENVX AEIS POWL 3 stocks |
$945
0.05% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
FTI BKR 2 stocks |
$938
0.05% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA UAN 2 stocks |
$927
0.04% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL 2 stocks |
$905
0.04% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS NBIX VTRS 3 stocks |
$783
0.04% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC STKL 2 stocks |
$737
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD NUE 2 stocks |
$735
0.04% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$730
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$676
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$656
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$655
0.03% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$652
0.03% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$594
0.03% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
RUSHA CPRT 2 stocks |
$591
0.03% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS MLI 2 stocks |
$541
0.03% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA THC CYH 3 stocks |
$538
0.03% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM LVS 2 stocks |
$537
0.03% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV SLP SOPH 3 stocks |
$529
0.03% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL SCI 2 stocks |
$524
0.03% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP PKG 2 stocks |
$495
0.02% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS NTIP 2 stocks |
$473
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$467
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$438
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$424
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG IGT 2 stocks |
$400
0.02% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$391
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$387
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$376
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$370
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$370
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$367
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$348
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
NRGX 1 stocks |
$293
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$273
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$253
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$252
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$244
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
NAT SB 2 stocks |
$214
0.01% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
HST 1 stocks |
$180
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ADT 1 stocks |
$177
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
OPI 1 stocks |
$41
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|