Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024

Savvy Advisors, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $492 Billion distributed in 352 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.6B, Ishares Core Total Usd Bond Ma with a value of $22.2B, J P Morgan ETF Tr U S Quality with a value of $15.3B, Amgen Inc with a value of $13.2B, and Vanguard Total Stock Market Et with a value of $11.6B.

Examining the 13F form we can see an increase of $186B in the current position value, from $307B to 492B.

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 $492 Billion
ETFs: $312 Billion
Technology: $49.6 Billion
Healthcare: $29 Billion
Consumer Defensive: $18.2 Billion
Financial Services: $16.5 Billion
Consumer Cyclical: $15.4 Billion
Industrials: $11.9 Billion
Communication Services: $11.4 Billion
Other: $17.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.98 Billion 0.4% of portfolio
23,866
Q3 2024 Added 1.22%
$0
$1.96 Billion 0.4% of portfolio
8,253
Q3 2024 Reduced 28.95%
$0
$1.94 Billion 0.39% of portfolio
24,372
Q3 2024 Added 313.86%
$0
$1.92 Billion 0.39% of portfolio
24,461
Q3 2024 Added 46.39%
$559B
$1.94 Billion 0.39% of portfolio
3,312
Q3 2024 Added 108.56%
$304B
$1.89 Billion 0.38% of portfolio
9,588
Q3 2024 Added 59.99%
$276B
$1.89 Billion 0.38% of portfolio
26,368
Q3 2024 Added 248.28%
$0
$1.83 Billion 0.37% of portfolio
23,220
Q3 2024 Added 5.24%
$0
$1.8 Billion 0.37% of portfolio
38,406
Q3 2024 Added 194.61%
$85.1B
$1.7 Billion 0.35% of portfolio
6,991
Q3 2024 Added 56.01%
$713B
$1.68 Billion 0.34% of portfolio
1,892
Q3 2024 Added 4.88%
$0
$1.64 Billion 0.33% of portfolio
13,657
Q3 2024 Added 17.95%
$206B
$1.6 Billion 0.33% of portfolio
4,104
Q3 2024 Added 104.89%
$0
$1.64 Billion 0.33% of portfolio
19,359
Q3 2024 Added 11.6%
$0
$1.59 Billion 0.32% of portfolio
30,888
Q3 2024 Added 13.94%
$0
$1.58 Billion 0.32% of portfolio
14,915
Q3 2024 Added 10.97%
$100B
$1.45 Billion 0.29% of portfolio
61,641
Q3 2024 Reduced 2.49%
$0
$1.41 Billion 0.29% of portfolio
16,091
Q3 2024 Added 142.52%
$3.7B
$1.45 Billion 0.29% of portfolio
57,593
Q3 2024 Added 11.31%
$507B
$1.44 Billion 0.29% of portfolio
5,237
Q3 2024 Added 25.2%
$0
$1.38 Billion 0.28% of portfolio
12,779
Q3 2024 New
$0
$1.39 Billion 0.28% of portfolio
14,535
Q3 2024 New
$0
$1.33 Billion 0.27% of portfolio
30,749
Q3 2024 Added 41.1%
$75.8B
$1.26 Billion 0.26% of portfolio
11,541
Q3 2024 Added 2.36%
$148B
$1.27 Billion 0.26% of portfolio
3,840
Q3 2024 Added 249.73%
$142B
$1.28 Billion 0.26% of portfolio
12,138
Q3 2024 Added 108.52%
$519B
$1.25 Billion 0.25% of portfolio
7,347
Q3 2024 Added 10.32%
$0
$1.25 Billion 0.25% of portfolio
7,167
Q3 2024 Added 59.66%
-
$1.21 Billion 0.25% of portfolio
-
Q3 2024 Added 2.56%
$171B
$1.21 Billion 0.25% of portfolio
4,349
Q3 2024 Added 402.77%
$0
$1.24 Billion 0.25% of portfolio
9,682
Q3 2024 Added 13.25%
$0
$1.16 Billion 0.24% of portfolio
12,764
Q3 2024 Added 6.62%
$0
$1.13 Billion 0.23% of portfolio
23,138
Q3 2024 Added 1.89%
-
$1.14 Billion 0.23% of portfolio
-
Q3 2024 New
$0
$1.14 Billion 0.23% of portfolio
24,349
Q2 2024 Reduced 0.81%
$0
$1.13 Billion 0.23% of portfolio
24,903
Q3 2024 Added 0.25%
$0
$1.12 Billion 0.23% of portfolio
32,393
Q3 2024 Added 2.73%
$0
$1.12 Billion 0.23% of portfolio
15,852
Q3 2024 Added 225.24%
$32.2B
$1.06 Billion 0.22% of portfolio
4,718
Q3 2024 Added 17.63%
$177B
$1.09 Billion 0.22% of portfolio
8,973
Q3 2024 Added 11.09%
$0
$1.09 Billion 0.22% of portfolio
4,925
Q3 2024 Reduced 10.67%
$0
$1.09 Billion 0.22% of portfolio
18,790
Q3 2024 Added 8.24%
$491B
$1.06 Billion 0.21% of portfolio
2,141
Q3 2024 Reduced 12.43%
$177B
$1.05 Billion 0.21% of portfolio
5,071
Q3 2024 Added 105.64%
$178B
$1.05 Billion 0.21% of portfolio
23,420
Q3 2024 Reduced 5.82%
$94.4B
$1.04 Billion 0.21% of portfolio
4,463
Q3 2024 Added 268.23%
$222B
$1.05 Billion 0.21% of portfolio
6,406
Q3 2024 Added 17.69%
$236B
$1.03 Billion 0.21% of portfolio
19,316
Q3 2024 Reduced 0.05%
$202B
$1.05 Billion 0.21% of portfolio
1,700
Q3 2024 Reduced 0.29%

Summary

  • Portfolio
  • No. of Stocks 352
  • Current Value $492 Billion
  • Prior Value $307 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 74 stocks
  • Additional Purchases 203 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email