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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IBM International Business Machines Corp Technology	$252B	$3.72 Million 0.38% of portfolio	14,969	Q1 2025 Added 5.96%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$3.63 Million 0.37% of portfolio	79,430	Q1 2025 Added 34.42%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.56 Million 0.37% of portfolio	34,079	Q1 2025 Added 46.6%
TSLA Tesla, Inc. Consumer Cyclical	$1.02T	$3.64 Million 0.37% of portfolio	14,053	Q1 2025 Added 55.88%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.46 Million 0.36% of portfolio	45,208	Q1 2025 Added 71.23%
WMT Walmart Inc. Consumer Defensive	$261B	$3.49 Million 0.36% of portfolio	39,798	Q1 2025 Added 17.42%
JNJ Johnson & Johnson Healthcare	$392B	$3.27 Million 0.34% of portfolio	19,692	Q1 2025 Added 16.86%
CVX Chevron Corp Energy	$293B	$3.18 Million 0.33% of portfolio	19,001	Q1 2025 Added 34.24%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$3.14 Million 0.32% of portfolio	63,323	Q1 2025 Added 18.04%
HD Home Depot, Inc. Consumer Cyclical	$358B	$3 Million 0.31% of portfolio	8,190	Q1 2025 Added 13.96%
SPYG Spdr Portfolio ETFs	$0	$2.88 Million 0.3% of portfolio	35,816	Q1 2025 Added 6.42%
DFUS Dimensional ETF Tr U S Equity ETFs	$0	$2.94 Million 0.3% of portfolio	48,561	Q1 2025 New
RWM Proshares Short Russell2000 ETFs	$0	$2.83 Million 0.29% of portfolio	136,263	Q1 2025 Added 15.41%
HYDB Ishares Tr Edge High Yield Def ETFs	$0	$2.81 Million 0.29% of portfolio	59,626	Q1 2025 Added 118.71%
ABT Abbott Laboratories Healthcare	$233B	$2.74 Million 0.28% of portfolio	20,668	Q1 2025 Added 2.11%
FNDX Schwab Fundamental U S Large C ETFs	$0	$2.66 Million 0.27% of portfolio	112,795	Q1 2025 Added 1.47%
FYLD Cambria Foreign Shareholder Yi ETFs	$0	$2.61 Million 0.27% of portfolio	96,923	Q1 2025 Reduced 7.9%
UNH Unitedhealth Group Inc Healthcare	$282B	$2.61 Million 0.27% of portfolio	4,991	Q1 2025 Added 14.68%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$2.59 Million 0.27% of portfolio	33,047	Q1 2025 Added 42.83%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$2.41 Million 0.25% of portfolio	43,768	Q1 2025 Added 58.78%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.44 Million 0.25% of portfolio	6,762	Q1 2025 Added 17.19%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.3 Million 0.24% of portfolio	116,260	Q1 2025 Added 14.73%
KO Coca Cola CO Consumer Defensive	$298B	$2.3 Million 0.24% of portfolio	32,094	Q1 2025 Reduced 0.67%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$2.23 Million 0.23% of portfolio	26,881	Q1 2025 Reduced 4.19%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.26 Million 0.23% of portfolio	68,644	Q1 2025 Added 11.88%
PLD Prologis, Inc. Real Estate	$97.6B	$2.24 Million 0.23% of portfolio	20,016	Q1 2025 Reduced 10.95%
PM Philip Morris International Inc. Consumer Defensive	$284B	$2.19 Million 0.23% of portfolio	13,821	Q1 2025 Added 34.9%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$2.13 Million 0.22% of portfolio	53,660	Q1 2025 Added 7.0%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$2.07 Million 0.21% of portfolio	71,631	Q1 2025 Added 10.45%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$2.02 Million 0.21% of portfolio	36,851	Q1 2025 Added 74.81%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$2.02 Million 0.21% of portfolio	11,823	Q1 2025 Added 137.41%
PANW Palo Alto Networks Inc Technology	$59.6B	$2.08 Million 0.21% of portfolio	12,176	Q1 2025 Added 22.52%
SUB Ishares Short Term National Mu ETFs	$0	$2.02 Million 0.21% of portfolio	19,170	Q1 2025 Added 13.67%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.92 Million 0.2% of portfolio	14,856	Q1 2025 Added 6.82%
INTU Intuit Inc Technology	$215B	$1.95 Million 0.2% of portfolio	3,177	Q1 2025 Added 4.47%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$1.97 Million 0.2% of portfolio	27,966	Q1 2025 Reduced 3.81%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$1.81 Million 0.19% of portfolio	68,271	Q1 2025 Reduced 28.75%
CSCO Cisco Systems, Inc. Technology	$272B	$1.81 Million 0.19% of portfolio	29,260	Q1 2025 Added 6.32%
VV Vanguard Large Cap ETF ETFs	$0	$1.78 Million 0.18% of portfolio	6,934	Q1 2025 Added 106.74%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$1.76 Million 0.18% of portfolio	70,855	Q1 2025 Added 14.82%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$1.71 Million 0.18% of portfolio	18,445	Q1 2025 Added 269.57%
VZ Verizon Communications Inc Communication Services	$175B	$1.78 Million 0.18% of portfolio	39,219	Q1 2025 Added 0.8%
RIGS Riverfront Strategic Income Fd ETFs	$0	$1.8 Million 0.18% of portfolio	77,944	Q1 2025 Added 0.09%
GS Goldman Sachs Group Inc Financial Services	$219B	$1.63 Million 0.17% of portfolio	2,979	Q1 2025 Added 4.56%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$1.61 Million 0.17% of portfolio	7,646	Q1 2025 Reduced 2.72%
SCHW Schwab Charles Corp Financial Services	$162B	$1.63 Million 0.17% of portfolio	20,775	Q1 2025 Added 7.1%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.7 Million 0.17% of portfolio	29,136	Q1 2025 Added 62.82%
DIS Walt Disney CO Communication Services	$214B	$1.7 Million 0.17% of portfolio	17,221	Q1 2025 Added 12.06%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$1.67 Million 0.17% of portfolio	14,650	Q1 2025 Added 4.79%
PEP Pepsico Inc Consumer Defensive	$178B	$1.69 Million 0.17% of portfolio	11,257	Q1 2025 Added 81.42%

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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Savvy Advisors, Inc. Portfolio Holdings