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
BMY Bristol Myers Squibb CO Healthcare	$99.6B	$1.68 Million 0.17% of portfolio	27,575	Q1 2025 Added 6.34%
COP Conocophillips Energy	$121B	$1.63 Million 0.17% of portfolio	15,476	Q1 2025 Reduced 2.0%
T At&T Inc. Communication Services	$198B	$1.53 Million 0.16% of portfolio	53,974	Q1 2025 Added 4.29%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.56 Million 0.16% of portfolio	66,609	Q1 2025 Added 4.4%
URNM Sprott Fds Tr Uranium Miners E ETFs	$0	$1.56 Million 0.16% of portfolio	48,231	Q1 2025 New
VCIT Vanguard Intermediate Term Cor ETFs	$0	$1.54 Million 0.16% of portfolio	18,807	Q1 2025 Reduced 30.4%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.52 Million 0.16% of portfolio	33,577	Q1 2025 Added 134.02%
CRM Salesforce, Inc. Technology	$261B	$1.56 Million 0.16% of portfolio	5,828	Q1 2025 Added 21.49%
GE General Electric CO Industrials	$262B	$1.59 Million 0.16% of portfolio	7,958	Q1 2025 Added 10.07%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$1.48 Million 0.15% of portfolio	16,226	Q1 2025 Added 72.89%
NFLX Netflix Inc Communication Services	$548B	$1.45 Million 0.15% of portfolio	1,550	Q1 2025 Added 40.65%
IEMG Ishares Inc ETFs	$0	$1.51 Million 0.15% of portfolio	28,148	Q1 2025 Added 85.51%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.47 Million 0.15% of portfolio	22,429	Q1 2025 Added 10.3%
ORCL Oracle Corp Technology	$553B	$1.46 Million 0.15% of portfolio	10,412	Q1 2025 Added 9.97%
PGR Progressive Corp Financial Services	$153B	$1.45 Million 0.15% of portfolio	5,108	Q1 2025 Added 30.11%
EMB Ishares Tr ETFs	$0	$1.47 Million 0.15% of portfolio	16,201	Q1 2025 Added 138.85%
TMUS T Mobile Us, Inc. Communication Services	$276B	$1.48 Million 0.15% of portfolio	5,559	Q1 2025 Added 64.61%
INTC Intel Corp Technology	$86.6B	$1.46 Million 0.15% of portfolio	64,235	Q1 2025 Added 4.36%
GBAB Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust Financial Services	$0	$1.51 Million 0.15% of portfolio	96,867	Q1 2025 Added 10.78%
SCHO Schwab Short Term Us Treasury ETFs	$0	$1.34 Million 0.14% of portfolio	54,941	Q1 2025 Added 5.62%
WM Waste Management Inc Industrials	$95.2B	$1.37 Million 0.14% of portfolio	5,901	Q1 2025 Added 9.7%
BAC Bank Of America Corp Financial Services	$365B	$1.32 Million 0.14% of portfolio	31,661	Q1 2025 Added 113.95%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$1.39 Million 0.14% of portfolio	29,606	Q1 2025 New
RTX Raytheon Technologies Corp Industrials	$216B	$1.36 Million 0.14% of portfolio	10,250	Q1 2025 Added 20.35%
CAT Caterpillar Inc Industrials	$190B	$1.41 Million 0.14% of portfolio	4,267	Q1 2025 Added 5.62%
SPOT Spotify Technology S.A. Communication Services	$137B	$1.41 Million 0.14% of portfolio	2,559	Q1 2025 Added 407.74%
DE Deere & CO Industrials	$157B	$1.32 Million 0.14% of portfolio	2,811	Q1 2025 Added 11.86%
MS Morgan Stanley Financial Services	$225B	$1.4 Million 0.14% of portfolio	12,016	Q1 2025 Added 3.98%
AVUV American Centy ETF Tr Avantis ETFs	$0	$1.33 Million 0.14% of portfolio	15,201	Q1 2025 Added 12.62%
VO Vanguard Mid Cap ETF ETFs	$0	$1.23 Million 0.13% of portfolio	4,746	Q1 2025 Added 20.86%
AVB Avalonbay Communities Inc Real Estate	$28.9B	$1.24 Million 0.13% of portfolio	5,789	Q1 2025 Added 3.62%
FVD First Tr Value Line Divid Inde ETFs	$0	$1.25 Million 0.13% of portfolio	27,980	Q1 2025 Added 9.28%
EFV Msci Eafe Value ETF ETFs	$0	$1.26 Million 0.13% of portfolio	21,442	Q1 2025 Added 267.41%
ELS Equity Lifestyle Properties Inc Real Estate	$11.7B	$1.22 Million 0.13% of portfolio	18,265	Q1 2025 Reduced 6.41%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.24 Million 0.13% of portfolio	6,482	Q1 2025 Added 89.15%
HON Honeywell International Inc Industrials	$149B	$1.31 Million 0.13% of portfolio	6,177	Q1 2025 Reduced 8.57%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.31 Million 0.13% of portfolio	16,556	Q1 2025 Reduced 14.09%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$1.17 Million 0.12% of portfolio	19,655	Q1 2025 New
PICK Ishares Inc Msci Global Select ETFs	$0	$1.18 Million 0.12% of portfolio	32,913	Q1 2025 Reduced 0.31%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$1.19 Million 0.12% of portfolio	12,938	Q1 2025 Added 197.63%
BX Blackstone Inc. Financial Services	$97.6B	$1.17 Million 0.12% of portfolio	8,369	Q1 2025 Added 39.2%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.14 Million 0.12% of portfolio	6,232	Q1 2025 Added 42.71%
IEO Ishares Tr ETFs	$0	$1.16 Million 0.12% of portfolio	12,301	Q1 2025 New
GBIL Goldman Sachs Access Treasury ETFs	$0	$1.16 Million 0.12% of portfolio	11,613	Q1 2025 New
AVDV American Centy ETF Tr Avantis ETFs	$0	$1.21 Million 0.12% of portfolio	17,399	Q1 2025 Added 17.2%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.17 Million 0.12% of portfolio	5,881	Q1 2025 Added 18.09%
ACN Accenture PLC Technology	$180B	$1.14 Million 0.12% of portfolio	3,658	Q1 2025 Added 17.28%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$1.13 Million 0.12% of portfolio	6,991	Q1 2025 Reduced 7.49%
TXN Texas Instruments Inc Technology	$177B	$1.12 Million 0.12% of portfolio	5,768	Q1 2025 Reduced 18.98%
QCOM Qualcomm Inc Technology	$170B	$1.05 Million 0.11% of portfolio	6,862	Q1 2025 Added 72.07%

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