Savant Capital, LLC Purchases in Q1 2025

Savant Capital, LLC

  • $13.2 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DIHP
Dimensional ETF Tr Dimensional

ETFs
5.48M
+ 35.39%
$25.1 - $27.85 $138M - $153M
21M $565M
AVDV
American Centy ETF Tr Avantis

ETFs
859K
+ 8.7%
$63.74 - $71.96 $54.8M - $61.8M
10.7M $749M
AVEM
American Centy ETF Tr Avantis

ETFs
1.18M
+ 7.12%
$57.11 - $62.4 $67.4M - $73.6M
17.7M $1.07B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.08M
+ 17.43%
$55.41 - $60.74 $60.1M - $65.9M
7.31M $413M
BND
Vanguard Bd Index Fd Inc Total

ETFs
617K
+ 13.48%
$71.17 - $73.66 $43.9M - $45.4M
5.19M $382M
DFIV
Dimensional ETF Tr

ETFs
210K
+ 2.54%
$35.33 - $40.77 $7.42M - $8.56M
8.49M $334M
DFSD
Dimensional ETF Tr Short Durat

ETFs
725K
+ 31.4%
$46.74 - $47.55 $33.9M - $34.5M
3.03M $144M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
541K
+ 25.1%
$48.43 - $49.9 $26.2M - $27M
2.7M $135M
JPIE
J P Morgan Exchange Traded Fd
576K
+ 29.97%
$45.46 - $46.18 $26.2M - $26.6M
2.5M $115M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
583K
+ 43.63%
$40.79 - $42.32 $23.8M - $24.7M
1.92M $80.7M
VEA
Vanguard Ftse Developed Market

ETFs
318K
+ 14.78%
$47.4 - $52.99 $15.1M - $16.9M
2.47M $126M
JCPB
J P Morgan Exchange Traded Fd

ETFs
436K
+ 143.74%
$45.56 - $47.23 $19.9M - $20.6M
739K $34.8M
EFV
Msci Eafe Value ETF

ETFs
158K
+ 14.21%
$51.88 - $60.73 $8.2M - $9.6M
1.27M $74.9M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.33M
+ 16.46%
$27.56 - $32.1 $36.5M - $42.6M
9.38M $264M
AVUV
American Centy ETF Tr Avantis

ETFs
167K
+ 243.26%
$84.95 - $100.62 $14.2M - $16.8M
236K $20.6M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
214K
+ 27.61%
N/A
991K $61.8M
UBER
Uber Technologies, Inc

Technology
28.7K
+ 4.19%
$63.17 - $81.49 $1.82M - $2.34M
714K $52.1M
CNC
Centene Corp

Healthcare
169K
+ 1245.32%
$55.93 - $65.89 $9.44M - $11.1M
182K $11.1M
COP
Conocophillips

Energy
88.7K
+ 187.14%
$88.6 - $105.85 $7.86M - $9.39M
136K $14.3M
JNJ
Johnson & Johnson

Healthcare
25.3K
+ 10.17%
$142.06 - $167.7 $3.59M - $4.24M
274K $45.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.03K
+ 9.7%
$442.66 - $534.52 $2.67M - $3.22M
68.2K $36.3M
MSCI
Msci Inc.

Financial Services
13.5K
+ 2454.73%
$541.46 - $628.34 $7.31M - $8.48M
14.1K $7.95M
EIX
Edison International

Utilities
126K
+ 3472.1%
$50.06 - $80.01 $6.32M - $10.1M
130K $7.65M
ELV
Elevance Health, Inc.

Healthcare
15.7K
+ 246.82%
$365.9 - $436.25 $5.74M - $6.85M
22.1K $9.6M
GE
General Electric CO

Industrials
28.6K
+ 72.7%
$168.59 - $212.13 $4.82M - $6.06M
67.9K $13.6M
RBLX
Roblox Corp

Communication Services
118K
+ 247.95%
$53.77 - $75.47 $6.33M - $8.89M
165K $9.64M
SNOW
Snowflake Inc.

Technology
45.3K
+ 238.07%
$146.16 - $192.78 $6.62M - $8.73M
64.3K $9.4M
VRSN
Verisign Inc

Technology
21.1K
+ 101.6%
$205.1 - $254.74 $4.32M - $5.37M
41.8K $10.6M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
123K
+ 20.59%
$49.42 - $50.43 $6.09M - $6.22M
722K $36.1M
PM
Philip Morris International Inc.

Consumer Defensive
27.2K
+ 56.98%
$117.15 - $158.79 $3.19M - $4.33M
75.1K $11.9M
XOM
Exxon Mobil Corp

Energy
28.7K
+ 11.97%
$105.44 - $118.93 $3.03M - $3.41M
269K $31.9M
KO
Coca Cola CO

Consumer Defensive
6.28K
+ 1.07%
$60.81 - $72.32 $382K - $454K
593K $42.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
7
+ 233.33%
$663000.0 - $801950.0 $4.64M - $5.61M
10 $7.98M
CVS
Cvs Health Corp

Healthcare
70.4K
+ 197.12%
$44.22 - $68.64 $3.11M - $4.83M
106K $7.19M
AIG
American International Group, Inc.

Financial Services
60.5K
+ 307.46%
$70.5 - $86.94 $4.27M - $5.26M
80.2K $6.97M
WM
Waste Management Inc

Industrials
700
+ 0.39%
$200.54 - $233.78 $140K - $164K
181K $41.8M
NOC
Northrop Grumman Corp

Industrials
10.1K
+ 170.58%
$433.45 - $513.82 $4.39M - $5.21M
16.1K $8.23M
ILMN
Illumina, Inc.

Healthcare
68K
New
$79.34 - $144.22 $5.39M - $9.8M
68K $5.39M
CME
Cme Group Inc.

Financial Services
14.2K
+ 29.01%
$225.82 - $266.54 $3.2M - $3.78M
63K $16.7M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
53.2K
+ 351.13%
$100.34 - $100.68 $5.34M - $5.35M
68.3K $6.88M
ABBV
Abb Vie Inc.

Healthcare
1.94K
+ 1.25%
$169.2 - $216.66 $328K - $420K
156K $32.8M
ADBE
Adobe Inc.

Technology
16.3K
+ 106.39%
$377.84 - $464.11 $6.15M - $7.55M
31.6K $12.1M
NOW
Service Now, Inc.

Technology
7.46K
+ 254.96%
$783.83 - $1170.39 $5.84M - $8.73M
10.4K $8.26M
DASH
Door Dash, Inc.

Communication Services
27.8K
+ 593.58%
$168.37 - $213.38 $4.68M - $5.94M
32.5K $5.94M
PNC
Pnc Financial Services Group, Inc.

Financial Services
30.2K
+ 211.92%
$168.84 - $202.89 $5.1M - $6.12M
44.4K $7.81M
FTNT
Fortinet, Inc.

Technology
51.3K
+ 82.86%
$92.49 - $114.57 $4.74M - $5.87M
113K $10.9M
V
Visa Inc.

Financial Services
9.82K
+ 22.3%
$306.92 - $362.71 $3.01M - $3.56M
53.9K $18.9M
VCTR
Victory Capital Holdings, Inc.

Financial Services
85.4K
New
$55.84 - $70.58 $4.77M - $6.03M
85.4K $4.94M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
206K
+ 173.81%
$22.46 - $23.26 $4.62M - $4.79M
324K $7.51M
Activity Summary
Buys All Purchases 1104 New Holdings 256 Increased Positions 848 Sells All Sells 436 Reductions 436 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Savant Capital, LLC Portfolio

Follow Savant Capital, LLC 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 Savant Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Savant Capital, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email