Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

$173 Billion
Q1 2024

Savvy Advisors, Inc. has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $173 Billion distributed in 223 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 $12.7B, Amgen Inc with a value of $11.2B, Ishares Core Total Usd Bond Ma with a value of $6.45B, Schwab Strategic Tr Us Large C with a value of $4.42B, and Microsoft Corp with a value of $4.42B.

Examining the 13F form we can see an increase of $70.5B in the current position value, from $103B to 173B.

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 $173 Billion

ETFs: $112 Billion

Technology: $15.9 Billion

Healthcare: $15.2 Billion

Financial Services: $6.23 Billion

Consumer Cyclical: $5 Billion

Communication Services: $3.88 Billion

Industrials: $3.6 Billion

Consumer Defensive: $2.51 Billion

Other: $5.44 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$12.7 Billion 7.33% of portfolio	26,444	Q1 2024 Added 124.81%
AMGN Amgen Inc Healthcare	$167B	$11.2 Billion 6.46% of portfolio	39,400	Q1 2024 Added 0.26%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$6.45 Billion 3.72% of portfolio	141,395	Q1 2024 Added 138.26%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$4.42 Billion 2.55% of portfolio	71,268	Q1 2024 Reduced 3.25%
MSFT Microsoft Corp Technology	$3.33T	$4.42 Billion 2.55% of portfolio	10,499	Q1 2024 Added 24.2%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.49 Billion 2.01% of portfolio	7,868	Q1 2024 Added 25.01%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$3.39 Billion 1.95% of portfolio	64,087	Q1 2024 Added 53.87%
NVDA Nvidia Corp Technology	$308B	$3.21 Billion 1.85% of portfolio	3,556	Q1 2024 Added 41.28%
AAPL Apple Inc. Technology	$3.38T	$2.44 Billion 1.41% of portfolio	14,258	Q1 2024 Added 55.57%

IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$2.39 Billion 1.38% of portfolio	84,601	Q1 2024 Added 76.75%
SUB Ishares Short Term National Mu ETFs	$0	$2.23 Billion 1.28% of portfolio	21,272	Q1 2024 Added 175.47%
EFG Msci Eafe Growth ETF ETFs	$0	$2.02 Billion 1.16% of portfolio	19,469	Q1 2024 Added 75.84%
VTV Vanguard Value ETF ETFs	$0	$2.02 Billion 1.16% of portfolio	12,396	Q1 2024 New
TFLO Ishares Treasury Floating Rate ETFs	$0	$1.99 Billion 1.15% of portfolio	39,320	Q1 2024 Added 109.73%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$1.98 Billion 1.14% of portfolio	50,668	Q1 2024 Added 58.56%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$1.89 Billion 1.09% of portfolio	41,447	Q1 2024 Added 82.93%
XLK Technology Sector Spdr ETFs	$0	$1.89 Billion 1.09% of portfolio	9,063	Q1 2024 Added 272.35%
MUB Ishares National Muni Bond ETF ETFs	$0	$1.67 Billion 0.96% of portfolio	15,482	Q1 2024 Added 445.91%

AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.6 Billion 0.92% of portfolio	16,346	Q1 2024 Added 30.55%
SPYG Spdr Portfolio ETFs	$0	$1.58 Billion 0.91% of portfolio	21,533	Q1 2024 Added 228.5%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.54 Billion 0.89% of portfolio	22,794	Q1 2024 Added 194.5%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.53 Billion 0.88% of portfolio	2,910	Q1 2024 New
FVD First Tr Value Line Divid Inde ETFs	$0	$1.46 Billion 0.84% of portfolio	34,510	Q1 2024 Added 3.01%
JPM Jpmorgan Chase & CO Financial Services	$593B	$1.44 Billion 0.83% of portfolio	7,178	Q1 2024 Added 84.71%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.38 Billion 0.8% of portfolio	27,513	Q1 2024 Added 57.17%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$1.36 Billion 0.79% of portfolio	13,721	Q1 2024 Reduced 27.02%
AMZN Amazon Com Inc Consumer Cyclical	$1.97T	$1.34 Billion 0.77% of portfolio	7,422	Q1 2024 Added 20.96%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.32 Billion 0.76% of portfolio	26,790	Q1 2024 Added 20.0%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$1.29 Billion 0.74% of portfolio	11,247	Q1 2024 Added 35.51%
WMT Walmart Inc. Consumer Defensive	$184B	$1.15 Billion 0.66% of portfolio	19,165	Q1 2024 Added 1,228.14%
TFI Spdr Nuveen Bloomberg Municipa ETFs	$0	$1.14 Billion 0.66% of portfolio	24,549	Q4 2023 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$529B	$1.1 Billion 0.63% of portfolio	2,611	Q1 2024 Added 38.37%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$1.08 Billion 0.62% of portfolio	38,501	Q1 2024 Added 71.12%
SGOL Abrdn Gold ETF Trust ETFs	$3.22B	$1.07 Billion 0.62% of portfolio	50,512	Q1 2024 Added 113.02%
BYLD Ishares Tr Yield Optimized Bd	-	$1.06 Billion 0.61% of portfolio	-	Q1 2024 Added 235.61%
XOM Exxon Mobil Corp Energy	$480B	$1.04 Billion 0.6% of portfolio	8,912	Q1 2024 Added 27.06%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.05 Billion 0.6% of portfolio	4,971	Q1 2024 Added 38.89%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.03 Billion 0.59% of portfolio	28,436	Q1 2024 Added 68.72%
FTCS First Trust Capital Strength E ETFs	$0	$1 Billion 0.58% of portfolio	11,722	Q1 2024 Added 2.12%
SCHO Schwab Short Term Us Treasury ETFs	$0	$1 Billion 0.58% of portfolio	20,770	Q1 2024 Added 91.75%
META Meta Platforms, Inc. Communication Services	$1.13T	$1 Billion 0.58% of portfolio	2,061	Q1 2024 Added 49.56%
VZ Verizon Communications Inc Communication Services	$173B	$980 Million 0.57% of portfolio	23,363	Q1 2024 Reduced 2.36%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$981 Million 0.57% of portfolio	12,163	Q1 2024 Added 61.72%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$983 Million 0.57% of portfolio	19,421	Q1 2024 New
INDA Ishares Msci India Index Fund ETFs	$0	$977 Million 0.56% of portfolio	18,933	Q1 2024 New
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$976 Million 0.56% of portfolio	2,896	Q1 2024 Added 7.86%
AVGO Broadcom Inc. Technology	$650B	$960 Million 0.55% of portfolio	724	Q1 2024 Added 205.49%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$871 Million 0.5% of portfolio	14,163	Q1 2024 Reduced 8.77%
V Visa Inc. Financial Services	$429B	$829 Million 0.48% of portfolio	2,972	Q1 2024 Added 30.93%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$811 Million 0.47% of portfolio	13,961	Q1 2024 Added 11.84%

Summary

Portfolio
No. of Stocks 223
Current Value $173 Billion
Prior Value $103 Billion
Filing
Period Q1 2024
Filing Date May 13, 2024
Form Type 13F-HR
Activity in Q1 2024
New Purchases 71 stocks
Additional Purchases 95 stocks
Sold out of 0 stocks
Reduced holdings in 42 stocks

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Savvy Advisors, Inc. Portfolio Holdings