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
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$50.6 Billion 10.28% of portfolio	95,901	Q3 2024 Added 153.87%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$22.2 Billion 4.51% of portfolio	471,144	Q3 2024 Added 97.24%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$15.3 Billion 3.1% of portfolio	270,083	Q3 2024 Added 145.28%
AMGN Amgen Inc Healthcare	$149B	$13.2 Billion 2.67% of portfolio	40,853	Q3 2024 Reduced 1.09%
VTI Vanguard Total Stock Market Et ETFs	$0	$11.6 Billion 2.36% of portfolio	41,067	Q3 2024 Added 2,050.1%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$11.4 Billion 2.32% of portfolio	386,079	Q3 2024 Added 226.01%
VTV Vanguard Value ETF ETFs	$0	$10.4 Billion 2.12% of portfolio	59,784	Q3 2024 Added 68.0%
PG Procter & Gamble CO Consumer Defensive	$426B	$10.2 Billion 2.08% of portfolio	59,178	Q3 2024 Added 41.06%
EFG Msci Eafe Growth ETF ETFs	$0	$10.2 Billion 2.07% of portfolio	94,664	Q3 2024 Added 186.5%
MSFT Microsoft Corp Technology	$3.21T	$9.95 Billion 2.02% of portfolio	23,117	Q3 2024 Added 26.57%
AAPL Apple Inc. Technology	$3.85T	$9.77 Billion 1.98% of portfolio	41,934	Q3 2024 Added 46.82%
NVDA Nvidia Corp Technology	$345B	$9.23 Billion 1.87% of portfolio	75,970	Q3 2024 Added 26.29%
XLK Technology Sector Spdr ETFs	$0	$8.15 Billion 1.65% of portfolio	36,089	Q3 2024 Added 160.06%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$7.11 Billion 1.44% of portfolio	104,721	Q3 2024 Added 43.27%
VEA Vanguard Ftse Developed Market ETFs	$0	$6.01 Billion 1.22% of portfolio	113,805	Q3 2024 Reduced 9.44%
AMZN Amazon Com Inc Consumer Cyclical	$2.15T	$5.73 Billion 1.16% of portfolio	30,746	Q3 2024 Added 32.18%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.13 Billion 1.04% of portfolio	10,521	Q3 2024 Added 6.49%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$5.12 Billion 1.04% of portfolio	108,434	Q3 2024 Added 102.22%
TFLO Ishares Treasury Floating Rate ETFs	$0	$4.91 Billion 1.0% of portfolio	96,983	Q3 2024 Added 139.05%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$4.66 Billion 0.95% of portfolio	112,965	Q3 2024 Added 155.81%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$4.32 Billion 0.88% of portfolio	41,433	Q3 2024 Added 62.67%
META Meta Platforms, Inc. Communication Services	$1.29T	$4.15 Billion 0.84% of portfolio	7,245	Q3 2024 Added 68.25%
MUB Ishares National Muni Bond ETF ETFs	$0	$3.86 Billion 0.78% of portfolio	35,496	Q3 2024 Added 84.87%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$3.49 Billion 0.71% of portfolio	34,443	Q3 2024 Reduced 11.39%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$3.5 Billion 0.71% of portfolio	124,422	Q3 2024 New
VUG Vanguard Growth ETF ETFs	$0	$3.4 Billion 0.69% of portfolio	8,850	Q3 2024 Added 49.85%
XOM Exxon Mobil Corp Energy	$491B	$3.35 Billion 0.68% of portfolio	28,581	Q3 2024 Added 141.72%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$3.09 Billion 0.63% of portfolio	106,197	Q3 2024 Added 111.97%
IBM International Business Machines Corp Technology	$204B	$3.1 Billion 0.63% of portfolio	14,036	Q3 2024 Added 261.38%
IVV Ishares Core S&P 500 ETF ETFs	$0	$3.06 Billion 0.62% of portfolio	5,299	Q3 2024 Reduced 62.67%
XCEM Columbia ETF Tr Ii ETFs	$0	$3.06 Billion 0.62% of portfolio	93,796	Q3 2024 Added 255.31%
JPM Jpmorgan Chase & CO Financial Services	$722B	$2.84 Billion 0.58% of portfolio	13,446	Q3 2024 Added 25.32%
FYLD Cambria Foreign Shareholder Yi ETFs	$0	$2.87 Billion 0.58% of portfolio	103,107	Q3 2024 Added 12.16%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.86 Billion 0.58% of portfolio	34,136	Q3 2024 Added 451.83%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$628B	$2.79 Billion 0.57% of portfolio	6,052	Q3 2024 Added 25.61%
AVGO Broadcom Inc. Technology	$67.4B	$2.75 Billion 0.56% of portfolio	15,936	Q3 2024 Added 953.97%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.58 Billion 0.52% of portfolio	75,323	Q3 2024 Added 358.25%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.43 Billion 0.49% of portfolio	4,231	Q3 2024 Added 35.05%
PLD Prologis, Inc. Real Estate	$107B	$2.32 Billion 0.47% of portfolio	18,404	Q3 2024 Added 42.31%
FNDX Schwab Fundamental U S Large C ETFs	$0	$2.24 Billion 0.46% of portfolio	31,280	Q3 2024 Added 7.0%
WMT Walmart Inc. Consumer Defensive	$251B	$2.22 Billion 0.45% of portfolio	27,479	Q3 2024 Added 6.17%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.11 Billion 0.43% of portfolio	5,609	Q3 2024 Added 38.19%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$2.1 Billion 0.43% of portfolio	41,537	Q3 2024 Added 387.01%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.14 Billion 0.43% of portfolio	18,303	Q3 2024 Added 221.33%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$2.08 Billion 0.42% of portfolio	27,661	Q3 2024 Added 24.41%
GOOGL Alphabet Inc. Communication Services	$1.01T	$2.06 Billion 0.42% of portfolio	12,445	Q3 2024 Added 27.51%
HD Home Depot, Inc. Consumer Cyclical	$437B	$2.08 Billion 0.42% of portfolio	5,143	Q3 2024 Added 25.93%
GOOG Alphabet Inc. Communication Services	$1.05T	$2.05 Billion 0.42% of portfolio	12,256	Q3 2024 Added 37.18%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$1.95 Billion 0.4% of portfolio	47,509	Q3 2024 Reduced 10.55%
TSLA Tesla, Inc. Consumer Cyclical	$1.13T	$1.97 Billion 0.4% of portfolio	7,527	Q3 2024 Added 24.21%

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

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Savvy Advisors, Inc. Portfolio Holdings