Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024

Savvy Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $815 Million distributed in 454 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.3M, Vanguard Index Fds S&P 500 ETF with a value of $64.4M, Spinnaker ETF Ser Uva Unconstr with a value of $33.9M, Ishares Core Total Usd Bond Ma with a value of $28.9M, and Apple Inc. with a value of $28.3M.

Examining the 13F form we can see an decrease of $492B in the current position value, from $492B to 815M.

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 $815 Million
ETFs: $452 Million
Technology: $165 Million
Financial Services: $37.7 Million
Healthcare: $35.5 Million
Consumer Cyclical: $27.6 Million
Consumer Defensive: $27 Million
Communication Services: $24.2 Million
Industrials: $17.2 Million
Other: $26.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$349B
$86.3 Million 10.59% of portfolio
642,405
Q4 2024 Added 745.6%
$0
$64.4 Million 7.9% of portfolio
119,550
Q4 2024 Added 24.66%
$0
$33.9 Million 4.16% of portfolio
1,591,336
Q4 2024 New
$0
$28.9 Million 3.55% of portfolio
640,148
Q4 2024 Added 35.87%
$3.95T
$28.3 Million 3.48% of portfolio
113,136
Q4 2024 Added 169.8%
$3.1T
$19.4 Million 2.38% of portfolio
45,960
Q4 2024 Added 98.81%
$0
$19 Million 2.34% of portfolio
332,630
Q4 2024 Added 23.16%
$0
$13.9 Million 1.71% of portfolio
513,185
Q4 2024 Added 32.92%
$0
$12.2 Million 1.5% of portfolio
126,267
Q4 2024 Added 33.38%
$396B
$12.2 Million 1.5% of portfolio
72,799
Q4 2024 Added 23.02%
$2.27T
$12 Million 1.48% of portfolio
54,793
Q4 2024 Added 78.21%
$0
$11.7 Million 1.44% of portfolio
69,146
Q4 2024 Added 15.66%
$159B
$11.2 Million 1.37% of portfolio
42,940
Q4 2024 Added 5.11%
$4.07B
$10.8 Million 1.32% of portfolio
429,816
Q4 2024 Added 646.3%
$0
$10.7 Million 1.31% of portfolio
46,011
Q4 2024 Added 27.49%
$0
$10.5 Million 1.28% of portfolio
36,095
Q4 2024 Reduced 12.11%
$0
$9.17 Million 1.13% of portfolio
395,770
Q4 2024 Added 277.93%
$0
$7.35 Million 0.9% of portfolio
68,962
Q4 2024 Added 94.28%
$1.1T
$6.63 Million 0.81% of portfolio
35,041
Q4 2024 Added 181.57%
$0
$6.37 Million 0.78% of portfolio
140,468
Q4 2024 Added 29.54%
$0
$5.88 Million 0.72% of portfolio
215,101
Q4 2024 Added 1,011.12%
$0
$5.89 Million 0.72% of portfolio
11,531
Q4 2024 Added 9.6%
$1.14T
$5.68 Million 0.7% of portfolio
29,850
Q4 2024 Added 143.55%
$0
$5.73 Million 0.7% of portfolio
113,487
Q4 2024 Added 17.02%
$0
$5.65 Million 0.69% of portfolio
147,246
Q4 2024 Added 30.35%
$0
$5.35 Million 0.66% of portfolio
111,850
Q4 2024 Reduced 1.72%
$0
$5.14 Million 0.63% of portfolio
21,388
Q4 2024 Added 159.15%
$627B
$4.84 Million 0.59% of portfolio
10,671
Q4 2024 Added 76.32%
$1.56T
$4.76 Million 0.58% of portfolio
8,072
Q4 2024 Added 11.41%
$783B
$4.69 Million 0.58% of portfolio
19,566
Q4 2024 Added 45.52%
$91.8B
$4.3 Million 0.53% of portfolio
18,537
Q4 2024 Added 16.32%
$0
$4.12 Million 0.51% of portfolio
42,488
Q4 2024 Added 23.36%
$0
$3.99 Million 0.49% of portfolio
6,783
Q4 2024 Added 28.01%
$0
$3.97 Million 0.49% of portfolio
6,781
Q4 2024 Added 60.27%
$93.5B
$3.96 Million 0.49% of portfolio
16,368
Q4 2024 Added 134.13%
$0
$3.86 Million 0.47% of portfolio
9,403
Q4 2024 Added 6.25%
$0
$3.63 Million 0.45% of portfolio
138,762
Q4 2024 Added 30.66%
$0
$3.7 Million 0.45% of portfolio
124,996
Q4 2024 Added 33.26%
$1.12T
$3.64 Million 0.45% of portfolio
9,015
Q4 2024 Added 19.77%
$573B
$3.46 Million 0.42% of portfolio
10,936
Q4 2024 Added 108.82%
$467B
$3.27 Million 0.4% of portfolio
30,378
Q4 2024 Added 6.29%
$458B
$3.16 Million 0.39% of portfolio
3,444
Q4 2024 Added 233.08%
$355B
$3.15 Million 0.39% of portfolio
17,728
Q4 2024 Added 84.9%
$223B
$3.21 Million 0.39% of portfolio
11,060
Q4 2024 Added 245.41%
$537B
$3.12 Million 0.38% of portfolio
5,922
Q4 2024 Added 176.6%
$237B
$3.11 Million 0.38% of portfolio
14,127
Q4 2024 Added 0.65%
$264B
$3.06 Million 0.38% of portfolio
33,893
Q4 2024 Added 23.34%
$0
$2.96 Million 0.36% of portfolio
33,654
Q4 2024 Added 41.01%
$830B
$2.91 Million 0.36% of portfolio
3,767
Q4 2024 Added 99.1%

Summary

  • Portfolio
  • No. of Stocks 454
  • Current Value $815 Million
  • Prior Value $492 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 133 stocks
  • Additional Purchases 235 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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