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
NVDA Nvidia Corp Technology	$363B	$71.3 Million 7.32% of portfolio	657,991	Q1 2025 Added 2.43%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$60.3 Million 6.19% of portfolio	117,290	Q1 2025 Reduced 1.89%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$43.2 Million 4.44% of portfolio	937,531	Q1 2025 Added 46.46%
FFIU Spinnaker ETF Ser Uva Unconstr ETFs	$0	$40.2 Million 4.12% of portfolio	1,826,172	Q1 2025 Added 14.76%
AAPL Apple Inc. Technology	$3.16T	$31.4 Million 3.22% of portfolio	141,322	Q1 2025 Added 24.91%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$27.9 Million 2.86% of portfolio	493,335	Q1 2025 Added 48.31%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$22.5 Million 2.31% of portfolio	899,049	Q1 2025 Added 158.41%
MSFT Microsoft Corp Technology	$3.58T	$21.7 Million 2.22% of portfolio	57,688	Q1 2025 Added 25.52%
VTV Vanguard Value ETF ETFs	$0	$18.6 Million 1.91% of portfolio	107,732	Q1 2025 Added 55.8%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$15.8 Million 1.62% of portfolio	520,448	Q1 2025 Added 1.42%
SGOL Abrdn Gold ETF Trust ETFs	$4.68B	$14.5 Million 1.49% of portfolio	487,868	Q1 2025 Added 13.51%
PG Procter & Gamble CO Consumer Defensive	$374B	$14.2 Million 1.46% of portfolio	83,364	Q1 2025 Added 14.51%
AMGN Amgen Inc Healthcare	$155B	$14.1 Million 1.45% of portfolio	45,408	Q1 2025 Added 5.75%
AMZN Amazon Com Inc Consumer Cyclical	$2.17T	$13 Million 1.34% of portfolio	68,433	Q1 2025 Added 24.89%
EFG Msci Eafe Growth ETF ETFs	$0	$11.6 Million 1.19% of portfolio	115,758	Q1 2025 Reduced 8.32%
XLK Technology Sector Spdr ETFs	$0	$10.8 Million 1.11% of portfolio	52,108	Q1 2025 Added 13.25%
VTI Vanguard Total Stock Market Et ETFs	$0	$9.98 Million 1.03% of portfolio	36,313	Q1 2025 Added 0.6%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$8.71 Million 0.89% of portfolio	394,266	Q1 2025 Reduced 0.38%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$8.5 Million 0.87% of portfolio	15,204	Q1 2025 Added 124.21%
MUB Ishares National Muni Bond ETF ETFs	$0	$8.21 Million 0.84% of portfolio	77,891	Q1 2025 Added 12.95%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$7.94 Million 0.82% of portfolio	76,498	Q1 2025 Added 324.31%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$648B	$7.91 Million 0.81% of portfolio	14,844	Q1 2025 Added 39.11%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$7.81 Million 0.8% of portfolio	16,654	Q1 2025 Added 44.43%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$7.74 Million 0.8% of portfolio	196,649	Q1 2025 Added 33.55%
IVV Ishares Core S&P 500 ETF ETFs	$0	$7.64 Million 0.78% of portfolio	13,589	Q1 2025 Added 100.34%
XCEM Columbia ETF Tr Ii ETFs	$0	$7.14 Million 0.73% of portfolio	241,616	Q1 2025 Added 93.3%
GOOGL Alphabet Inc. Communication Services	$993B	$6.67 Million 0.69% of portfolio	43,137	Q1 2025 Added 23.1%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$6.75 Million 0.69% of portfolio	145,863	Q1 2025 Added 3.84%
VEA Vanguard Ftse Developed Market ETFs	$0	$6.51 Million 0.67% of portfolio	128,044	Q1 2025 Added 14.48%
IAU Ishares Gold Trust ETFs	$53.8B	$6.53 Million 0.67% of portfolio	110,805	Q1 2025 Added 258.3%
META Meta Platforms, Inc. Communication Services	$1.57T	$6.07 Million 0.62% of portfolio	10,536	Q1 2025 Added 30.53%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$5.87 Million 0.6% of portfolio	209,767	Q1 2025 Reduced 2.48%
GOOG Alphabet Inc. Communication Services	$1.06T	$5.75 Million 0.59% of portfolio	36,822	Q1 2025 Added 23.36%
JPM Jpmorgan Chase & CO Financial Services	$804B	$5.34 Million 0.55% of portfolio	21,759	Q1 2025 Added 11.21%
VB Vanguard Small Cap ETF ETFs	$0	$5.1 Million 0.52% of portfolio	23,019	Q1 2025 Added 7.63%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$4.94 Million 0.51% of portfolio	49,980	Q1 2025 Added 17.63%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$4.99 Million 0.51% of portfolio	24,704	Q1 2025 Added 441.75%
OEF Ishares S&P 100 ETF ETFs	$0	$4.65 Million 0.48% of portfolio	17,469	Q1 2025 New
V Visa Inc. Financial Services	$557B	$4.68 Million 0.48% of portfolio	13,341	Q1 2025 Added 21.99%
PB Prosperity Bancshares Inc Financial Services	$6.17B	$4.52 Million 0.46% of portfolio	63,271	Q1 2025 New
XOM Exxon Mobil Corp Energy	$472B	$4.27 Million 0.44% of portfolio	35,903	Q1 2025 Added 18.19%
GLD Spdr Gold Trust ETFs	$107B	$4.33 Million 0.44% of portfolio	15,021	Q1 2025 Reduced 8.23%
ABBV Abb Vie Inc. Healthcare	$328B	$4.24 Million 0.44% of portfolio	20,236	Q1 2025 Added 14.15%
MA Mastercard Inc Financial Services	$514B	$3.91 Million 0.4% of portfolio	7,136	Q1 2025 Added 20.5%
COST Costco Wholesale Corp Consumer Defensive	$431B	$3.88 Million 0.4% of portfolio	4,100	Q1 2025 Added 19.05%
LLY Eli Lilly & CO Healthcare	$746B	$3.93 Million 0.4% of portfolio	4,757	Q1 2025 Added 26.28%
VUG Vanguard Growth ETF ETFs	$0	$3.9 Million 0.4% of portfolio	10,522	Q1 2025 Added 11.9%
AVGO Broadcom Inc. Technology	$102B	$3.87 Million 0.4% of portfolio	23,127	Q1 2025 Added 24.76%
IEFA Ishares Tr ETFs	$0	$3.78 Million 0.39% of portfolio	49,966	Q1 2025 Added 426.96%
MCD Mcdonalds Corp Consumer Cyclical	$213B	$3.79 Million 0.39% of portfolio	12,138	Q1 2025 Added 9.75%

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