Savvy Advisors, Inc. Purchases in Q3 2024

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
58.1K
+ 153.87%
$475.2 - $527.7 $27.6M - $30.7M
95.9K $50.6B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
232K
+ 97.24%
$44.83 - $47.42 $10.4M - $11M
471K $22.2B
VTI
Vanguard Total Stock Market Et

ETFs
39.2K
+ 2050.1%
$255.18 - $283.2 $9.99M - $11.1M
41.1K $11.6B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
160K
+ 145.28%
$51.29 - $56.57 $8.21M - $9.05M
270K $15.3B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
268K
+ 226.01%
$26.43 - $29.86 $7.07M - $7.99M
386K $11.4B
EFG
Msci Eafe Growth ETF

ETFs
61.6K
+ 186.5%
$96.84 - $108.77 $5.97M - $6.7M
94.7K $10.2B
XLK
Technology Sector Spdr

ETFs
22.2K
+ 160.06%
$197.34 - $237.68 $4.38M - $5.28M
36.1K $8.15B
VTV
Vanguard Value ETF

ETFs
24.2K
+ 68.0%
$159.75 - $174.57 $3.87M - $4.22M
59.8K $10.4B
AAPL
Apple Inc.

Technology
13.4K
+ 46.82%
$207.23 - $234.82 $2.77M - $3.14M
41.9K $9.77B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
124K
New
$25.21 - $28.46 $3.14M - $3.54M
124K $3.5B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
68.8K
+ 155.81%
$36.02 - $41.68 $2.48M - $2.87M
113K $4.66B
TFLO
Ishares Treasury Floating Rate

ETFs
56.4K
+ 139.05%
$50.42 - $50.66 $2.84M - $2.86M
97K $4.91B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
54.8K
+ 102.22%
$44.9 - $47.55 $2.46M - $2.61M
108K $5.12B
IBM
International Business Machines Corp

Technology
10.2K
+ 261.38%
$175.1 - $223.38 $1.78M - $2.27M
14K $3.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.6K
+ 43.27%
$61.11 - $67.85 $1.93M - $2.15M
105K $7.11B
VCIT
Vanguard Intermediate Term Cor

ETFs
28K
+ 451.83%
$79.29 - $84.02 $2.22M - $2.35M
34.1K $2.86B
XCEM
Columbia ETF Tr Ii

ETFs
67.4K
+ 255.31%
$30.17 - $33.79 $2.03M - $2.28M
93.8K $3.06B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
58.9K
+ 358.25%
$31.05 - $34.29 $1.83M - $2.02M
75.3K $2.58B
XOM
Exxon Mobil Corp

Energy
16.8K
+ 141.72%
$109.72 - $119.0 $1.84M - $1.99M
28.6K $3.35B
META
Meta Platforms, Inc.

Communication Services
2.94K
+ 68.25%
$453.41 - $572.44 $1.33M - $1.68M
7.25K $4.15B
MUB
Ishares National Muni Bond ETF

ETFs
16.3K
+ 84.87%
$106.13 - $108.7 $1.73M - $1.77M
35.5K $3.86B
NVDA
Nvidia Corp

Technology
15.8K
+ 26.29%
$98.91 - $134.91 $1.56M - $2.13M
76K $9.23B
MSFT
Microsoft Corp

Technology
4.85K
+ 26.57%
$395.15 - $467.56 $1.92M - $2.27M
23.1K $9.95B
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
+ 62.67%
$92.63 - $105.69 $1.48M - $1.69M
41.4K $4.32B
SPTL
Spdr Portfolio Long Term Treas

ETFs
56.1K
+ 111.97%
$26.69 - $29.87 $1.5M - $1.68M
106K $3.09B
SCHR
Schwab Intermediate Term Us Tr

ETFs
33K
+ 387.01%
$48.4 - $50.91 $1.6M - $1.68M
41.5K $2.1B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12.6K
+ 221.33%
$105.53 - $118.34 $1.33M - $1.49M
18.3K $2.14B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
18.5K
+ 313.86%
$76.94 - $79.54 $1.42M - $1.47M
24.4K $1.94B
KO
Coca Cola CO

Consumer Defensive
18.8K
+ 248.28%
$62.69 - $73.01 $1.18M - $1.37M
26.4K $1.89B
AVUV
American Centy ETF Tr Avantis

ETFs
14.5K
New
$88.24 - $99.7 $1.28M - $1.45M
14.5K $1.39B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
12.8K
New
$97.19 - $109.09 $1.24M - $1.39M
12.8K $1.38B
IFRA
Ishares Tr

ETFs
25.4K
+ 194.61%
$41.55 - $46.97 $1.05M - $1.19M
38.4K $1.8B
AMZN
Amazon Com Inc

Consumer Cyclical
7.49K
+ 32.18%
$161.02 - $200.0 $1.21M - $1.5M
30.7K $5.73B
VUG
Vanguard Growth ETF

ETFs
2.94K
+ 49.85%
$341.08 - $391.94 $1M - $1.15M
8.85K $3.4B
RZG
Invesco Fd Tr S&P Smallcap 600
22.1K
New
N/A
22.1K $1.14B
UNH
Unitedhealth Group Inc

Healthcare
1.72K
+ 108.56%
$488.01 - $604.18 $841K - $1.04M
3.31K $1.94B
DFIC
Dimensional ETF Tr Dimensional

ETFs
35.5K
New
$25.36 - $28.37 $901K - $1.01M
35.5K $999M
DHR
Danaher Corp

Healthcare
3.48K
+ 402.77%
$239.25 - $280.76 $834K - $978K
4.35K $1.21B
CAT
Caterpillar Inc

Industrials
2.1K
+ 104.89%
$316.8 - $391.12 $666K - $822K
4.1K $1.6B
ETN
Eaton Corp PLC

Industrials
2.74K
+ 249.73%
$272.52 - $333.02 $747K - $913K
3.84K $1.27B
COIN
Coinbase Global, Inc.

Technology
5.15K
New
$147.09 - $265.15 $758K - $1.37M
5.15K $918M
PLD
Prologis, Inc.

Real Estate
5.47K
+ 42.31%
$111.95 - $132.43 $613K - $725K
18.4K $2.32B
ABBV
Abb Vie Inc.

Healthcare
3.6K
+ 59.99%
$163.84 - $199.33 $589K - $717K
9.59K $1.89B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
+ 25.61%
$405.19 - $478.57 $500K - $591K
6.05K $2.79B
JNJ
Johnson & Johnson

Healthcare
4.66K
+ 106.98%
$145.48 - $167.38 $678K - $780K
9.01K $1.46B
XLE
Energy Sector Spdr

ETFs
9.46K
+ 142.52%
$84.35 - $93.39 $798K - $883K
16.1K $1.41B
First Tr Exchng Traded Fd Vi
22.2K
New
N/A
22.2K $806M
AVDV
American Centy ETF Tr Avantis

ETFs
11K
+ 225.24%
$62.52 - $71.12 $686K - $781K
15.9K $1.12B
AMT
American Tower Corp

Real Estate
3.25K
+ 268.23%
$192.27 - $242.73 $625K - $789K
4.46K $1.04B
Activity Summary
Buys All Purchases 277 New Holdings 74 Increased Positions 203 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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