Savvy Advisors, Inc. Purchases in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
297K
+ 46.46%
$44.72 - $46.25 $13.3M - $13.8M
938K $43.2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
551K
+ 158.41%
$24.91 - $29.02 $13.7M - $16M
899K $22.5M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
161K
+ 48.31%
$55.41 - $60.74 $8.9M - $9.76M
493K $27.9M
VTV
Vanguard Value ETF

ETFs
38.6K
+ 55.8%
$167.73 - $179.21 $6.47M - $6.91M
108K $18.6M
FFIU
Spinnaker ETF Ser Uva Unconstr

ETFs
235K
+ 14.76%
$20.84 - $22.45 $4.89M - $5.27M
1.83M $40.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
58.5K
+ 324.31%
$97.25 - $104.79 $5.69M - $6.13M
76.5K $7.94M
IAU
Ishares Gold Trust

ETFs
79.9K
+ 258.3%
$49.74 - $58.96 $3.97M - $4.71M
111K $6.53M
OEF
Ishares S&P 100 ETF

ETFs
17.5K
New
N/A
17.5K $4.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
8.42K
+ 124.21%
$551.42 - $612.93 $4.64M - $5.16M
15.2K $8.5M
PB
Prosperity Bancshares Inc

Financial Services
63.3K
New
$69.3 - $80.69 $4.38M - $5.11M
63.3K $4.52M
SGOL
Abrdn Gold ETF Trust

ETFs
58.1K
+ 13.51%
$25.14 - $29.82 $1.46M - $1.73M
488K $14.5M
IVV
Ishares Core S&P 500 ETF

ETFs
6.81K
+ 100.34%
$554.06 - $615.85 $3.77M - $4.19M
13.6K $7.64M
XCEM
Columbia ETF Tr Ii

ETFs
117K
+ 93.3%
$29.18 - $30.72 $3.4M - $3.58M
242K $7.14M
IEFA
Ishares Tr

ETFs
40.5K
+ 426.96%
$69.57 - $78.65 $2.82M - $3.18M
50K $3.78M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.17K
+ 39.11%
$442.66 - $534.52 $1.85M - $2.23M
14.8K $7.91M
AAPL
Apple Inc.

Technology
28.2K
+ 24.91%
$209.68 - $247.1 $5.91M - $6.96M
141K $31.4M
AMGN
Amgen Inc

Healthcare
2.47K
+ 5.75%
$258.59 - $327.36 $638K - $808K
45.4K $14.1M
DFUS
Dimensional ETF Tr U S Equity

ETFs
48.6K
New
$59.61 - $66.71 $2.89M - $3.24M
48.6K $2.94M
MSFT
Microsoft Corp

Technology
11.7K
+ 25.52%
$375.39 - $447.2 $4.4M - $5.24M
57.7K $21.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
49.4K
+ 33.55%
$37.07 - $40.63 $1.83M - $2.01M
197K $7.74M
PG
Procter & Gamble CO

Consumer Defensive
10.6K
+ 14.51%
$158.56 - $176.26 $1.68M - $1.86M
83.4K $14.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.12K
+ 44.43%
$468.34 - $539.52 $2.4M - $2.76M
16.7K $7.81M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
7.26K
+ 1.42%
$26.71 - $31.58 $194K - $229K
520K $15.8M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
48.2K
New
$32.41 - $44.87 $1.56M - $2.16M
48.2K $1.56M
HYDB
Ishares Tr Edge High Yield Def

ETFs
32.4K
+ 118.71%
$46.82 - $47.8 $1.52M - $1.55M
59.6K $2.81M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
18.8K
+ 71.23%
$73.78 - $76.59 $1.39M - $1.44M
45.2K $3.46M
JCPB
J P Morgan Exchange Traded Fd

ETFs
29.6K
New
$45.56 - $47.23 $1.35M - $1.4M
29.6K $1.39M
META
Meta Platforms, Inc.

Communication Services
2.46K
+ 30.53%
$576.36 - $736.67 $1.42M - $1.82M
10.5K $6.07M
V
Visa Inc.

Financial Services
2.41K
+ 21.99%
$306.92 - $362.71 $738K - $872K
13.3K $4.68M
IVW
Ishares S&P 500 Growth ETF

ETFs
13.5K
+ 269.57%
$92.45 - $106.69 $1.24M - $1.44M
18.4K $1.71M
SPOT
Spotify Technology S.A.

Communication Services
2.06K
+ 407.74%
$457.79 - $648.32 $941K - $1.33M
2.56K $1.41M
VGIT
Vanguard Intermediate Term Tre

ETFs
19.7K
New
$57.44 - $59.4 $1.13M - $1.17M
19.7K $1.17M
IEO
Ishares Tr

ETFs
12.3K
New
$86.02 - $99.13 $1.06M - $1.22M
12.3K $1.16M
GBIL
Goldman Sachs Access Treasury

ETFs
11.6K
New
$99.85 - $100.19 $1.16M - $1.16M
11.6K $1.16M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 14.48%
$47.4 - $52.99 $768K - $858K
128K $6.51M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.84K
+ 137.41%
$168.16 - $186.21 $1.15M - $1.27M
11.8K $2.02M
CVX
Chevron Corp

Energy
4.85K
+ 34.24%
$146.71 - $167.97 $711K - $814K
19K $3.18M
ABBV
Abb Vie Inc.

Healthcare
2.51K
+ 14.15%
$169.2 - $216.66 $424K - $543K
20.2K $4.24M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
22K
New
$48.06 - $53.73 $1.06M - $1.18M
22K $1.07M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.7K
New
$58.81 - $68.2 $1.04M - $1.21M
17.7K $1.06M
LLY
Eli Lilly & CO

Healthcare
990
+ 26.28%
$725.72 - $929.72 $718K - $920K
4.76K $3.93M
HEFA
Ishares Currency Hedged Msci E

ETFs
28.1K
New
$34.83 - $37.52 $978K - $1.05M
28.1K $1.02M
XOM
Exxon Mobil Corp

Energy
5.53K
+ 18.19%
$105.44 - $118.93 $583K - $657K
35.9K $4.27M
AMZN
Amazon Com Inc

Consumer Cyclical
13.6K
+ 24.89%
$190.26 - $242.06 $2.6M - $3.3M
68.4K $13M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
20.3K
+ 34.42%
$44.41 - $45.98 $903K - $935K
79.4K $3.63M
PM
Philip Morris International Inc.

Consumer Defensive
3.58K
+ 34.9%
$117.15 - $158.79 $419K - $568K
13.8K $2.19M
EFV
Msci Eafe Value ETF

ETFs
15.6K
+ 267.41%
$51.88 - $60.73 $810K - $948K
21.4K $1.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
19.2K
+ 134.02%
$42.5 - $46.71 $817K - $898K
33.6K $1.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.8K
+ 46.6%
$102.49 - $119.96 $1.11M - $1.3M
34.1K $3.56M
Activity Summary
Buys All Purchases 405 New Holdings 91 Increased Positions 314 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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