Savvy Advisors, Inc. Purchases in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
16.2K
+ 58.78%
$54.25 - $57.64 $879K - $934K
43.8K $2.41M
VV
Vanguard Large Cap ETF

ETFs
3.58K
+ 106.74%
$253.32 - $282.66 $907K - $1.01M
6.93K $1.78M
MUB
Ishares National Muni Bond ETF

ETFs
8.93K
+ 12.95%
$104.71 - $107.69 $935K - $962K
77.9K $8.21M
EMB
Ishares Tr

ETFs
9.42K
+ 138.85%
$88.64 - $92.03 $835K - $867K
16.2K $1.47M
JNJ
Johnson & Johnson

Healthcare
2.84K
+ 16.86%
$142.06 - $167.7 $404K - $476K
19.7K $3.27M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7.49K
+ 17.63%
$95.85 - $99.25 $718K - $744K
50K $4.94M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.8K
+ 74.81%
$53.6 - $58.97 $845K - $930K
36.9K $2.02M
DFAX
Dimensional ETF Tr
31.2K
New
$24.45 - $27.2 $762K - $848K
31.2K $816K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.91K
+ 42.83%
$76.94 - $78.28 $762K - $776K
33K $2.59M
MA
Mastercard Inc

Financial Services
1.21K
+ 20.5%
$504.67 - $576.31 $613K - $700K
7.14K $3.91M
PEP
Pepsico Inc

Consumer Defensive
5.05K
+ 81.42%
$142.64 - $156.42 $721K - $790K
11.3K $1.69M
TMUS
T Mobile Us, Inc.

Communication Services
2.18K
+ 64.61%
$211.3 - $272.83 $461K - $595K
5.56K $1.48M
COST
Costco Wholesale Corp

Consumer Defensive
656
+ 19.05%
$890.62 - $1076.86 $584K - $706K
4.1K $3.88M
UPS
United Parcel Service Inc

Industrials
6.89K
+ 264.91%
$109.66 - $136.26 $755K - $938K
9.48K $1.04M
IEMG
Ishares Inc

ETFs
13K
+ 85.51%
N/A
28.1K $1.51M
BAC
Bank Of America Corp

Financial Services
16.9K
+ 113.95%
$39.61 - $47.74 $668K - $805K
31.7K $1.32M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.08K
New
$71.17 - $73.66 $646K - $669K
9.08K $666K
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.96K
New
$83.18 - $89.27 $662K - $711K
7.96K $665K
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.84K
+ 72.89%
$85.29 - $92.57 $583K - $633K
16.2K $1.48M
JPM
Jpmorgan Chase & CO

Financial Services
2.19K
+ 11.21%
$225.19 - $279.95 $494K - $614K
21.8K $5.34M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.42K
New
$100.34 - $100.68 $644K - $646K
6.42K $646K
POWI
Power Integrations Inc

Technology
12.5K
New
$50.5 - $66.7 $630K - $833K
12.5K $630K
IBM
International Business Machines Corp

Technology
842
+ 5.96%
$217.4 - $264.74 $183K - $223K
15K $3.72M
RWM
Proshares Short Russell2000

ETFs
18.2K
+ 15.41%
$18.05 - $21.08 $328K - $384K
136K $2.83M
VEU
Vanguard Ftse All World Ex Us

ETFs
9.69K
+ 160.51%
$56.51 - $62.98 $547K - $610K
15.7K $953K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.2K
+ 62.82%
$57.21 - $65.8 $643K - $740K
29.1K $1.7M
MCD
Mcdonalds Corp

Consumer Cyclical
1.08K
+ 9.75%
$279.74 - $321.29 $302K - $346K
12.1K $3.79M
IVE
Ishares S&P 500 Value ETF

ETFs
3.06K
+ 89.15%
$185.78 - $198.58 $568K - $607K
6.48K $1.24M
MBB
Ishares Tr

ETFs
6.09K
+ 251.28%
$90.37 - $94.08 $550K - $573K
8.52K $798K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
22K
New
$25.12 - $26.05 $552K - $572K
22K $553K
FSK
Fs Kkr Capital Corp

Financial Services
26.2K
New
$20.47 - $24.06 $537K - $631K
26.2K $549K
MSTR
Microstrategy Inc

Technology
1.9K
New
$239.27 - $396.5 $453K - $751K
1.9K $546K
PGR
Progressive Corp

Financial Services
1.18K
+ 30.11%
$235.61 - $291.22 $278K - $344K
5.11K $1.45M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
20K
New
$24.5 - $24.95 $491K - $500K
20K $496K
JNK
Spdr Bloomberg High Yield Bond

ETFs
5.19K
New
$94.86 - $97.12 $493K - $504K
5.19K $494K
NFLX
Netflix Inc

Communication Services
448
+ 40.65%
$828.4 - $1058.6 $371K - $474K
1.55K $1.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.68K
+ 18.04%
$49.25 - $50.66 $477K - $490K
63.3K $3.14M
ABT
Abbott Laboratories

Healthcare
428
+ 2.11%
$111.1 - $140.22 $47.6K - $60K
20.7K $2.74M
QCOM
Qualcomm Inc

Technology
2.87K
+ 72.07%
$151.94 - $175.86 $437K - $505K
6.86K $1.05M
WMT
Walmart Inc.

Consumer Defensive
5.91K
+ 17.42%
$84.5 - $105.05 $499K - $620K
39.8K $3.49M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
+ 14.73%
$18.36 - $20.51 $274K - $306K
116K $2.3M
AVLV
American Centy ETF Tr Avantis
6.52K
New
$63.51 - $70.42 $414K - $459K
6.52K $425K
UNH
Unitedhealth Group Inc

Healthcare
639
+ 14.68%
$461.52 - $548.18 $295K - $350K
4.99K $2.61M
VLUE
Ishares Msci Usa Value Factor

ETFs
3.83K
New
$104.89 - $113.56 $401K - $434K
3.83K $408K
DFAE
Dimensional ETF Tr

ETFs
15.8K
New
$24.64 - $26.86 $389K - $424K
15.8K $408K
POCT
Innovator U.S. Equity Power Bu

ETFs
10.5K
New
$38.53 - $40.49 $404K - $424K
10.5K $407K
HYG
Ishares Tr

ETFs
5.13K
New
$78.51 - $80.11 $403K - $411K
5.13K $404K
AUSF
Global X Fds Adaptive U S Fact

ETFs
9.18K
New
$41.68 - $43.97 $383K - $404K
9.18K $400K
GE
General Electric CO

Industrials
728
+ 10.07%
$168.59 - $212.13 $123K - $154K
7.96K $1.59M
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
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email