Savvy Advisors, Inc. Purchases in Q3 2025

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
5.49K
+ 102.23%
$342.99 - $392.76 $1.88M - $2.16M
10.9K $4.07M
LLY
Eli Lilly & CO

Healthcare
2.76K
+ 40.05%
$625.65 - $812.69 $1.73M - $2.24M
9.65K $7.36M
PLTR
Palantir Technologies Inc.

Technology
6.94K
+ 44.39%
$130.68 - $186.97 $906K - $1.3M
22.6K $4.12M
JPM
Jpmorgan Chase & CO

Financial Services
3.69K
+ 11.78%
$282.78 - $316.06 $1.04M - $1.17M
35K $11M
AMZN
Amazon Com Inc

Consumer Cyclical
8.81K
+ 8.73%
$211.65 - $238.24 $1.86M - $2.1M
110K $24.1M
SLV
I Shares Silver Trust

ETFs
39K
+ 206.67%
$32.73 - $42.5 $1.28M - $1.66M
57.9K $2.45M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.37K
+ 51.26%
$182.33 - $194.5 $1.53M - $1.63M
24.7K $4.8M
CMF
Ishares California Muni Bond E

ETFs
31.8K
New
$55.16 - $57.13 $1.75M - $1.81M
31.8K $1.81M
VTI
Vanguard Total Stock Market Et

ETFs
2.74K
+ 7.57%
$303.93 - $329.86 $834K - $905K
39K $12.8M
RIGS
Riverfront Strategic Income Fd

ETFs
75.8K
+ 97.81%
$22.47 - $23.92 $1.7M - $1.81M
153K $3.57M
XOM
Exxon Mobil Corp

Energy
12.9K
+ 24.5%
$105.83 - $117.22 $1.36M - $1.51M
65.4K $7.37M
PSN
Parsons Corp

Industrials
20.3K
New
$72.77 - $82.92 $1.48M - $1.68M
20.3K $1.68M
GE
General Electric CO

Industrials
4.05K
+ 45.2%
$244.75 - $305.63 $991K - $1.24M
13K $3.91M
DFUS
Dimensional ETF Tr U S Equity

ETFs
15.6K
+ 20.41%
$67.01 - $72.84 $1.05M - $1.14M
92K $6.67M
GD
General Dynamics Corp

Industrials
4.1K
+ 188.58%
$293.92 - $341.0 $1.2M - $1.4M
6.27K $2.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
15.4K
+ 195.76%
$92.18 - $95.14 $1.42M - $1.47M
23.3K $2.22M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.22K
+ 10.61%
$459.11 - $506.91 $1.02M - $1.13M
23.2K $11.6M
OEF
Ishares S&P 100 ETF

ETFs
5.37K
+ 21.98%
N/A
29.8K $7.93M
IEFA
Ishares Tr

ETFs
13.4K
+ 19.51%
$81.7 - $87.53 $1.09M - $1.17M
81.8K $7.15M
RTX
Raytheon Technologies Corp

Industrials
6.86K
+ 58.0%
$144.19 - $167.33 $990K - $1.15M
18.7K $3.13M
HD
Home Depot, Inc.

Consumer Cyclical
2.29K
+ 19.06%
$357.4 - $423.42 $820K - $971K
14.3K $5.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.2K
+ 37.64%
$62.09 - $66.51 $1.13M - $1.21M
66.4K $4.33M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
50.1K
+ 37.11%
$21.69 - $23.34 $1.09M - $1.17M
185K $4.31M
INTC
Intel Corp

Technology
16.3K
+ 25.31%
$19.31 - $35.5 $315K - $580K
80.9K $2.71M
BNDX
Vanguard Total International B

ETFs
25.1K
+ 134.88%
$49.0 - $49.51 $1.23M - $1.24M
43.8K $2.17M
ORCL
Oracle Corp

Technology
1.8K
+ 15.47%
$218.96 - $328.33 $394K - $591K
13.4K $3.78M
DFAI
Dimensional ETF Tr

ETFs
32.9K
+ 151.36%
$34.05 - $36.55 $1.12M - $1.2M
54.6K $1.98M
EFG
Msci Eafe Growth ETF

ETFs
8.63K
+ 6.74%
$106.99 - $114.46 $923K - $987K
137K $15.6M
WMT
Walmart Inc.

Consumer Defensive
8.95K
+ 17.05%
$94.4 - $104.27 $845K - $933K
61.4K $6.33M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
23K
+ 32.84%
$50.81 - $51.07 $1.17M - $1.18M
93.2K $4.76M
CVX
Chevron Corp

Energy
5.33K
+ 20.93%
$145.57 - $161.83 $776K - $863K
30.8K $4.78M
PEP
Pepsico Inc

Consumer Defensive
6.86K
+ 49.88%
$133.81 - $152.16 $918K - $1.04M
20.6K $2.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
24.1K
+ 128.99%
$39.8 - $42.86 $961K - $1.03M
42.9K $1.83M
PG
Procter & Gamble CO

Consumer Defensive
9.99K
+ 11.88%
$150.47 - $161.22 $1.5M - $1.61M
94K $14.4M
MO
Altria Group, Inc.

Consumer Defensive
13.3K
+ 72.09%
$57.75 - $67.68 $770K - $902K
31.8K $2.1M
DFSD
Dimensional ETF Tr Short Durat

ETFs
20.6K
New
$47.86 - $48.43 $984K - $996K
20.6K $991K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.53K
+ 49.38%
$224.68 - $282.71 $568K - $715K
7.65K $2.14M
EMB
Ishares Tr

ETFs
9.04K
+ 39.11%
$91.52 - $95.59 $827K - $864K
32.2K $3.06M
TJX
Tjx Companies Inc

Consumer Cyclical
4.3K
+ 31.5%
$121.35 - $144.54 $522K - $622K
18K $2.6M
FDVV
Fidelity High Dividend ETF

ETFs
14.9K
+ 85.43%
$52.42 - $55.71 $784K - $833K
32.4K $1.81M
META
Meta Platforms, Inc.

Communication Services
1.3K
+ 7.49%
$695.21 - $791.73 $904K - $1.03M
18.7K $13.7M
CAT
Caterpillar Inc

Industrials
909
+ 17.81%
$390.92 - $477.15 $355K - $434K
6.01K $2.87M
GLD
Spdr Gold Trust

ETFs
300
+ 1.95%
$300.96 - $355.47 $90.3K - $107K
15.7K $5.59M
NVO
Novo Nordisk A S

Healthcare
22.1K
+ 82.96%
$45.38 - $71.7 $1M - $1.59M
48.8K $2.71M
GM
General Motors CO

Consumer Cyclical
14.1K
New
$48.89 - $61.24 $690K - $865K
14.1K $860K
WELL
Welltower Inc.

Real Estate
4.27K
+ 110.89%
$150.71 - $178.14 $643K - $760K
8.11K $1.44M
V
Visa Inc.

Financial Services
3.25K
+ 17.13%
$332.09 - $358.86 $1.08M - $1.17M
22.2K $7.59M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.3K
+ 151.18%
$72.57 - $74.72 $818K - $842K
18.7K $1.39M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
16.2K
+ 81.53%
$50.53 - $50.82 $817K - $822K
36K $1.83M
Activity Summary
Buys All Purchases 639 New Holdings 206 Increased Positions 433 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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