Savvy Advisors, Inc. Purchases in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.4K
+ 3.84%
$44.68 - $46.49 $241K - $251K
146K $6.75M
DVN
Devon Energy Corp

Energy
10.3K
New
$33.15 - $38.55 $340K - $396K
10.3K $383K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
29.6K
New
$12.06 - $13.55 $357K - $401K
29.6K $377K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
8.57K
New
$43.03 - $49.3 $369K - $422K
8.57K $376K
RTX
Raytheon Technologies Corp

Industrials
1.73K
+ 20.35%
$114.1 - $135.66 $198K - $235K
10.3K $1.36M
VBR
Vanguard Small Cap Value ETF

ETFs
1.99K
+ 143.76%
$183.02 - $207.75 $365K - $414K
3.38K $629K
IXUS
Ishares Tr

ETFs
5.06K
New
$65.06 - $72.31 $329K - $366K
5.06K $353K
NEM
Newmont Corp

Basic Materials
7.31K
New
$37.79 - $48.39 $276K - $354K
7.31K $352K
T
At&T Inc.

Communication Services
2.22K
+ 4.29%
$21.56 - $28.28 $47.8K - $62.8K
54K $1.53M
BA
Boeing CO

Industrials
2.11K
+ 86.52%
$148.15 - $186.25 $313K - $393K
4.55K $776K
VIG
Vanguard Dividend Appreciation

ETFs
1.87K
+ 42.71%
N/A
6.23K $1.14M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
8.96K
New
$36.64 - $45.76 $328K - $410K
8.96K $335K
VGT
Vanguard Information Technolog

ETFs
615
New
$542.38 - $646.34 $334K - $397K
615 $333K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
8.94K
New
$33.63 - $37.64 $301K - $336K
8.94K $330K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
10.4K
New
$29.06 - $32.62 $302K - $339K
10.4K $326K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
601
+ 11.76%
$80.53 - $147.57 $48.4K - $88.7K
5.71K $755K
IYW
Ishares Dj Us Tech ETF

ETFs
2.52K
+ 146.45%
$140.44 - $166.79 $354K - $420K
4.24K $595K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.73K
New
$47.33 - $47.92 $318K - $322K
6.73K $320K
SHEL
Shell PLC

Energy
2.91K
+ 30.63%
$62.84 - $73.29 $183K - $213K
12.4K $907K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
622
New
$402.49 - $513.76 $250K - $320K
622 $301K
FDS
Factset Research Systems Inc

Financial Services
659
New
$427.5 - $476.51 $282K - $314K
659 $299K
RGLD
Royal Gold Inc

Basic Materials
1.83K
New
$132.55 - $163.51 $242K - $299K
1.83K $298K
MPC
Marathon Petroleum Corp

Energy
2.04K
New
$134.72 - $159.03 $275K - $324K
2.04K $297K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.24K
+ 94.16%
$165.25 - $224.62 $370K - $503K
4.62K $767K
DVY
Ishares Tr

ETFs
2.08K
+ 64.45%
$128.58 - $138.1 $267K - $287K
5.3K $711K
ADP
Automatic Data Processing Inc

Industrials
832
+ 37.36%
$286.85 - $318.64 $239K - $265K
3.06K $934K
WM
Waste Management Inc

Industrials
522
+ 9.7%
$200.54 - $233.78 $105K - $122K
5.9K $1.37M
SHW
Sherwin Williams CO

Basic Materials
803
New
$330.16 - $365.55 $265K - $294K
803 $280K
VNQI
Vanguard Global Ex U.S. Real

ETFs
6.65K
New
$38.22 - $41.19 $254K - $274K
6.65K $269K
PANW
Palo Alto Networks Inc

Technology
2.24K
+ 22.52%
$167.82 - $208.28 $376K - $466K
12.2K $2.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.51K
+ 7.0%
$36.91 - $41.03 $130K - $144K
53.7K $2.13M
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.14K
+ 14.82%
$24.05 - $24.86 $220K - $227K
70.9K $1.76M
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.11K
New
$106.31 - $123.73 $225K - $262K
2.11K $261K
WY
Weyerhaeuser CO

Real Estate
8.88K
New
$27.29 - $31.39 $242K - $279K
8.88K $260K
DE
Deere & CO

Industrials
298
+ 11.86%
$408.57 - $509.27 $122K - $152K
2.81K $1.32M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
5.38K
New
$47.03 - $47.8 $253K - $257K
5.38K $253K
NOC
Northrop Grumman Corp

Industrials
491
New
$433.45 - $513.82 $213K - $252K
491 $251K
SLP
Simulations Plus, Inc.

Healthcare
10.2K
New
$24.0 - $37.01 $244K - $376K
10.2K $249K
AVDV
American Centy ETF Tr Avantis

ETFs
2.55K
+ 17.2%
$63.74 - $71.96 $163K - $184K
17.4K $1.21M
SUB
Ishares Short Term National Mu

ETFs
2.31K
+ 13.67%
$105.3 - $106.24 $243K - $245K
19.2K $2.02M
GRMN
Garmin LTD

Technology
1.14K
New
$204.55 - $241.93 $232K - $275K
1.14K $246K
IXN
Ishares Global Information Tec

ETFs
3.23K
New
$75.73 - $88.4 $245K - $286K
3.23K $244K
ARCC
Ares Capital Corp

Financial Services
10.5K
+ 30.2%
$21.28 - $23.81 $224K - $250K
45.4K $1.01M
TSCO
Tractor Supply CO

Consumer Cyclical
4.38K
New
$51.66 - $57.94 $226K - $254K
4.38K $241K
AZO
Autozone Inc

Consumer Cyclical
63
New
$3193.96 - $3828.11 $201K - $241K
63 $240K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.41K
+ 68.59%
$169.43 - $182.84 $238K - $257K
3.46K $598K
CVS
Cvs Health Corp

Healthcare
3.49K
New
$44.22 - $68.64 $154K - $240K
3.49K $236K
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.68K
New
$28.11 - $32.0 $216K - $246K
7.68K $236K
VNQ
Vanguard Specialized Funds Van

ETFs
2.53K
+ 52.8%
$85.55 - $94.34 $216K - $238K
7.31K $661K
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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