Savvy Advisors, Inc. Purchases in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPMD
Spdr Portfolio

ETFs
4.48K
New
$50.21 - $57.73 $225K - $259K
4.48K $229K
MDT
Medtronic PLC

Healthcare
1.5K
+ 15.9%
$79.84 - $94.5 $120K - $142K
10.9K $982K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
6.45K
New
$32.74 - $36.2 $211K - $234K
6.45K $225K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.53K
New
$48.43 - $49.9 $219K - $226K
4.53K $225K
SCI
Service Corp International

Consumer Cyclical
2.8K
New
$75.99 - $84.16 $212K - $235K
2.8K $224K
MNST
Monster Beverage Corp

Consumer Defensive
3.84K
New
$46.16 - $58.58 $177K - $225K
3.84K $224K
INTC
Intel Corp

Technology
2.68K
+ 4.36%
$19.1 - $27.39 $51.2K - $73.5K
64.2K $1.46M
VZ
Verizon Communications Inc

Communication Services
313
+ 0.8%
$37.81 - $46.49 $11.8K - $14.6K
39.2K $1.78M
NVO
Novo Nordisk A S

Healthcare
4.89K
+ 68.66%
$69.3 - $90.95 $339K - $445K
12K $834K
VXF
Vanguard Extended Market ETF

ETFs
1.29K
New
$170.36 - $201.04 $219K - $259K
1.29K $221K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.16K
+ 99.31%
$182.82 - $196.21 $212K - $227K
2.32K $436K
GOLD
Barrick Gold Corp

Basic Materials
11.3K
New
$15.45 - $19.56 $175K - $221K
11.3K $220K
DFAI
Dimensional ETF Tr

ETFs
7.03K
New
$28.88 - $32.4 $203K - $228K
7.03K $219K
BMY
Bristol Myers Squibb CO

Healthcare
1.65K
+ 6.34%
$53.9 - $63.11 $88.7K - $104K
27.6K $1.68M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.96K
New
$101.42 - $113.2 $198K - $221K
1.96K $215K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.14K
New
$100.32 - $100.76 $215K - $216K
2.14K $215K
KMB
Kimberly Clark Corp

Consumer Defensive
1.52K
New
$124.46 - $147.4 $189K - $224K
1.52K $215K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.6K
New
$81.83 - $82.73 $212K - $215K
2.6K $214K
COF
Capital One Financial Corp

Financial Services
1.2K
New
$163.87 - $209.82 $196K - $251K
1.2K $214K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.68K
New
$78.0 - $84.37 $209K - $226K
2.68K $214K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.78K
+ 10.45%
$28.55 - $29.09 $193K - $197K
71.6K $2.07M
KR
Kroger CO

Consumer Defensive
2.24K
+ 26.26%
$58.36 - $67.72 $131K - $152K
10.8K $730K
MSCI
Msci Inc.

Financial Services
369
New
$541.46 - $628.34 $200K - $232K
369 $208K
AZN
Astrazeneca PLC

Healthcare
2.83K
New
$65.37 - $77.96 $185K - $221K
2.83K $208K
HD
Home Depot, Inc.

Consumer Cyclical
1K
+ 13.96%
$347.25 - $424.87 $348K - $426K
8.19K $3M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.99K
New
$23.92 - $26.89 $191K - $215K
7.99K $206K
HYGV
Flexshares Tr High Yield Value

ETFs
5.1K
New
$40.21 - $41.29 $205K - $211K
5.1K $205K
FNDC
Schwab Fundamental Intl Small

ETFs
5.68K
New
$33.34 - $37.44 $190K - $213K
5.68K $205K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.48K
New
$80.21 - $86.14 $199K - $214K
2.48K $204K
MET
Metlife Inc

Financial Services
2.55K
New
$77.7 - $87.0 $198K - $222K
2.55K $204K
SKOR
Flexshares Tr Credit Scored Us

ETFs
4.2K
New
$47.35 - $48.46 $199K - $203K
4.2K $202K
ORCC
Owl Rock Capital Corp

Financial Services
15K
New
N/A
15K $201K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
10.5K
New
$16.25 - $41.86 $171K - $440K
10.5K $195K
CDNS
Cadence Design Systems Inc

Technology
1.24K
+ 46.99%
$233.96 - $324.52 $290K - $403K
3.88K $987K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
7.5K
+ 32.88%
$20.96 - $23.51 $157K - $176K
30.3K $678K
PLTR
Palantir Technologies Inc.

Technology
1.06K
+ 8.95%
$64.98 - $124.62 $68.8K - $132K
12.9K $1.09M
RDVY
First Trust Rising Dividend Ac

ETFs
3.42K
+ 24.65%
$57.22 - $63.39 $196K - $217K
17.3K $1.01M
SCHW
Schwab Charles Corp

Financial Services
1.38K
+ 7.1%
$71.24 - $83.64 $98.2K - $115K
20.8K $1.63M
VO
Vanguard Mid Cap ETF

ETFs
819
+ 20.86%
$251.87 - $277.95 $206K - $228K
4.75K $1.23M
AMRN
Amarin Corp Plcuk

Healthcare
100
+ 0.46%
$0.4 - $8.96 $40 - $896
21.9K $196K
ROP
Roper Technologies Inc

Industrials
254
+ 49.8%
$502.71 - $593.81 $128K - $151K
764 $450K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.7K
+ 50.21%
$120.24 - $134.3 $204K - $228K
5.07K $618K
FISV
Fiserv Inc

Technology
1.46K
+ 100.34%
N/A
2.92K $365K
CNI
Canadian National Railway CO

Industrials
1.95K
+ 93.87%
$95.46 - $106.79 $186K - $208K
4.02K $391K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
9.43K
+ 10.78%
$15.28 - $15.95 $144K - $150K
96.9K $1.51M
AXP
American Express CO

Financial Services
899
+ 38.13%
$255.39 - $325.87 $230K - $293K
3.26K $876K
ADBE
Adobe Inc.

Technology
691
+ 47.14%
$377.84 - $464.11 $261K - $321K
2.16K $827K
CSCO
Cisco Systems, Inc.

Technology
1.74K
+ 6.32%
$58.74 - $64.87 $102K - $113K
29.3K $1.81M
EXC
Exelon Corp

Utilities
891
+ 5.69%
$37.3 - $46.08 $33.2K - $41.1K
16.6K $762K
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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