Savvy Advisors, Inc. Purchases in Q3 2024

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.68K
+ 12.15%
$42.87 - $45.76 $72.2K - $77.1K
15.5K $703M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.63K
+ 11.47%
$51.02 - $52.74 $83.2K - $86K
15.8K $834M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.16K
+ 25.26%
$67.43 - $74.23 $78.2K - $86K
5.75K $418M
KMI
Kinder Morgan, Inc.

Energy
3.44K
+ 28.16%
$19.72 - $22.22 $67.9K - $76.5K
15.7K $346M
CMCSA
Comcast Corp

Communication Services
1.93K
+ 32.4%
$37.33 - $41.78 $72.2K - $80.8K
7.9K $330M
BAC
Bank Of America Corp

Financial Services
2.43K
+ 24.18%
$36.65 - $44.13 $88.9K - $107K
12.5K $494M
CL
Colgate Palmolive CO

Consumer Defensive
735
+ 28.44%
$95.54 - $108.77 $70.2K - $79.9K
3.32K $345M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
4.39K
+ 38.03%
$20.47 - $20.71 $89.8K - $90.9K
15.9K $329M
BLK
Black Rock Inc.

Financial Services
44
+ 14.33%
$782.27 - $949.51 $34.4K - $41.8K
351 $333M
SPYG
Spdr Portfolio

ETFs
288
+ 1.22%
$73.38 - $84.1 $21.1K - $24.2K
23.9K $1.98B
AJG
Arthur J. Gallagher & Co.

Financial Services
236
+ 26.4%
$259.22 - $299.75 $61.2K - $70.7K
1.13K $318M
EFA
Ishares Tr Msci Eafe ETF

ETFs
341
+ 3.18%
$75.32 - $84.37 $25.7K - $28.8K
11.1K $925M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
518
+ 6.66%
$75.47 - $83.18 $39.1K - $43.1K
8.3K $690M
VIG
Vanguard Dividend Appreciation

ETFs
191
+ 6.74%
$182.15 - $182.15 $34.8K - $34.8K
3.02K $599M
EXC
Exelon Corp

Utilities
715
+ 8.45%
$34.24 - $40.55 $24.5K - $29K
9.18K $372M
EFV
Msci Eafe Value ETF

ETFs
898
+ 18.29%
$51.72 - $57.96 $46.4K - $52K
5.81K $334M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
589
+ 6.25%
$59.93 - $66.52 $35.3K - $39.2K
10K $666M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
452
+ 3.76%
$48.51 - $52.86 $21.9K - $23.9K
12.5K $659M
BYLD
Ishares Tr Yield Optimized Bd
1.32K
+ 2.56%
N/A
52.9K $1.21B
FCOM
Fidelity Covington Tr Msci Com

ETFs
993
+ 23.56%
$49.09 - $55.08 $48.7K - $54.7K
5.21K $287M
IVE
Ishares S&P 500 Value ETF

ETFs
135
+ 5.21%
$181.06 - $197.17 $24.4K - $26.6K
2.73K $537M
MPW
Medical Properties Trust Inc

Real Estate
11K
New
$4.03 - $6.38 $44.1K - $69.9K
11K $64.1M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
136
+ 2.04%
$113.45 - $126.18 $15.4K - $17.2K
6.8K $858M
RDVY
First Trust Rising Dividend Ac

ETFs
30
+ 0.22%
$53.68 - $59.24 $1.61K - $1.78K
13.6K $804M
GIS
General Mills Inc

Consumer Defensive
373
+ 11.58%
$62.5 - $75.15 $23.3K - $28K
3.6K $265M
KIND
Nextdoor Holdings, Inc.

Communication Services
24.8K
New
$2.26 - $2.93 $56K - $72.5K
24.8K $61.4M
AMAT
Applied Materials Inc

Technology
460
+ 47.62%
$174.88 - $254.97 $80.4K - $117K
1.43K $288M
RSP
Invesco S&P 500 Equal Weight E

ETFs
200
+ 12.5%
$162.83 - $179.16 $32.6K - $35.8K
1.8K $322M
ECL
Ecolab Inc.

Basic Materials
132
+ 9.13%
$228.86 - $255.76 $30.2K - $33.8K
1.58K $403M
SID
National Steel CO

Basic Materials
23.1K
New
$1.99 - $2.47 $46.1K - $57.2K
23.1K $55.3M
INMU
Blackrock ETF Tr Ii Intermedia
1.48K
+ 4.39%
$23.46 - $24.13 $34.7K - $35.7K
35.2K $847M
ABEV
Ambev S.A.

Consumer Defensive
21.6K
New
$2.04 - $2.44 $44.1K - $52.8K
21.6K $52.8M
Vanguard Wellington Fd
400
+ 4.5%
N/A
9.29K $942M
MRK
Merck & Co., Inc.

Healthcare
1.01K
+ 16.51%
$111.15 - $128.97 $113K - $131K
7.15K $812M
LRCX
Lam Research Corp

Technology
134
+ 58.26%
$731.56 - $1127.3 $98K - $151K
364 $297M
ENIC
Enel Chile S.A.

Utilities
18.6K
New
$2.54 - $2.95 $47.2K - $54.8K
18.6K $51.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
568
+ 17.95%
$61.47 - $67.36 $34.9K - $38.3K
3.73K $251M
VTWO
Vanguard Russell 2000 ETF

ETFs
124
+ 2.57%
$81.17 - $90.77 $10.1K - $11.3K
4.95K $443M
FCX
Freeport Mcmoran Inc

Basic Materials
737
+ 11.65%
$39.52 - $51.92 $29.1K - $38.3K
7.06K $352M
LLY
Eli Lilly & CO

Healthcare
88
+ 4.88%
$772.14 - $960.02 $67.9K - $84.5K
1.89K $1.68B
IDEV
Ishares Core Msci Intl Develop

ETFs
125
+ 2.05%
$63.46 - $71.43 $7.93K - $8.93K
6.23K $441M
SCHO
Schwab Short Term Us Treasury

ETFs
430
+ 1.89%
$47.93 - $49.06 $20.6K - $21.1K
23.1K $1.13B
FLQH
Franklin Templeton Libertyq In

ETFs
691
+ 7.54%
N/A
9.86K $327M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
685
+ 13.04%
$43.5 - $45.75 $29.8K - $31.3K
5.94K $272M
VV
Vanguard Large Cap ETF

ETFs
71
+ 4.7%
$236.92 - $263.4 $16.8K - $18.7K
1.58K $417M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
184
+ 2.21%
$56.29 - $62.74 $10.4K - $11.5K
8.52K $535M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
861
+ 2.73%
$31.25 - $35.38 $26.9K - $30.5K
32.4K $1.12B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
140
+ 6.87%
$178.94 - $207.0 $25.1K - $29K
2.18K $438M
MAR
Marriott International Inc

Consumer Cyclical
81
+ 3.76%
$211.35 - $255.11 $17.1K - $20.7K
2.24K $556M
Activity Summary
Buys All Purchases 277 New Holdings 74 Increased Positions 203 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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