Savvy Advisors, Inc. Purchases in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
875
+ 5.66%
$50.81 - $60.02 $44.5K - $52.5K
16.3K $980K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.37K
+ 22.65%
$49.78 - $53.19 $168K - $179K
18.3K $932K
PH
Parker Hannifin Corp

Industrials
317
+ 41.99%
$591.65 - $707.05 $188K - $224K
1.07K $651K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.19K
+ 48.23%
$161.13 - $209.29 $191K - $249K
3.65K $604K
NVS
Novartis Ag

Healthcare
580
+ 8.05%
$97.14 - $115.57 $56.3K - $67K
7.78K $867K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.36K
+ 15.41%
$56.12 - $68.15 $76.3K - $92.7K
10.2K $690K
LOW
Lowes Companies Inc

Consumer Cyclical
818
+ 35.83%
$222.66 - $268.42 $182K - $220K
3.1K $723K
NOW
Service Now, Inc.

Technology
378
+ 69.61%
$783.83 - $1170.39 $296K - $442K
921 $733K
ECL
Ecolab Inc.

Basic Materials
498
+ 31.26%
$229.72 - $269.82 $114K - $134K
2.09K $530K
ITW
Illinois Tool Works Inc

Industrials
654
+ 43.6%
$244.9 - $274.48 $160K - $180K
2.15K $534K
SPGI
S&P Global Inc.

Financial Services
285
+ 55.56%
$478.26 - $543.77 $136K - $155K
798 $405K
LHX
L3 Harris Technologies, Inc.

Industrials
718
+ 42.94%
$194.65 - $222.86 $140K - $160K
2.39K $500K
MLPB
Ubs Ag

ETFs
2.8K
+ 10.24%
$25.39 - $28.04 $71K - $78.4K
30.1K $835K
AVUS
American Centy ETF Tr Avantis

ETFs
1.75K
+ 55.56%
$90.7 - $101.57 $158K - $177K
4.89K $451K
MMM
3 M CO

Industrials
620
+ 19.56%
$129.7 - $155.12 $80.4K - $96.2K
3.79K $556K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
6.93K
+ 12.49%
$16.06 - $16.99 $111K - $118K
62.4K $1.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.29K
+ 11.88%
$32.42 - $36.13 $236K - $263K
68.6K $2.26M
MFC
Manulife Financial Corp

Financial Services
4.39K
+ 34.39%
$28.41 - $31.82 $125K - $140K
17.2K $534K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
949
+ 6.82%
$126.11 - $135.06 $120K - $128K
14.9K $1.92M
SYK
Stryker Corp

Healthcare
321
+ 19.53%
$355.18 - $399.9 $114K - $128K
1.97K $731K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.72K
+ 18.8%
$50.48 - $51.04 $137K - $139K
17.2K $871K
SLV
I Shares Silver Trust

ETFs
2K
+ 12.26%
$26.93 - $31.32 $53.7K - $62.5K
18.3K $566K
BX
Blackstone Inc.

Financial Services
2.36K
+ 39.2%
$136.53 - $186.74 $322K - $440K
8.37K $1.17M
FVD
First Tr Value Line Divid Inde

ETFs
2.38K
+ 9.28%
$42.61 - $45.51 $101K - $108K
28K $1.25M
AEP
American Electric Power CO Inc

Utilities
381
+ 7.47%
$90.32 - $109.27 $34.4K - $41.6K
5.48K $598K
WELL
Welltower Inc.

Real Estate
332
+ 11.87%
$124.05 - $156.86 $41.2K - $52.1K
3.13K $479K
VOE
Vanguard Mid Cap Value Index F

ETFs
806
+ 29.36%
$156.61 - $168.02 $126K - $135K
3.55K $570K
NEE
Nextera Energy Inc

Utilities
1.91K
+ 15.9%
$66.96 - $76.16 $128K - $145K
13.9K $986K
AVDE
American Centy ETF Tr Avantis

ETFs
1.62K
+ 46.3%
$60.63 - $68.55 $98.3K - $111K
5.13K $339K
TMO
Thermo Fisher Scientific Inc.

Healthcare
321
+ 20.8%
$497.6 - $606.74 $160K - $195K
1.86K $927K
IWF
Ishares Russell 1000 Gr ETF

ETFs
992
+ 17.19%
$360.07 - $417.26 $357K - $414K
6.76K $2.44M
GD
General Dynamics Corp

Industrials
404
+ 35.5%
$241.94 - $272.58 $97.7K - $110K
1.54K $420K
OGE
Oge Energy Corp.

Utilities
829
+ 4.76%
$39.76 - $46.32 $33K - $38.4K
18.3K $839K
MAIN
Main Street Capital Corp

Financial Services
2.48K
+ 25.85%
$54.71 - $63.1 $136K - $157K
12.1K $683K
WFC
Wells Fargo & Company

Financial Services
1.41K
+ 12.37%
$66.78 - $81.42 $94K - $115K
12.8K $918K
RY
Royal Bank Of Canada

Financial Services
1.23K
+ 46.87%
$108.81 - $123.4 $133K - $151K
3.84K $433K
IWS
Ishares Russell Midcap Value E

ETFs
1.04K
+ 25.31%
$122.59 - $135.24 $128K - $141K
5.15K $649K
ZTS
Zoetis Inc.

Healthcare
694
+ 50.69%
$156.48 - $175.67 $109K - $122K
2.06K $339K
MKC
Mccormick & CO Inc

Consumer Defensive
948
+ 15.5%
$71.24 - $84.73 $67.5K - $80.3K
7.06K $581K
GILD
Gilead Sciences, Inc.

Healthcare
589
+ 25.21%
$89.14 - $117.41 $52.5K - $69.2K
2.93K $327K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 19.51%
$1187.71 - $1432.58 $47.5K - $57.3K
245 $350K
TJX
Tjx Companies Inc

Consumer Cyclical
765
+ 12.94%
$112.81 - $126.16 $86.3K - $96.5K
6.68K $813K
DUK
Duke Energy Corp

Utilities
402
+ 11.83%
$105.87 - $121.97 $42.6K - $49K
3.8K $463K
CTAS
Cintas Corp

Industrials
329
+ 26.55%
$182.09 - $208.14 $59.9K - $68.5K
1.57K $322K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
4.96K
+ 14.72%
$24.88 - $26.85 $123K - $133K
38.6K $975K
WMB
Williams Companies, Inc.

Energy
1.14K
+ 29.06%
$54.02 - $61.09 $61.7K - $69.8K
5.07K $303K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.05K
+ 14.48%
$58.01 - $64.46 $60.9K - $67.7K
8.3K $515K
SCHO
Schwab Short Term Us Treasury

ETFs
2.93K
+ 5.62%
$24.1 - $24.34 $70.5K - $71.2K
54.9K $1.34M
VOT
Vanguard Mid Cap Growth Index

ETFs
393
+ 26.59%
$237.72 - $276.98 $93.4K - $109K
1.87K $457K
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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