Savvy Advisors, Inc. Purchases in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTVA
Corteva, Inc.

Basic Materials
623
+ 8.77%
$55.94 - $66.15 $34.9K - $41.2K
7.73K $486K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.4K
+ 7.52%
$25.83 - $27.09 $61.9K - $64.9K
34.2K $913K
VT
Vanguard Total World Stk Index

ETFs
728
+ 23.21%
$115.08 - $123.97 $83.8K - $90.3K
3.86K $448K
AFL
Aflac Inc

Financial Services
490
+ 15.17%
$100.99 - $111.19 $49.5K - $54.5K
3.72K $413K
FNDF
Schwab Fundamental Intl Large

ETFs
411
+ 2.04%
$32.9 - $37.45 $13.5K - $15.4K
20.5K $741K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.1K
+ 10.3%
$64.88 - $72.1 $136K - $151K
22.4K $1.47M
IWM
Ishares Russell 2000 ETF

ETFs
901
+ 18.09%
$198.1 - $229.79 $178K - $207K
5.88K $1.17M
SONY
Sony Group Corp

Technology
754
+ 6.12%
$19.88 - $25.64 $15K - $19.3K
13.1K $332K
KMI
Kinder Morgan, Inc.

Energy
1.69K
+ 8.99%
$26.1 - $31.22 $44.1K - $52.7K
20.5K $583K
TXT
Textron Inc

Industrials
1.16K
+ 34.54%
$70.19 - $81.2 $81.3K - $94K
4.51K $325K
GOOG
Alphabet Inc.

Communication Services
6.97K
+ 23.36%
$156.06 - $207.71 $1.09M - $1.45M
36.8K $5.75M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
736
+ 13.2%
$65.44 - $70.64 $48.2K - $52K
6.31K $431K
PPA
Invesco Exchange Traded Fd Tr

ETFs
538
+ 29.3%
$113.59 - $123.29 $61.1K - $66.3K
2.37K $276K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.86K
+ 26.18%
$22.25 - $23.0 $63.6K - $65.7K
13.8K $316K
NGG
National Grid PLC

Utilities
588
+ 14.27%
$56.13 - $65.61 $33K - $38.6K
4.71K $308K
AMAT
Applied Materials Inc

Technology
604
+ 40.11%
$145.06 - $195.51 $87.6K - $118K
2.11K $306K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.08K
+ 10.46%
$45.92 - $47.58 $49.5K - $51.2K
11.4K $540K
XLK
Technology Sector Spdr

ETFs
6.1K
+ 13.25%
$206.38 - $242.18 $1.26M - $1.48M
52.1K $10.8M
TEI
Templeton Emerging Markets Income Fund

Financial Services
5.85K
+ 5.22%
$5.15 - $5.57 $30.1K - $32.6K
118K $633K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.95K
+ 23.12%
$19.42 - $19.54 $57.3K - $57.6K
15.7K $306K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
34
+ 2.17%
$208.48 - $244.03 $7.09K - $8.3K
1.6K $390K
CMCSA
Comcast Corp

Communication Services
1.65K
+ 18.19%
$33.19 - $38.23 $54.9K - $63.2K
10.7K $396K
ICE
Intercontinental Exchange, Inc.

Financial Services
13
+ 0.56%
$142.8 - $176.36 $1.86K - $2.29K
2.33K $401K
CB
Chubb LTD

Financial Services
104
+ 10.72%
$257.71 - $301.99 $26.8K - $31.4K
1.07K $324K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
629
+ 11.26%
$59.28 - $66.1 $37.3K - $41.6K
6.22K $394K
PRU
Prudential Financial Inc

Financial Services
793
+ 15.98%
$105.04 - $122.33 $83.3K - $97K
5.76K $642K
TT
Trane Technologies PLC

Industrials
231
+ 28.38%
$332.0 - $400.86 $76.7K - $92.6K
1.05K $352K
BIDU
Baidu, Inc.

Communication Services
329
+ 11.97%
$77.43 - $102.51 $25.5K - $33.7K
3.08K $283K
EPD
Enterprise Products Partners L.P.

Energy
685
+ 6.68%
$31.75 - $34.14 $21.7K - $23.4K
10.9K $373K
XLV
Select Sector Spdr Fund Health

ETFs
187
+ 6.73%
$137.61 - $149.68 $25.7K - $28K
2.97K $432K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
9.12K
+ 11.78%
$5.75 - $6.1 $52.4K - $55.6K
86.5K $499K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.28K
+ 20.37%
$42.86 - $45.92 $55K - $59K
7.59K $329K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
6.15K
+ 5.7%
$5.93 - $6.2 $36.4K - $38.1K
114K $685K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.12K
+ 19.14%
$42.38 - $43.28 $47.4K - $48.4K
6.97K $296K
UNP
Union Pacific Corp

Industrials
131
+ 6.46%
$225.21 - $254.42 $29.5K - $33.3K
2.16K $509K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
6.69K
+ 13.59%
$9.89 - $10.46 $66.2K - $70K
55.9K $557K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.02K
+ 5.14%
$25.81 - $28.52 $26.3K - $29.1K
20.8K $574K
CBOE
Cboe Global Markets, Inc.

Financial Services
14
+ 1.01%
$190.84 - $226.29 $2.67K - $3.17K
1.4K $317K
ACN
Accenture PLC

Technology
539
+ 17.28%
$300.91 - $398.25 $162K - $215K
3.66K $1.14M
FDVV
Fidelity High Dividend ETF

ETFs
997
+ 5.72%
$48.86 - $52.28 $48.7K - $52.1K
18.4K $913K
VUG
Vanguard Growth ETF

ETFs
1.12K
+ 11.9%
$369.1 - $427.61 $413K - $478K
10.5K $3.9M
PSA
Public Storage

Real Estate
143
+ 10.24%
$288.99 - $313.98 $41.3K - $44.9K
1.54K $460K
VLO
Valero Energy Corp

Energy
107
+ 3.88%
$121.76 - $142.99 $13K - $15.3K
2.86K $378K
RWX
Spdr Dow Jones International R

ETFs
805
+ 5.41%
$22.39 - $24.7 $18K - $19.9K
15.7K $383K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.11K
+ 29.07%
$27.56 - $32.1 $58.1K - $67.7K
9.36K $263K
INTU
Intuit Inc

Technology
136
+ 4.47%
$555.63 - $630.23 $75.6K - $85.7K
3.18K $1.95M
STLD
Steel Dynamics Inc

Basic Materials
394
+ 13.83%
N/A
3.24K $318K
ISRG
Intuitive Surgical Inc

Healthcare
102
+ 22.97%
$476.63 - $610.45 $48.6K - $62.3K
546 $270K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
398
+ 18.01%
$192.82 - $222.1 $76.7K - $88.4K
2.61K $503K
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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