Savvy Advisors, Inc. Purchases in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
4.43K
+ 34.06%
$49.66 - $52.63 $220K - $233K
17.4K $870K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.42K
+ 19.44%
$51.09 - $55.27 $124K - $134K
14.9K $761K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15K
+ 149.91%
$22.01 - $66.82 $330K - $1M
25K $567K
PM
Philip Morris International Inc.

Consumer Defensive
4.68K
+ 84.03%
$118.38 - $133.06 $554K - $622K
10.2K $1.23M
NFLX
Netflix Inc

Communication Services
149
+ 15.63%
$687.65 - $936.56 $102K - $140K
1.1K $982K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.4K
+ 329.54%
$27.54 - $83.04 $753K - $2.27M
35.7K $987K
WM
Waste Management Inc

Industrials
2K
+ 59.28%
$201.79 - $228.46 $404K - $457K
5.38K $1.09M
PFE
Pfizer Inc

Healthcare
2.09K
+ 8.57%
$24.8 - $30.19 $51.7K - $62.9K
26.4K $701K
IEMG
Ishares Inc

ETFs
2.84K
+ 22.98%
N/A
15.2K $813K
Annaly Capital Management In
1.49K
+ 4.13%
N/A
37.6K $0
ADBE
Adobe Inc.

Technology
42
+ 2.95%
$437.39 - $552.96 $18.4K - $23.2K
1.47K $651K
AGNC
Agnc Investment Corp.

Real Estate
3.15K
+ 4.42%
$9.21 - $10.59 $29K - $33.4K
74.5K $685K
CEG
Constellation Energy Corp

Utilities
710
+ 24.36%
$224.28 - $285.52 $159K - $203K
3.63K $815K
LQD
Ishares Iboxx $ Investment Gra

ETFs
518
+ 7.69%
$106.56 - $113.11 $55.2K - $58.6K
7.26K $775K
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.8K
+ 65.55%
$46.68 - $47.95 $504K - $518K
27.3K $1.28M
RDVY
First Trust Rising Dividend Ac

ETFs
300
+ 2.21%
$58.65 - $64.37 $17.6K - $19.3K
13.9K $821K
MRK
Merck & Co., Inc.

Healthcare
195
+ 2.73%
$96.31 - $114.76 $18.8K - $22.4K
7.34K $730K
NEE
Nextera Energy Inc

Utilities
2.3K
+ 23.71%
$69.77 - $85.43 $161K - $197K
12K $860K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.44K
+ 15.39%
$51.54 - $52.55 $126K - $128K
18.3K $945K
INTU
Intuit Inc

Technology
1.69K
+ 124.26%
$602.01 - $706.25 $1.01M - $1.19M
3.04K $1.91M
CVX
Chevron Corp

Energy
8.4K
+ 145.87%
$141.15 - $162.53 $1.19M - $1.36M
14.2K $2.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.67K
+ 60.62%
$66.77 - $71.52 $512K - $549K
20.3K $1.4M
CRM
Salesforce, Inc.

Technology
1.61K
+ 50.71%
$270.87 - $367.87 $437K - $594K
4.8K $1.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
36
+ 0.73%
$176.42 - $186.91 $6.35K - $6.73K
4.98K $886K
SCMB
Schwab Strategic Tr Mun Bd ETF
17.1K
+ 100.0%
N/A
34.3K $0
COST
Costco Wholesale Corp

Consumer Defensive
2.41K
+ 233.08%
$873.59 - $994.69 $2.11M - $2.4M
3.44K $3.16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
154
+ 1.39%
$75.1 - $82.99 $11.6K - $12.8K
11.2K $848K
BNDX
Vanguard Total International B

ETFs
243
+ 1.3%
$48.91 - $50.61 $11.9K - $12.3K
18.9K $925K
SOXX
Ishares Semiconductor ETF

ETFs
46
+ 1.09%
$211.27 - $239.8 $9.72K - $11K
4.26K $918K
MCD
Mcdonalds Corp

Consumer Cyclical
7.86K
+ 245.41%
$288.47 - $316.54 $2.27M - $2.49M
11.1K $3.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.12K
+ 102.37%
$99.04 - $109.59 $903K - $999K
18K $1.79M
ACN
Accenture PLC

Technology
364
+ 13.21%
$343.9 - $376.86 $125K - $137K
3.12K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.23K
+ 14.23%
$61.68 - $67.87 $137K - $151K
17.9K $1.12M
ABT
Abbott Laboratories

Healthcare
11.6K
+ 135.18%
$111.93 - $119.39 $1.3M - $1.39M
20.2K $2.29M
VO
Vanguard Mid Cap ETF

ETFs
196
+ 5.25%
$261.5 - $284.63 $51.3K - $55.8K
3.93K $1.04M
CSCO
Cisco Systems, Inc.

Technology
8.2K
+ 42.47%
$52.45 - $60.02 $430K - $492K
27.5K $1.63M
AMT
American Tower Corp

Real Estate
2.5K
+ 55.95%
$179.4 - $232.01 $448K - $579K
6.96K $1.28M
TXN
Texas Instruments Inc

Technology
2.05K
+ 40.39%
N/A
7.12K $1.39M
AMD
Advanced Micro Devices Inc

Technology
1.54K
+ 24.07%
$118.88 - $172.8 $183K - $266K
7.95K $960K
VZ
Verizon Communications Inc

Communication Services
15.5K
+ 66.12%
$39.6 - $45.21 $613K - $700K
38.9K $1.56M
IAU
Ishares Gold Trust

ETFs
9.71K
+ 45.78%
$48.37 - $52.65 $470K - $511K
30.9K $1.53M
MA
Mastercard Inc

Financial Services
3.78K
+ 176.6%
$491.3 - $536.15 $1.86M - $2.03M
5.92K $3.12M
AVB
Avalonbay Communities Inc

Real Estate
869
+ 18.42%
$216.28 - $237.81 $188K - $207K
5.59K $1.23M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.29K
+ 12.19%
$56.06 - $61.35 $128K - $141K
21.1K $1.19M
IWM
Ishares Russell 2000 ETF

ETFs
55
+ 1.12%
$216.13 - $242.4 $11.9K - $13.3K
4.98K $1.1M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.1K
+ 3.4%
$31.31 - $35.01 $34.4K - $38.5K
33.5K $1.05M
FVD
First Tr Value Line Divid Inde

ETFs
702
+ 2.82%
$43.4 - $46.7 $30.5K - $32.8K
25.6K $1.12M
SCHO
Schwab Short Term Us Treasury

ETFs
28.9K
+ 124.81%
$24.06 - $48.88 $695K - $1.41M
52K $1.25M
FTCS
First Trust Capital Strength E

ETFs
411
+ 3.22%
$87.62 - $94.03 $36K - $38.6K
13.2K $1.16M
Activity Summary
Buys All Purchases 368 New Holdings 133 Increased Positions 235 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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