Savvy Advisors, Inc. Purchases in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
85
+ 2.77%
$80.96 - $92.96 $6.88K - $7.9K
3.16K $290K
ROK
Rockwell Automation, Inc

Industrials
219
+ 29.4%
$255.29 - $303.75 $55.9K - $66.5K
964 $249K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
1.69K
+ 11.26%
$23.43 - $24.23 $39.6K - $40.9K
16.7K $394K
GOOGL
Alphabet Inc.

Communication Services
8.1K
+ 23.1%
$154.33 - $206.19 $1.25M - $1.67M
43.1K $6.67M
PSX
Phillips 66

Energy
10
+ 0.27%
$113.93 - $131.55 $1.14K - $1.32K
3.67K $453K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
173
+ 3.06%
$100.59 - $103.47 $17.4K - $17.9K
5.82K $601K
CRWD
Crowd Strike Holdings, Inc.

Technology
67
+ 6.71%
$308.86 - $455.36 $20.7K - $30.5K
1.07K $375K
ALL
Allstate Corp

Financial Services
79
+ 6.75%
$180.99 - $210.18 $14.3K - $16.6K
1.25K $258K
LYG
Lloyds Banking Group PLC

Financial Services
3.08K
+ 16.86%
$2.58 - $3.9 $7.95K - $12K
21.3K $81K
FNDX
Schwab Fundamental U S Large C

ETFs
1.63K
+ 1.47%
$23.03 - $25.01 $37.5K - $40.7K
113K $2.66M
COIN
Coinbase Global, Inc.

Technology
1.14K
+ 51.84%
$172.23 - $301.3 $197K - $345K
3.35K $577K
RIGS
Riverfront Strategic Income Fd

ETFs
71
+ 0.09%
$22.48 - $23.24 $1.6K - $1.65K
77.9K $1.8M
DGX
Quest Diagnostics Inc

Healthcare
216
+ 10.84%
N/A
2.21K $302K
DOCU
Docusign, Inc.

Technology
603
+ 25.88%
$74.7 - $97.7 $45K - $58.9K
2.93K $238K
IFGL
Ishares International Develope

ETFs
1.13K
+ 7.74%
$18.76 - $20.18 $21.1K - $22.7K
15.7K $308K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
116
+ 1.31%
$55.47 - $61.45 $6.43K - $7.13K
8.97K $528K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
448
+ 10.48%
$65.27 - $71.18 $29.2K - $31.9K
4.72K $313K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
592
+ 15.04%
$52.01 - $61.99 $30.8K - $36.7K
4.53K $241K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.25K
+ 34.89%
$47.79 - $59.89 $59.7K - $74.9K
4.83K $242K
AVUV
American Centy ETF Tr Avantis

ETFs
1.7K
+ 12.62%
$84.95 - $100.62 $145K - $171K
15.2K $1.33M
TBUX
T Rowe Price Exchange Traded F

ETFs
457
+ 5.59%
$49.57 - $49.82 $22.7K - $22.8K
8.63K $428K
IWP
Ishares Russell Mid Cap Growth

ETFs
454
+ 13.33%
$114.9 - $139.6 $52.2K - $63.4K
3.86K $453K
SID
National Steel CO

Basic Materials
6.74K
+ 18.65%
$1.3 - $1.81 $8.76K - $12.2K
42.9K $71K
BDX
Becton Dickinson & CO

Healthcare
68
+ 6.12%
$222.79 - $249.08 $15.1K - $16.9K
1.18K $270K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
16.3K
New
$1.0 - $1.22 $16.3K - $19.9K
16.3K $17K
UMC
United Microelectronics Corp

Technology
945
+ 7.13%
$5.69 - $7.15 $5.38K - $6.76K
14.2K $101K
VOD
Vodafone Group Public LTD CO

Communication Services
551
+ 5.24%
$8.05 - $9.86 $4.44K - $5.43K
11.1K $103K
AVB
Avalonbay Communities Inc

Real Estate
202
+ 3.62%
$207.86 - $228.08 $42K - $46.1K
5.79K $1.24M
QBTS
D Wave Quantum Inc.

Technology
5.01K
+ 14.75%
$3.83 - $11.18 $19.2K - $56K
39K $296K
USXF
Ishares Esg Advanced Msci Usa

Technology
683
+ 10.33%
$46.38 - $52.65 $31.7K - $36K
7.3K $340K
CARR
Carrier Global Corp

Industrials
416
+ 12.98%
$62.07 - $70.55 $25.8K - $29.3K
3.62K $229K
F
Ford Motor CO

Consumer Cyclical
588
+ 1.7%
$9.12 - $10.43 $5.36K - $6.13K
35.1K $352K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
557
+ 3.08%
$11.57 - $12.07 $6.44K - $6.72K
18.6K $218K
VMI
Valmont Industries Inc

Industrials
86
+ 11.53%
$285.37 - $376.98 $24.5K - $32.4K
832 $237K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
196
+ 0.75%
$22.77 - $22.94 $4.46K - $4.5K
26.2K $600K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
674
+ 12.88%
$48.37 - $55.84 $32.6K - $37.6K
5.91K $288K
PNC
Pnc Financial Services Group, Inc.

Financial Services
128
+ 12.05%
$168.84 - $202.89 $21.6K - $26K
1.19K $209K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
38
+ 0.24%
$22.11 - $22.43 $840 - $852
15.7K $351K
AMCR
Amcor PLC

Consumer Cyclical
128
+ 1.22%
$9.33 - $10.39 $1.19K - $1.33K
10.6K $102K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
93
+ 0.35%
$23.29 - $23.38 $2.17K - $2.17K
26.7K $623K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
24
+ 0.14%
$50.72 - $50.92 $1.22K - $1.22K
17K $865K
AMD
Advanced Micro Devices Inc

Technology
1.43K
+ 17.98%
$96.63 - $129.55 $138K - $185K
9.38K $963K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
169
+ 0.74%
$12.03 - $12.69 $2.03K - $2.14K
23.1K $281K
AMP
Ameriprise Financial Inc

Financial Services
42
+ 10.12%
$472.29 - $575.13 $19.8K - $24.2K
457 $221K
TSLA
Tesla, Inc.

Consumer Cyclical
5.04K
+ 55.88%
$222.15 - $428.22 $1.12M - $2.16M
14.1K $3.64M
MVF
Blackrock Munivest Fund, Inc.

Financial Services
226
+ 0.99%
$7.01 - $7.34 $1.58K - $1.66K
23K $161K
Comstock Inc
325K
New
N/A
325K $0
Dimensional ETF Trust
4.66K
New
N/A
4.66K $0
Blackrock ETF Trust Ii
8.08K
New
N/A
8.08K $0
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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