Savvy Advisors, Inc. Purchases in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSM
Black Stone Minerals, L.P.

Energy
15.4K
New
$12.78 - $15.36 $197K - $237K
15.4K $201K
EMGF
Ishares Msci Emerging Markets

ETFs
3.85K
New
$41.37 - $52.07 $159K - $201K
3.85K $200K
CTM
Castellum, Inc.
191K
New
$0.87 - $1.39 $166K - $266K
191K $200K
GIS
General Mills Inc

Consumer Defensive
3.88K
New
$50.37 - $60.97 $195K - $237K
3.88K $200K
DFAE
Dimensional ETF Tr

ETFs
5.22K
+ 33.1%
$22.87 - $28.95 $119K - $151K
21K $608K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
1.49K
New
$111.3 - $134.5 $166K - $200K
1.49K $200K
WM
Waste Management Inc

Industrials
927
+ 15.71%
$216.47 - $242.1 $201K - $224K
6.83K $1.56M
EVR
Evercore Inc.

Financial Services
392
+ 33.56%
$163.77 - $271.5 $64.2K - $106K
1.56K $421K
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
40.5K
New
$3.95 - $5.16 $160K - $209K
40.5K $188K
ICE
Intercontinental Exchange, Inc.

Financial Services
855
+ 36.7%
$151.62 - $183.47 $130K - $157K
3.19K $584K
KMI
Kinder Morgan, Inc.

Energy
5.46K
+ 26.7%
$25.21 - $29.4 $138K - $161K
25.9K $762K
MAIN
Main Street Capital Corp

Financial Services
2.47K
+ 20.39%
$49.15 - $59.32 $121K - $146K
14.6K $860K
VBR
Vanguard Small Cap Value ETF

ETFs
748
+ 22.12%
$162.76 - $195.77 $122K - $146K
4.13K $805K
PPA
Invesco Exchange Traded Fd Tr

ETFs
798
+ 33.61%
$105.2 - $141.69 $83.9K - $113K
3.17K $449K
SKOR
Flexshares Tr Credit Scored Us

ETFs
3.48K
+ 83.0%
$47.3 - $48.78 $165K - $170K
7.68K $374K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.13K
+ 30.87%
$146.74 - $176.07 $165K - $198K
4.78K $775K
CL
Colgate Palmolive CO

Consumer Defensive
1.98K
+ 54.83%
$87.57 - $96.0 $173K - $190K
5.59K $508K
IGT
International Game Technology PLC

Consumer Cyclical
10.7K
New
$14.44 - $17.89 $155K - $192K
10.7K $169K
VLO
Valero Energy Corp

Energy
1.21K
+ 42.23%
$104.69 - $141.77 $127K - $171K
4.07K $547K
ITW
Illinois Tool Works Inc

Industrials
683
+ 31.71%
$218.41 - $252.43 $149K - $172K
2.84K $701K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
8.5K
+ 54.1%
$19.44 - $19.56 $165K - $166K
24.2K $472K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.36K
+ 9.12%
$22.92 - $28.05 $77K - $94.2K
40.2K $1.13M
RY
Royal Bank Of Canada

Financial Services
694
+ 18.06%
$108.36 - $131.55 $75.2K - $91.3K
4.54K $596K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.54K
+ 39.55%
$32.0 - $39.87 $113K - $141K
12.5K $497K
ACN
Accenture PLC

Technology
693
+ 18.94%
$279.23 - $323.21 $194K - $224K
4.35K $1.3M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
4.83K
+ 15.92%
$19.16 - $23.81 $92.4K - $115K
35.1K $836K
ECL
Ecolab Inc.

Basic Materials
459
+ 21.95%
$225.65 - $270.95 $104K - $124K
2.55K $687K
ZTS
Zoetis Inc.

Healthcare
1.11K
+ 54.0%
$144.41 - $170.3 $161K - $190K
3.18K $495K
ABT
Abbott Laboratories

Healthcare
637
+ 3.08%
$123.95 - $138.08 $79K - $88K
21.3K $2.9M
TMUS
T Mobile Us, Inc.

Communication Services
1.31K
+ 23.6%
$220.99 - $268.54 $290K - $352K
6.87K $1.64M
CTAS
Cintas Corp

Industrials
576
+ 36.73%
$190.11 - $227.66 $110K - $131K
2.14K $477K
STLD
Steel Dynamics Inc

Basic Materials
1.58K
+ 48.83%
N/A
4.83K $473K
FISV
Fiserv Inc

Technology
1.18K
+ 40.39%
N/A
4.1K $513K
ENVX
Enovix Corp

Industrials
14.2K
New
$5.46 - $10.53 $77.8K - $150K
14.2K $147K
MAR
Marriott International Inc

Consumer Cyclical
213
+ 8.34%
$211.12 - $274.14 $45K - $58.4K
2.77K $755K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.92K
+ 11.4%
$32.66 - $40.75 $62.5K - $78K
18.7K $757K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.5K
+ 39.99%
$57.41 - $74.81 $86.2K - $112K
5.26K $390K
ISRG
Intuitive Surgical Inc

Healthcare
216
+ 39.56%
$451.58 - $565.94 $97.5K - $122K
762 $414K
HLN
Haleon PLC

Healthcare
13.9K
New
$9.27 - $11.41 $129K - $158K
13.9K $143K
CVS
Cvs Health Corp

Healthcare
2K
+ 57.3%
$60.04 - $70.18 $120K - $140K
5.49K $378K
HBM
Hudbay Minerals Inc.

Basic Materials
13.2K
New
$6.09 - $10.7 $80.7K - $142K
13.2K $140K
ACHR
Archer Aviation Inc.

Industrials
12.8K
New
$6.2 - $13.3 $79.6K - $171K
12.8K $139K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.09K
+ 20.56%
$63.54 - $68.5 $133K - $143K
12.3K $828K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.45K
+ 22.54%
$85.42 - $94.39 $124K - $137K
7.88K $739K
SOXX
Ishares Semiconductor ETF

ETFs
284
+ 20.78%
$154.86 - $239.07 $44K - $67.9K
1.65K $394K
FNDA
Schwab Fundamental U S Small C

ETFs
4.24K
+ 36.48%
$23.85 - $28.69 $101K - $122K
15.9K $454K
ILPT
Industrial Logistics Properties Trust

Real Estate
29.7K
New
$2.51 - $4.74 $74.5K - $141K
29.7K $135K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.58K
+ 59.46%
N/A
4.24K $363K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.66K
+ 15.47%
$49.79 - $50.75 $132K - $135K
19.8K $1.01M
Activity Summary
Buys All Purchases 516 New Holdings 160 Increased Positions 356 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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