Savvy Advisors, Inc. Purchases in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ge Healthcare Technologies I
399
+ 12.55%
N/A
3.58K $0
Mackenzie Rlty Cap Inc
14.7K
New
N/A
14.7K $0
Dimensional ETF Trust
3.45K
+ 90.59%
N/A
7.25K $0
Blackrock Inc
647
+ 166.32%
N/A
1.04K $0
FJAN
First Exc Trd Viii Cboe Vest U
8.28K
New
N/A
8.28K $0
HIDE
Ea Ser Tr Alpha Architect High
8.82K
New
N/A
8.82K $0
Pimco ETF Tr
732
+ 1.57%
N/A
47.3K $0
FLQH
Franklin Templeton Libertyq In

ETFs
2.01K
+ 17.41%
N/A
13.5K $0
Linde PLC
93
+ 9.5%
N/A
1.07K $0
Dimensional ETF Trust
13.5K
New
N/A
13.5K $0
Blackrock ETF Trust Ii
5.03K
New
N/A
5.03K $0
Ge Vernova Inc
223
+ 12.66%
N/A
1.98K $0
Doubleline ETF Trust
14.9K
+ 13.62%
N/A
124K $0
Morgan Stanley ETF Trust
5.85K
+ 42.35%
N/A
19.7K $0
Ishares Bitcoin Trust ETF
10.1K
New
N/A
10.1K $0
MOGA
Moog Inc Cla
1.64K
New
N/A
1.64K $0
FNDA
Schwab Fundamental U S Small C

ETFs
901
+ 8.4%
$26.87 - $30.99 $24.2K - $27.9K
11.6K $318K
Dimensional ETF Trust
2.78K
+ 41.6%
N/A
9.45K $0
EMR
Emerson Electric CO

Industrials
335
+ 12.67%
$108.64 - $131.17 $36.4K - $43.9K
2.98K $326K
FCOM
Fidelity Covington Tr Msci Com

ETFs
138
+ 2.94%
$55.97 - $64.13 $7.72K - $8.85K
4.84K $272K
GS
Goldman Sachs Group Inc

Financial Services
130
+ 4.56%
$524.81 - $672.19 $68.2K - $87.4K
2.98K $1.63M
IWR
Ishares Russell Mid Cap ETF

ETFs
71
+ 2.39%
$82.81 - $92.93 $5.88K - $6.6K
3.04K $258K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
240
+ 1.99%
$41.06 - $44.04 $9.85K - $10.6K
12.3K $509K
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 5.63%
$4295.4 - $5141.88 $17.2K - $20.6K
75 $345K
BEN
Franklin Resources Inc

Financial Services
232
+ 1.98%
$18.92 - $22.24 $4.39K - $5.16K
11.9K $229K
MAR
Marriott International Inc

Consumer Cyclical
339
+ 15.31%
$237.01 - $304.45 $80.3K - $103K
2.55K $608K
AOS
Smith A O Corp

Industrials
29
+ 0.72%
$65.16 - $72.69 $1.89K - $2.11K
4.05K $264K
DIS
Walt Disney CO

Communication Services
1.85K
+ 12.06%
$96.87 - $114.0 $180K - $211K
17.2K $1.7M
CLX
Clorox CO

Consumer Defensive
477
+ 8.19%
$141.76 - $162.89 $67.6K - $77.7K
6.3K $928K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
568
+ 5.47%
$40.03 - $46.81 $22.7K - $26.6K
11K $446K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.17K
+ 3.28%
$25.58 - $29.24 $30K - $34.2K
36.8K $964K
EVR
Evercore Inc.

Financial Services
239
+ 25.73%
$190.28 - $291.27 $45.5K - $69.6K
1.17K $233K
WSM
Williams Sonoma Inc

Consumer Cyclical
51
+ 3.6%
$158.1 - $217.71 $8.06K - $11.1K
1.47K $231K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
204
+ 2.69%
$96.93 - $109.51 $19.8K - $22.3K
7.79K $763K
IJS
Ishares S&P Smallcap 600 Value

ETFs
79
+ 2.17%
$96.3 - $112.23 $7.61K - $8.87K
3.72K $362K
VB
Vanguard Small Cap ETF

ETFs
1.63K
+ 7.63%
$217.89 - $252.64 $355K - $412K
23K $5.1M
IRM
Iron Mountain Inc

Real Estate
141
+ 5.58%
$82.79 - $111.31 $11.7K - $15.7K
2.67K $229K
CRM
Salesforce, Inc.

Technology
1.03K
+ 21.49%
$268.36 - $359.95 $277K - $371K
5.83K $1.56M
IWB
Ishares Tr Russell 1000 ETF

ETFs
21
+ 0.71%
$302.31 - $337.54 $6.35K - $7.09K
2.98K $914K
CEG
Constellation Energy Corp

Utilities
180
+ 4.97%
$201.63 - $347.44 $36.3K - $62.5K
3.81K $767K
MS
Morgan Stanley

Financial Services
460
+ 3.98%
$111.68 - $141.08 $51.4K - $64.9K
12K $1.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
232
+ 6.58%
$65.15 - $91.81 $15.1K - $21.3K
3.76K $245K
CAT
Caterpillar Inc

Industrials
227
+ 5.62%
$326.75 - $407.63 $74.2K - $92.5K
4.27K $1.41M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
669
+ 4.79%
$110.9 - $132.93 $74.2K - $88.9K
14.7K $1.67M
SPYG
Spdr Portfolio

ETFs
2.16K
+ 6.42%
$80.05 - $92.39 $173K - $200K
35.8K $2.88M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.81K
+ 4.4%
$23.16 - $27.04 $65K - $75.9K
66.6K $1.56M
ORCL
Oracle Corp

Technology
944
+ 9.97%
$139.81 - $186.47 $132K - $176K
10.4K $1.46M
ETN
Eaton Corp PLC

Industrials
277
+ 7.69%
$271.83 - $371.23 $75.3K - $103K
3.88K $1.05M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
239
+ 10.42%
$283.06 - $421.16 $67.7K - $101K
2.53K $716K
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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