Savvy Advisors, Inc. Purchases in Q3 2025

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
1.67K
+ 53.11%
$64.73 - $76.45 $108K - $128K
4.83K $368K
NVS
Novartis Ag

Healthcare
739
+ 7.92%
$113.5 - $129.73 $83.9K - $95.9K
10.1K $1.29M
VMI
Valmont Industries Inc

Industrials
261
+ 26.5%
$328.58 - $387.73 $85.8K - $101K
1.25K $483K
MET
Metlife Inc

Financial Services
1.9K
+ 58.66%
$73.82 - $82.37 $140K - $156K
5.13K $422K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.52K
+ 45.01%
$53.81 - $57.52 $135K - $145K
8.11K $466K
PSA
Public Storage

Real Estate
579
+ 33.66%
$271.94 - $298.09 $157K - $173K
2.3K $664K
ARW
Arrow Electronics Inc

Technology
1.41K
+ 85.57%
$114.66 - $133.24 $162K - $188K
3.06K $370K
EA
Electronic Arts Inc.

Communication Services
357
+ 17.86%
$147.79 - $202.05 $52.8K - $72.1K
2.36K $475K
JCI
Johnson Controls International PLC

Industrials
1.3K
+ 45.48%
$103.24 - $111.73 $134K - $145K
4.17K $457K
URI
United Rentals, Inc.

Industrials
93
+ 28.7%
$774.14 - $975.23 $72K - $90.7K
417 $398K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
512
+ 56.45%
$366.54 - $479.53 $188K - $246K
1.42K $555K
VOE
Vanguard Mid Cap Value Index F

ETFs
547
+ 9.83%
$164.63 - $174.58 $90.1K - $95.5K
6.11K $1.07M
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
+ 26.21%
$5364.25 - $5815.92 $204K - $221K
183 $988K
STRL
Sterling Construction CO Inc

Industrials
109
+ 10.74%
$222.54 - $371.84 $24.3K - $40.5K
1.12K $381K
USB
Us Bancorp \De\

Financial Services
2.61K
+ 41.16%
$43.94 - $50.41 $115K - $132K
8.97K $433K
TFC
Truist Financial Corp

Financial Services
2.44K
+ 19.51%
$42.83 - $47.07 $104K - $115K
14.9K $681K
KMB
Kimberly Clark Corp

Consumer Defensive
1.25K
+ 50.53%
$121.72 - $136.77 $152K - $171K
3.72K $462K
PWR
Quanta Services, Inc.

Industrials
253
+ 23.78%
$372.29 - $421.68 $94.2K - $107K
1.32K $545K
DG
Dollar General Corp

Consumer Defensive
1.57K
+ 78.69%
$101.86 - $116.32 $160K - $183K
3.56K $368K
RSP
Invesco S&P 500 Equal Weight E

ETFs
602
+ 18.71%
$181.56 - $190.33 $109K - $115K
3.82K $724K
AVUV
American Centy ETF Tr Avantis

ETFs
158
+ 1.09%
$90.37 - $102.12 $14.3K - $16.1K
14.7K $1.46M
MCK
Mckesson Corp

Healthcare
156
+ 37.59%
$659.01 - $772.54 $103K - $121K
571 $441K
KR
Kroger CO

Consumer Defensive
3.4K
+ 15.52%
$64.52 - $74.35 $219K - $253K
25.3K $1.71M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3.08K
+ 38.77%
$33.78 - $36.74 $104K - $113K
11K $401K
VOT
Vanguard Mid Cap Growth Index

ETFs
346
+ 11.68%
$282.75 - $294.19 $97.8K - $102K
3.31K $971K
AVB
Avalonbay Communities Inc

Real Estate
995
+ 15.95%
$182.72 - $204.51 $182K - $203K
7.23K $1.4M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.45K
+ 11.1%
$46.37 - $47.77 $114K - $117K
24.5K $1.17M
COIN
Coinbase Global, Inc.

Technology
504
+ 14.63%
$297.99 - $419.78 $150K - $212K
3.95K $1.33M
ECL
Ecolab Inc.

Basic Materials
417
+ 16.35%
$259.39 - $285.47 $108K - $119K
2.97K $812K
PPA
Invesco Exchange Traded Fd Tr

ETFs
512
+ 16.14%
$139.82 - $155.45 $71.6K - $79.6K
3.68K $572K
EQIX
Equinix Inc

Real Estate
164
+ 39.52%
$756.7 - $811.13 $124K - $133K
579 $453K
VST
Vistra Corp.

Utilities
604
+ 51.4%
$182.0 - $217.92 $110K - $132K
1.78K $348K
NEE
Nextera Energy Inc

Utilities
356
+ 2.31%
$69.77 - $77.54 $24.8K - $27.6K
15.8K $1.19M
WM
Waste Management Inc

Industrials
791
+ 11.58%
$213.88 - $237.1 $169K - $188K
7.62K $1.68M
COP
Conocophillips

Energy
300
+ 1.62%
$91.0 - $98.99 $27.3K - $29.7K
18.9K $1.78M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.64K
+ 43.3%
$35.42 - $38.65 $93.6K - $102K
8.75K $332K
MUE
Blackrock Muniholdings Quality Fund Ii, Inc.

Financial Services
11.2K
New
$9.28 - $10.08 $104K - $113K
11.2K $112K
GILD
Gilead Sciences, Inc.

Healthcare
995
+ 21.65%
$108.22 - $120.47 $108K - $120K
5.59K $620K
IX
Orix Corp

Financial Services
1.75K
+ 9.78%
$22.28 - $27.06 $38.9K - $47.2K
19.6K $511K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
346
+ 3.0%
$17.7 - $27.7 $6.12K - $9.58K
11.9K $322K
HEFA
Ishares Currency Hedged Msci E

ETFs
1.12K
+ 2.86%
$37.2 - $39.61 $41.7K - $44.4K
40.4K $1.6M
AIG
American International Group, Inc.

Financial Services
1.62K
+ 63.67%
$76.34 - $85.87 $123K - $139K
4.15K $326K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.41K
+ 58.56%
$159.87 - $247.68 $225K - $348K
3.81K $677K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
361
+ 1.02%
$55.15 - $58.11 $19.9K - $21K
35.7K $2.05M
EMGF
Ishares Msci Emerging Markets

ETFs
1.53K
+ 39.62%
$51.93 - $56.75 $79.2K - $86.6K
5.38K $304K
F
Ford Motor CO

Consumer Cyclical
5.04K
+ 13.06%
$10.82 - $12.09 $54.5K - $60.9K
43.6K $521K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
944
+ 3.43%
$67.48 - $71.55 $63.7K - $67.5K
28.4K $2.02M
AGNC
Agnc Investment Corp.

Real Estate
5.86K
+ 7.81%
$9.2 - $10.37 $53.9K - $60.8K
80.9K $791K
RY
Royal Bank Of Canada

Financial Services
199
+ 4.39%
$128.46 - $148.6 $25.6K - $29.6K
4.74K $697K
Activity Summary
Buys All Purchases 639 New Holdings 206 Increased Positions 433 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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