Savvy Advisors, Inc. Incresed Positions in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
2.18K
+ 64.61%
$211.3 - $272.83 $461K - $595K
5.56K $1.48M
COST
Costco Wholesale Corp

Consumer Defensive
656
+ 19.05%
$890.62 - $1076.86 $584K - $706K
4.1K $3.88M
UPS
United Parcel Service Inc

Industrials
6.89K
+ 264.91%
$109.66 - $136.26 $755K - $938K
9.48K $1.04M
IEMG
Ishares Inc

ETFs
13K
+ 85.51%
N/A
28.1K $1.51M
BAC
Bank Of America Corp

Financial Services
16.9K
+ 113.95%
$39.61 - $47.74 $668K - $805K
31.7K $1.32M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.84K
+ 72.89%
$85.29 - $92.57 $583K - $633K
16.2K $1.48M
JPM
Jpmorgan Chase & CO

Financial Services
2.19K
+ 11.21%
$225.19 - $279.95 $494K - $614K
21.8K $5.34M
IBM
International Business Machines Corp

Technology
842
+ 5.96%
$217.4 - $264.74 $183K - $223K
15K $3.72M
RWM
Proshares Short Russell2000

ETFs
18.2K
+ 15.41%
$18.05 - $21.08 $328K - $384K
136K $2.83M
VEU
Vanguard Ftse All World Ex Us

ETFs
9.69K
+ 160.51%
$56.51 - $62.98 $547K - $610K
15.7K $953K
MCD
Mcdonalds Corp

Consumer Cyclical
1.08K
+ 9.75%
$279.74 - $321.29 $302K - $346K
12.1K $3.79M
IVE
Ishares S&P 500 Value ETF

ETFs
3.06K
+ 89.15%
$185.78 - $198.58 $568K - $607K
6.48K $1.24M
MBB
Ishares Tr

ETFs
6.09K
+ 251.28%
$90.37 - $94.08 $550K - $573K
8.52K $798K
PGR
Progressive Corp

Financial Services
1.18K
+ 30.11%
$235.61 - $291.22 $278K - $344K
5.11K $1.45M
NFLX
Netflix Inc

Communication Services
448
+ 40.65%
$828.4 - $1058.6 $371K - $474K
1.55K $1.45M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.68K
+ 18.04%
$49.25 - $50.66 $477K - $490K
63.3K $3.14M
ABT
Abbott Laboratories

Healthcare
428
+ 2.11%
$111.1 - $140.22 $47.6K - $60K
20.7K $2.74M
QCOM
Qualcomm Inc

Technology
2.87K
+ 72.07%
$151.94 - $175.86 $437K - $505K
6.86K $1.05M
WMT
Walmart Inc.

Consumer Defensive
5.91K
+ 17.42%
$84.5 - $105.05 $499K - $620K
39.8K $3.49M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.9K
+ 14.73%
$18.36 - $20.51 $274K - $306K
116K $2.3M
UNH
Unitedhealth Group Inc

Healthcare
639
+ 14.68%
$461.52 - $548.18 $295K - $350K
4.99K $2.61M
GE
General Electric CO

Industrials
728
+ 10.07%
$168.59 - $212.13 $123K - $154K
7.96K $1.59M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.4K
+ 3.84%
$44.68 - $46.49 $241K - $251K
146K $6.75M
RTX
Raytheon Technologies Corp

Industrials
1.73K
+ 20.35%
$114.1 - $135.66 $198K - $235K
10.3K $1.36M
VBR
Vanguard Small Cap Value ETF

ETFs
1.99K
+ 143.76%
$183.02 - $207.75 $365K - $414K
3.38K $629K
T
At&T Inc.

Communication Services
2.22K
+ 4.29%
$21.56 - $28.28 $47.8K - $62.8K
54K $1.53M
BA
Boeing CO

Industrials
2.11K
+ 86.52%
$148.15 - $186.25 $313K - $393K
4.55K $776K
VIG
Vanguard Dividend Appreciation

ETFs
1.87K
+ 42.71%
N/A
6.23K $1.14M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
601
+ 11.76%
$80.53 - $147.57 $48.4K - $88.7K
5.71K $755K
IYW
Ishares Dj Us Tech ETF

ETFs
2.52K
+ 146.45%
$140.44 - $166.79 $354K - $420K
4.24K $595K
SHEL
Shell PLC

Energy
2.91K
+ 30.63%
$62.84 - $73.29 $183K - $213K
12.4K $907K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.24K
+ 94.16%
$165.25 - $224.62 $370K - $503K
4.62K $767K
DVY
Ishares Tr

ETFs
2.08K
+ 64.45%
$128.58 - $138.1 $267K - $287K
5.3K $711K
ADP
Automatic Data Processing Inc

Industrials
832
+ 37.36%
$286.85 - $318.64 $239K - $265K
3.06K $934K
WM
Waste Management Inc

Industrials
522
+ 9.7%
$200.54 - $233.78 $105K - $122K
5.9K $1.37M
PANW
Palo Alto Networks Inc

Technology
2.24K
+ 22.52%
$167.82 - $208.28 $376K - $466K
12.2K $2.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.51K
+ 7.0%
$36.91 - $41.03 $130K - $144K
53.7K $2.13M
SCHR
Schwab Intermediate Term Us Tr

ETFs
9.14K
+ 14.82%
$24.05 - $24.86 $220K - $227K
70.9K $1.76M
DE
Deere & CO

Industrials
298
+ 11.86%
$408.57 - $509.27 $122K - $152K
2.81K $1.32M
AVDV
American Centy ETF Tr Avantis

ETFs
2.55K
+ 17.2%
$63.74 - $71.96 $163K - $184K
17.4K $1.21M
SUB
Ishares Short Term National Mu

ETFs
2.31K
+ 13.67%
$105.3 - $106.24 $243K - $245K
19.2K $2.02M
ARCC
Ares Capital Corp

Financial Services
10.5K
+ 30.2%
$21.28 - $23.81 $224K - $250K
45.4K $1.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.41K
+ 68.59%
$169.43 - $182.84 $238K - $257K
3.46K $598K
VNQ
Vanguard Specialized Funds Van

ETFs
2.53K
+ 52.8%
$85.55 - $94.34 $216K - $238K
7.31K $661K
MDT
Medtronic PLC

Healthcare
1.5K
+ 15.9%
$79.84 - $94.5 $120K - $142K
10.9K $982K
INTC
Intel Corp

Technology
2.68K
+ 4.36%
$19.1 - $27.39 $51.2K - $73.5K
64.2K $1.46M
VZ
Verizon Communications Inc

Communication Services
313
+ 0.8%
$37.81 - $46.49 $11.8K - $14.6K
39.2K $1.78M
NVO
Novo Nordisk A S

Healthcare
4.89K
+ 68.66%
$69.3 - $90.95 $339K - $445K
12K $834K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.16K
+ 99.31%
$182.82 - $196.21 $212K - $227K
2.32K $436K
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
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email