Savvy Advisors, Inc. Incresed Positions in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLQH
Franklin Templeton Libertyq In

ETFs
1.66K
+ 16.86%
N/A
11.5K $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.03K
+ 6.46%
$20.6 - $20.71 $21.2K - $21.3K
17K $350K
CMCSA
Comcast Corp

Communication Services
1.18K
+ 14.97%
$37.39 - $45.14 $44.2K - $53.4K
9.09K $340K
HON
Honeywell International Inc

Industrials
5.14K
+ 318.85%
$202.84 - $236.0 $1.04M - $1.21M
6.76K $1.53M
BX
Blackstone Inc.

Financial Services
3.83K
+ 175.91%
$148.45 - $199.05 $569K - $763K
6.01K $1.04M
EFV
Msci Eafe Value ETF

ETFs
29
+ 0.5%
$51.78 - $57.15 $1.5K - $1.66K
5.84K $306K
TJX
Tjx Companies Inc

Consumer Cyclical
3.02K
+ 104.78%
$112.15 - $127.2 $339K - $385K
5.91K $713K
MMM
3 M CO

Industrials
675
+ 27.05%
$124.74 - $137.12 $84.2K - $92.6K
3.17K $409K
CL
Colgate Palmolive CO

Consumer Defensive
356
+ 10.73%
$90.22 - $102.31 $32.1K - $36.4K
3.68K $334K
AFL
Aflac Inc

Financial Services
136
+ 4.4%
$100.37 - $115.27 $13.7K - $15.7K
3.23K $334K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
820
+ 5.78%
$23.79 - $24.6 $19.5K - $20.2K
15K $357K
Dimensional ETF Trust
274
+ 4.28%
N/A
6.67K $0
SCHW
Schwab Charles Corp

Financial Services
13.9K
+ 251.52%
$63.31 - $82.85 $879K - $1.15M
19.4K $1.44M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
282
+ 13.44%
$172.07 - $207.36 $48.5K - $58.5K
2.38K $470K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.79K
+ 37.1%
$46.33 - $48.6 $129K - $135K
10.3K $478K
PAYX
Paychex Inc

Industrials
223
+ 8.2%
$135.86 - $148.73 $30.3K - $33.2K
2.94K $412K
NOW
Service Now, Inc.

Technology
132
+ 32.12%
$867.18 - $1148.42 $114K - $152K
543 $575K
ITW
Illinois Tool Works Inc

Industrials
91
+ 6.46%
$253.56 - $278.5 $23.1K - $25.3K
1.5K $380K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.33K
+ 97.71%
$107.41 - $115.71 $358K - $386K
6.75K $743K
EXC
Exelon Corp

Utilities
6.49K
+ 70.64%
$36.22 - $40.97 $235K - $266K
15.7K $589K
Morgan Stanley ETF Trust
823
+ 6.34%
N/A
13.8K $0
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.35%
$117.09 - $123.07 $1.29K - $1.35K
3.14K $368K
TBUX
T Rowe Price Exchange Traded F

ETFs
622
+ 8.24%
$49.52 - $49.88 $30.8K - $31K
8.17K $405K
VNQ
Vanguard Specialized Funds Van

ETFs
912
+ 23.57%
$87.85 - $98.6 $80.1K - $89.9K
4.78K $425K
MSI
Motorola Solutions, Inc.

Technology
51
+ 6.04%
$449.08 - $504.6 $22.9K - $25.7K
896 $414K
ELV
Elevance Health, Inc.

Healthcare
446
+ 60.19%
$365.96 - $514.62 $163K - $230K
1.19K $438K
UAN
Cvr Partners, LP

Basic Materials
8
+ 0.14%
$65.06 - $81.6 $520 - $653
5.83K $443K
PSX
Phillips 66

Energy
649
+ 21.53%
$110.35 - $138.93 $71.6K - $90.2K
3.66K $417K
ECL
Ecolab Inc.

Basic Materials
15
+ 0.95%
$234.32 - $261.43 $3.51K - $3.92K
1.59K $373K
MDT
Medtronic PLC

Healthcare
4.94K
+ 110.09%
$79.61 - $92.24 $393K - $456K
9.43K $753K
MS
Morgan Stanley

Financial Services
7.65K
+ 195.7%
$104.42 - $134.99 $799K - $1.03M
11.6K $1.45M
IVW
Ishares S&P 500 Growth ETF

ETFs
685
+ 15.91%
$94.43 - $105.47 $64.7K - $72.2K
4.99K $506K
VV
Vanguard Large Cap ETF

ETFs
1.77K
+ 111.88%
$260.27 - $280.65 $461K - $497K
3.35K $904K
PH
Parker Hannifin Corp

Industrials
94
+ 14.22%
$621.74 - $709.46 $58.4K - $66.7K
755 $480K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
31
+ 1.42%
$198.04 - $221.51 $6.14K - $6.87K
2.21K $465K
AEP
American Electric Power CO Inc

Utilities
815
+ 19.02%
$90.91 - $102.21 $74.1K - $83.3K
5.1K $470K
IDEV
Ishares Core Msci Intl Develop

ETFs
2.75K
+ 44.15%
$64.18 - $70.42 $176K - $194K
8.98K $578K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.69K
+ 54.31%
$87.42 - $98.06 $235K - $264K
7.64K $682K
NVO
Novo Nordisk A S

Healthcare
3.4K
+ 91.07%
$85.0 - $120.04 $289K - $408K
7.12K $612K
UNP
Union Pacific Corp

Industrials
216
+ 11.93%
$223.15 - $249.32 $48.2K - $53.9K
2.03K $462K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
319
+ 3.17%
$44.33 - $49.55 $14.1K - $15.8K
10.4K $466K
TAGG
T Rowe Price Exchange Traded F

ETFs
787
+ 7.43%
$41.67 - $43.8 $32.8K - $34.5K
11.4K $476K
EMB
Ishares Tr

ETFs
1.68K
+ 32.79%
$88.94 - $93.46 $149K - $157K
6.78K $603K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.29K
+ 19.94%
$26.63 - $30.23 $87.7K - $99.5K
19.8K $527K
BAC
Bank Of America Corp

Financial Services
2.34K
+ 18.78%
$39.22 - $47.77 $91.8K - $112K
14.8K $650K
SYK
Stryker Corp

Healthcare
256
+ 18.44%
$345.14 - $392.15 $88.4K - $100K
1.64K $591K
AXP
American Express CO

Financial Services
493
+ 26.43%
$267.35 - $305.57 $132K - $151K
2.36K $699K
LMT
Lockheed Martin Corp

Industrials
1.71K
+ 196.55%
$479.66 - $614.62 $820K - $1.05M
2.58K $1.25M
SCHP
Schwab Strategic Us Tips ETF

ETFs
17.5K
+ 181.94%
$25.74 - $53.78 $450K - $941K
27.1K $700K
Activity Summary
Buys All Purchases 368 New Holdings 133 Increased Positions 235 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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