Savvy Advisors, Inc. Incresed Positions in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.4K
+ 10.25%
$33.93 - $38.37 $47.4K - $53.6K
15K $515K
IVE
Ishares S&P 500 Value ETF

ETFs
701
+ 25.72%
$189.5 - $206.17 $133K - $145K
3.43K $654K
GS
Goldman Sachs Group Inc

Financial Services
1.76K
+ 160.66%
$486.1 - $608.57 $854K - $1.07M
2.85K $1.63M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
228
+ 4.21%
$100.24 - $101.35 $22.9K - $23.1K
5.65K $567K
PEP
Pepsico Inc

Consumer Defensive
2.96K
+ 91.45%
$151.29 - $176.1 $448K - $522K
6.21K $943K
LOW
Lowes Companies Inc

Consumer Cyclical
223
+ 10.83%
$244.52 - $284.07 $54.5K - $63.3K
2.28K $563K
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.91K
+ 23.54%
$32.65 - $33.68 $128K - $132K
20.5K $672K
GE
General Electric CO

Industrials
4.25K
+ 142.54%
$159.95 - $194.23 $680K - $825K
7.23K $1.21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
42.5K
+ 380.85%
$49.79 - $51.14 $2.12M - $2.17M
53.6K $2.69M
EEM
Ishares Msci Emerging Markets

ETFs
153
+ 1.23%
$41.82 - $47.36 $6.4K - $7.25K
12.6K $528K
PGR
Progressive Corp

Financial Services
1.59K
+ 67.99%
$239.6 - $268.88 $381K - $427K
3.93K $940K
VIG
Vanguard Dividend Appreciation

ETFs
1.34K
+ 44.41%
N/A
4.37K $795K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.69K
+ 13.32%
$44.04 - $49.49 $74.3K - $83.5K
14.3K $631K
ADP
Automatic Data Processing Inc

Industrials
17
+ 0.77%
$280.08 - $307.97 $4.76K - $5.24K
2.23K $651K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.16K
+ 7.09%
$34.13 - $37.35 $39.6K - $43.4K
17.5K $598K
PANW
Palo Alto Networks Inc

Technology
8.05K
+ 425.82%
$181.96 - $405.9 $1.46M - $3.27M
9.94K $1.81M
FDVV
Fidelity High Dividend ETF

ETFs
4.43K
+ 34.06%
$49.66 - $52.63 $220K - $233K
17.4K $870K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.42K
+ 19.44%
$51.09 - $55.27 $124K - $134K
14.9K $761K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15K
+ 149.91%
$22.01 - $66.82 $330K - $1M
25K $567K
PM
Philip Morris International Inc.

Consumer Defensive
4.68K
+ 84.03%
$118.38 - $133.06 $554K - $622K
10.2K $1.23M
NFLX
Netflix Inc

Communication Services
149
+ 15.63%
$687.65 - $936.56 $102K - $140K
1.1K $982K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.4K
+ 329.54%
$27.54 - $83.04 $753K - $2.27M
35.7K $987K
WM
Waste Management Inc

Industrials
2K
+ 59.28%
$201.79 - $228.46 $404K - $457K
5.38K $1.09M
PFE
Pfizer Inc

Healthcare
2.09K
+ 8.57%
$24.8 - $30.19 $51.7K - $62.9K
26.4K $701K
IEMG
Ishares Inc

ETFs
2.84K
+ 22.98%
N/A
15.2K $813K
Annaly Capital Management In
1.49K
+ 4.13%
N/A
37.6K $0
DIS
Walt Disney CO

Communication Services
7.71K
+ 100.77%
$92.39 - $117.6 $713K - $907K
15.4K $1.71M
ADBE
Adobe Inc.

Technology
42
+ 2.95%
$437.39 - $552.96 $18.4K - $23.2K
1.47K $651K
AGNC
Agnc Investment Corp.

Real Estate
3.15K
+ 4.42%
$9.21 - $10.59 $29K - $33.4K
74.5K $685K
CEG
Constellation Energy Corp

Utilities
710
+ 24.36%
$224.28 - $285.52 $159K - $203K
3.63K $815K
LQD
Ishares Iboxx $ Investment Gra

ETFs
518
+ 7.69%
$106.56 - $113.11 $55.2K - $58.6K
7.26K $775K
HYDB
Ishares Tr Edge High Yield Def

ETFs
10.8K
+ 65.55%
$46.68 - $47.95 $504K - $518K
27.3K $1.28M
RDVY
First Trust Rising Dividend Ac

ETFs
300
+ 2.21%
$58.65 - $64.37 $17.6K - $19.3K
13.9K $821K
MRK
Merck & Co., Inc.

Healthcare
195
+ 2.73%
$96.31 - $114.76 $18.8K - $22.4K
7.34K $730K
NEE
Nextera Energy Inc

Utilities
2.3K
+ 23.71%
$69.77 - $85.43 $161K - $197K
12K $860K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.44K
+ 15.39%
$51.54 - $52.55 $126K - $128K
18.3K $945K
INTU
Intuit Inc

Technology
1.69K
+ 124.26%
$602.01 - $706.25 $1.01M - $1.19M
3.04K $1.91M
CVX
Chevron Corp

Energy
8.4K
+ 145.87%
$141.15 - $162.53 $1.19M - $1.36M
14.2K $2.05M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.67K
+ 60.62%
$66.77 - $71.52 $512K - $549K
20.3K $1.4M
CRM
Salesforce, Inc.

Technology
1.61K
+ 50.71%
$270.87 - $367.87 $437K - $594K
4.8K $1.6M
QUAL
Ishares Msci Usa Quality Facto

ETFs
36
+ 0.73%
$176.42 - $186.91 $6.35K - $6.73K
4.98K $886K
SCMB
Schwab Strategic Tr Mun Bd ETF
17.1K
+ 100.0%
N/A
34.3K $0
COST
Costco Wholesale Corp

Consumer Defensive
2.41K
+ 233.08%
$873.59 - $994.69 $2.11M - $2.4M
3.44K $3.16M
EFA
Ishares Tr Msci Eafe ETF

ETFs
154
+ 1.39%
$75.1 - $82.99 $11.6K - $12.8K
11.2K $848K
BNDX
Vanguard Total International B

ETFs
243
+ 1.3%
$48.91 - $50.61 $11.9K - $12.3K
18.9K $925K
SOXX
Ishares Semiconductor ETF

ETFs
46
+ 1.09%
$211.27 - $239.8 $9.72K - $11K
4.26K $918K
MCD
Mcdonalds Corp

Consumer Cyclical
7.86K
+ 245.41%
$288.47 - $316.54 $2.27M - $2.49M
11.1K $3.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
9.12K
+ 102.37%
$99.04 - $109.59 $903K - $999K
18K $1.79M
ACN
Accenture PLC

Technology
364
+ 13.21%
$343.9 - $376.86 $125K - $137K
3.12K $1.1M
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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