Savvy Advisors, Inc. Incresed Positions in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
1.65K
+ 6.34%
$53.9 - $63.11 $88.7K - $104K
27.6K $1.68M
KR
Kroger CO

Consumer Defensive
2.24K
+ 26.26%
$58.36 - $67.72 $131K - $152K
10.8K $730K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.78K
+ 10.45%
$28.55 - $29.09 $193K - $197K
71.6K $2.07M
HD
Home Depot, Inc.

Consumer Cyclical
1K
+ 13.96%
$347.25 - $424.87 $348K - $426K
8.19K $3M
CDNS
Cadence Design Systems Inc

Technology
1.24K
+ 46.99%
$233.96 - $324.52 $290K - $403K
3.88K $987K
PLTR
Palantir Technologies Inc.

Technology
1.06K
+ 8.95%
$64.98 - $124.62 $68.8K - $132K
12.9K $1.09M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
7.5K
+ 32.88%
$20.96 - $23.51 $157K - $176K
30.3K $678K
RDVY
First Trust Rising Dividend Ac

ETFs
3.42K
+ 24.65%
$57.22 - $63.39 $196K - $217K
17.3K $1.01M
SCHW
Schwab Charles Corp

Financial Services
1.38K
+ 7.1%
$71.24 - $83.64 $98.2K - $115K
20.8K $1.63M
VO
Vanguard Mid Cap ETF

ETFs
819
+ 20.86%
$251.87 - $277.95 $206K - $228K
4.75K $1.23M
ROP
Roper Technologies Inc

Industrials
254
+ 49.8%
$502.71 - $593.81 $128K - $151K
764 $450K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.7K
+ 50.21%
$120.24 - $134.3 $204K - $228K
5.07K $618K
FISV
Fiserv Inc

Technology
1.46K
+ 100.34%
N/A
2.92K $365K
CNI
Canadian National Railway CO

Industrials
1.95K
+ 93.87%
$95.46 - $106.79 $186K - $208K
4.02K $391K
AXP
American Express CO

Financial Services
899
+ 38.13%
$255.39 - $325.87 $230K - $293K
3.26K $876K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
9.43K
+ 10.78%
$15.28 - $15.95 $144K - $150K
96.9K $1.51M
ADBE
Adobe Inc.

Technology
691
+ 47.14%
$377.84 - $464.11 $261K - $321K
2.16K $827K
CSCO
Cisco Systems, Inc.

Technology
1.74K
+ 6.32%
$58.74 - $64.87 $102K - $113K
29.3K $1.81M
EXC
Exelon Corp

Utilities
891
+ 5.69%
$37.3 - $46.08 $33.2K - $41.1K
16.6K $762K
MO
Altria Group, Inc.

Consumer Defensive
875
+ 5.66%
$50.81 - $60.02 $44.5K - $52.5K
16.3K $980K
PH
Parker Hannifin Corp

Industrials
317
+ 41.99%
$591.65 - $707.05 $188K - $224K
1.07K $651K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.37K
+ 22.65%
$49.78 - $53.19 $168K - $179K
18.3K $932K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.19K
+ 48.23%
$161.13 - $209.29 $191K - $249K
3.65K $604K
NVS
Novartis Ag

Healthcare
580
+ 8.05%
$97.14 - $115.57 $56.3K - $67K
7.78K $867K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.36K
+ 15.41%
$56.12 - $68.15 $76.3K - $92.7K
10.2K $690K
LOW
Lowes Companies Inc

Consumer Cyclical
818
+ 35.83%
$222.66 - $268.42 $182K - $220K
3.1K $723K
NOW
Service Now, Inc.

Technology
378
+ 69.61%
$783.83 - $1170.39 $296K - $442K
921 $733K
ECL
Ecolab Inc.

Basic Materials
498
+ 31.26%
$229.72 - $269.82 $114K - $134K
2.09K $530K
ITW
Illinois Tool Works Inc

Industrials
654
+ 43.6%
$244.9 - $274.48 $160K - $180K
2.15K $534K
SBUX
Starbucks Corp

Consumer Cyclical
1.24K
+ 27.64%
$91.75 - $115.81 $113K - $143K
5.71K $560K
SPGI
S&P Global Inc.

Financial Services
285
+ 55.56%
$478.26 - $543.77 $136K - $155K
798 $405K
LHX
L3 Harris Technologies, Inc.

Industrials
718
+ 42.94%
$194.65 - $222.86 $140K - $160K
2.39K $500K
MLPB
Ubs Ag

ETFs
2.8K
+ 10.24%
$25.39 - $28.04 $71K - $78.4K
30.1K $835K
AVUS
American Centy ETF Tr Avantis

ETFs
1.75K
+ 55.56%
$90.7 - $101.57 $158K - $177K
4.89K $451K
MMM
3 M CO

Industrials
620
+ 19.56%
$129.7 - $155.12 $80.4K - $96.2K
3.79K $556K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
6.93K
+ 12.49%
$16.06 - $16.99 $111K - $118K
62.4K $1.04M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
7.29K
+ 11.88%
$32.42 - $36.13 $236K - $263K
68.6K $2.26M
MFC
Manulife Financial Corp

Financial Services
4.39K
+ 34.39%
$28.41 - $31.82 $125K - $140K
17.2K $534K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
949
+ 6.82%
$126.11 - $135.06 $120K - $128K
14.9K $1.92M
SYK
Stryker Corp

Healthcare
321
+ 19.53%
$355.18 - $399.9 $114K - $128K
1.97K $731K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.72K
+ 18.8%
$50.48 - $51.04 $137K - $139K
17.2K $871K
SLV
I Shares Silver Trust

ETFs
2K
+ 12.26%
$26.93 - $31.32 $53.7K - $62.5K
18.3K $566K
BX
Blackstone Inc.

Financial Services
2.36K
+ 39.2%
$136.53 - $186.74 $322K - $440K
8.37K $1.17M
FVD
First Tr Value Line Divid Inde

ETFs
2.38K
+ 9.28%
$42.61 - $45.51 $101K - $108K
28K $1.25M
AEP
American Electric Power CO Inc

Utilities
381
+ 7.47%
$90.32 - $109.27 $34.4K - $41.6K
5.48K $598K
WELL
Welltower Inc.

Real Estate
332
+ 11.87%
$124.05 - $156.86 $41.2K - $52.1K
3.13K $479K
VOE
Vanguard Mid Cap Value Index F

ETFs
806
+ 29.36%
$156.61 - $168.02 $126K - $135K
3.55K $570K
NEE
Nextera Energy Inc

Utilities
1.91K
+ 15.9%
$66.96 - $76.16 $128K - $145K
13.9K $986K
AVDE
American Centy ETF Tr Avantis

ETFs
1.62K
+ 46.3%
$60.63 - $68.55 $98.3K - $111K
5.13K $339K
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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