Savvy Advisors, Inc. Incresed Positions in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.07K
+ 100.0%
$105.23 - $109.61 $534K - $556K
10.1K $1.11M
MSTR
Microstrategy Inc

Technology
837
+ 44.17%
$237.95 - $421.61 $199K - $353K
2.73K $1.1M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.69K
+ 24.85%
$114.78 - $133.31 $424K - $492K
18.5K $2.47M
EMR
Emerson Electric CO

Industrials
3.63K
+ 121.91%
$94.15 - $133.33 $342K - $484K
6.61K $881K
VZ
Verizon Communications Inc

Communication Services
14.5K
+ 36.97%
$41.67 - $45.62 $604K - $661K
53.7K $2.32M
DFAI
Dimensional ETF Tr

ETFs
14.7K
+ 208.56%
$28.02 - $34.71 $411K - $509K
21.7K $750K
UBER
Uber Technologies, Inc

Technology
3.55K
+ 38.07%
$64.62 - $93.3 $229K - $331K
12.9K $1.2M
MEAR
Blackrock Short Maturity Munic

ETFs
10.1K
+ 82.88%
$49.74 - $50.27 $502K - $507K
22.2K $1.12M
BAC
Bank Of America Corp

Financial Services
6.85K
+ 21.63%
$34.39 - $47.46 $236K - $325K
38.5K $1.82M
BKNG
Booking Holdings Inc.

Consumer Cyclical
70
+ 93.33%
$4164.15 - $5789.24 $291K - $405K
145 $839K
AXP
American Express CO

Financial Services
989
+ 30.37%
$231.39 - $318.98 $229K - $315K
4.25K $1.35M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.65K
+ 148.88%
$97.68 - $121.38 $356K - $443K
6.1K $740K
HEFA
Ishares Currency Hedged Msci E

ETFs
11.2K
+ 39.78%
$32.11 - $38.21 $359K - $427K
39.3K $1.49M
CVX
Chevron Corp

Energy
6.47K
+ 34.07%
$133.73 - $168.51 $866K - $1.09M
25.5K $3.65M
WMB
Williams Companies, Inc.

Energy
7.2K
+ 141.96%
$54.33 - $62.87 $391K - $453K
12.3K $770K
BMY
Bristol Myers Squibb CO

Healthcare
18.8K
+ 68.3%
$44.12 - $59.6 $831K - $1.12M
46.4K $2.15M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.26K
+ 18.98%
$58.41 - $72.69 $249K - $309K
26.7K $1.94M
IEMG
Ishares Inc

ETFs
8.56K
+ 30.4%
N/A
36.7K $1.97M
SPGI
S&P Global Inc.

Financial Services
838
+ 105.01%
$438.31 - $527.29 $367K - $442K
1.64K $862K
WFC
Wells Fargo & Company

Financial Services
4.36K
+ 34.05%
$60.98 - $80.12 $266K - $349K
17.1K $1.37M
DIS
Walt Disney CO

Communication Services
113
+ 0.66%
$81.72 - $124.01 $9.23K - $14K
17.3K $2.15M
CRM
Salesforce, Inc.

Technology
1.5K
+ 25.7%
$236.26 - $291.15 $354K - $436K
7.33K $2M
LOW
Lowes Companies Inc

Consumer Cyclical
2.11K
+ 67.98%
$210.83 - $235.28 $444K - $496K
5.21K $1.16M
QCOM
Qualcomm Inc

Technology
2.43K
+ 35.44%
$124.66 - $159.48 $303K - $388K
9.29K $1.48M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.76K
+ 177.55%
$71.28 - $83.74 $339K - $399K
7.44K $623K
FNDF
Schwab Fundamental Intl Large

ETFs
8.1K
+ 39.5%
$32.25 - $40.02 $261K - $324K
28.6K $1.15M
ADP
Automatic Data Processing Inc

Industrials
1.26K
+ 41.32%
$276.76 - $326.81 $350K - $413K
4.32K $1.33M
C
Citigroup Inc

Financial Services
3.13K
+ 33.71%
$58.13 - $85.12 $182K - $267K
12.4K $1.06M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
9.35K
+ 144.95%
$30.87 - $39.17 $289K - $366K
15.8K $619K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
501
+ 10.84%
$141.37 - $228.57 $70.8K - $115K
5.12K $1.16M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.09K
+ 58.31%
$216.28 - $284.39 $236K - $310K
2.96K $842K
FNDX
Schwab Fundamental U S Large C

ETFs
11.4K
+ 10.1%
$20.84 - $24.54 $237K - $280K
124K $3.05M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.54K
+ 166.54%
$49.57 - $50.27 $374K - $379K
12.1K $606K
IWB
Ishares Tr Russell 1000 ETF

ETFs
830
+ 27.84%
$272.36 - $339.57 $226K - $282K
3.81K $1.29M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.76K
+ 58.64%
$100.35 - $100.71 $378K - $379K
10.2K $1.03M
NOW
Service Now, Inc.

Technology
159
+ 17.26%
$721.65 - $1040.18 $115K - $165K
1.08K $1.11M
MS
Morgan Stanley

Financial Services
579
+ 4.82%
$99.83 - $140.86 $57.8K - $81.6K
12.6K $1.77M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7.75K
+ 115.19%
$47.02 - $47.83 $364K - $371K
14.5K $692K
GLD
Spdr Gold Trust

ETFs
395
+ 2.63%
$273.71 - $316.29 $108K - $125K
15.4K $4.7M
RTX
Raytheon Technologies Corp

Industrials
1.58K
+ 15.43%
$113.75 - $148.48 $180K - $235K
11.8K $1.73M
CDNS
Cadence Design Systems Inc

Technology
486
+ 12.52%
$231.64 - $323.08 $113K - $157K
4.37K $1.35M
BA
Boeing CO

Industrials
859
+ 18.87%
$136.59 - $217.51 $117K - $187K
5.41K $1.13M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.01K
+ 56.63%
$141.87 - $164.49 $285K - $331K
5.56K $914K
ABBV
Abb Vie Inc.

Healthcare
4.45K
+ 21.99%
$170.16 - $206.27 $757K - $918K
24.7K $4.58M
BSX
Boston Scientific Corp

Healthcare
2.64K
+ 30.09%
$89.7 - $107.41 $236K - $283K
11.4K $1.22M
PH
Parker Hannifin Corp

Industrials
346
+ 32.28%
$517.23 - $700.54 $179K - $242K
1.42K $990K
SO
Southern CO

Utilities
3.68K
+ 116.74%
$84.91 - $92.56 $313K - $341K
6.84K $627K
MMM
3 M CO

Industrials
1.98K
+ 52.3%
$126.09 - $154.15 $250K - $306K
5.77K $878K
MDT
Medtronic PLC

Healthcare
3.66K
+ 33.46%
$80.68 - $88.86 $295K - $325K
14.6K $1.27M
Activity Summary
Buys All Purchases 516 New Holdings 160 Increased Positions 356 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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