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
CTAS
Cintas Corp

Industrials
576
+ 36.73%
$190.11 - $227.66 $110K - $131K
2.14K $477K
STLD
Steel Dynamics Inc

Basic Materials
1.58K
+ 48.83%
N/A
4.83K $473K
FISV
Fiserv Inc

Technology
1.18K
+ 40.39%
N/A
4.1K $513K
MAR
Marriott International Inc

Consumer Cyclical
213
+ 8.34%
$211.12 - $274.14 $45K - $58.4K
2.77K $755K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.92K
+ 11.4%
$32.66 - $40.75 $62.5K - $78K
18.7K $757K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.5K
+ 39.99%
$57.41 - $74.81 $86.2K - $112K
5.26K $390K
ISRG
Intuitive Surgical Inc

Healthcare
216
+ 39.56%
$451.58 - $565.94 $97.5K - $122K
762 $414K
CVS
Cvs Health Corp

Healthcare
2K
+ 57.3%
$60.04 - $70.18 $120K - $140K
5.49K $378K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.09K
+ 20.56%
$63.54 - $68.5 $133K - $143K
12.3K $828K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.45K
+ 22.54%
$85.42 - $94.39 $124K - $137K
7.88K $739K
FNDA
Schwab Fundamental U S Small C

ETFs
4.24K
+ 36.48%
$23.85 - $28.69 $101K - $122K
15.9K $454K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.66K
+ 15.47%
$49.79 - $50.75 $132K - $135K
19.8K $1.01M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.58K
+ 59.46%
N/A
4.24K $363K
SHEL
Shell PLC

Energy
2.4K
+ 19.39%
$59.75 - $73.05 $144K - $176K
14.8K $1.04M
DSI
Ishares Msci Kld 400 Social Et

ETFs
337
+ 5.17%
$91.62 - $116.16 $30.9K - $39.1K
6.85K $796K
PEP
Pepsico Inc

Consumer Defensive
2.5K
+ 22.18%
$128.02 - $151.37 $320K - $378K
13.8K $1.82M
DOW
Dow Inc.

Basic Materials
8.48K
+ 75.45%
$25.81 - $34.89 $219K - $296K
19.7K $521K
JNJ
Johnson & Johnson

Healthcare
2.52K
+ 12.81%
$146.36 - $159.82 $369K - $403K
22.2K $3.39M
ROK
Rockwell Automation, Inc

Industrials
169
+ 17.53%
$218.97 - $332.17 $37K - $56.1K
1.13K $376K
CTVA
Corteva, Inc.

Basic Materials
481
+ 6.23%
$55.52 - $74.53 $26.7K - $35.8K
8.21K $611K
DFIS
Dimensional ETF Tr Dimensional

ETFs
3K
+ 37.58%
$23.2 - $29.84 $69.7K - $89.6K
11K $328K
SHW
Sherwin Williams CO

Basic Materials
370
+ 46.08%
$313.51 - $363.51 $116K - $134K
1.17K $402K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
866
+ 13.93%
$57.14 - $72.68 $49.5K - $62.9K
7.08K $514K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
268
+ 3.44%
$86.93 - $109.64 $23.3K - $29.4K
8.06K $883K
RDVY
First Trust Rising Dividend Ac

ETFs
745
+ 4.3%
$51.6 - $62.74 $38.4K - $46.7K
18.1K $1.13M
RGTI
Rigetti Computing, Inc.

Technology
427
+ 1.49%
$7.5 - $14.29 $3.2K - $6.1K
29K $344K
WELL
Welltower Inc.

Real Estate
718
+ 22.95%
$136.49 - $155.22 $98K - $111K
3.85K $591K
CARR
Carrier Global Corp

Industrials
1.01K
+ 27.95%
$55.55 - $75.83 $56.2K - $76.7K
4.63K $339K
SCHC
Schwab Strategic Tr Intl Small

ETFs
180
+ 1.21%
$32.41 - $42.59 $5.83K - $7.67K
15.1K $641K
MFC
Manulife Financial Corp

Financial Services
2.9K
+ 16.88%
$26.93 - $32.44 $78K - $94K
20.1K $641K
SYK
Stryker Corp

Healthcare
155
+ 7.89%
$337.37 - $395.63 $52.3K - $61.3K
2.12K $838K
CMCSA
Comcast Corp

Communication Services
3.3K
+ 30.73%
$32.84 - $36.72 $108K - $121K
14K $501K
MO
Altria Group, Inc.

Consumer Defensive
2.15K
+ 13.16%
$55.56 - $60.91 $119K - $131K
18.5K $1.08M
KMB
Kimberly Clark Corp

Consumer Defensive
952
+ 62.71%
$126.84 - $145.22 $121K - $138K
2.47K $318K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
285
+ 45.82%
$421.16 - $509.5 $120K - $145K
907 $403K
EFA
Ishares Tr Msci Eafe ETF

ETFs
187
+ 1.71%
$72.96 - $90.39 $13.6K - $16.9K
11.1K $995K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 22.78%
$59.24 - $71.39 $63.7K - $76.8K
5.8K $413K
FNDC
Schwab Fundamental Intl Small

ETFs
1.58K
+ 27.81%
$32.97 - $42.05 $52.1K - $66.5K
7.27K $305K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.73K
+ 1929.8%
$87.84 - $1441.89 $415K - $6.82M
4.97K $448K
PSX
Phillips 66

Energy
925
+ 25.18%
$92.87 - $125.73 $85.9K - $116K
4.6K $548K
NGG
National Grid PLC

Utilities
719
+ 15.27%
$62.74 - $74.79 $45.1K - $53.8K
5.43K $403K
SHOP
Shopify Inc.

Technology
415
+ 18.52%
$76.89 - $115.35 $31.9K - $47.9K
2.66K $306K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.06K
+ 22.02%
$45.98 - $56.15 $48.9K - $59.7K
5.9K $331K
MSCI
Msci Inc.

Financial Services
146
+ 39.57%
$506.56 - $576.74 $74K - $84.2K
515 $297K
CNI
Canadian National Railway CO

Industrials
593
+ 14.76%
$92.66 - $108.13 $54.9K - $64.1K
4.61K $479K
IX
Orix Corp

Financial Services
2.76K
+ 18.33%
$18.25 - $22.52 $50.4K - $62.2K
17.8K $401K
XLE
Energy Sector Spdr

ETFs
1.41K
+ 35.39%
$76.44 - $94.13 $107K - $132K
5.38K $456K
MNST
Monster Beverage Corp

Consumer Defensive
1.08K
+ 28.17%
$55.01 - $64.24 $59.6K - $69.6K
4.93K $308K
VMI
Valmont Industries Inc

Industrials
153
+ 18.39%
$263.86 - $333.86 $40.4K - $51.1K
985 $321K
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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