Savvy Advisors, Inc. Incresed Positions in Q1 2025

Savvy Advisors, Inc.

  • $974 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
9.12K
+ 11.78%
$5.75 - $6.1 $52.4K - $55.6K
86.5K $499K
XLV
Select Sector Spdr Fund Health

ETFs
187
+ 6.73%
$137.61 - $149.68 $25.7K - $28K
2.97K $432K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.28K
+ 20.37%
$42.86 - $45.92 $55K - $59K
7.59K $329K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
6.15K
+ 5.7%
$5.93 - $6.2 $36.4K - $38.1K
114K $685K
UNP
Union Pacific Corp

Industrials
131
+ 6.46%
$225.21 - $254.42 $29.5K - $33.3K
2.16K $509K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
6.69K
+ 13.59%
$9.89 - $10.46 $66.2K - $70K
55.9K $557K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
1.12K
+ 19.14%
$42.38 - $43.28 $47.4K - $48.4K
6.97K $296K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.02K
+ 5.14%
$25.81 - $28.52 $26.3K - $29.1K
20.8K $574K
CBOE
Cboe Global Markets, Inc.

Financial Services
14
+ 1.01%
$190.84 - $226.29 $2.67K - $3.17K
1.4K $317K
ACN
Accenture PLC

Technology
539
+ 17.28%
$300.91 - $398.25 $162K - $215K
3.66K $1.14M
PSA
Public Storage

Real Estate
143
+ 10.24%
$288.99 - $313.98 $41.3K - $44.9K
1.54K $460K
VUG
Vanguard Growth ETF

ETFs
1.12K
+ 11.9%
$369.1 - $427.61 $413K - $478K
10.5K $3.9M
VLO
Valero Energy Corp

Energy
107
+ 3.88%
$121.76 - $142.99 $13K - $15.3K
2.86K $378K
RWX
Spdr Dow Jones International R

ETFs
805
+ 5.41%
$22.39 - $24.7 $18K - $19.9K
15.7K $383K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.11K
+ 29.07%
$27.56 - $32.1 $58.1K - $67.7K
9.36K $263K
INTU
Intuit Inc

Technology
136
+ 4.47%
$555.63 - $630.23 $75.6K - $85.7K
3.18K $1.95M
STLD
Steel Dynamics Inc

Basic Materials
394
+ 13.83%
N/A
3.24K $318K
ISRG
Intuitive Surgical Inc

Healthcare
102
+ 22.97%
$476.63 - $610.45 $48.6K - $62.3K
546 $270K
SO
Southern CO

Utilities
85
+ 2.77%
$80.96 - $92.96 $6.88K - $7.9K
3.16K $290K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
398
+ 18.01%
$192.82 - $222.1 $76.7K - $88.4K
2.61K $503K
ROK
Rockwell Automation, Inc

Industrials
219
+ 29.4%
$255.29 - $303.75 $55.9K - $66.5K
964 $249K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
1.69K
+ 11.26%
$23.43 - $24.23 $39.6K - $40.9K
16.7K $394K
GOOGL
Alphabet Inc.

Communication Services
8.1K
+ 23.1%
$154.33 - $206.19 $1.25M - $1.67M
43.1K $6.67M
PSX
Phillips 66

Energy
10
+ 0.27%
$113.93 - $131.55 $1.14K - $1.32K
3.67K $453K
CRWD
Crowd Strike Holdings, Inc.

Technology
67
+ 6.71%
$308.86 - $455.36 $20.7K - $30.5K
1.07K $375K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
173
+ 3.06%
$100.59 - $103.47 $17.4K - $17.9K
5.82K $601K
ALL
Allstate Corp

Financial Services
79
+ 6.75%
$180.99 - $210.18 $14.3K - $16.6K
1.25K $258K
LYG
Lloyds Banking Group PLC

Financial Services
3.08K
+ 16.86%
$2.58 - $3.9 $7.95K - $12K
21.3K $81K
FNDX
Schwab Fundamental U S Large C

ETFs
1.63K
+ 1.47%
$23.03 - $25.01 $37.5K - $40.7K
113K $2.66M
COIN
Coinbase Global, Inc.

Technology
1.14K
+ 51.84%
$172.23 - $301.3 $197K - $345K
3.35K $577K
IX
Orix Corp

Financial Services
12.4K
+ 460.18%
$20.44 - $107.42 $253K - $1.33M
15.1K $315K
DGX
Quest Diagnostics Inc

Healthcare
216
+ 10.84%
N/A
2.21K $302K
DOCU
Docusign, Inc.

Technology
603
+ 25.88%
$74.7 - $97.7 $45K - $58.9K
2.93K $238K
RIGS
Riverfront Strategic Income Fd

ETFs
71
+ 0.09%
$22.48 - $23.24 $1.6K - $1.65K
77.9K $1.8M
IFGL
Ishares International Develope

ETFs
1.13K
+ 7.74%
$18.76 - $20.18 $21.1K - $22.7K
15.7K $308K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
116
+ 1.31%
$55.47 - $61.45 $6.43K - $7.13K
8.97K $528K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
448
+ 10.48%
$65.27 - $71.18 $29.2K - $31.9K
4.72K $313K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
592
+ 15.04%
$52.01 - $61.99 $30.8K - $36.7K
4.53K $241K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.25K
+ 34.89%
$47.79 - $59.89 $59.7K - $74.9K
4.83K $242K
TBUX
T Rowe Price Exchange Traded F

ETFs
457
+ 5.59%
$49.57 - $49.82 $22.7K - $22.8K
8.63K $428K
AVUV
American Centy ETF Tr Avantis

ETFs
1.7K
+ 12.62%
$84.95 - $100.62 $145K - $171K
15.2K $1.33M
IWP
Ishares Russell Mid Cap Growth

ETFs
454
+ 13.33%
$114.9 - $139.6 $52.2K - $63.4K
3.86K $453K
SID
National Steel CO

Basic Materials
6.74K
+ 18.65%
$1.3 - $1.81 $8.76K - $12.2K
42.9K $71K
BDX
Becton Dickinson & CO

Healthcare
68
+ 6.12%
$222.79 - $249.08 $15.1K - $16.9K
1.18K $270K
UMC
United Microelectronics Corp

Technology
945
+ 7.13%
$5.69 - $7.15 $5.38K - $6.76K
14.2K $101K
VOD
Vodafone Group Public LTD CO

Communication Services
551
+ 5.24%
$8.05 - $9.86 $4.44K - $5.43K
11.1K $103K
AVB
Avalonbay Communities Inc

Real Estate
202
+ 3.62%
$207.86 - $228.08 $42K - $46.1K
5.79K $1.24M
USXF
Ishares Esg Advanced Msci Usa

Technology
683
+ 10.33%
$46.38 - $52.65 $31.7K - $36K
7.3K $340K
QBTS
D Wave Quantum Inc.

Technology
5.01K
+ 14.75%
$3.83 - $11.18 $19.2K - $56K
39K $296K
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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