Savvy Advisors, Inc. Incresed Positions in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
79.9K
+ 255.39%
$23.49 - $71.77 $1.88M - $5.73M
111K $2.63M
PLD
Prologis, Inc.

Real Estate
4.07K
+ 22.13%
$101.4 - $126.96 $413K - $517K
22.5K $2.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.55K
+ 60.27%
$567.81 - $607.81 $1.45M - $1.55M
6.78K $3.97M
AVGO
Broadcom Inc.

Technology
2.6K
+ 16.32%
$159.67 - $250.0 $415K - $650K
18.5K $4.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.62K
+ 76.32%
$442.29 - $483.08 $2.04M - $2.23M
10.7K $4.84M
JPM
Jpmorgan Chase & CO

Financial Services
6.12K
+ 45.52%
$205.18 - $250.29 $1.26M - $1.53M
19.6K $4.69M
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.13K
+ 2.07%
$24.86 - $27.99 $53K - $59.6K
105K $2.66M
IVV
Ishares Core S&P 500 ETF

ETFs
1.48K
+ 28.01%
$570.51 - $610.59 $847K - $906K
6.78K $3.99M
XCEM
Columbia ETF Tr Ii

ETFs
31.2K
+ 33.26%
$29.6 - $32.67 $924K - $1.02M
125K $3.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
32.6K
+ 30.66%
$26.05 - $29.17 $848K - $950K
139K $3.63M
XOM
Exxon Mobil Corp

Energy
1.8K
+ 6.29%
$105.51 - $125.37 $190K - $225K
30.4K $3.27M
VUG
Vanguard Growth ETF

ETFs
553
+ 6.25%
$378.79 - $428.11 $209K - $237K
9.4K $3.86M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.05K
+ 23.36%
$96.64 - $101.23 $777K - $814K
42.5K $4.12M
MUB
Ishares National Muni Bond ETF

ETFs
33.5K
+ 94.28%
$105.78 - $108.7 $3.54M - $3.64M
69K $7.35M
META
Meta Platforms, Inc.

Communication Services
827
+ 11.41%
$554.08 - $632.68 $458K - $523K
8.07K $4.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
306K
+ 739.71%
$25.93 - $105.3 $7.95M - $32.3M
348K $9.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
34.3K
+ 30.35%
$38.37 - $42.82 $1.32M - $1.47M
147K $5.65M
TFLO
Ishares Treasury Floating Rate

ETFs
16.5K
+ 17.02%
$50.37 - $50.63 $831K - $836K
113K $5.73M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
32K
+ 29.54%
$45.17 - $47.23 $1.45M - $1.51M
140K $6.37M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.01K
+ 9.6%
$481.22 - $538.17 $486K - $544K
11.5K $5.89M
AMZN
Amazon Com Inc

Consumer Cyclical
24K
+ 78.21%
$180.88 - $232.93 $4.35M - $5.6M
54.8K $12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
291K
+ 277.93%
$22.4 - $68.28 $6.52M - $19.9M
396K $9.17M
XLK
Technology Sector Spdr

ETFs
9.92K
+ 27.49%
$220.26 - $241.44 $2.19M - $2.4M
46K $10.7M
NVDA
Nvidia Corp

Technology
566K
+ 745.6%
$117.0 - $148.88 $66.3M - $84.3M
642K $86.3M
AAPL
Apple Inc.

Technology
71.2K
+ 169.8%
$221.69 - $259.02 $15.8M - $18.4M
113K $28.3M
MSFT
Microsoft Corp

Technology
22.8K
+ 98.81%
$406.35 - $454.46 $9.28M - $10.4M
46K $19.4M
EFG
Msci Eafe Growth ETF

ETFs
31.6K
+ 33.38%
$96.83 - $106.88 $3.06M - $3.38M
126K $12.2M
PG
Procter & Gamble CO

Consumer Defensive
13.6K
+ 23.02%
$161.05 - $179.7 $2.19M - $2.45M
72.8K $12.2M
VTV
Vanguard Value ETF

ETFs
9.36K
+ 15.66%
$168.32 - $181.87 $1.58M - $1.7M
69.1K $11.7M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
127K
+ 32.92%
$26.65 - $29.34 $3.39M - $3.73M
513K $13.9M
AMGN
Amgen Inc

Healthcare
2.09K
+ 5.11%
$258.78 - $328.31 $540K - $685K
42.9K $11.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
62.5K
+ 23.16%
$55.86 - $60.21 $3.49M - $3.77M
333K $19M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
169K
+ 35.87%
$45.07 - $47.1 $7.62M - $7.96M
640K $28.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.6K
+ 24.66%
$521.84 - $558.82 $12.3M - $13.2M
120K $64.4M
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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