Savvy Advisors, Inc. Incresed Positions in Q3 2025

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLD
Prologis, Inc.

Real Estate
247
+ 1.21%
$104.08 - $115.35 $25.7K - $28.5K
20.7K $2.37M
VNQ
Vanguard Specialized Funds Van

ETFs
2.18K
+ 26.76%
$88.47 - $93.24 $193K - $203K
10.3K $944K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.85K
+ 14.9%
$52.12 - $55.33 $149K - $158K
22K $1.22M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.93K
+ 86.53%
$42.75 - $43.37 $211K - $214K
10.6K $460K
LHX
L3 Harris Technologies, Inc.

Industrials
173
+ 5.93%
$252.18 - $305.41 $43.6K - $52.8K
3.09K $943K
CVS
Cvs Health Corp

Healthcare
2.33K
+ 42.44%
$58.75 - $76.5 $137K - $178K
7.82K $589K
VEU
Vanguard Ftse All World Ex Us

ETFs
2K
+ 12.81%
$66.38 - $71.68 $133K - $144K
17.6K $1.26M
GRWG
Grow Generation Corp.

Consumer Cyclical
71K
+ 88.07%
$0.96 - $2.09 $68.2K - $148K
152K $282K
GRMN
Garmin LTD

Technology
482
+ 22.06%
$211.13 - $246.22 $102K - $119K
2.67K $656K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
415
+ 2.24%
$132.9 - $142.03 $55.2K - $58.9K
19K $2.67M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
568
+ 74.64%
$301.44 - $365.84 $171K - $208K
1.33K $430K
MSCI
Msci Inc.

Financial Services
346
+ 67.18%
$526.48 - $588.0 $182K - $203K
861 $488K
ASML
Asml Holding Nv

Technology
131
+ 34.75%
$689.63 - $968.09 $90.3K - $127K
508 $491K
FTNT
Fortinet, Inc.

Technology
2.69K
+ 131.28%
$74.39 - $107.65 $200K - $290K
4.74K $398K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.72K
+ 27.19%
$102.4 - $103.88 $176K - $179K
8.06K $832K
VGLT
Vanguard Long Term Treasury Et

ETFs
2.81K
+ 9.91%
$54.21 - $57.41 $152K - $161K
31.1K $1.77M
MAIN
Main Street Capital Corp

Financial Services
1.81K
+ 12.4%
$59.28 - $67.54 $107K - $122K
16.4K $1.04M
SCHP
Schwab Strategic Us Tips ETF

ETFs
6.45K
+ 46.43%
$26.44 - $27.1 $170K - $175K
20.3K $547K
BSX
Boston Scientific Corp

Healthcare
2.95K
+ 25.85%
$97.03 - $108.14 $286K - $318K
14.3K $1.4M
AFL
Aflac Inc

Financial Services
1.29K
+ 28.2%
$98.09 - $111.7 $126K - $144K
5.85K $652K
DFIS
Dimensional ETF Tr Dimensional

ETFs
4.84K
+ 43.99%
$29.65 - $31.77 $143K - $154K
15.8K $500K
KLAC
Kla Corp

Technology
76
+ 15.83%
$843.9 - $1078.6 $64.1K - $82K
556 $599K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.36K
+ 42.05%
$68.94 - $86.3 $93.6K - $117K
4.58K $395K
GLDM
World Gold Trust

ETFs
1.67K
+ 53.11%
$64.73 - $76.45 $108K - $128K
4.83K $368K
MET
Metlife Inc

Financial Services
1.9K
+ 58.66%
$73.82 - $82.37 $140K - $156K
5.13K $422K
VMI
Valmont Industries Inc

Industrials
261
+ 26.5%
$328.58 - $387.73 $85.8K - $101K
1.25K $483K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.52K
+ 45.01%
$53.81 - $57.52 $135K - $145K
8.11K $466K
NVS
Novartis Ag

Healthcare
739
+ 7.92%
$113.5 - $129.73 $83.9K - $95.9K
10.1K $1.29M
ARW
Arrow Electronics Inc

Technology
1.41K
+ 85.57%
$114.66 - $133.24 $162K - $188K
3.06K $370K
PSA
Public Storage

Real Estate
579
+ 33.66%
$271.94 - $298.09 $157K - $173K
2.3K $664K
EA
Electronic Arts Inc.

Communication Services
357
+ 17.86%
$147.79 - $202.05 $52.8K - $72.1K
2.36K $475K
JCI
Johnson Controls International PLC

Industrials
1.3K
+ 45.48%
$103.24 - $111.73 $134K - $145K
4.17K $457K
URI
United Rentals, Inc.

Industrials
93
+ 28.7%
$774.14 - $975.23 $72K - $90.7K
417 $398K
VOE
Vanguard Mid Cap Value Index F

ETFs
547
+ 9.83%
$164.63 - $174.58 $90.1K - $95.5K
6.11K $1.07M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
512
+ 56.45%
$366.54 - $479.53 $188K - $246K
1.42K $555K
BKNG
Booking Holdings Inc.

Consumer Cyclical
38
+ 26.21%
$5364.25 - $5815.92 $204K - $221K
183 $988K
STRL
Sterling Construction CO Inc

Industrials
109
+ 10.74%
$222.54 - $371.84 $24.3K - $40.5K
1.12K $381K
USB
Us Bancorp \De\

Financial Services
2.61K
+ 41.16%
$43.94 - $50.41 $115K - $132K
8.97K $433K
TFC
Truist Financial Corp

Financial Services
2.44K
+ 19.51%
$42.83 - $47.07 $104K - $115K
14.9K $681K
KMB
Kimberly Clark Corp

Consumer Defensive
1.25K
+ 50.53%
$121.72 - $136.77 $152K - $171K
3.72K $462K
PWR
Quanta Services, Inc.

Industrials
253
+ 23.78%
$372.29 - $421.68 $94.2K - $107K
1.32K $545K
DG
Dollar General Corp

Consumer Defensive
1.57K
+ 78.69%
$101.86 - $116.32 $160K - $183K
3.56K $368K
RSP
Invesco S&P 500 Equal Weight E

ETFs
602
+ 18.71%
$181.56 - $190.33 $109K - $115K
3.82K $724K
AVUV
American Centy ETF Tr Avantis

ETFs
158
+ 1.09%
$90.37 - $102.12 $14.3K - $16.1K
14.7K $1.46M
MCK
Mckesson Corp

Healthcare
156
+ 37.59%
$659.01 - $772.54 $103K - $121K
571 $441K
KR
Kroger CO

Consumer Defensive
3.4K
+ 15.52%
$64.52 - $74.35 $219K - $253K
25.3K $1.71M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
3.08K
+ 38.77%
$33.78 - $36.74 $104K - $113K
11K $401K
VOT
Vanguard Mid Cap Growth Index

ETFs
346
+ 11.68%
$282.75 - $294.19 $97.8K - $102K
3.31K $971K
AVB
Avalonbay Communities Inc

Real Estate
995
+ 15.95%
$182.72 - $204.51 $182K - $203K
7.23K $1.4M
Activity Summary
Buys All Purchases 639 New Holdings 206 Increased Positions 433 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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