Savvy Advisors, Inc. New Holdings in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
158K
New
$45.12 - $46.32 $7.11M - $7.3M
158K $7.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
238K
New
$23.55 - $27.67 $5.61M - $6.59M
238K $6.59M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.1K
New
$273.67 - $366.17 $1.67M - $2.24M
6.1K $2.24M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
36.5K
New
$41.1 - $42.37 $1.5M - $1.55M
36.5K $1.54M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
27.5K
New
$50.09 - $51.09 $1.38M - $1.41M
27.5K $1.41M
DNLI
Denali Therapeutics Inc.

Healthcare
97.8K
New
$11.47 - $16.65 $1.12M - $1.63M
97.8K $1.37M
ITOT
Ishares Core S&P Total U.S. St

ETFs
9.77K
New
$108.12 - $135.04 $1.06M - $1.32M
9.77K $1.32M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
21.4K
New
$44.64 - $55.3 $953K - $1.18M
21.4K $1.18M
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
19.7K
New
$47.24 - $58.55 $933K - $1.16M
19.7K $1.16M
LDOS
Leidos Holdings, Inc.

Technology
6.47K
New
$132.9 - $160.3 $860K - $1.04M
6.47K $1.02M
KMT
Kennametal Inc

Industrials
39K
New
$17.54 - $23.27 $683K - $906K
39K $894K
XEL
Xcel Energy Inc

Utilities
13K
New
$65.65 - $72.39 $852K - $940K
13K $884K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44.2K
New
$19.49 - $19.66 $861K - $869K
44.2K $868K
APH
Amphenol Corp

Technology
8.6K
New
$59.09 - $98.75 $508K - $849K
8.6K $849K
TAXF
American Centy ETF Tr Diversif

ETFs
17.2K
New
$47.8 - $49.79 $824K - $858K
17.2K $843K
JEPI
J P Morgan Exchange Traded Fd

ETFs
13K
New
$51.14 - $57.0 $666K - $743K
13K $740K
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
21.8K
New
$24.53 - $35.75 $534K - $779K
21.8K $724K
VGSH
Vanguard

ETFs
11.3K
New
$58.32 - $58.95 $657K - $664K
11.3K $661K
IDXX
Idexx Laboratories Inc

Healthcare
1.15K
New
$361.04 - $536.34 $414K - $615K
1.15K $614K
DFIV
Dimensional ETF Tr

ETFs
13.8K
New
$34.67 - $43.21 $479K - $597K
13.8K $591K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
9.63K
New
$48.22 - $60.41 $464K - $582K
9.63K $575K
TFC
Truist Financial Corp

Financial Services
12.5K
New
$34.79 - $42.99 $434K - $536K
12.5K $536K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
12.9K
New
$31.29 - $38.89 $405K - $503K
12.9K $503K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
6.7K
New
$50.0 - $82.1 $335K - $550K
6.7K $498K
MCO
Moodys Corp

Financial Services
956
New
$396.7 - $501.59 $379K - $480K
956 $479K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.55K
New
$179.95 - $278.88 $279K - $432K
1.55K $431K
KLAC
Kla Corp

Technology
480
New
$576.53 - $902.94 $277K - $433K
480 $429K
AVAV
Aero Vironment Inc

Industrials
1.5K
New
$111.65 - $284.95 $168K - $428K
1.5K $428K
IONQ
Ion Q, Inc.

Technology
9.85K
New
$20.68 - $48.04 $204K - $473K
9.85K $423K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
9.9K
New
$36.02 - $41.92 $356K - $415K
9.9K $414K
PWR
Quanta Services, Inc.

Industrials
1.06K
New
$239.47 - $381.26 $255K - $406K
1.06K $402K
FV
First Trust Dorsey Wright Focu

ETFs
6.7K
New
$48.43 - $59.26 $324K - $397K
6.7K $396K
CMI
Cummins Inc

Industrials
1.2K
New
$267.12 - $336.65 $320K - $403K
1.2K $392K
MCHP
Microchip Technology Inc

Technology
5.51K
New
$35.34 - $71.6 $195K - $395K
5.51K $387K
BIIB
Biogen Inc.

Healthcare
3.07K
New
$113.38 - $135.49 $348K - $415K
3.07K $384K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
6.24K
New
$49.48 - $61.22 $309K - $382K
6.24K $380K
TDG
Trans Digm Group Inc

Industrials
240
New
$1231.75 - $1520.64 $296K - $365K
240 $364K
DFAU
Dimensional ETF Tr

ETFs
8.55K
New
$34.04 - $42.36 $291K - $362K
8.55K $361K
VBK
Vanguard Small Cap Growth ETF

ETFs
1.3K
New
$219.76 - $276.94 $286K - $361K
1.3K $360K
DAL
Delta Air Lines, Inc.

Industrials
7.3K
New
$35.88 - $52.99 $262K - $387K
7.3K $358K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
9.56K
New
$32.79 - $36.78 $313K - $351K
9.56K $351K
ET
Energy Transfer LP

Energy
19.4K
New
$15.65 - $18.93 $303K - $366K
19.4K $350K
MU
Micron Technology Inc

Technology
2.8K
New
$64.72 - $127.91 $181K - $358K
2.8K $344K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.82K
New
$48.46 - $50.2 $330K - $342K
6.82K $338K
CRS
Carpenter Technology Corp

Industrials
1.2K
New
$151.3 - $276.38 $182K - $332K
1.2K $332K
CME
Cme Group Inc.

Financial Services
1.2K
New
$252.37 - $290.71 $304K - $350K
1.2K $331K
EQIX
Equinix Inc

Real Estate
415
New
$740.07 - $914.43 $307K - $379K
415 $330K
EA
Electronic Arts Inc.

Communication Services
2K
New
$132.53 - $159.7 $265K - $319K
2K $319K
ELV
Elevance Health, Inc.

Healthcare
810
New
$372.27 - $452.69 $302K - $367K
810 $315K
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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