Savvy Advisors, Inc. Reduced Holdings in Q2 2025

Savvy Advisors, Inc.

  • $1.46 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-17.4K
- 38.55%
$75.05 - $77.34 $1.31M - $1.35M
27.8K $2.15M
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.81K
- 46.86%
$79.56 - $82.92 $701K - $731K
9.99K $828K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.07K
- 31.27%
$83.97 - $92.85 $426K - $471K
11.2K $984K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-23.1K
- 33.82%
$23.4 - $29.68 $540K - $685K
45.2K $1.34M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.65K
- 12.08%
$48.13 - $49.85 $368K - $381K
55.7K $2.73M
VGIT
Vanguard Intermediate Term Tre

ETFs
-6.91K
- 35.14%
$58.63 - $59.9 $405K - $414K
12.7K $762K
IWS
Ishares Russell Midcap Value E

ETFs
-3.01K
- 58.32%
$110.58 - $132.14 $332K - $397K
2.15K $283K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-7.53K
- 25.42%
$45.9 - $47.2 $345K - $355K
22.1K $1.04M
EFV
Msci Eafe Value ETF

ETFs
-6.01K
- 28.02%
$52.4 - $64.65 $315K - $388K
15.4K $979K
MBB
Ishares Tr

ETFs
-2.67K
- 31.3%
$91.41 - $94.22 $244K - $251K
5.85K $549K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-5.92K
- 26.86%
$43.53 - $54.46 $258K - $322K
16.1K $877K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-55
- 2.95%
$390.26 - $489.06 $21.5K - $26.9K
1.81K $733K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.8K
- 15.75%
$29.12 - $35.84 $315K - $387K
57.8K $2.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.01K
- 43.28%
$166.82 - $194.23 $168K - $195K
1.32K $255K
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.65K
- 34.81%
$70.56 - $87.22 $187K - $231K
4.96K $432K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.83K
- 47.45%
$104.34 - $138.68 $191K - $254K
2.03K $281K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-131
- 5.17%
$225.56 - $335.19 $29.5K - $43.9K
2.4K $570K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.47K
- 28.95%
$108.06 - $135.3 $159K - $199K
3.6K $487K
GBIL
Goldman Sachs Access Treasury

ETFs
-1.28K
- 10.99%
$99.83 - $100.19 $127K - $128K
10.3K $1.04M
IVE
Ishares S&P 500 Value ETF

ETFs
-794
- 12.25%
$168.34 - $195.42 $134K - $155K
5.69K $1.11M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-4.95K
- 24.67%
$24.48 - $24.9 $121K - $123K
15.1K $375K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.63K
- 17.92%
$72.02 - $73.82 $117K - $120K
7.45K $548K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-5.12K
- 7.22%
$24.54 - $25.07 $126K - $128K
65.7K $1.65M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.91K
- 35.62%
$22.54 - $23.17 $111K - $114K
8.87K $203K
ELS
Equity Lifestyle Properties Inc

Real Estate
-71
- 0.39%
$61.46 - $68.02 $4.36K - $4.83K
18.2K $1.12M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-2.99K
- 3.08%
$14.51 - $15.62 $43.3K - $46.6K
93.9K $1.41M
MLPB
Ubs Ag

ETFs
-1.3K
- 4.32%
$23.47 - $28.1 $30.5K - $36.5K
28.8K $748K
IEO
Ishares Tr

ETFs
-115
- 0.93%
$74.87 - $95.92 $8.61K - $11K
12.2K $1.08M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.41K
- 21.96%
$35.35 - $42.68 $85.1K - $103K
8.55K $364K
DHR
Danaher Corp

Healthcare
-281
- 8.01%
$174.64 - $205.16 $49.1K - $57.6K
3.23K $637K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.23K
- 5.89%
$24.19 - $24.45 $78.2K - $79.1K
51.7K $1.26M
PB
Prosperity Bancshares Inc

Financial Services
-9
- 0.01%
$63.76 - $73.75 $574 - $664
63.3K $4.44M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.55K
- 4.21%
$47.46 - $55.3 $73.6K - $85.8K
35.3K $1.95M
UAN
Cvr Partners, LP

Basic Materials
-1.68K
- 28.91%
$65.32 - $90.69 $110K - $152K
4.13K $366K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-696
- 5.38%
$91.43 - $91.74 $63.6K - $63.9K
12.2K $1.12M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.53K
- 1.93%
$44.68 - $45.96 $68.4K - $70.4K
77.9K $3.56M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-5.54K
- 4.86%
$5.62 - $6.14 $31.1K - $34K
108K $623K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-467
- 1.67%
$66.5 - $71.25 $31.1K - $33.3K
27.5K $1.91M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-2.45K
- 23.58%
$27.79 - $34.16 $68.1K - $83.7K
7.94K $270K
VGT
Vanguard Information Technolog

ETFs
-194
- 31.54%
$470.37 - $663.28 $91.3K - $129K
421 $279K
EXC
Exelon Corp

Utilities
-223
- 1.35%
$42.2 - $47.37 $9.41K - $10.6K
16.3K $709K
FSK
Fs Kkr Capital Corp

Financial Services
-2.3K
- 8.77%
$17.95 - $21.5 $41.3K - $49.5K
23.9K $496K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.23K
- 9.22%
$42.72 - $44.24 $52.3K - $54.2K
12.1K $529K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-1.27K
- 18.17%
$40.82 - $43.14 $51.7K - $54.6K
5.7K $245K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-707
- 1.13%
$15.44 - $16.72 $10.9K - $11.8K
61.7K $993K
AVUS
American Centy ETF Tr Avantis

ETFs
-853
- 17.46%
$81.38 - $100.82 $69.4K - $86K
4.03K $406K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.05K
- 17.7%
$27.3 - $31.8 $55.9K - $65.1K
9.51K $302K
ORCC
Owl Rock Capital Corp

Financial Services
-2.88K
- 19.15%
N/A
12.2K $162K
FTCS
First Trust Capital Strength E

ETFs
-553
- 4.5%
$81.6 - $92.39 $45.1K - $51.1K
11.7K $1.07M
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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