Savvy Advisors, Inc. Reduced Holdings in Q3 2025

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
-38.3K
- 83.45%
$271.18 - $309.22 $10.4M - $11.9M
7.6K $2.15M
JPIE
J P Morgan Exchange Traded Fd
-52.8K
- 33.49%
$46.01 - $46.55 $2.43M - $2.46M
105K $4.86M
GBIL
Goldman Sachs Access Treasury

ETFs
-6.32K
- 61.16%
$99.82 - $100.23 $631K - $634K
4.02K $402K
ARCC
Ares Capital Corp

Financial Services
-23.9K
- 26.14%
$20.41 - $23.25 $487K - $555K
67.4K $1.38M
UNH
Unitedhealth Group Inc

Healthcare
-2.45K
- 33.92%
$237.77 - $353.61 $582K - $865K
4.77K $1.65M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-29.3K
- 12.3%
$27.61 - $29.15 $808K - $853K
209K $6.08M
HON
Honeywell International Inc

Industrials
-1.1K
- 13.19%
$207.7 - $240.4 $228K - $264K
7.22K $1.52M
NOW
Service Now, Inc.

Technology
-198
- 18.33%
$850.86 - $1044.69 $168K - $207K
882 $811K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-6.23K
- 38.69%
$54.35 - $59.32 $339K - $370K
9.88K $584K
DHR
Danaher Corp

Healthcare
-1.48K
- 45.86%
$181.46 - $212.2 $269K - $314K
1.75K $346K
CL
Colgate Palmolive CO

Consumer Defensive
-2.36K
- 42.15%
$79.36 - $93.33 $187K - $220K
3.24K $258K
DNLI
Denali Therapeutics Inc.

Healthcare
-20.7K
- 21.17%
$12.75 - $15.65 $264K - $324K
77.1K $1.12M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
-9.79K
- 44.94%
$34.37 - $40.61 $336K - $397K
12K $481K
EFV
Msci Eafe Value ETF

ETFs
-4.55K
- 29.47%
$62.79 - $68.42 $286K - $311K
10.9K $738K
MBB
Ishares Tr

ETFs
-2.56K
- 43.81%
$92.46 - $95.73 $237K - $245K
3.29K $312K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-10.6K
- 23.5%
$29.55 - $32.52 $314K - $345K
34.6K $1.11M
DIS
Walt Disney CO

Communication Services
-452
- 2.61%
$112.25 - $124.0 $50.7K - $56K
16.9K $1.93M
DE
Deere & CO

Industrials
-127
- 4.09%
$457.26 - $524.37 $58.1K - $66.6K
2.98K $1.36M
MS
Morgan Stanley

Financial Services
-2.79K
- 22.17%
$139.09 - $161.16 $388K - $450K
9.8K $1.56M
SPOT
Spotify Technology S.A.

Communication Services
-10
- 0.33%
$620.01 - $738.53 $6.2K - $7.39K
2.99K $2.09M
QBTS
D Wave Quantum Inc.

Technology
-24.3K
- 63.16%
$14.81 - $27.72 $361K - $675K
14.2K $350K
T
At&T Inc.

Communication Services
-4.97K
- 5.43%
$26.94 - $29.62 $134K - $147K
86.5K $2.44M
POWI
Power Integrations Inc

Technology
-59
- 0.47%
$39.37 - $59.54 $2.32K - $3.51K
12.6K $505K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.76K
- 6.98%
$86.07 - $90.74 $151K - $160K
23.4K $2.1M
CNI
Canadian National Railway CO

Industrials
-1.26K
- 27.35%
$92.01 - $106.6 $116K - $134K
3.35K $315K
KMT
Kennametal Inc

Industrials
-3.79K
- 9.72%
$19.97 - $25.7 $75.6K - $97.3K
35.2K $736K
ABT
Abbott Laboratories

Healthcare
-843
- 3.96%
$120.51 - $136.62 $102K - $115K
20.5K $2.74M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-8.49K
- 17.45%
$25.43 - $27.31 $216K - $232K
40.2K $1.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.82K
- 18.17%
$81.75 - $84.54 $148K - $154K
8.18K $687K
AMT
American Tower Corp

Real Estate
-241
- 7.39%
$192.32 - $232.35 $46.3K - $56K
3.02K $580K
IVE
Ishares S&P 500 Value ETF

ETFs
-951
- 16.72%
$194.44 - $206.51 $185K - $196K
4.74K $978K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
-4.3K
- 64.18%
$70.83 - $154.44 $305K - $664K
2.4K $370K
BA
Boeing CO

Industrials
-749
- 13.84%
$209.79 - $237.38 $157K - $178K
4.66K $1.01M
FISV
Fiserv Inc

Technology
-887
- 21.64%
N/A
3.21K $402K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.35K
- 12.08%
$85.01 - $90.35 $115K - $122K
9.81K $876K
ADP
Automatic Data Processing Inc

Industrials
-107
- 2.48%
$288.69 - $310.94 $30.9K - $33.3K
4.22K $1.24M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-10.5K
- 19.05%
$9.44 - $10.39 $99.2K - $109K
44.7K $443K
ZTS
Zoetis Inc.

Healthcare
-376
- 11.84%
$141.13 - $159.19 $53.1K - $59.9K
2.8K $409K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
-18.9K
- 17.41%
$5.52 - $6.17 $104K - $116K
89.5K $539K
DOW
Dow Inc.

Basic Materials
-605
- 3.07%
$20.87 - $30.37 $12.6K - $18.4K
19.1K $438K
MLPB
Ubs Ag

ETFs
-2K
- 6.94%
$24.82 - $26.38 $49.6K - $52.8K
26.8K $667K
MAR
Marriott International Inc

Consumer Cyclical
-167
- 6.04%
$255.35 - $282.87 $42.6K - $47.2K
2.6K $676K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-217
- 10.65%
$196.15 - $217.83 $42.6K - $47.3K
1.82K $366K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-1K
- 16.46%
$121.46 - $130.92 $122K - $131K
5.1K $663K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-7.21K
- 39.41%
$10.78 - $11.84 $77.7K - $85.4K
11.1K $129K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.32K
- 2.98%
$45.26 - $46.63 $105K - $108K
75.6K $3.49M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-1.73K
- 6.31%
$46.86 - $48.27 $80.8K - $83.3K
25.6K $1.23M
MCHP
Microchip Technology Inc

Technology
-538
- 9.76%
$60.95 - $75.26 $32.8K - $40.5K
4.97K $319K
UAN
Cvr Partners, LP

Basic Materials
-808
- 19.56%
$85.4 - $97.16 $69K - $78.5K
3.32K $299K
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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