Savvy Advisors, Inc. Sells in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-4.97K
- 12.11%
$280.04 - $302.45 $1.39M - $1.5M
36.1K $10.5M
VEA
Vanguard Ftse Developed Market

ETFs
-1.96K
- 1.72%
$47.57 - $52.44 $93K - $103K
112K $5.35M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-28.6K
- 22.99%
$26.16 - $28.82 $748K - $824K
95.8K $2.51M
VCIT
Vanguard Intermediate Term Cor

ETFs
-7.12K
- 20.85%
$80.13 - $83.77 $570K - $596K
27K $2.17M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-14K
- 18.54%
$33.92 - $36.6 $474K - $511K
61.4K $2.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-5.1K
- 20.93%
$77.86 - $79.27 $397K - $404K
19.3K $1.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-82
- 0.35%
$77.02 - $78.58 $6.32K - $6.44K
23.1K $1.79M
CAT
Caterpillar Inc

Industrials
-64
- 1.56%
$360.37 - $416.88 $23.1K - $26.7K
4.04K $1.47M
INTC
Intel Corp

Technology
-88
- 0.14%
$19.07 - $26.23 $1.68K - $2.31K
61.6K $1.23M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.04K
- 7.13%
$94.37 - $106.41 $97.9K - $110K
13.5K $1.3M
ETN
Eaton Corp PLC

Industrials
-237
- 6.17%
$326.96 - $377.52 $77.5K - $89.5K
3.6K $1.2M
EMR
Emerson Electric CO

Industrials
-8.9K
- 77.08%
$108.13 - $134.33 $962K - $1.19M
2.65K $327K
DHR
Danaher Corp

Healthcare
-17
- 0.39%
$226.16 - $274.52 $3.84K - $4.67K
4.33K $994K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-87
- 0.36%
$45.38 - $46.88 $3.95K - $4.08K
24.3K $1.11M
AVDV
American Centy ETF Tr Avantis

ETFs
-1.01K
- 6.35%
$63.85 - $70.4 $64.3K - $70.9K
14.8K $966K
RTX
Raytheon Technologies Corp

Industrials
-456
- 5.08%
$114.45 - $127.21 $52.2K - $58K
8.52K $985K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-157
- 9.24%
$501.29 - $612.85 $78.7K - $96.2K
1.54K $802K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-8.51K
- 23.97%
$25.61 - $28.0 $218K - $238K
27K $697K
COIN
Coinbase Global, Inc.

Technology
-2.95K
- 57.17%
$163.17 - $343.62 $481K - $1.01M
2.21K $547K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.42K
- 50.34%
$124.61 - $133.96 $426K - $458K
3.38K $434K
INMU
Blackrock ETF Tr Ii Intermedia
-3.03K
- 8.61%
$23.5 - $24.06 $71.2K - $72.9K
32.1K $758K
VTC
Vanguard Scottsdale Fds Total

ETFs
-260
- 2.66%
$75.59 - $79.31 $19.7K - $20.6K
9.5K $719K
IEFA
Ishares Tr

ETFs
-415
- 4.19%
$70.06 - $77.43 $29.1K - $32.1K
9.48K $666K
FNDF
Schwab Fundamental Intl Large

ETFs
-244
- 1.2%
$32.92 - $37.15 $8.03K - $9.06K
20.1K $667K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.57K
- 72.77%
$55.73 - $66.16 $534K - $633K
3.58K $216K
CB
Chubb LTD

Financial Services
-1.53K
- 61.2%
$271.57 - $301.89 $416K - $462K
970 $268K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.56K
- 10.02%
$42.84 - $45.38 $66.7K - $70.7K
14K $600K
QCOM
Qualcomm Inc

Technology
-96
- 2.35%
$150.4 - $178.04 $14.4K - $17.1K
3.99K $612K
C
Citigroup Inc

Financial Services
-1.5K
- 13.65%
$61.31 - $72.5 $91.7K - $108K
9.46K $665K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.4K
- 47.1%
$209.89 - $233.24 $293K - $325K
1.57K $332K
DOW
Dow Inc.

Basic Materials
-1
- 0.01%
$39.1 - $55.34 $39.1 - $55.3
12K $482K
MAR
Marriott International Inc

Consumer Cyclical
-22
- 0.98%
$246.06 - $292.59 $5.41K - $6.44K
2.21K $617K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-646
- 7.58%
$62.07 - $66.61 $40.1K - $43K
7.88K $504K
ISRG
Intuitive Surgical Inc

Healthcare
-560
- 55.78%
$471.27 - $550.62 $264K - $308K
444 $231K
Linde PLC
-51
- 4.95%
N/A
979 $0
BA
Boeing CO

Industrials
-713
- 22.61%
$138.14 - $180.72 $98.5K - $129K
2.44K $432K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-686
- 15.86%
$104.59 - $118.05 $71.7K - $81K
3.64K $395K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-100
- 1.61%
$67.29 - $73.38 $6.73K - $7.34K
6.13K $415K
SBUX
Starbucks Corp

Consumer Cyclical
-181
- 3.89%
$87.44 - $102.5 $15.8K - $18.6K
4.48K $407K
XLV
Select Sector Spdr Fund Health

ETFs
-162
- 5.51%
$136.28 - $154.74 $22.1K - $25.1K
2.78K $382K
ICE
Intercontinental Exchange, Inc.

Financial Services
-493
- 17.54%
$148.29 - $166.93 $73.1K - $82.3K
2.32K $345K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-171
- 2.98%
$64.85 - $73.04 $11.1K - $12.5K
5.58K $364K
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.48K
- 17.44%
$46.75 - $47.8 $69.2K - $70.8K
7.01K $328K
AOS
Smith A O Corp

Industrials
-59
- 1.44%
$68.02 - $88.94 $4.01K - $5.25K
4.03K $274K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.66K
- 23.48%
$38.08 - $50.82 $63.1K - $84.3K
5.4K $205K
USXF
Ishares Esg Advanced Msci Usa

Technology
-315
- 4.55%
$48.45 - $52.57 $15.3K - $16.6K
6.62K $328K
MCK
Mckesson Corp

Healthcare
-225
- 34.72%
$482.27 - $628.5 $109K - $141K
423 $241K
AVUS
American Centy ETF Tr Avantis

ETFs
-43
- 1.35%
$94.36 - $102.06 $4.06K - $4.39K
3.14K $304K
NKE
Nike, Inc.

Consumer Cyclical
-236
- 7.22%
$73.36 - $89.13 $17.3K - $21K
3.03K $229K
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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