Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024

Savvy Advisors, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $492 Billion distributed in 352 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.6B, Ishares Core Total Usd Bond Ma with a value of $22.2B, J P Morgan ETF Tr U S Quality with a value of $15.3B, Amgen Inc with a value of $13.2B, and Vanguard Total Stock Market Et with a value of $11.6B.

Examining the 13F form we can see an increase of $186B in the current position value, from $307B to 492B.

Savvy Advisors, Inc. is based out at New York, NY

Below you can find more details about Savvy Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $492 Billion
ETFs: $312 Billion
Technology: $49.6 Billion
Healthcare: $29 Billion
Consumer Defensive: $18.2 Billion
Financial Services: $16.5 Billion
Consumer Cyclical: $15.4 Billion
Industrials: $11.9 Billion
Communication Services: $11.4 Billion
Other: $17.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$13.2 Billion 2.67% of portfolio
40,853
Q3 2024 Reduced 1.09%
$402B
$10.2 Billion 2.08% of portfolio
59,178
Q3 2024 Added 41.06%
$3.09T
$9.95 Billion 2.02% of portfolio
23,117
Q3 2024 Added 26.57%
$3.62T
$9.77 Billion 1.98% of portfolio
41,934
Q3 2024 Added 46.82%
$354B
$9.23 Billion 1.87% of portfolio
75,970
Q3 2024 Added 26.29%
$2.06T
$5.73 Billion 1.16% of portfolio
30,746
Q3 2024 Added 32.18%
$1.25T
$4.15 Billion 0.84% of portfolio
7,245
Q3 2024 Added 68.25%
$497B
$3.35 Billion 0.68% of portfolio
28,581
Q3 2024 Added 141.72%
$184B
$3.1 Billion 0.63% of portfolio
14,036
Q3 2024 Added 261.38%
$720B
$2.84 Billion 0.58% of portfolio
13,446
Q3 2024 Added 25.32%
$612B
$2.79 Billion 0.57% of portfolio
6,052
Q3 2024 Added 25.61%
$66.8B
$2.75 Billion 0.56% of portfolio
15,936
Q3 2024 Added 953.97%
$105B
$2.32 Billion 0.47% of portfolio
18,404
Q3 2024 Added 42.31%
$229B
$2.22 Billion 0.45% of portfolio
27,479
Q3 2024 Added 6.17%
$1.03T
$2.06 Billion 0.42% of portfolio
12,445
Q3 2024 Added 27.51%
$418B
$2.08 Billion 0.42% of portfolio
5,143
Q3 2024 Added 25.93%
$1.01T
$1.97 Billion 0.4% of portfolio
7,527
Q3 2024 Added 24.21%
$554B
$1.94 Billion 0.39% of portfolio
3,312
Q3 2024 Added 108.56%
$292B
$1.89 Billion 0.38% of portfolio
9,588
Q3 2024 Added 59.99%
$267B
$1.89 Billion 0.38% of portfolio
26,368
Q3 2024 Added 248.28%
$709B
$1.68 Billion 0.34% of portfolio
1,892
Q3 2024 Added 4.88%
$203B
$1.6 Billion 0.33% of portfolio
4,104
Q3 2024 Added 104.89%
$403B
$1.46 Billion 0.3% of portfolio
9,014
Q3 2024 Added 106.98%
$100B
$1.45 Billion 0.29% of portfolio
61,641
Q3 2024 Reduced 2.49%
$506B
$1.44 Billion 0.29% of portfolio
5,237
Q3 2024 Added 25.2%
$75B
$1.26 Billion 0.26% of portfolio
11,541
Q3 2024 Added 2.36%
$143B
$1.27 Billion 0.26% of portfolio
3,840
Q3 2024 Added 249.73%
$143B
$1.28 Billion 0.26% of portfolio
12,138
Q3 2024 Added 108.52%
$495B
$1.25 Billion 0.25% of portfolio
7,347
Q3 2024 Added 10.32%
-
$1.21 Billion 0.25% of portfolio
-
Q3 2024 Added 2.56%
$168B
$1.21 Billion 0.25% of portfolio
4,349
Q3 2024 Added 402.77%
-
$1.14 Billion 0.23% of portfolio
-
Q3 2024 New
$32.1B
$1.06 Billion 0.22% of portfolio
4,718
Q3 2024 Added 17.63%
$174B
$1.09 Billion 0.22% of portfolio
8,973
Q3 2024 Added 11.09%
$498B
$1.06 Billion 0.21% of portfolio
2,141
Q3 2024 Reduced 12.43%
$177B
$1.05 Billion 0.21% of portfolio
5,071
Q3 2024 Added 105.64%
$175B
$1.05 Billion 0.21% of portfolio
23,420
Q3 2024 Reduced 5.82%
$91.5B
$1.04 Billion 0.21% of portfolio
4,463
Q3 2024 Added 268.23%
$218B
$1.05 Billion 0.21% of portfolio
6,406
Q3 2024 Added 17.69%
$236B
$1.03 Billion 0.21% of portfolio
19,316
Q3 2024 Reduced 0.05%
$201B
$1.05 Billion 0.21% of portfolio
1,700
Q3 2024 Reduced 0.29%
$215B
$975 Million 0.2% of portfolio
3,202
Q3 2024 Added 97.78%
$203B
$981 Million 0.2% of portfolio
8,606
Q3 2024 Added 40.67%
$223B
$974 Million 0.2% of portfolio
2,755
Q3 2024 Added 39.78%
$43.4B
$918 Million 0.19% of portfolio
5,153
Q3 2024 New
$401B
$916 Million 0.19% of portfolio
1,034
Q3 2024 Added 39.92%
-
$900 Million 0.18% of portfolio
-
Q2 2024 New
$325B
$871 Million 0.18% of portfolio
3,183
Q3 2024 Added 19.39%
$150B
$821 Million 0.17% of portfolio
9,708
Q3 2024 Reduced 2.24%

Summary

  • Portfolio
  • No. of Stocks 352
  • Current Value $492 Billion
  • Prior Value $307 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 74 stocks
  • Additional Purchases 203 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
Track This Portfolio

Track Savvy Advisors, Inc. Portfolio

Follow Savvy Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Savvy Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Savvy Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email