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
$316B
$848 Million 0.17% of portfolio
5,757
Q3 2024 Added 38.19%
$194B
$842 Million 0.17% of portfolio
1,356
Q3 2024 Added 142.14%
$244B
$812 Million 0.16% of portfolio
7,148
Q3 2024 Added 16.51%
$73.3B
$758 Million 0.15% of portfolio
2,915
Q3 2024 Added 26.25%
$210B
$736 Million 0.15% of portfolio
7,654
Q3 2024 Added 25.45%
$234B
$737 Million 0.15% of portfolio
1,424
Q3 2024 Added 1.28%
$120B
$721 Million 0.15% of portfolio
2,500
Q3 2024 New
$1.63B
$758 Million 0.15% of portfolio
13,156
Q3 2024 New
$5.28B
$746 Million 0.15% of portfolio
71,310
Q3 2024 Added 20.79%
$89.4B
$701 Million 0.14% of portfolio
3,377
Q3 2024 Added 28.7%
$180B
$694 Million 0.14% of portfolio
4,084
Q3 2024 Added 212.95%
$139B
$704 Million 0.14% of portfolio
24,339
Q3 2024 Added 14.37%
$133B
$686 Million 0.14% of portfolio
10,956
Q3 2024 Added 33.74%
$199B
$676 Million 0.14% of portfolio
5,567
Q3 2024 Added 46.35%
$367B
$676 Million 0.14% of portfolio
953
Q3 2024 Added 43.52%
$110B
$661 Million 0.13% of portfolio
2,962
Q3 2024 Added 155.12%
$116B
$646 Million 0.13% of portfolio
1,890
Q3 2024 Added 125.27%
$282B
$592 Million 0.12% of portfolio
10,487
Q3 2024 New
$124B
$612 Million 0.12% of portfolio
2,210
Q3 2024 Added 12.7%
$150B
$593 Million 0.12% of portfolio
2,337
Q3 2024 New
$203B
$541 Million 0.11% of portfolio
1,093
Q3 2024 Added 39.41%
$167B
$558 Million 0.11% of portfolio
2,060
Q3 2024 New
-
$542 Million 0.11% of portfolio
-
Q2 2024 Reduced 2.15%
$219B
$551 Million 0.11% of portfolio
3,241
Q3 2024 Added 87.45%
$90.5B
$556 Million 0.11% of portfolio
2,236
Q3 2024 Added 3.76%
$193B
$562 Million 0.11% of portfolio
2,981
Q3 2024 Added 61.57%
$186B
$493 Million 0.1% of portfolio
1,004
Q3 2024 New
$83.6B
$479 Million 0.1% of portfolio
3,154
Q3 2024 Added 108.6%
$214B
$506 Million 0.1% of portfolio
1,865
Q3 2024 Added 38.05%
$375B
$494 Million 0.1% of portfolio
12,458
Q3 2024 Added 24.18%
$148B
$501 Million 0.1% of portfolio
1,388
Q3 2024 Added 29.72%
$140B
$509 Million 0.1% of portfolio
870
Q3 2024 Added 31.42%
$113B
$454 Million 0.09% of portfolio
4,656
Q3 2024 Reduced 5.06%
$86.9B
$451 Million 0.09% of portfolio
2,810
Q3 2024 Added 34.32%
$145B
$446 Million 0.09% of portfolio
1,811
Q3 2024 Added 34.45%
$49.5B
$440 Million 0.09% of portfolio
4,284
Q3 2024 Added 6.91%
$230B
$444 Million 0.09% of portfolio
3,728
Q3 2024 Added 69.15%
$96.2B
$385 Million 0.08% of portfolio
741
Q3 2024 New
$63B
$396 Million 0.08% of portfolio
3,014
Q3 2024 Reduced 24.88%
$81.6B
$380 Million 0.08% of portfolio
845
Q3 2024 Added 36.51%
$89.8B
$418 Million 0.08% of portfolio
661
Q3 2024 Added 13.18%
$116B
$404 Million 0.08% of portfolio
4,489
Q3 2024 New
$227B
$407 Million 0.08% of portfolio
3,908
Q3 2024 Added 65.87%
$765M
$391 Million 0.08% of portfolio
5,826
Q3 2024 Reduced 1.54%
$69.9B
$403 Million 0.08% of portfolio
1,578
Q3 2024 Added 9.13%
$38.9B
$372 Million 0.08% of portfolio
9,180
Q3 2024 Added 8.45%
$189B
$330 Million 0.07% of portfolio
7,903
Q3 2024 Added 32.4%
$154B
$333 Million 0.07% of portfolio
1,613
Q3 2024 New
$98.1B
$336 Million 0.07% of portfolio
969
Q3 2024 New

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
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