Savvy Advisors, Inc. has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $173 Billion distributed in 223 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 $12.7B, Amgen Inc with a value of $11.2B, Ishares Core Total Usd Bond Ma with a value of $6.45B, Schwab Strategic Tr Us Large C with a value of $4.42B, and Microsoft Corp with a value of $4.42B.
Examining the 13F form we can see an increase of $70.5B in the current position value, from $103B to 173B.
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
$173 Billion
ETFs: $112 Billion
Technology: $15.9 Billion
Healthcare: $15.2 Billion
Financial Services: $6.23 Billion
Consumer Cyclical: $5 Billion
Communication Services: $3.88 Billion
Industrials: $3.6 Billion
Consumer Defensive: $2.51 Billion
Other: $5.44 Billion
Stock Holdings Table Market Cap. of $200 Billions or more