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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.28B
$746 Million 0.15% of portfolio
71,310
Q3 2024 Added 20.79%
$9.16B
$367 Million 0.07% of portfolio
4,084
Q3 2024 Reduced 0.39%
$9.55B
$297 Million 0.06% of portfolio
364
Q3 2024 Added 58.26%
$8.72B
$218 Million 0.04% of portfolio
1,407
Q3 2024 New
$2.66B
$55.3 Million 0.01% of portfolio
23,146
Q3 2024 New
$2.58B
$64.1 Million 0.01% of portfolio
10,953
Q3 2024 New
$3.75B
$51.9 Million 0.01% of portfolio
18,590
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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