Savvy Advisors, Inc. Portfolio Holdings by Sector
Savvy Advisors, Inc.
- $492 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO IUSB JQUA IVLU VTV EFG XLK SCHX 160 stocks |
$300 Million
62.22% of portfolio
|
117
|
35
|
23
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV LLY JNJ MRK PFE BMY AZN 8 stocks |
$20.2 Million
4.19% of portfolio
|
7
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO INTC AMD TXN QCOM TSM 7 stocks |
$16.6 Million
3.44% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE PANW SNPS PLTR 6 stocks |
$13.1 Million
2.72% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$11.6 Million
2.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$10.6 Million
2.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$9.77 Million
2.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG KIND 4 stocks |
$8.32 Million
1.73% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5.73 Million
1.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C WFC BAC NU 5 stocks |
$4.82 Million
1.0% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN EMR GE PH ITW AOS ROP 7 stocks |
$4.48 Million
0.93% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN FISV 3 stocks |
$4.31 Million
0.9% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$4.2 Million
0.87% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$3.4 Million
0.71% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP PYPL 4 stocks |
$3.21 Million
0.67% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
COIN CRM INTU NOW UBER 5 stocks |
$3.21 Million
0.67% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.79 Million
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CI 3 stocks |
$2.66 Million
0.55% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2.64 Million
0.55% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG SBUX DPZ 4 stocks |
$2.49 Million
0.52% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2.45 Million
0.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$2.32 Million
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO 2 stocks |
$2.26 Million
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$2.24 Million
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE AEP EXC DUK SO ENIC 6 stocks |
$2.16 Million
0.45% of portfolio
|
5
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT BSX 4 stocks |
$2.16 Million
0.45% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT BA 3 stocks |
$2.08 Million
0.43% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1.85 Million
0.38% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$1.67 Million
0.35% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1.41 Million
0.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$1.41 Million
0.29% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB EQR 2 stocks |
$1.33 Million
0.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB PGR 2 stocks |
$1.31 Million
0.27% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS SCHW 3 stocks |
$1.31 Million
0.27% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$1.28 Million
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT IRM 2 stocks |
$1.25 Million
0.26% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG 2 stocks |
$978,890
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$976,561
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$943,265
0.2% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX BLK BEN 3 stocks |
$901,022
0.19% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$824,753
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
LRCX AMAT KLAC 3 stocks |
$811,137
0.17% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$757,854
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC 1 stocks |
$745,903
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE SPGI 2 stocks |
$736,425
0.15% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$701,078
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$674,498
0.14% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$656,762
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY WSM GRWG 3 stocks |
$656,002
0.14% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$620,843
0.13% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW 2 stocks |
$619,513
0.13% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI EPD 2 stocks |
$599,218
0.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$555,936
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$542,346
0.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO ORMP AMRN 3 stocks |
$499,195
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$493,235
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$467,606
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$446,394
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP SMCI 2 stocks |
$421,286
0.09% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
UAN 1 stocks |
$391,099
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$352,496
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$345,909
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$339,271
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$288,926
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$265,491
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG MOND 2 stocks |
$263,426
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS NTIP 2 stocks |
$256,158
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$252,791
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$231,368
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$220,228
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
WGO 1 stocks |
$210,591
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$204,363
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
MPW 1 stocks |
$64,075
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
LYG 1 stocks |
$56,786
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
SID 1 stocks |
$55,319
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
ABEV 1 stocks |
$52,760
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
KULR 1 stocks |
$3,396
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|