Savvy Advisors, Inc. Portfolio Holdings by Sector
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO IUSB FFIU JQUA SCHG VTV IVLU SGOL 233 stocks |
$562,663
57.96% of portfolio
|
171
|
50
|
47
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO INTC TXN QCOM AMD TSM POWI 9 stocks |
$81,280
8.37% of portfolio
|
8
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$31,723
3.27% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV LLY JNJ BMY NVS MRK PFE 10 stocks |
$29,942
3.08% of portfolio
|
8
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PANW ORCL PLTR ADBE CRWD SNPS 7 stocks |
$27,705
2.85% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG SPOT BIDU KIND 6 stocks |
$20,216
2.08% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX CL KMB CHD 5 stocks |
$15,902
1.64% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$13,775
1.42% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP IX PYPL COF ORCC 7 stocks |
$10,437
1.08% of portfolio
|
7
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
GBAB BX BBN ARCC OIA MAIN TSLX TEI 16 stocks |
$10,114
1.04% of portfolio
|
16
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$9,980
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C RY 5 stocks |
$8,668
0.89% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL 3 stocks |
$8,354
0.86% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM CDNS WDAY NOW UBER COIN MSTR 10 stocks |
$8,226
0.85% of portfolio
|
7
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$8,166
0.84% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$7,370
0.76% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT BSX SYK 4 stocks |
$5,337
0.55% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TMUS CMCSA VOD 5 stocks |
$5,285
0.54% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN FISV 3 stocks |
$5,228
0.54% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN PH ITW ROP EMR AOS ROK 8 stocks |
$5,120
0.53% of portfolio
|
8
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX EAT CMG 4 stocks |
$4,898
0.5% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS EVR 4 stocks |
$4,887
0.5% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PB PNC LYG 3 stocks |
$4,805
0.49% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE OGE EXC AEP DUK NGG SO ENIC 8 stocks |
$4,336
0.45% of portfolio
|
7
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA LMT LHX GD TXT NOC 7 stocks |
$4,332
0.45% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP MNST 3 stocks |
$4,209
0.43% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F PSNY 3 stocks |
$4,010
0.41% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$3,724
0.38% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$3,173
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$3,144
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$2,850
0.29% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,726
0.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA 2 stocks |
$2,697
0.28% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB ELS 2 stocks |
$2,460
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP DVN OXY 3 stocks |
$2,260
0.23% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$2,116
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO REGN VRTX AMRN FGEN 5 stocks |
$2,101
0.22% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM VMI 3 stocks |
$2,100
0.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL 3 stocks |
$2,027
0.21% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR DGX 3 stocks |
$1,948
0.2% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MFC AFL MET 4 stocks |
$1,793
0.18% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU VSCO 3 stocks |
$1,724
0.18% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI ICE CBOE FDS MSCI 5 stocks |
$1,630
0.17% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$1,372
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$1,366
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI EPD WMB 3 stocks |
$1,259
0.13% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT WY IRM 3 stocks |
$1,185
0.12% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY TSCO AZO WSM GRWG 5 stocks |
$1,149
0.12% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO MPC 3 stocks |
$1,128
0.12% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC FBRT 2 stocks |
$1,064
0.11% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1,043
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW LYB 3 stocks |
$1,025
0.11% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA UAN 2 stocks |
$922
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CNI 2 stocks |
$900
0.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM RGLD GOLD 3 stocks |
$870
0.09% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$787
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$767
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$730
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QBTS RGTI QUBT 3 stocks |
$705
0.07% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$690
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$608
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$604
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR 2 stocks |
$581
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$581
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL MPW 2 stocks |
$580
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG 2 stocks |
$540
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$412
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$392
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD SID 2 stocks |
$389
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$350
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$345
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS NTIP 2 stocks |
$342
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$339
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$319
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$306
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$298
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
SLP 1 stocks |
$249
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$246
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
RUSHA 1 stocks |
$241
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$224
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$201
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$102
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
ABEV 1 stocks |
$76
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|