Savvy Advisors, Inc. Portfolio Holdings
Savvy Advisors, Inc.
- $974 Million
- Q1 2025
Savvy Advisors, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $974 Million distributed in 518 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $71.3M, Vanguard Index Fds S&P 500 ETF with a value of $60.3M, Ishares Core Total Usd Bond Ma with a value of $43.2M, Spinnaker ETF Ser Uva Unconstr with a value of $40.2M, and Apple Inc. with a value of $31.4M.
Examining the 13F form we can see an increase of $159M in the current position value, from $815M to 974M.
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.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 518
- Current Value $974 Million
- Prior Value $815 Million
- Filing
- Period Q1 2025
- Filing Date May 12, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 91 stocks
- Additional Purchases 314 stocks
- Sold out of 0 stocks
- Reduced holdings in 92 stocks