Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

$815 Million
Q4 2024

Savvy Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $815 Million distributed in 454 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.3M, Vanguard Index Fds S&P 500 ETF with a value of $64.4M, Spinnaker ETF Ser Uva Unconstr with a value of $33.9M, Ishares Core Total Usd Bond Ma with a value of $28.9M, and Apple Inc. with a value of $28.3M.

Examining the 13F form we can see an decrease of $492B in the current position value, from $492B to 815M.

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 $815 Million

ETFs: $452 Million

Technology: $165 Million

Financial Services: $37.7 Million

Healthcare: $35.5 Million

Consumer Cyclical: $27.6 Million

Consumer Defensive: $27 Million

Communication Services: $24.2 Million

Industrials: $17.2 Million

Other: $26.8 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
HD Home Depot, Inc. Consumer Cyclical	$366B	$2.8 Million 0.34% of portfolio	7,187	Q4 2024 Added 39.74%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$2.65 Million 0.33% of portfolio	59,092	Q4 2024 Added 1,266.92%
FYLD Cambria Foreign Shareholder Yi ETFs	$0	$2.66 Million 0.33% of portfolio	105,237	Q4 2024 Added 2.07%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$2.69 Million 0.33% of portfolio	53,644	Q4 2024 Added 380.85%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.68 Million 0.33% of portfolio	23,246	Q4 2024 Added 27.01%
FNDX Schwab Fundamental U S Large C ETFs	$0	$2.63 Million 0.32% of portfolio	111,166	Q4 2024 Added 255.39%
DFEM Dimensional ETF Tr Emerging Mk ETFs	$0	$2.51 Million 0.31% of portfolio	95,820	Q4 2024 Reduced 22.99%
JNJ Johnson & Johnson Healthcare	$404B	$2.44 Million 0.3% of portfolio	16,851	Q4 2024 Added 86.94%
PLD Prologis, Inc. Real Estate	$90.8B	$2.38 Million 0.29% of portfolio	22,477	Q4 2024 Added 22.13%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$2.24 Million 0.28% of portfolio	28,056	Q4 2024 New
ABT Abbott Laboratories Healthcare	$224B	$2.29 Million 0.28% of portfolio	20,240	Q4 2024 Added 135.18%
IFRA Ishares Tr ETFs	$0	$2.31 Million 0.28% of portfolio	50,006	Q4 2024 Added 30.2%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.32 Million 0.28% of portfolio	5,770	Q4 2024 Added 2.87%
UNH Unitedhealth Group Inc Healthcare	$549B	$2.2 Million 0.27% of portfolio	4,352	Q4 2024 Added 31.4%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$2.17 Million 0.27% of portfolio	27,020	Q4 2024 Reduced 20.85%
RWM Proshares Short Russell2000 ETFs	$0	$2.21 Million 0.27% of portfolio	118,069	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.12 Million 0.26% of portfolio	61,356	Q4 2024 Reduced 18.54%
KO Coca Cola CO Consumer Defensive	$313B	$2.01 Million 0.25% of portfolio	32,310	Q4 2024 Added 22.53%
CVX Chevron Corp Energy	$265B	$2.05 Million 0.25% of portfolio	14,155	Q4 2024 Added 145.87%
BLV Vanguard Bd Index Fd Inc Long ETFs	$0	$1.99 Million 0.24% of portfolio	29,075	Q4 2024 Added 5.11%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$1.97 Million 0.24% of portfolio	26,402	Q4 2024 Added 7.94%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$1.86 Million 0.23% of portfolio	64,856	Q4 2024 New
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$1.86 Million 0.23% of portfolio	50,149	Q4 2024 New
INTU Intuit Inc Technology	$167B	$1.91 Million 0.23% of portfolio	3,041	Q4 2024 Added 124.26%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$1.85 Million 0.23% of portfolio	7,860	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$1.87 Million 0.23% of portfolio	101,337	Q4 2024 Added 113.3%
RIGS Riverfront Strategic Income Fd ETFs	$0	$1.77 Million 0.22% of portfolio	77,873	Q4 2024 New
PANW Palo Alto Networks Inc Technology	$50.9B	$1.81 Million 0.22% of portfolio	9,938	Q4 2024 Added 425.82%
SUB Ishares Short Term National Mu ETFs	$0	$1.78 Million 0.22% of portfolio	16,864	Q4 2024 Added 13.07%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.77 Million 0.22% of portfolio	13,907	Q4 2024 Added 43.64%
XLE Energy Sector Spdr ETFs	$0	$1.76 Million 0.22% of portfolio	20,546	Q4 2024 Added 27.69%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$1.79 Million 0.22% of portfolio	18,029	Q4 2024 Added 102.37%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.79 Million 0.22% of portfolio	23,138	Q4 2024 Reduced 0.35%
DIS Walt Disney CO Communication Services	$154B	$1.71 Million 0.21% of portfolio	15,367	Q4 2024 Added 100.77%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$1.73 Million 0.21% of portfolio	13,981	Q4 2024 Added 2.37%
CSCO Cisco Systems, Inc. Technology	$236B	$1.63 Million 0.2% of portfolio	27,520	Q4 2024 Added 42.47%
CRM Salesforce, Inc. Technology	$255B	$1.6 Million 0.2% of portfolio	4,797	Q4 2024 Added 50.71%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.65 Million 0.2% of portfolio	63,802	Q4 2024 Added 106.56%
GS Goldman Sachs Group Inc Financial Services	$172B	$1.63 Million 0.2% of portfolio	2,849	Q4 2024 Added 160.66%
HON Honeywell International Inc Industrials	$135B	$1.53 Million 0.19% of portfolio	6,756	Q4 2024 Added 318.85%
IAU Ishares Gold Trust ETFs	$51.4B	$1.53 Million 0.19% of portfolio	30,925	Q4 2024 Added 45.78%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$1.53 Million 0.19% of portfolio	27,566	Q4 2024 New
VZ Verizon Communications Inc Communication Services	$186B	$1.56 Million 0.19% of portfolio	38,906	Q4 2024 Added 66.12%
COP Conocophillips Energy	$110B	$1.57 Million 0.19% of portfolio	15,792	Q4 2024 Added 30.1%
ORCL Oracle Corp Technology	$363B	$1.58 Million 0.19% of portfolio	9,468	Q4 2024 Added 28.87%
CAT Caterpillar Inc Industrials	$157B	$1.47 Million 0.18% of portfolio	4,040	Q4 2024 Reduced 1.56%
BMY Bristol Myers Squibb CO Healthcare	$109B	$1.47 Million 0.18% of portfolio	25,930	Q4 2024 Added 437.63%
MS Morgan Stanley Financial Services	$185B	$1.45 Million 0.18% of portfolio	11,556	Q4 2024 Added 195.7%
LODE Comstock Inc. Real Estate	$155M	$1.48 Million 0.18% of portfolio	2,054,771	Q4 2024 New
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$1.5 Million 0.18% of portfolio	61,712	Q4 2024 Added 48.57%

Summary

Portfolio
No. of Stocks 454
Current Value $815 Million
Prior Value $492 Billion
Filing
Period Q4 2024
Filing Date February 13, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 133 stocks
Additional Purchases 235 stocks
Sold out of 0 stocks
Reduced holdings in 65 stocks

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Savvy Advisors, Inc. Portfolio Holdings