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 Trade History
$140B
$1.44 Million 0.18% of portfolio
19,397
Q4 2024 Added 251.52%
$0
$1.5 Million 0.18% of portfolio
19,272
Q4 2024 Reduced 20.93%
$0
$1.4 Million 0.17% of portfolio
20,334
Q4 2024 Added 60.62%
$0
$1.4 Million 0.17% of portfolio
7,557
Q4 2024 Added 5.44%
$177B
$1.39 Million 0.17% of portfolio
7,119
Q4 2024 Added 40.39%
$12.2B
$1.3 Million 0.16% of portfolio
19,515
Q4 2024 New
$101B
$1.28 Million 0.16% of portfolio
6,960
Q4 2024 Added 55.95%
$0
$1.28 Million 0.16% of portfolio
27,262
Q4 2024 Added 65.55%
$0
$1.3 Million 0.16% of portfolio
13,498
Q4 2024 Reduced 7.13%
$0
$1.33 Million 0.16% of portfolio
87,437
Q4 2024 New
$125B
$1.25 Million 0.15% of portfolio
2,580
Q4 2024 Added 196.55%
$0
$1.22 Million 0.15% of portfolio
11,543
Q4 2024 Reduced 9.67%
$0
$1.25 Million 0.15% of portfolio
52,016
Q4 2024 Added 124.81%
$203B
$1.21 Million 0.15% of portfolio
7,230
Q4 2024 Added 142.54%
$83.4B
$1.23 Million 0.15% of portfolio
61,553
Q4 2024 Reduced 0.14%
$28.1B
$1.23 Million 0.15% of portfolio
5,587
Q4 2024 Added 18.42%
$111B
$1.2 Million 0.15% of portfolio
3,603
Q4 2024 Reduced 6.17%
$244B
$1.23 Million 0.15% of portfolio
10,245
Q4 2024 Added 84.03%
$0
$1.16 Million 0.14% of portfolio
13,175
Q4 2024 Added 3.22%
$0
$1.12 Million 0.14% of portfolio
25,605
Q4 2024 Added 2.82%
$194B
$1.18 Million 0.14% of portfolio
51,755
Q4 2024 Added 300.58%
$0
$1.12 Million 0.14% of portfolio
17,895
Q4 2024 Added 14.23%
$0
$1.16 Million 0.14% of portfolio
33,014
Q4 2024 Added 7.37%
$0
$1.11 Million 0.14% of portfolio
24,262
Q4 2024 Reduced 0.36%
$95.4B
$1.09 Million 0.13% of portfolio
5,379
Q4 2024 Added 59.28%
$0
$1.03 Million 0.13% of portfolio
13,076
Q4 2024 New
$183B
$1.1 Million 0.13% of portfolio
3,119
Q4 2024 Added 13.21%
$0
$1.04 Million 0.13% of portfolio
3,927
Q4 2024 Added 5.25%
$0
$1.1 Million 0.13% of portfolio
19,798
Q4 2024 Added 285.78%
$0
$1.1 Million 0.13% of portfolio
4,980
Q4 2024 Added 1.12%
$92.5B
$1.04 Million 0.13% of portfolio
6,012
Q4 2024 Added 175.91%
$141B
$1.06 Million 0.13% of portfolio
2,513
Q4 2024 Added 325.93%
$0
$1.05 Million 0.13% of portfolio
33,493
Q4 2024 Added 3.4%
$0
$966,000 0.12% of portfolio
14,845
Q4 2024 Reduced 6.35%
$17.4B
$946,000 0.12% of portfolio
5,827
Q4 2024 New
$153B
$960,000 0.12% of portfolio
7,948
Q4 2024 Added 24.07%
$0
$953,000 0.12% of portfolio
2,960
Q3 2024 Added 23.8%
$163B
$940,000 0.12% of portfolio
3,926
Q4 2024 Added 67.99%
$135B
$1.01 Million 0.12% of portfolio
11,263
Q4 2024 Added 248.92%
$0
$943,000 0.12% of portfolio
4,560
Q4 2024 New
$414B
$982,000 0.12% of portfolio
1,102
Q4 2024 Added 15.63%
$0
$987,000 0.12% of portfolio
35,652
Q4 2024 Added 329.54%
$140B
$994,000 0.12% of portfolio
4,332
Q4 2024 Reduced 0.39%
$0
$945,000 0.12% of portfolio
18,283
Q4 2024 Added 15.39%
$202B
$943,000 0.12% of portfolio
6,205
Q4 2024 Added 91.45%
$190B
$985,000 0.12% of portfolio
8,517
Q4 2024 Reduced 5.08%
$182B
$895,000 0.11% of portfolio
11,835
Q4 2024 Added 77.62%
$0
$925,000 0.11% of portfolio
18,867
Q4 2024 Added 1.3%
$0
$894,000 0.11% of portfolio
55,463
Q4 2024 New

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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