Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024

Savvy Advisors, Inc. has filed its 13F form on November 05, 2024 for Q3 2024 where it was disclosed a total value porftolio of $492 Billion distributed in 352 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.6B, Ishares Core Total Usd Bond Ma with a value of $22.2B, J P Morgan ETF Tr U S Quality with a value of $15.3B, Amgen Inc with a value of $13.2B, and Vanguard Total Stock Market Et with a value of $11.6B.

Examining the 13F form we can see an increase of $186B in the current position value, from $307B to 492B.

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 $492 Billion
ETFs: $312 Billion
Technology: $49.6 Billion
Healthcare: $29 Billion
Consumer Defensive: $18.2 Billion
Financial Services: $16.5 Billion
Consumer Cyclical: $15.4 Billion
Industrials: $11.9 Billion
Communication Services: $11.4 Billion
Other: $17.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$43.3B
$1.05 Billion 0.21% of portfolio
21,213
Q3 2024 Added 0.22%
$0
$974 Million 0.2% of portfolio
8,909
Q3 2024 Added 242.26%
$0
$976 Million 0.2% of portfolio
15,666
Q3 2024 Reduced 25.53%
$0
$999 Million 0.2% of portfolio
35,512
Q3 2024 New
$214B
$975 Million 0.2% of portfolio
3,202
Q3 2024 Added 97.78%
$206B
$981 Million 0.2% of portfolio
8,606
Q3 2024 Added 40.67%
$0
$984 Million 0.2% of portfolio
3,731
Q3 2024 Reduced 33.3%
$0
$972 Million 0.2% of portfolio
4,215
Q3 2024 Added 264.94%
$226B
$974 Million 0.2% of portfolio
2,755
Q3 2024 Added 39.78%
$0
$931 Million 0.19% of portfolio
2,960
Q3 2024 Added 23.8%
$0
$925 Million 0.19% of portfolio
11,065
Q3 2024 Added 3.18%
$41.9B
$918 Million 0.19% of portfolio
5,153
Q3 2024 New
Vanguard Wellington Fd
-
$942 Million 0.19% of portfolio
-
Q3 2024 Added 4.5%
$427B
$916 Million 0.19% of portfolio
1,034
Q3 2024 Added 39.92%
$0
$936 Million 0.19% of portfolio
18,624
Q3 2024 Reduced 5.76%
-
$900 Million 0.18% of portfolio
-
Q2 2024 New
$0
$887 Million 0.18% of portfolio
4,944
Q3 2024 Added 21.3%
$342B
$871 Million 0.18% of portfolio
3,183
Q3 2024 Added 19.39%
$149B
$821 Million 0.17% of portfolio
9,708
Q3 2024 Reduced 2.24%
$318B
$848 Million 0.17% of portfolio
5,757
Q3 2024 Added 38.19%
$0
$834 Million 0.17% of portfolio
15,844
Q3 2024 Added 11.47%
$0
$858 Million 0.17% of portfolio
6,798
Q3 2024 Added 2.04%
$0
$847 Million 0.17% of portfolio
35,168
Q3 2024 Added 4.39%
$180B
$842 Million 0.17% of portfolio
1,356
Q3 2024 Added 142.14%
$0
$855 Million 0.17% of portfolio
12,660
Q3 2024 Reduced 0.08%
$251B
$812 Million 0.16% of portfolio
7,148
Q3 2024 Added 16.51%
$0
$774 Million 0.16% of portfolio
9,762
Q3 2024 Added 21.95%
$0
$772 Million 0.16% of portfolio
9,897
Q3 2024 Reduced 70.07%
$0
$791 Million 0.16% of portfolio
16,468
Q3 2024 Added 39.73%
$0
$804 Million 0.16% of portfolio
13,585
Q3 2024 Added 0.22%
First Tr Exchng Traded Fd Vi
-
$806 Million 0.16% of portfolio
-
Q3 2024 New
$82.1B
$758 Million 0.15% of portfolio
2,915
Q3 2024 Added 26.25%
$0
$760 Million 0.15% of portfolio
20,346
Q3 2024 New
$211B
$736 Million 0.15% of portfolio
7,654
Q3 2024 Added 25.45%
$238B
$737 Million 0.15% of portfolio
1,424
Q3 2024 Added 1.28%
$118B
$721 Million 0.15% of portfolio
2,500
Q3 2024 New
$0
$761 Million 0.15% of portfolio
6,737
Q3 2024 Added 34.5%
$1.72B
$758 Million 0.15% of portfolio
13,156
Q3 2024 New
Annaly Capital Management In
-
$725 Million 0.15% of portfolio
-
Q3 2024 Added 23.56%
$5.35B
$746 Million 0.15% of portfolio
71,310
Q3 2024 Added 20.79%
$0
$752 Million 0.15% of portfolio
12,845
Q3 2024 Reduced 30.98%
$0
$708 Million 0.14% of portfolio
12,338
Q3 2024 Reduced 80.08%
$0
$690 Million 0.14% of portfolio
8,300
Q3 2024 Added 6.66%
$92.1B
$701 Million 0.14% of portfolio
3,377
Q3 2024 Added 28.7%
$176B
$694 Million 0.14% of portfolio
4,084
Q3 2024 Added 212.95%
$144B
$704 Million 0.14% of portfolio
24,339
Q3 2024 Added 14.37%
$135B
$686 Million 0.14% of portfolio
10,956
Q3 2024 Added 33.74%
$202B
$676 Million 0.14% of portfolio
5,567
Q3 2024 Added 46.35%
$400B
$676 Million 0.14% of portfolio
953
Q3 2024 Added 43.52%

Summary

  • Portfolio
  • No. of Stocks 352
  • Current Value $492 Billion
  • Prior Value $307 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 05, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 74 stocks
  • Additional Purchases 203 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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