Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Savvy Advisors

Latest statistics and disclosures from Savvy Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, AMGN, IUSB, SCHX, MSFT, and represent 22.59% of Savvy Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$7.1M), IUSB, VTV, IVV, SUB, XLK, MUB, JQUA, SPYG, WMT.
Started 71 new stock positions in IVV, PH, SCHW, ORMP, AMRN, IEMG, VV, UAN, VGSH, FHLC.
Reduced shares in these 10 stocks: STIP, SPMD, SCHG, REET, FLTR, FJUL, BKLN, FOCT, AFRM, BX.
Sold out of its positions in AFRM, BX, FOCT, FJUL, REET.
Savvy Advisors was a net buyer of stock by $64M.
Savvy Advisors has $174M in assets under management (AUM), dropping by 68.41%.
Central Index Key (CIK): 0002003633

Tip: Access up to 7 years of quarterly data

Positions held by Savvy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Savvy Advisors

Savvy Advisors holds 223 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.3	$13M	+124%	26k	480.69	View chart
Amgen (AMGN)	6.5	$11M		39k	284.32	View chart
Ishares Tr Core Total Usd (IUSB)	3.7	$6.4M	+138%	141k	45.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.5	$4.4M	-3%	71k	62.06	View chart
Microsoft Corporation (MSFT)	2.5	$4.4M	+24%	11k	420.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.0	$3.5M	+25%	7.9k	444.00	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.0	$3.4M	+53%	64k	52.87	View chart
NVIDIA Corporation (NVDA)	1.9	$3.2M	+41%	3.6k	903.58	View chart
Apple (AAPL)	1.4	$2.4M	+55%	14k	171.48	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.4	$2.4M	+76%	85k	28.23	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.3	$2.2M	+175%	21k	104.73	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.2	$2.0M	+75%	20k	103.79	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$2.0M	NEW	12k	162.85	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.1	$2.0M	+109%	39k	50.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$2.0M	+58%	51k	39.02	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.1	$1.9M	+82%	41k	45.61	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$1.9M	+272%	9.1k	208.27	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$1.7M	+445%	16k	107.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$1.6M	+30%	16k	97.94	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.9	$1.6M	+228%	22k	73.15	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.9	$1.5M	+194%	23k	67.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.5M	NEW	2.9k	525.77	View chart
First Tr Value Line Divid In SHS (FVD)	0.8	$1.5M	+3%	35k	42.23	View chart
JPMorgan Chase & Co. (JPM)	0.8	$1.4M	+84%	7.2k	200.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.4M	+57%	28k	50.17	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.8	$1.4M	-27%	14k	99.43	View chart
Amazon (AMZN)	0.8	$1.3M	+20%	7.4k	180.38	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$1.3M	+20%	27k	49.24	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$1.3M	+35%	11k	114.86	View chart
Wal-Mart Stores (WMT)	0.7	$1.2M	+1228%	19k	60.17	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.7	$1.1M		25k	46.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.1M	+38%	2.6k	420.52	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$1.1M	+71%	39k	27.94	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.6	$1.1M	+113%	51k	21.24	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.6	$1.1M	+235%	48k	22.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$1.0M	+38%	5.0k	210.32	View chart
Exxon Mobil Corporation (XOM)	0.6	$1.0M	+27%	8.9k	116.24	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$1.0M	+68%	28k	36.19	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.6	$1.0M	+2%	12k	85.65	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$1.0M	+91%	21k	48.21	View chart
Meta Platforms Cl A (META)	0.6	$1.0M	+49%	2.1k	485.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$983k	NEW	19k	50.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$981k	+61%	12k	80.63	View chart
Verizon Communications (VZ)	0.6	$980k	-2%	23k	41.96	View chart
Ishares Tr Msci India Etf (INDA)	0.6	$977k	NEW	19k	51.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$976k	+7%	2.9k	337.05	View chart
Broadcom (AVGO)	0.6	$960k	+205%	724.00	1325.84	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$871k	-8%	14k	61.53	View chart
Visa Com Cl A (V)	0.5	$829k	+30%	3.0k	279.08	View chart
Home Depot (HD)	0.5	$816k	+49%	2.1k	383.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$811k	+11%	14k	58.11	View chart
Cisco Systems (CSCO)	0.5	$801k	+36%	16k	49.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$770k	NEW	6.4k	121.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$768k		3.7k	205.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$750k	+88%	1.4k	523.23	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$744k	+133%	15k	51.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$742k	+125%	3.0k	249.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$738k	-17%	14k	52.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$733k	+1470%	12k	60.74	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$731k	-4%	13k	56.17	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.4	$718k	NEW	30k	23.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$715k	+88%	4.7k	152.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$710k	+7%	8.9k	79.86	View chart
International Business Machines (IBM)	0.4	$694k	+16%	3.6k	190.94	View chart
Dow (DOW)	0.4	$690k	-11%	12k	57.93	View chart
Tesla Motors (TSLA)	0.4	$686k	+13%	3.9k	175.79	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$685k	+124%	16k	42.01	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$664k	+20%	5.8k	114.96	View chart
Abbvie (ABBV)	0.4	$663k	+58%	3.6k	182.08	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$661k	+78%	15k	43.04	View chart
Caterpillar (CAT)	0.4	$650k	+9%	1.8k	366.40	View chart
Mastercard Incorporated Cl A (MA)	0.4	$637k	+31%	1.3k	481.57	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$636k	-23%	7.8k	81.43	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.4	$635k	NEW	19k	32.69	View chart
Eli Lilly & Co. (LLY)	0.3	$602k	+53%	773.00	778.22	View chart
Johnson & Johnson (JNJ)	0.3	$601k	+75%	3.8k	158.17	View chart
Raytheon Technologies Corp (RTX)	0.3	$590k	NEW	6.0k	97.53	View chart
Oracle Corporation (ORCL)	0.3	$578k	+86%	4.6k	125.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$576k		9.4k	61.05	View chart
Super Micro Computer (SMCI)	0.3	$554k	NEW	548.00	1010.03	View chart
Procter & Gamble Company (PG)	0.3	$540k	+62%	3.3k	162.23	View chart
Pfizer (PFE)	0.3	$540k		19k	27.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$537k	-6%	6.2k	86.48	View chart
ConocoPhillips (COP)	0.3	$536k	-2%	4.2k	127.28	View chart
Intel Corporation (INTC)	0.3	$532k	+2%	12k	44.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$530k	+14%	1.8k	288.03	View chart
Domino's Pizza (DPZ)	0.3	$518k	NEW	1.0k	496.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.3	$517k	NEW	11k	45.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$515k	+6%	6.7k	76.67	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.3	$513k	NEW	3.3k	155.84	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.3	$499k	-30%	24k	21.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$495k	-3%	1.9k	259.90	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$491k	+69%	6.8k	72.63	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.3	$488k	-2%	11k	43.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$484k	-11%	4.7k	102.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$476k		6.2k	77.30	View chart
Walt Disney Company (DIS)	0.3	$476k	-10%	3.9k	122.35	View chart
Marriott Intl Cl A (MAR)	0.3	$475k	-10%	1.9k	252.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$474k	+5%	4.3k	110.52	View chart
Cvr Partners (UAN)	0.3	$465k	NEW	5.9k	78.59	View chart
Citigroup Com New (C)	0.3	$464k	-2%	7.3k	63.24	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.3	$461k	NEW	15k	31.10	View chart
UnitedHealth (UNH)	0.3	$455k	+56%	919.00	494.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$452k	+31%	2.4k	191.88	View chart
Chevron Corporation (CVX)	0.3	$442k	+54%	2.8k	157.74	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.3	$441k	-36%	17k	25.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$437k	+25%	2.9k	150.93	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$435k	NEW	4.6k	94.42	View chart
Phillips 66 (PSX)	0.2	$430k		2.6k	163.34	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$428k	NEW	6.2k	68.80	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$424k	NEW	1.8k	239.76	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$423k	+2%	10k	41.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$419k	NEW	2.3k	182.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$419k	NEW	2.8k	147.73	View chart
salesforce (CRM)	0.2	$418k	+11%	1.4k	301.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$417k		10k	41.77	View chart
Constellation Energy (CEG)	0.2	$417k		2.3k	184.85	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$412k	NEW	9.1k	45.31	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$409k	+59%	6.1k	67.13	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$401k	NEW	13k	31.95	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$399k	NEW	4.7k	85.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$386k	NEW	4.8k	80.51	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$385k	+25%	15k	25.25	View chart
Nextera Energy (NEE)	0.2	$383k	NEW	6.0k	63.91	View chart
Abbott Laboratories (ABT)	0.2	$383k	+61%	3.4k	113.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$381k	+35%	1.1k	346.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$381k	-7%	1.7k	228.59	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$378k		9.4k	40.27	View chart
Merck & Co (MRK)	0.2	$376k	NEW	2.9k	131.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$373k	-47%	4.0k	92.72	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$370k	NEW	8.5k	43.36	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$369k	+40%	7.5k	49.05	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.2	$369k		3.6k	102.10	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$368k	NEW	7.9k	46.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$361k	NEW	2.0k	182.69	View chart
T Rowe Price Etf Qm Us Bond Etf (TAGG)	0.2	$360k	NEW	8.5k	42.26	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$360k	-15%	4.6k	78.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$357k	+30%	1.9k	186.81	View chart
Arm Holdings Sponsored Adr (ARM)	0.2	$353k	NEW	2.8k	124.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$350k	NEW	6.4k	54.40	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$350k	-3%	6.0k	58.55	View chart
A. O. Smith Corporation (AOS)	0.2	$349k	-4%	3.9k	89.46	View chart
Texas Instruments Incorporated (TXN)	0.2	$347k	NEW	2.0k	174.21	View chart
Coca-Cola Company (KO)	0.2	$347k	NEW	5.7k	61.18	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$347k	NEW	6.7k	51.60	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$343k	-32%	6.8k	50.29	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$337k	-26%	5.3k	63.33	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$336k	+59%	5.7k	59.24	View chart
Automatic Data Processing (ADP)	0.2	$335k		1.3k	249.77	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$334k	-11%	3.1k	108.92	View chart
Waste Management (WM)	0.2	$331k	-14%	1.6k	213.14	View chart
McDonald's Corporation (MCD)	0.2	$325k	NEW	1.2k	281.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$323k	-2%	4.9k	65.86	View chart
Exelon Corporation (EXC)	0.2	$322k	+5%	8.6k	37.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$321k	NEW	5.5k	58.07	View chart
Parker-Hannifin Corporation (PH)	0.2	$312k	NEW	562.00	555.79	View chart
Kraneshares Trust Kfa Mount Lucas (KMLM)	0.2	$312k	-22%	10k	29.89	View chart
Ford Motor Company (F)	0.2	$304k		23k	13.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$300k	+37%	7.1k	41.98	View chart
Blackrock Etf Trust Ii Short Term Calif (CALY)	0.2	$300k	NEW	6.0k	50.26	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.2	$292k	NEW	9.1k	32.19	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.2	$291k		5.0k	57.93	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.2	$289k	NEW	5.8k	50.10	View chart
Adobe Systems Incorporated (ADBE)	0.2	$288k	+61%	571.00	504.60	View chart
Franklin Resources (BEN)	0.2	$285k	-12%	10k	28.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$284k	NEW	3.2k	89.68	View chart
General Electric Com New (GE)	0.2	$280k	-2%	1.6k	175.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$280k	-25%	3.8k	74.22	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$279k	+6%	5.5k	50.77	View chart
Boeing Company (BA)	0.2	$279k	NEW	1.4k	192.99	View chart
CVS Caremark Corporation (CVS)	0.2	$278k	NEW	3.5k	79.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$278k	NEW	3.3k	84.44	View chart
Freeport-mcmoran CL B (FCX)	0.2	$277k		5.9k	47.02	View chart
Starbucks Corporation (SBUX)	0.2	$275k	NEW	3.0k	91.39	View chart
Bank of America Corporation (BAC)	0.2	$274k	+10%	7.2k	37.92	View chart
Netflix (NFLX)	0.2	$272k	NEW	448.00	607.33	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$272k		6.5k	41.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$271k	-30%	1.6k	169.37	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$262k	-17%	13k	20.30	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.2	$262k	NEW	5.2k	50.12	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$261k	NEW	22k	11.93	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$261k	+8%	4.5k	57.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$259k		3.1k	84.10	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$257k	-24%	6.3k	40.93	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$248k	+9%	4.3k	57.86	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.1	$244k	-13%	5.9k	41.07	View chart
Winnebago Industries (WGO)	0.1	$243k	-18%	3.3k	74.00	View chart
Synopsys (SNPS)	0.1	$242k		424.00	571.50	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$239k		2.3k	103.79	View chart
Costco Wholesale Corporation (COST)	0.1	$237k	NEW	323.00	732.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$236k		5.5k	42.88	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$236k	NEW	3.4k	69.77	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.1	$232k		5.8k	39.63	View chart
American Express Company (AXP)	0.1	$231k	NEW	1.0k	227.69	View chart
Philip Morris International (PM)	0.1	$231k	NEW	2.5k	91.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$229k	NEW	5.5k	41.95	View chart
Goldman Sachs (GS)	0.1	$221k	NEW	530.00	417.80	View chart
Ecolab (ECL)	0.1	$220k	NEW	954.00	230.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$219k		4.8k	46.00	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$219k	NEW	3.5k	63.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$217k	NEW	5.5k	39.24	View chart
AFLAC Incorporated (AFL)	0.1	$217k		2.5k	85.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$216k	NEW	8.2k	26.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$216k		5.2k	41.21	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$215k	NEW	1.3k	162.88	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$214k	-65%	4.0k	53.34	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$213k	NEW	4.5k	47.04	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$212k	NEW	1.2k	179.42	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$211k	NEW	1.6k	131.22	View chart
Illinois Tool Works (ITW)	0.1	$210k	NEW	783.00	268.33	View chart
Charles Schwab Corporation (SCHW)	0.1	$205k	NEW	2.8k	72.34	View chart
Lockheed Martin Corporation (LMT)	0.1	$205k	NEW	450.00	454.87	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$204k	NEW	4.5k	45.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$202k	NEW	1.2k	164.35	View chart
Oramed Pharmaceuticals Com New (ORMP)	0.0	$55k	NEW	19k	2.92	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$38k	+15%	15k	2.59	View chart
Network 1 Sec Solutions (NTIP)	0.0	$33k	NEW	16k	2.07	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$29k		10k	2.86	View chart
Novonix Sponsored Ads (NVX)	0.0	$23k		10k	2.24	View chart
Mondee Holdings Class A Com (MOND)	0.0	$23k		10k	2.31	View chart
Amarin Corp Spons Adr New (AMRN)	0.0	$13k	NEW	15k	0.89	View chart
Kulr Technology Group (KULR)	0.0	$4.5k		12k	0.38	View chart
System1 *w Exp 99/99/999 (SST.WS)	0.0	$2.5k	NEW	17k	0.14	View chart

Past Filings by Savvy Advisors

SEC 13F filings are viewable for Savvy Advisors going back to 2023

Savvy Advisors 2024 Q1 filed May 13, 2024
Savvy Advisors 2023 Q4 filed Feb. 8, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z