Savant Capital Management
Latest statistics and disclosures from Savant Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVEM, DFUV, AVDV, DFAT, VTI, and represent 30.40% of Savant Capital's stock portfolio.
- Added to shares of these 10 stocks: DFUV (+$108M), SPYG (+$64M), DFAT (+$59M), AVEM (+$29M), IWM (+$26M), SLYG (+$25M), KO (+$25M), MUB (+$21M), IJK (+$21M), AVDV (+$16M).
- Started 141 new stock positions in DBC, QCLN, NI, QID, WTW, ECL, TILT, MCHP, IXJ, DLR.
- Reduced shares in these 10 stocks: AGGY (-$17M), SCHX, BSV, SCHV, SCHA, SCHM, PFE, DLS, BA, SPEM.
- Sold out of its positions in AROW, CNP, CFG, CMA, Duck Creek Technologies, JKHY, SPLV, LDOS, LNC, OSBC. PMF, RPM, SIVBQ, Soligenix, WY, DES, Linde, RIG.
- Savant Capital was a net buyer of stock by $820M.
- Savant Capital has $5.4B in assets under management (AUM), dropping by 31.20%.
- Central Index Key (CIK): 0001482880
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Portfolio Holdings for Savant Capital
Savant Capital holds 721 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Savant Capital has 721 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Savant Capital March 31, 2023 positions
- Download the Savant Capital March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 9.3 | $502M | +6% | 9.5M | 52.89 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 7.9 | $424M | +34% | 13M | 33.48 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 5.6 | $302M | +5% | 5.2M | 58.48 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.9 | $209M | +39% | 4.7M | 44.50 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.6 | $196M | +7% | 958k | 204.10 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 2.7 | $144M | +7% | 4.5M | 32.23 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.5 | $137M | +2% | 5.4M | 25.48 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 2.3 | $125M | 3.7M | 33.71 |
|
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| Ishares Tr Msci Usa Mmentm (MTUM) | 2.2 | $116M | +5% | 837k | 139.04 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.1 | $111M | +7% | 892k | 124.06 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.0 | $105M | +12% | 2.1M | 48.92 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.8 | $98M | -3% | 1.5M | 65.58 |
|
| Apple (AAPL) | 1.4 | $74M | +16% | 447k | 164.90 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $71M | 450k | 158.76 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 1.3 | $67M | 2.1M | 32.12 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.2 | $65M | +11399% | 1.2M | 55.36 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 1.2 | $65M | -20% | 1.5M | 43.69 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.1 | $61M | +14% | 830k | 73.83 |
|
| Ishares Tr Global Reit Etf (REET) | 1.1 | $60M | +2% | 2.6M | 22.93 |
|
| Wisdomtree Tr Intl Smcap Div (DLS) | 1.1 | $60M | -2% | 987k | 60.94 |
|
| Ishares Tr Eafe Value Etf (EFV) | 1.0 | $55M | 1.1M | 48.53 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 1.0 | $53M | -2% | 1.0M | 50.66 |
|
| Microsoft Corporation (MSFT) | 1.0 | $53M | +22% | 183k | 288.30 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $49M | -3% | 1.2M | 41.93 |
|
| Ishares Core Msci Emkt (IEMG) | 0.9 | $47M | +2% | 961k | 48.79 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.8 | $40M | -2% | 649k | 62.34 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $37M | +8% | 431k | 86.28 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.6 | $32M | +20% | 600k | 53.61 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $32M | 604k | 52.70 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $30M | +11% | 193k | 155.00 |
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| Waste Management (WM) | 0.6 | $30M | 183k | 163.17 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $30M | +694% | 166k | 178.40 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.5 | $29M | +700% | 387k | 73.75 |
|
| Coca-Cola Company (KO) | 0.5 | $28M | +628% | 458k | 62.03 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $27M | -2% | 284k | 93.59 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.5 | $25M | +31% | 122k | 204.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $25M | +7% | 551k | 45.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $24M | +13% | 58k | 411.08 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $24M | -16% | 491k | 48.37 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.4 | $23M | -2% | 464k | 50.25 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $23M | -12% | 299k | 76.49 |
|
| Ishares Tr National Mun Etf (MUB) | 0.4 | $23M | +1161% | 211k | 107.74 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.4 | $22M | +95% | 252k | 88.79 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.4 | $21M | +2700% | 298k | 71.51 |
|
| Marriott Vacations Wrldwde Cp (VAC) | 0.4 | $21M | 155k | 134.86 |
|
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| Vanguard World Mega Cap Val Etf (MGV) | 0.4 | $21M | -4% | 205k | 101.02 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $20M | +3% | 54k | 376.07 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.4 | $20M | -6% | 397k | 49.99 |
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| Amazon (AMZN) | 0.4 | $19M | +19% | 184k | 103.29 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $19M | +300% | 136k | 137.02 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $19M | +347% | 260k | 71.52 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $19M | +12% | 45k | 409.39 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $18M | 513k | 34.80 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $18M | -5% | 201k | 88.77 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $17M | +31% | 311k | 55.21 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.3 | $17M | 170k | 100.07 |
|
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.3 | $17M | -2% | 388k | 43.22 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $17M | +87% | 153k | 109.66 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $17M | 88k | 189.56 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $16M | +706% | 67k | 235.41 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $16M | NEW | 158k | 99.37 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.3 | $15M | NEW | 652k | 23.02 |
|
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.3 | $15M | -4% | 196k | 75.97 |
|
| Abbvie (ABBV) | 0.3 | $15M | +2% | 93k | 159.37 |
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| Westrock (WRK) | 0.3 | $15M | +7634% | 488k | 30.47 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.3 | $15M | -3% | 468k | 31.27 |
|
| Procter & Gamble Company (PG) | 0.3 | $14M | +3% | 96k | 148.69 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $14M | +87% | 262k | 53.47 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $14M | +60% | 234k | 59.51 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $14M | +12% | 41k | 343.42 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.2 | $13M | +46% | 274k | 48.95 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $13M | 61k | 216.41 |
|
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| Dex (DXCM) | 0.2 | $13M | 113k | 116.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $12M | +21% | 39k | 308.77 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $12M | +5% | 79k | 151.76 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $12M | +11% | 247k | 47.85 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.2 | $12M | +74% | 251k | 46.66 |
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.2 | $12M | -5% | 454k | 25.79 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.2 | $12M | 501k | 23.06 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $11M | +19% | 87k | 130.31 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $11M | +8% | 91k | 123.71 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $11M | +27% | 104k | 104.00 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $11M | +4% | 37k | 285.81 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $11M | -3% | 95k | 109.94 |
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| Cisco Systems (CSCO) | 0.2 | $10M | +8% | 195k | 52.27 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $10M | +9% | 152k | 66.85 |
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| Marriott Intl Cl A (MAR) | 0.2 | $9.9M | -3% | 60k | 166.04 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $9.6M | +150% | 39k | 244.33 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $9.5M | +5% | 129k | 73.78 |
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| McDonald's Corporation (MCD) | 0.2 | $9.5M | +9% | 34k | 279.61 |
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| Home Depot (HD) | 0.2 | $9.4M | +46% | 32k | 295.12 |
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| Cme (CME) | 0.2 | $9.2M | 48k | 191.52 |
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| Abbott Laboratories (ABT) | 0.2 | $9.0M | +8% | 89k | 101.26 |
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| Pepsi (PEP) | 0.2 | $8.9M | +2% | 49k | 182.30 |
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| Union Pacific Corporation (UNP) | 0.2 | $8.9M | 44k | 201.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $8.7M | +41% | 42k | 210.92 |
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| NVIDIA Corporation (NVDA) | 0.2 | $8.7M | +37% | 31k | 277.77 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $8.7M | -4% | 133k | 65.17 |
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| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.2 | $8.6M | +66% | 374k | 22.99 |
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| Wal-Mart Stores (WMT) | 0.2 | $8.6M | +5% | 58k | 147.45 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $8.3M | +14% | 26k | 320.94 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $8.3M | +24% | 60k | 138.11 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $8.2M | 89k | 92.59 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $8.2M | +248% | 54k | 152.26 |
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| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.2 | $8.1M | NEW | 190k | 42.50 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $8.0M | +74% | 76k | 105.50 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $7.9M | +15% | 276k | 28.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $7.9M | +15% | 76k | 103.73 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $7.7M | 72k | 106.20 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $7.6M | +3% | 78k | 97.93 |
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| Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.1 | $7.5M | -7% | 289k | 26.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $7.5M | +72% | 78k | 96.70 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $7.5M | -20% | 110k | 67.85 |
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| Chevron Corporation (CVX) | 0.1 | $7.4M | +36% | 45k | 163.16 |
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| Schwab Strategic Tr Schwab Fdt Us Sc (FNDA) | 0.1 | $7.4M | 152k | 48.67 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $7.3M | +16% | 152k | 48.06 |
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| Mohawk Industries (MHK) | 0.1 | $6.9M | NEW | 68k | 100.22 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $6.7M | +131% | 198k | 33.99 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $6.6M | +42% | 87k | 76.23 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 0.1 | $6.6M | NEW | 263k | 24.93 |
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| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $6.2M | 51k | 120.50 |
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| Woodward Governor Company (WWD) | 0.1 | $6.1M | 63k | 97.37 |
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| Bank of America Corporation (BAC) | 0.1 | $6.0M | +133% | 211k | 28.60 |
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| Visa Com Cl A (V) | 0.1 | $6.0M | +37% | 27k | 225.46 |
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| Ingevity (NGVT) | 0.1 | $6.0M | NEW | 84k | 71.52 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $6.0M | 147k | 40.72 |
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| Deere & Company (DE) | 0.1 | $5.9M | +6% | 14k | 412.89 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $5.9M | -2% | 146k | 40.40 |
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| Pfizer (PFE) | 0.1 | $5.8M | -21% | 143k | 40.80 |
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| Caterpillar (CAT) | 0.1 | $5.8M | 25k | 228.84 |
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| UnitedHealth (UNH) | 0.1 | $5.7M | +14% | 12k | 472.59 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $5.7M | 52k | 109.24 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $5.6M | +59% | 180k | 30.88 |
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| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $5.5M | -4% | 222k | 24.59 |
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| Merck & Co (MRK) | 0.1 | $5.4M | +10% | 51k | 106.39 |
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| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $5.4M | +8% | 214k | 25.19 |
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| Meta Platforms Cl A (META) | 0.1 | $5.4M | +14% | 25k | 211.94 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $5.3M | 79k | 66.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $5.2M | +18% | 34k | 154.01 |
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| Intel Corporation (INTC) | 0.1 | $5.2M | +5% | 160k | 32.67 |
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| Boeing Company (BA) | 0.1 | $5.2M | -22% | 24k | 212.43 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $5.1M | +34% | 116k | 44.43 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $5.1M | +277% | 22k | 226.82 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $5.0M | -2% | 100k | 50.43 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $4.9M | 205k | 24.06 |
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| Oracle Corporation (ORCL) | 0.1 | $4.9M | +9% | 53k | 92.92 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.8M | +3% | 10k | 458.41 |
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| Illinois Tool Works (ITW) | 0.1 | $4.7M | -4% | 19k | 243.45 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $4.6M | +218% | 48k | 96.47 |
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| Amgen (AMGN) | 0.1 | $4.5M | 18k | 241.74 |
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| Tesla Motors (TSLA) | 0.1 | $4.3M | +38% | 21k | 207.46 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $4.3M | -2% | 174k | 24.52 |
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| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.1 | $4.2M | +4% | 177k | 23.80 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $4.2M | +51% | 12k | 363.40 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $4.2M | +99% | 7.2k | 576.38 |
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| Starbucks Corporation (SBUX) | 0.1 | $4.2M | +43% | 40k | 104.13 |
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| Nextera Energy (NEE) | 0.1 | $4.1M | +25% | 54k | 77.08 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.0M | 63k | 63.89 |
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| Walt Disney Company (DIS) | 0.1 | $4.0M | +18% | 40k | 100.13 |
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| Spdr Index Shs Fds S&p China Etf (GXC) | 0.1 | $4.0M | 49k | 82.30 |
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| Rbc Cad (RY) | 0.1 | $4.0M | NEW | 42k | 95.58 |
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| Costco Wholesale Corporation (COST) | 0.1 | $4.0M | +6% | 8.0k | 496.86 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.0M | +47% | 16k | 249.44 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $3.9M | +18% | 68k | 57.03 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $3.9M | -24% | 114k | 34.13 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $3.9M | +47% | 54k | 71.84 |
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| Southern Company (SO) | 0.1 | $3.7M | +41% | 53k | 69.58 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $3.7M | 118k | 30.97 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $3.6M | +10% | 27k | 134.83 |
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| Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) | 0.1 | $3.6M | +5% | 114k | 31.63 |
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| Republic Services (RSG) | 0.1 | $3.5M | 26k | 135.22 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $3.4M | 45k | 76.18 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $3.4M | +3% | 18k | 186.33 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.4M | +268% | 86k | 39.46 |
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| Danaher Corporation (DHR) | 0.1 | $3.3M | +110% | 13k | 252.03 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $3.3M | +116% | 23k | 144.62 |
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| At&t (T) | 0.1 | $3.3M | +34% | 169k | 19.25 |
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| International Business Machines (IBM) | 0.1 | $3.2M | +18% | 24k | 131.09 |
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| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.1 | $3.1M | +245% | 78k | 39.68 |
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| Aon Shs Cl A (AON) | 0.1 | $3.0M | 9.5k | 315.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.9M | +15% | 16k | 183.22 |
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| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $2.9M | NEW | 117k | 24.55 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $2.9M | +29% | 34k | 83.04 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.9M | -6% | 41k | 69.31 |
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| Honeywell International (HON) | 0.1 | $2.8M | +3% | 15k | 191.12 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.8M | +20% | 75k | 37.38 |
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| Booking Holdings (BKNG) | 0.1 | $2.8M | +3% | 1.1k | 2652.41 |
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| Franklin Etf Tr Shrt Dur Us Govt (FTSD) | 0.1 | $2.7M | -22% | 30k | 90.38 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $2.7M | +24% | 30k | 90.45 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $2.7M | +19% | 85k | 31.48 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $2.6M | -18% | 108k | 24.53 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.6M | +149% | 36k | 73.16 |
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| Nike CL B (NKE) | 0.0 | $2.5M | +60% | 20k | 122.64 |
|
| NVR (NVR) | 0.0 | $2.5M | +21% | 445.00 | 5572.19 |
|
| ConocoPhillips (COP) | 0.0 | $2.4M | +11% | 24k | 99.21 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $2.4M | -5% | 89k | 26.63 |
|
| Broadcom (AVGO) | 0.0 | $2.3M | +57% | 3.6k | 641.48 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $2.3M | +362% | 25k | 91.05 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $2.2M | +29% | 30k | 74.31 |
|
| Gilead Sciences (GILD) | 0.0 | $2.2M | +4% | 26k | 82.97 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $2.2M | NEW | 34k | 62.89 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $2.2M | +3% | 187k | 11.53 |
|
| Lowe's Companies (LOW) | 0.0 | $2.1M | +34% | 11k | 199.97 |
|
| Morgan Stanley Com New (MS) | 0.0 | $2.1M | +10% | 24k | 87.80 |
|
| salesforce (CRM) | 0.0 | $2.1M | +11% | 11k | 199.78 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $2.1M | +13% | 11k | 186.01 |
|
| General Electric Com New (GE) | 0.0 | $2.1M | +33% | 22k | 95.60 |
|
| McKesson Corporation (MCK) | 0.0 | $2.1M | +26% | 5.9k | 356.06 |
|
| Automatic Data Processing (ADP) | 0.0 | $2.1M | +8% | 9.3k | 222.62 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $2.1M | -6% | 4.3k | 472.72 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $2.1M | +115% | 23k | 90.55 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.0M | +36% | 8.2k | 250.15 |
|
| Canadian Pacific Railway (CP) | 0.0 | $2.0M | 27k | 76.94 |
|
|
| Netflix (NFLX) | 0.0 | $2.0M | +38% | 5.9k | 345.48 |
|
| American Express Company (AXP) | 0.0 | $2.0M | +9% | 12k | 164.95 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $2.0M | +26% | 5.1k | 385.37 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.9M | +4% | 20k | 99.64 |
|
| AutoZone (AZO) | 0.0 | $1.9M | +18% | 790.00 | 2458.15 |
|
| Anthem (ELV) | 0.0 | $1.9M | 4.2k | 459.78 |
|
|
| Wec Energy Group (WEC) | 0.0 | $1.9M | 20k | 94.79 |
|
|
| 3M Company (MMM) | 0.0 | $1.9M | +44% | 18k | 105.11 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.0 | $1.9M | NEW | 47k | 40.57 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $1.9M | +4% | 40k | 46.91 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $1.9M | -33% | 4.00 | 465600.00 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $1.8M | 46k | 39.88 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO) | 0.0 | $1.8M | NEW | 74k | 24.90 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.8M | -6% | 4.0k | 461.73 |
|
| General Mills (GIS) | 0.0 | $1.8M | +29% | 22k | 85.46 |
|
| Carlisle Companies (CSL) | 0.0 | $1.8M | 8.1k | 226.08 |
|
|
| FedEx Corporation (FDX) | 0.0 | $1.8M | +11% | 8.0k | 228.50 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $1.8M | -3% | 44k | 41.16 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.8M | +3% | 6.3k | 286.14 |
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $1.8M | 161k | 11.12 |
|
|
| CSX Corporation (CSX) | 0.0 | $1.8M | +2% | 60k | 29.94 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $1.8M | +172% | 67k | 26.30 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $1.8M | +15% | 110k | 15.96 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.8M | +250% | 5.3k | 332.60 |
|
| Exelon Corporation (EXC) | 0.0 | $1.7M | +16% | 42k | 41.89 |
|
| Textron (TXT) | 0.0 | $1.7M | 25k | 70.63 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $1.7M | +40% | 8.9k | 194.00 |
|
| Navient Corporation equity (NAVI) | 0.0 | $1.7M | 107k | 15.99 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.7M | +55% | 14k | 122.83 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $1.7M | +33% | 50k | 34.07 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $1.7M | 20k | 84.40 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $1.7M | +60% | 70k | 24.07 |
|
| Qualcomm (QCOM) | 0.0 | $1.7M | +18% | 13k | 127.58 |
|
| Altria (MO) | 0.0 | $1.7M | +9% | 38k | 44.62 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $1.7M | -2% | 46k | 36.05 |
|
| Carrier Global Corporation (CARR) | 0.0 | $1.7M | -2% | 36k | 45.75 |
|
| PPG Industries (PPG) | 0.0 | $1.7M | +163% | 12k | 133.58 |
|
Past Filings by Savant Capital
SEC 13F filings are viewable for Savant Capital going back to 2010
- Savant Capital 2023 Q1 filed May 3, 2023
- Savant Capital 2022 Q4 restated filed Feb. 13, 2023
- Savant Capital 2022 Q4 filed Feb. 7, 2023
- Savant Capital 2022 Q3 filed Oct. 31, 2022
- Savant Capital 2022 Q2 filed July 22, 2022
- Savant Capital 2022 Q1 filed May 5, 2022
- Savant Capital 2021 Q4 filed Feb. 8, 2022
- Savant Capital 2021 Q3 filed Nov. 12, 2021
- Savant Capital 2021 Q2 filed Aug. 4, 2021
- Savant Capital 2021 Q1 filed May 4, 2021
- Savant Capital 2020 Q4 filed Feb. 3, 2021
- Savant Capital 2020 Q3 filed Nov. 4, 2020
- Savant Capital 2020 Q2 filed Aug. 11, 2020
- Savant Capital 2020 Q1 filed April 30, 2020
- Savant Capital 2019 Q4 filed Jan. 31, 2020
- Savant Capital 2019 Q3 filed Nov. 12, 2019