Savvy Advisors
Latest statistics and disclosures from Savvy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IUSB, JQUA, AMGN, VTI, and represent 22.92% of Savvy Advisors's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$31M), VTI (+$11M), IUSB (+$11M), JQUA (+$9.0M), IVLU (+$7.9M), EFG (+$6.6M), XLK (+$5.0M), VTV, DFEM, AAPL.
- Started 74 new stock positions in DUK, WSM, KLAC, CI, PLTR, ENIC, VIOO, FBND, ORLY, XLI.
- Reduced shares in these 10 stocks: IVV (-$5.1M), IEMG, IEFA, AOR, SCHP, VB, VEA, VO, ARM, SCHV.
- Sold out of its positions in SIVR, ARM, CRWD, FANG, DFCF, EIX, FEM, BKLN, USIG, AOA. AOR, JEPI, KMLM, LDOS, NDAQ, PNC, PRU, GNR, SCHV, SCHH, TMUS, IVOO, VONV.
- Savvy Advisors was a net buyer of stock by $173M.
- Savvy Advisors has $493M in assets under management (AUM), dropping by 60.50%.
- Central Index Key (CIK): 0002003633
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Portfolio Holdings for Savvy Advisors
Savvy Advisors holds 351 positions in its portfolio as reported in the September 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) | 10.3 | $51M | +153% | 96k | 527.67 |
|
| Ishares Tr Core Total Usd (IUSB) | 4.5 | $22M | +97% | 471k | 47.12 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 3.1 | $15M | +145% | 270k | 56.57 |
|
| Amgen (AMGN) | 2.7 | $13M | 41k | 322.21 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $12M | +2050% | 41k | 283.16 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 2.3 | $11M | +226% | 386k | 29.53 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $10M | +68% | 60k | 174.57 |
|
| Procter & Gamble Company (PG) | 2.1 | $10M | +41% | 59k | 173.20 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 2.1 | $10M | +186% | 95k | 107.65 |
|
| Microsoft Corporation (MSFT) | 2.0 | $9.9M | +26% | 23k | 430.31 |
|
| Apple (AAPL) | 2.0 | $9.8M | +46% | 42k | 233.00 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $9.2M | +26% | 76k | 121.44 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.7 | $8.1M | +160% | 36k | 225.76 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.4 | $7.1M | +43% | 105k | 67.85 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.2 | $6.0M | -9% | 114k | 52.81 |
|
| Amazon (AMZN) | 1.2 | $5.7M | +32% | 31k | 186.33 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $5.1M | +6% | 11k | 488.07 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.0 | $5.1M | +102% | 108k | 47.21 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.0 | $4.9M | +139% | 97k | 50.60 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.9 | $4.7M | +155% | 113k | 41.28 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $4.3M | +62% | 41k | 104.18 |
|
| Meta Platforms Cl A (META) | 0.8 | $4.1M | +68% | 7.2k | 572.47 |
|
| Ishares Tr National Mun Etf (MUB) | 0.8 | $3.9M | +84% | 36k | 108.63 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.7 | $3.5M | NEW | 124k | 28.15 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $3.5M | -11% | 34k | 101.27 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $3.4M | +49% | 8.9k | 383.94 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.4M | +141% | 29k | 117.22 |
|
| International Business Machines (IBM) | 0.6 | $3.1M | +261% | 14k | 221.08 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.6 | $3.1M | +111% | 106k | 29.07 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.6 | $3.1M | +255% | 94k | 32.67 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.1M | -62% | 5.3k | 576.82 |
|
| Cambria Etf Tr Cambria Fgn Shr (FYLD) | 0.6 | $2.9M | +12% | 103k | 27.85 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $2.9M | +451% | 34k | 83.75 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.8M | +25% | 13k | 210.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $2.8M | +25% | 6.1k | 460.27 |
|
| Broadcom (AVGO) | 0.6 | $2.7M | +953% | 16k | 172.50 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $2.6M | +358% | 75k | 34.29 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $2.4M | +35% | 4.2k | 573.75 |
|
| Prologis (PLD) | 0.5 | $2.3M | +42% | 18k | 126.28 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.5 | $2.2M | +7% | 31k | 71.76 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.2M | +6% | 28k | 80.75 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $2.1M | +221% | 18k | 116.96 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.1M | +38% | 5.6k | 375.37 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.4 | $2.1M | +387% | 42k | 50.60 |
|
| Home Depot (HD) | 0.4 | $2.1M | +25% | 5.1k | 405.22 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.4 | $2.1M | +24% | 28k | 75.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $2.1M | +27% | 12k | 165.85 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.0M | +37% | 12k | 167.20 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $2.0M | 24k | 82.94 |
|
|
| Tesla Motors (TSLA) | 0.4 | $2.0M | +24% | 7.5k | 261.63 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.0M | -28% | 8.3k | 237.22 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.0M | -10% | 48k | 41.12 |
|
| UnitedHealth (UNH) | 0.4 | $1.9M | +108% | 3.3k | 584.75 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.4 | $1.9M | +313% | 24k | 79.42 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $1.9M | +46% | 25k | 78.37 |
|
| Coca-Cola Company (KO) | 0.4 | $1.9M | +248% | 26k | 71.86 |
|
| Abbvie (ABBV) | 0.4 | $1.9M | +59% | 9.6k | 197.47 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $1.8M | +5% | 23k | 78.69 |
|
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $1.8M | +194% | 38k | 46.97 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.7M | +56% | 7.0k | 243.06 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.7M | +4% | 1.9k | 885.96 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.3 | $1.6M | +17% | 14k | 120.33 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.6M | +11% | 19k | 84.53 |
|
| Caterpillar (CAT) | 0.3 | $1.6M | +104% | 4.1k | 391.08 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.6M | +13% | 31k | 51.50 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.6M | +10% | 15k | 106.19 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.5M | +106% | 9.0k | 162.06 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.3 | $1.4M | +11% | 58k | 25.13 |
|
| Intel Corporation (INTC) | 0.3 | $1.4M | -2% | 62k | 23.46 |
|
| Visa Com Cl A (V) | 0.3 | $1.4M | +25% | 5.2k | 274.94 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.3 | $1.4M | +142% | 16k | 87.80 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.3 | $1.4M | NEW | 15k | 95.95 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.3 | $1.4M | NEW | 13k | 108.18 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.3 | $1.3M | +41% | 31k | 43.21 |
|
| ConocoPhillips (COP) | 0.3 | $1.3M | +108% | 12k | 105.28 |
|
| Eaton Corp SHS (ETN) | 0.3 | $1.3M | +249% | 3.8k | 331.43 |
|
| Emerson Electric (EMR) | 0.3 | $1.3M | +2% | 12k | 109.37 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.3M | +10% | 7.3k | 170.41 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $1.3M | +59% | 7.2k | 174.50 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.2M | +13% | 9.7k | 128.20 |
|
| Ishares Tr Yld Optim Bd (BYLD) | 0.2 | $1.2M | +2% | 53k | 22.92 |
|
| Danaher Corporation (DHR) | 0.2 | $1.2M | +402% | 4.3k | 278.00 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $1.2M | +6% | 13k | 90.80 |
|
| Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.2 | $1.1M | 24k | 46.83 |
|
|
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.2 | $1.1M | NEW | 22k | 51.48 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $1.1M | 23k | 48.98 |
|
|
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $1.1M | 25k | 45.49 |
|
|
| Cambria Etf Tr Emrg Sharehldr (EYLD) | 0.2 | $1.1M | +2% | 32k | 34.60 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $1.1M | +225% | 16k | 70.67 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.1M | -10% | 4.9k | 220.90 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | +11% | 9.0k | 121.16 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.2 | $1.1M | +8% | 19k | 57.83 |
|
| AvalonBay Communities (AVB) | 0.2 | $1.1M | +17% | 4.7k | 225.25 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | -12% | 2.1k | 493.85 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.1M | 21k | 49.70 |
|
|
| Verizon Communications (VZ) | 0.2 | $1.1M | -5% | 23k | 44.91 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | 1.7k | 618.59 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $1.1M | +17% | 6.4k | 164.08 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | +105% | 5.1k | 206.57 |
|
| American Tower Reit (AMT) | 0.2 | $1.0M | +268% | 4.5k | 232.54 |
|
| Cisco Systems (CSCO) | 0.2 | $1.0M | 19k | 53.22 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.2 | $999k | NEW | 36k | 28.14 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $985k | -33% | 3.7k | 263.86 |
|
| Abbott Laboratories (ABT) | 0.2 | $981k | +40% | 8.6k | 114.00 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $976k | -25% | 16k | 62.32 |
|
| McDonald's Corporation (MCD) | 0.2 | $975k | +97% | 3.2k | 304.51 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $974k | +242% | 8.9k | 109.33 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $974k | +39% | 2.8k | 353.48 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $972k | +264% | 4.2k | 230.59 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.2 | $942k | +4% | 9.3k | 101.42 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $936k | -5% | 19k | 50.28 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $931k | +23% | 3.0k | 314.44 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $925k | +3% | 11k | 83.63 |
|
| Coinbase Global Com Cl A (COIN) | 0.2 | $918k | NEW | 5.2k | 178.17 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $916k | +39% | 1.0k | 886.28 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.2 | $900k | 17k | 52.53 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $887k | +21% | 4.9k | 179.31 |
|
| salesforce (CRM) | 0.2 | $871k | +19% | 3.2k | 273.73 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $866k | -15% | 17k | 50.94 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.2 | $858k | +2% | 6.8k | 126.18 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $855k | 13k | 67.51 |
|
|
| Chevron Corporation (CVX) | 0.2 | $848k | +38% | 5.8k | 147.27 |
|
| Blackrock Etf Trust Ii Intermedia Muni (INMU) | 0.2 | $847k | +4% | 35k | 24.08 |
|
| Intuit (INTU) | 0.2 | $842k | +142% | 1.4k | 621.12 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $834k | +11% | 16k | 52.66 |
|
| Nextera Energy (NEE) | 0.2 | $821k | -2% | 9.7k | 84.53 |
|
| Merck & Co (MRK) | 0.2 | $812k | +16% | 7.1k | 113.56 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) | 0.2 | $806k | NEW | 22k | 36.24 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $804k | 14k | 59.21 |
|
|
| Ishares Tr High Yld Systm B (HYDB) | 0.2 | $791k | +39% | 17k | 48.06 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.2 | $774k | +21% | 9.8k | 79.30 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $773k | -70% | 9.9k | 78.05 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $761k | +34% | 6.7k | 112.97 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $760k | NEW | 20k | 37.37 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $758k | NEW | 13k | 57.62 |
|
| Constellation Energy (CEG) | 0.2 | $758k | +26% | 2.9k | 259.98 |
|
| Ishares Tr Msci India Etf (INDA) | 0.2 | $752k | -30% | 13k | 58.53 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.2 | $746k | +20% | 71k | 10.46 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $737k | 1.4k | 517.63 |
|
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| Walt Disney Company (DIS) | 0.1 | $736k | +25% | 7.7k | 96.19 |
|
| Annaly Capital Management In Com New (NLY) | 0.1 | $726k | +23% | 36k | 20.07 |
|
| Chubb (CB) | 0.1 | $721k | NEW | 2.5k | 288.39 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $708k | -80% | 12k | 57.41 |
|
| Pfizer (PFE) | 0.1 | $704k | +14% | 24k | 28.94 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $703k | +12% | 16k | 45.24 |
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| Waste Management (WM) | 0.1 | $701k | +28% | 3.4k | 207.60 |
|
| Qualcomm (QCOM) | 0.1 | $694k | +212% | 4.1k | 170.03 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $690k | +6% | 8.3k | 83.09 |
|
| Citigroup Com New (C) | 0.1 | $686k | +33% | 11k | 62.60 |
|
| Netflix (NFLX) | 0.1 | $676k | +43% | 953.00 | 709.54 |
|
| Philip Morris International (PM) | 0.1 | $676k | +46% | 5.6k | 121.40 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.1 | $670k | 32k | 21.12 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $666k | +6% | 10k | 66.52 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $661k | +155% | 3.0k | 223.12 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $659k | +3% | 13k | 52.86 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $658k | +36% | 13k | 50.65 |
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| Dow (DOW) | 0.1 | $657k | -4% | 12k | 54.63 |
|
| Palo Alto Networks (PANW) | 0.1 | $646k | +125% | 1.9k | 341.80 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $615k | +25% | 16k | 37.56 |
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| Automatic Data Processing (ADP) | 0.1 | $612k | +12% | 2.2k | 276.72 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $606k | -5% | 13k | 47.85 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $599k | +6% | 3.0k | 198.05 |
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| Progressive Corporation (PGR) | 0.1 | $593k | NEW | 2.3k | 253.76 |
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| Wells Fargo & Company (WFC) | 0.1 | $592k | NEW | 11k | 56.49 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $573k | +15% | 13k | 45.86 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $570k | -10% | 11k | 51.12 |
|
| Ge Aerospace Com New (GE) | 0.1 | $562k | +61% | 3.0k | 188.57 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $560k | +2% | 17k | 33.71 |
|
| Lowe's Companies (LOW) | 0.1 | $558k | NEW | 2.1k | 270.89 |
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| Marriott Intl Cl A (MAR) | 0.1 | $556k | +3% | 2.2k | 248.63 |
|
| Pepsi (PEP) | 0.1 | $551k | +87% | 3.2k | 170.04 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $549k | 5.4k | 101.33 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB) | 0.1 | $542k | 11k | 48.56 |
|
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| Goldman Sachs (GS) | 0.1 | $541k | +39% | 1.1k | 495.06 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $538k | +5% | 2.7k | 197.17 |
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| Blackrock Etf Trust Us Carbon Trans (LCTU) | 0.1 | $535k | +2% | 8.5k | 62.74 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $525k | -6% | 14k | 38.53 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $516k | -64% | 9.6k | 53.63 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $509k | +31% | 870.00 | 584.56 |
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| American Express Company (AXP) | 0.1 | $506k | +38% | 1.9k | 271.23 |
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| Stryker Corporation (SYK) | 0.1 | $501k | +29% | 1.4k | 361.19 |
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| Bank of America Corporation (BAC) | 0.1 | $494k | +24% | 13k | 39.68 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $493k | NEW | 1.0k | 491.27 |
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| Linde SHS (LIN) | 0.1 | $491k | +38% | 1.0k | 476.66 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $482k | -3% | 17k | 29.18 |
|
| Boeing Company (BA) | 0.1 | $480k | +108% | 3.2k | 152.02 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $478k | +47% | 5.1k | 93.58 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $466k | -5% | 4.3k | 107.66 |
|
| T Rowe Price Etf Qm Us Bond Etf (TAGG) | 0.1 | $463k | +2% | 11k | 43.70 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.1 | $458k | -27% | 10k | 45.51 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $457k | 6.2k | 73.42 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $454k | -5% | 4.7k | 97.50 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $453k | 2.9k | 154.02 |
|
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| Intercontinental Exchange (ICE) | 0.1 | $451k | +34% | 2.8k | 160.64 |
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| Union Pacific Corporation (UNP) | 0.1 | $446k | +34% | 1.8k | 246.49 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $444k | +69% | 3.7k | 119.07 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $443k | +2% | 5.0k | 89.35 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $441k | +2% | 6.2k | 70.83 |
|
| American Electric Power Company (AEP) | 0.1 | $440k | +6% | 4.3k | 102.60 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $438k | +6% | 2.2k | 200.84 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.1 | $426k | +3% | 17k | 25.47 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.1 | $418k | +25% | 5.7k | 72.80 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $418k | +13% | 661.00 | 631.82 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $417k | +4% | 1.6k | 263.29 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $416k | -5% | 3.8k | 109.33 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $412k | +2% | 4.3k | 95.75 |
|
| Morgan Stanley Com New (MS) | 0.1 | $407k | +65% | 3.9k | 104.24 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $405k | +77% | 8.5k | 47.74 |
|
| Medtronic SHS (MDT) | 0.1 | $404k | NEW | 4.5k | 90.03 |
|
| Schwab Strategic Tr Fundamental Intl (FNDC) | 0.1 | $403k | NEW | 11k | 38.15 |
|
| Ecolab (ECL) | 0.1 | $403k | +9% | 1.6k | 255.33 |
|
| Phillips 66 (PSX) | 0.1 | $396k | -24% | 3.0k | 131.45 |
|
| Cvr Partners (UAN) | 0.1 | $391k | 5.8k | 67.13 |
|
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $389k | 9.3k | 41.82 |
|
|
| Anthem (ELV) | 0.1 | $385k | NEW | 741.00 | 519.76 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $380k | +36% | 845.00 | 449.86 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $377k | -29% | 3.9k | 97.42 |
|
| T Rowe Price Etf Ultra Shrt Trm (TBUX) | 0.1 | $376k | +3% | 7.5k | 49.76 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $374k | NEW | 3.1k | 119.71 |
|
| Morgan Stanley Etf Trust Parametric Hedge (PHEQ) | 0.1 | $373k | +64% | 13k | 28.71 |
|
| Exelon Corporation (EXC) | 0.1 | $372k | +8% | 9.2k | 40.55 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $371k | +3% | 3.4k | 108.79 |
|
| Illinois Tool Works (ITW) | 0.1 | $369k | +50% | 1.4k | 262.07 |
|
| Servicenow (NOW) | 0.1 | $368k | -31% | 411.00 | 894.39 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $367k | 4.1k | 89.83 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $365k | +2% | 7.5k | 48.59 |
|
| Paychex (PAYX) | 0.1 | $365k | +29% | 2.7k | 134.20 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $364k | +6% | 2.1k | 173.70 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $358k | +70% | 5.5k | 64.81 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $353k | +11% | 7.1k | 49.92 |
|
| Dimensional Etf Trust Global Cr Etf (DGCB) | 0.1 | $351k | +63% | 6.4k | 54.84 |
|
| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.1 | $349k | 14k | 24.58 |
|
|
| Kinder Morgan (KMI) | 0.1 | $346k | +28% | 16k | 22.09 |
|
| AFLAC Incorporated (AFL) | 0.1 | $346k | +20% | 3.1k | 111.80 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $345k | +28% | 3.3k | 103.81 |
|
| 3M Company (MMM) | 0.1 | $341k | NEW | 2.5k | 136.70 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $340k | +2% | 6.9k | 49.08 |
|
| Invesco Exchange Traded Fd T Zacks Mid Cap (CZA) | 0.1 | $340k | NEW | 3.1k | 108.29 |
|
| TJX Companies (TJX) | 0.1 | $339k | NEW | 2.9k | 117.56 |
|
| Cigna Corp (CI) | 0.1 | $336k | NEW | 969.00 | 346.36 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $334k | +18% | 5.8k | 57.53 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $334k | +29% | 2.2k | 153.13 |
|
| Honeywell International (HON) | 0.1 | $333k | NEW | 1.6k | 206.71 |
|
| BlackRock (BLK) | 0.1 | $333k | +14% | 351.00 | 948.80 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $330k | +32% | 7.9k | 41.77 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $329k | +38% | 16k | 20.65 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.1 | $327k | +7% | 9.9k | 33.16 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $323k | +12% | 1.8k | 179.16 |
|
| McKesson Corporation (MCK) | 0.1 | $321k | NEW | 648.00 | 494.78 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $320k | NEW | 5.4k | 58.77 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $318k | +26% | 1.1k | 281.44 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $316k | 5.1k | 61.54 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN) | 0.1 | $307k | -3% | 6.9k | 44.72 |
|
| Blackrock Etf Trust Ii Short Term Calif (CALY) | 0.1 | $304k | 6.0k | 50.50 |
|
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $303k | NEW | 3.2k | 95.15 |
|
| Domino's Pizza (DPZ) | 0.1 | $299k | -37% | 694.00 | 430.14 |
|
| Lam Research Corporation (LRCX) | 0.1 | $297k | +58% | 364.00 | 816.90 |
|
| Nike CL B (NKE) | 0.1 | $289k | -32% | 3.3k | 88.41 |
|
| Applied Materials (AMAT) | 0.1 | $288k | +47% | 1.4k | 202.11 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $287k | +23% | 5.2k | 55.08 |
|
| S&p Global (SPGI) | 0.1 | $285k | NEW | 552.00 | 516.37 |
|
| At&t (T) | 0.1 | $284k | NEW | 13k | 22.00 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $281k | 6.6k | 42.84 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $280k | +4% | 2.9k | 95.81 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $279k | NEW | 1.3k | 211.83 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $278k | 2.5k | 112.94 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) | 0.1 | $277k | 6.6k | 42.26 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR) | 0.1 | $277k | 9.7k | 28.63 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $277k | 3.1k | 88.14 |
|
|
| Wisdomtree Tr Us Smallcap Fund (EES) | 0.1 | $276k | 5.2k | 52.75 |
|
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.1 | $276k | NEW | 3.1k | 88.92 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $272k | -35% | 6.7k | 40.67 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 0.1 | $272k | +13% | 5.9k | 45.75 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $271k | NEW | 3.2k | 83.79 |
|
| Target Corporation (TGT) | 0.1 | $269k | NEW | 1.7k | 155.89 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $268k | NEW | 5.9k | 45.32 |
|
| Altria (MO) | 0.1 | $267k | NEW | 5.2k | 51.04 |
|
| Ford Motor Company (F) | 0.1 | $267k | +13% | 25k | 10.56 |
|
| Synopsys (SNPS) | 0.1 | $266k | +11% | 526.00 | 506.09 |
|
| O'reilly Automotive (ORLY) | 0.1 | $266k | NEW | 231.00 | 1152.05 |
|
| General Mills (GIS) | 0.1 | $266k | +11% | 3.6k | 73.85 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $265k | 3.6k | 74.46 |
|
|
| Hershey Company (HSY) | 0.1 | $262k | NEW | 1.4k | 191.78 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $259k | NEW | 2.2k | 115.30 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.1 | $259k | NEW | 3.9k | 67.03 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $258k | -37% | 1.3k | 200.78 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $255k | NEW | 11k | 23.45 |
|
| Enterprise Products Partners (EPD) | 0.1 | $253k | +11% | 8.7k | 29.11 |
|
| United Parcel Service CL B (UPS) | 0.1 | $253k | +14% | 1.9k | 136.35 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $252k | +7% | 3.2k | 78.39 |
|
| Ishares Tr Esg Adv Ttl Usd (EUSB) | 0.1 | $252k | +4% | 5.7k | 44.30 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $251k | +17% | 3.7k | 67.27 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $250k | NEW | 4.8k | 51.74 |
|
| Booking Holdings (BKNG) | 0.1 | $250k | NEW | 59.00 | 4229.25 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $248k | NEW | 6.7k | 37.20 |
|
| Deere & Company (DE) | 0.0 | $246k | NEW | 590.00 | 417.07 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $245k | -17% | 5.2k | 47.52 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $244k | -45% | 1.6k | 151.62 |
|
| Wisdomtree Tr Itl High Div Fd (DTH) | 0.0 | $242k | 5.8k | 41.44 |
|
|
| Fiserv (FI) | 0.0 | $238k | NEW | 1.3k | 179.65 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $236k | NEW | 6.5k | 36.17 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $235k | 1.6k | 145.39 |
|
|
| Franklin Resources (BEN) | 0.0 | $234k | 12k | 20.15 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $234k | NEW | 1.1k | 205.95 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $234k | NEW | 1.7k | 135.44 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.0 | $233k | NEW | 6.9k | 33.65 |
|
| Franklin Templeton Etf Tr Income Focus Etf (INCM) | 0.0 | $231k | NEW | 8.5k | 27.18 |
|
| Zoetis Cl A (ZTS) | 0.0 | $231k | -14% | 1.2k | 195.41 |
|
| Roper Industries (ROP) | 0.0 | $230k | +15% | 414.00 | 556.50 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) | 0.0 | $229k | 5.2k | 43.78 |
|
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.0 | $229k | NEW | 9.5k | 24.08 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $226k | 5.4k | 42.02 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $226k | NEW | 291.00 | 775.18 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $225k | NEW | 1.4k | 162.91 |
|
| AmerisourceBergen (COR) | 0.0 | $222k | NEW | 985.00 | 225.11 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $221k | 1.2k | 189.80 |
|
|
| W.W. Grainger (GWW) | 0.0 | $220k | NEW | 212.00 | 1038.81 |
|
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $219k | -4% | 1.1k | 196.14 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) | 0.0 | $218k | NEW | 4.5k | 48.11 |
|
| Williams-Sonoma (WSM) | 0.0 | $218k | NEW | 1.4k | 154.94 |
|
| Southern Company (SO) | 0.0 | $217k | NEW | 2.4k | 90.20 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $217k | NEW | 568.00 | 381.34 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $216k | -27% | 3.2k | 67.70 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $216k | -40% | 16k | 13.65 |
|
| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.0 | $215k | -4% | 1.2k | 172.52 |
|
| NetApp (NTAP) | 0.0 | $214k | NEW | 1.7k | 123.51 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $211k | NEW | 2.7k | 77.91 |
|
| Winnebago Industries (WGO) | 0.0 | $211k | NEW | 3.6k | 58.11 |
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $210k | NEW | 6.5k | 32.27 |
|
| Paypal Holdings (PYPL) | 0.0 | $210k | NEW | 2.7k | 78.03 |
|
| Iron Mountain (IRM) | 0.0 | $209k | NEW | 1.8k | 118.83 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $209k | NEW | 2.1k | 98.14 |
|
| Super Micro Computer (SMCI) | 0.0 | $207k | 498.00 | 416.40 |
|
|
| Uber Technologies (UBER) | 0.0 | $206k | NEW | 2.7k | 75.17 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $205k | NEW | 2.8k | 73.66 |
|
| Vistra Energy (VST) | 0.0 | $204k | -59% | 1.7k | 118.54 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $202k | NEW | 4.3k | 46.74 |
|
| Growgeneration Corp (GRWG) | 0.0 | $172k | +5% | 81k | 2.13 |
|
| Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.0 | $122k | NEW | 11k | 11.21 |
|
| Medical Properties Trust (MPW) | 0.0 | $64k | NEW | 11k | 5.85 |
|
| Nextdoor Holdings Com Cl A (KIND) | 0.0 | $61k | NEW | 25k | 2.48 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $57k | 18k | 3.12 |
|
|
| Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.0 | $55k | NEW | 23k | 2.39 |
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $53k | NEW | 22k | 2.44 |
|
| Enel Chile Sponsored Adr (ENIC) | 0.0 | $52k | NEW | 19k | 2.79 |
|
| Oramed Pharmaceuticals Com New (ORMP) | 0.0 | $46k | 19k | 2.44 |
|
|
| Network 1 Sec Solutions (NTIP) | 0.0 | $22k | 16k | 1.40 |
|
|
| Mondee Holdings Class A Com (MOND) | 0.0 | $14k | 10k | 1.39 |
|
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $9.4k | 15k | 0.63 |
|
|
| Kulr Technology Group (KULR) | 0.0 | $3.4k | 12k | 0.28 |
|
|
| System1 *w Exp 01/27/202 (SST.WS) | 0.0 | $1.2k | 17k | 0.07 |
|
Past Filings by Savvy Advisors
SEC 13F filings are viewable for Savvy Advisors going back to 2023
- Savvy Advisors 2024 Q3 filed Nov. 5, 2024
- Savvy Advisors 2024 Q2 filed Aug. 14, 2024
- Savvy Advisors 2024 Q1 filed May 13, 2024
- Savvy Advisors 2023 Q4 filed Feb. 8, 2024