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Savvy Advisors

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

Central Index Key (CIK): 0002003633

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

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Portfolio Holdings for Savvy Advisors

Savvy Advisors holds 157 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Amgen (AMGN)	11.0	$11M	39k	288.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.0	$5.1M	12k	436.81	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.0	$4.2M	74k	56.40	View chart
Microsoft Corporation (MSFT)	3.1	$3.2M	8.5k	376.03	View chart
Ishares Tr Core Total Usd (IUSB)	2.7	$2.7M	59k	46.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$2.6M	6.3k	409.50	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.9	$2.0M	42k	47.86	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.8	$1.9M	19k	98.59	View chart
Apple (AAPL)	1.7	$1.8M	9.2k	192.54	View chart
First Tr Value Line Divid In SHS (FVD)	1.3	$1.4M	34k	40.56	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	1.2	$1.3M	48k	26.51	View chart
NVIDIA Corporation (NVDA)	1.2	$1.2M	2.5k	495.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$1.2M	13k	99.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$1.2M	32k	36.96	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	1.1	$1.2M	25k	47.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$1.1M	11k	96.85	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.1M	22k	47.24	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.0	$1.1M	23k	46.36	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.9	$946k	19k	50.47	View chart
Amazon (AMZN)	0.9	$932k	6.1k	151.94	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.9	$919k	12k	80.04	View chart
Verizon Communications (VZ)	0.9	$902k	24k	37.70	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.9	$893k	17k	52.20	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$868k	16k	55.90	View chart
Tesla Motors (TSLA)	0.8	$853k	3.4k	248.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$839k	18k	47.90	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.8	$814k	7.7k	105.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$814k	2.7k	303.17	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.7	$764k	10k	75.32	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.7	$745k	8.3k	89.81	View chart
Dow (DOW)	0.7	$736k	13k	54.84	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.7	$721k	34k	21.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$718k	3.6k	200.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$708k	3.7k	191.17	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.7	$704k	14k	51.67	View chart
Exxon Mobil Corporation (XOM)	0.7	$701k	7.0k	99.98	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.7	$682k	27k	25.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$673k	1.9k	356.66	View chart
JPMorgan Chase & Co. (JPM)	0.6	$661k	3.9k	170.08	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$653k	23k	29.02	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$649k	13k	51.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$640k	7.7k	82.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$621k	8.2k	75.35	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$597k	17k	35.41	View chart
Cisco Systems (CSCO)	0.6	$596k	12k	50.52	View chart
Visa Com Cl A (V)	0.6	$591k	2.3k	260.35	View chart
Intel Corporation (INTC)	0.6	$590k	12k	50.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$589k	6.7k	88.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$573k	7.5k	76.13	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.6	$569k	12k	48.72	View chart
Pfizer (PFE)	0.5	$557k	19k	28.79	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$545k	5.3k	103.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$526k	9.4k	55.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$525k	11k	48.45	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.5	$513k	12k	44.60	View chart
International Business Machines (IBM)	0.5	$511k	3.1k	163.56	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.5	$505k	10k	50.24	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$504k	4.8k	104.92	View chart
ConocoPhillips (COP)	0.5	$500k	4.3k	116.07	View chart
Home Depot (HD)	0.5	$494k	1.4k	346.63	View chart
Meta Platforms Cl A (META)	0.5	$488k	1.4k	353.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$486k	6.3k	77.02	View chart
Caterpillar (CAT)	0.5	$479k	1.6k	295.76	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.5	$479k	7.7k	61.94	View chart
Marriott Intl Cl A (MAR)	0.5	$475k	2.1k	225.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$469k	6.1k	77.38	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$469k	2.4k	192.48	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.5	$468k	24k	19.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$467k	2.0k	237.22	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$446k	7.2k	61.90	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$441k	4.1k	108.24	View chart
Mastercard Incorporated Cl A (MA)	0.4	$430k	1.0k	426.51	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$427k	6.6k	65.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$421k	1.6k	262.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$412k	10k	41.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$403k	10k	40.21	View chart
Walt Disney Company (DIS)	0.4	$391k	4.3k	90.29	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$391k	5.4k	72.54	View chart
Kraneshares Tr Kfa Mount Lucas (KMLM)	0.4	$390k	14k	28.82	View chart
Citigroup (C)	0.4	$385k	7.5k	51.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$385k	1.8k	213.33	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$382k	3.5k	110.66	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.4	$366k	6.2k	59.32	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$363k	8.6k	42.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$363k	2.3k	157.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$361k	759.00	475.22	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$357k	9.4k	38.01	View chart
Abbvie (ABBV)	0.3	$356k	2.3k	154.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$355k	5.0k	70.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$351k	2.5k	140.93	View chart
Phillips 66 (PSX)	0.3	$349k	2.6k	133.14	View chart
Franklin Resources (BEN)	0.3	$343k	12k	29.79	View chart
First Tr Exchange Traded Wtr Etf (FIW)	0.3	$342k	3.6k	94.80	View chart
Johnson & Johnson (JNJ)	0.3	$340k	2.2k	156.74	View chart
A. O. Smith Corporation (AOS)	0.3	$338k	4.1k	82.44	View chart
salesforce (CRM)	0.3	$327k	1.2k	263.14	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$324k	16k	20.71	View chart
Waste Management (WM)	0.3	$324k	1.8k	179.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$323k	2.3k	139.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$322k	1.8k	179.97	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$319k	6.2k	51.28	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.3	$318k	14k	22.43	View chart
Automatic Data Processing (ADP)	0.3	$316k	1.4k	232.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$314k	5.0k	62.49	View chart
UnitedHealth (UNH)	0.3	$310k	588.00	526.53	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$308k	2.8k	108.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$307k	1.3k	232.64	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$305k	8.3k	36.98	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$302k	12k	24.79	View chart
Procter & Gamble Company (PG)	0.3	$300k	2.0k	146.51	View chart
Eli Lilly & Co. (LLY)	0.3	$294k	504.00	583.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$293k	4.0k	73.56	View chart
Winnebago Industries (WGO)	0.3	$292k	4.0k	72.88	View chart
Exelon Corporation (EXC)	0.3	$291k	8.1k	35.90	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	0.3	$284k	5.0k	56.65	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$284k	809.00	350.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$284k	7.3k	39.03	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.3	$279k	6.8k	40.95	View chart
Ishares Tr Global Reit Etf (REET)	0.3	$279k	12k	24.18	View chart
Ford Motor Company (F)	0.3	$274k	23k	12.19	View chart
Chevron Corporation (CVX)	0.3	$271k	1.8k	149.18	View chart
Constellation Energy (CEG)	0.3	$268k	2.3k	116.89	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$266k	5.4k	49.72	View chart
Broadcom (AVGO)	0.3	$265k	237.00	1116.77	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.3	$264k	5.2k	51.26	View chart
Oracle Corporation (ORCL)	0.3	$260k	2.5k	105.44	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$255k	6.5k	39.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$254k	1.5k	173.89	View chart
Freeport-mcmoran CL B (FCX)	0.2	$250k	5.9k	42.57	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$243k	3.8k	63.66	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$239k	3.1k	77.72	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL)	0.2	$238k	5.7k	41.62	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$231k	4.2k	55.41	View chart
Abbott Laboratories (ABT)	0.2	$230k	2.1k	110.06	View chart
Wal-Mart Stores (WMT)	0.2	$228k	1.4k	157.69	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.2	$227k	5.8k	38.89	View chart
First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG)	0.2	$223k	5.5k	40.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$222k	4.8k	46.62	View chart
Bank of America Corporation (BAC)	0.2	$220k	6.5k	33.67	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$219k	3.6k	61.53	View chart
Synopsys (SNPS)	0.2	$217k	421.00	514.91	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$216k	2.3k	93.81	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$215k	3.9k	54.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$213k	768.00	277.15	View chart
Adobe Systems Incorporated (ADBE)	0.2	$211k	354.00	596.60	View chart
AFLAC Incorporated (AFL)	0.2	$210k	2.5k	82.50	View chart
General Electric (GE)	0.2	$208k	1.6k	127.63	View chart
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT)	0.2	$208k	5.3k	38.89	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN)	0.2	$207k	5.2k	39.83	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.2	$204k	5.2k	38.99	View chart
Affirm Hldgs Com Cl A (AFRM)	0.2	$202k	4.1k	49.14	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$202k	1.5k	130.92	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$35k	10k	3.50	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$30k	13k	2.39	View chart
Mondee Holdings Class A Com (MOND)	0.0	$28k	10k	2.76	View chart
Novonix Sponsored Ads (NVX)	0.0	$20k	10k	1.94	View chart
Kulr Technology Group (KULR)	0.0	$2.2k	12k	0.18	View chart

Past Filings by Savvy Advisors

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

Savvy Advisors 2023 Q4 filed Feb. 8, 2024

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