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SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.75B
1-Year Est. Return 21.95%
This Fund
S&P 500
This Quarter Est. Return
+3.09%
1 Year Est. Return
+21.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$832M
AUM Growth
+$339M
Cap. Flow
+$348M
Cap. Flow %
41.88%
Top 10 Hldgs %
38.32%
Holding
483
New
132
Increased
234
Reduced
67
Closed
32

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$78.1M
2
FFIU icon
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
+$34.9M
3
AAPL icon
Apple
AAPL
+$16.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.8M
5
MSFT icon
Microsoft
MSFT
+$9.73M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.45M
2
EMR icon
Emerson Electric
EMR
+$1.08M
3
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$777K
4
INDA icon
iShares MSCI India ETF
INDA
+$752K
5
COIN icon
Coinbase
COIN
+$748K

Sector Composition

Rank Sector Weight
1 Technology 20.01%
2 Healthcare 4.31%
3 Financials 4.04%
4 Consumer Discretionary 3.33%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
226
GE Vernova
GEV
$262B
$579K 0.07%
+1,761
New +$550K
IDEV icon
227
iShares Core MSCI International Developed Markets ETF
IDEV
$31.9B
$579K 0.07%
8,976
+2,749
+44% +$186K
NOW icon
228
ServiceNow
NOW
$114B
$576K 0.07%
2,715
+660
+32% +$134K
TEI
229
Templeton Emerging Markets Income Fund
TEI
$314M
$574K 0.07%
+111,882
New +$611K
STIP icon
230
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$568K 0.07%
5,645
+228
+4% +$23K
SCHB icon
231
Schwab US Broad Market ETF
SCHB
$43B
$568K 0.07%
25,013
-5,014
-17% -$115K
LOW icon
232
Lowe's Companies
LOW
$118B
$563K 0.07%
2,283
+223
+11% +$59.6K
MAIN icon
233
Main Street Capital
MAIN
$5.06B
$563K 0.07%
+9,607
New +$512K
COIN icon
234
Coinbase
COIN
$43.1B
$548K 0.07%
2,207
-2,946
-57% -$748K
IWS icon
235
iShares Russell Mid-Cap Value ETF
IWS
$15.6B
$532K 0.06%
+4,113
New +$551K
EEM icon
236
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$529K 0.06%
12,642
+153
+1% +$6.78K
SCHE icon
237
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$528K 0.06%
19,810
+3,293
+20% +$93K
MDLZ icon
238
Mondelez International
MDLZ
$80.5B
$527K 0.06%
8,824
+6,035
+216% +$399K
KR icon
239
Kroger
KR
$35.4B
$522K 0.06%
+8,543
New +$501K
SCHC icon
240
Schwab International Small-Cap Equity ETF
SCHC
$5.42B
$515K 0.06%
15,009
+1,396
+10% +$50.9K
KMI icon
241
Kinder Morgan
KMI
$70.5B
$514K 0.06%
18,769
+3,097
+20% +$80.7K
FOCT icon
242
FT Vest US Equity Buffer ETF October
FOCT
$1.16B
$513K 0.06%
+12,040
New +$514K
EIM
243
Eaton Vance Municipal Bond Fund
EIM
$494M
$510K 0.06%
+49,239
New +$519K
IVW icon
244
iShares S&P 500 Growth ETF
IVW
$72.7B
$507K 0.06%
4,991
+685
+16% +$68.3K
LCTU icon
245
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.2B
$504K 0.06%
7,876
-646
-8% -$41.6K
VSGX icon
246
Vanguard ESG International Stock ETF
VSGX
$6.53B
$502K 0.06%
+8,849
New +$523K
TSLX icon
247
Sixth Street Specialty
TSLX
$1.64B
$486K 0.06%
+22,812
New +$473K
DOW icon
248
Dow Inc
DOW
$21.7B
$482K 0.06%
12,021
-1
-0% -$47
PH icon
249
Parker-Hannifin
PH
$121B
$480K 0.06%
755
+94
+14% +$62.2K
EAGG icon
250
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.97B
$478K 0.06%
10,300
+2,787
+37% +$132K
8 9
10
11 12

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BCL
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ACH
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SCA
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OIMU
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SPPAM
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Savvy Advisors Inc's Q4 2024 Portfolio in Review

As of Q4 2024, Savvy Advisors Inc held 483 positions worth $832M, up 69% from $492M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Savvy Advisors Inc deployed $348M of net new capital in Q4 2024, opening 132 new positions and adding to 234 existing holdings. Its largest new stake was UVA Unconstrained Medium-Term Fixed Income ETF: 1,591,336 shares worth $33.9M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 10% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $1.45M trimmed.

  • Savvy Advisors Inc's largest Q4 2024 buy was UVA Unconstrained Medium-Term Fixed Income ETF: 1,591,336 shares worth $33.9M.
  • Savvy Advisors Inc added most to NVIDIA in Q4 2024, an estimated $78.1M increase.
  • Savvy Advisors Inc's biggest Q4 2024 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.45M.
  • Savvy Advisors Inc fully exited iShares MSCI India ETF in Q4 2024, selling an estimated $752K.
  • Savvy Advisors Inc's ten largest holdings make up 38% of its $832M portfolio in Q4 2024.
  • Savvy Advisors Inc opened 132 new positions and closed 32 in Q4 2024.
  • Savvy Advisors Inc's portfolio value rose 69% quarter-over-quarter to $832M.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.