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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
PAYX icon
276
Paychex
PAYX
$41.4B
$413K 0.05%
2,943
+223
+8% +$31.7K
LIN icon
277
Linde
LIN
$235B
$410K 0.05%
979
-51
-5% -$23.2K
MMM icon
278
3M
MMM
$90.8B
$409K 0.05%
3,170
+675
+27% +$88.5K
SBUX icon
279
Starbucks
SBUX
$121B
$408K 0.05%
4,475
-181
-4% -$17.5K
PHEQ
280
Parametric Hedged Equity ETF
PHEQ
$138M
$407K 0.05%
13,810
+823
+6% +$24.1K
TBUX icon
281
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.29B
$405K 0.05%
8,171
+622
+8% +$30.9K
CTVA icon
282
Corteva
CTVA
$59.8B
$405K 0.05%
+7,103
New +$420K
RGTI icon
283
Rigetti Computing
RGTI
$4.94B
$402K 0.05%
+26,364
New +$98.4K
BLK icon
284
Blackrock
BLK
$170B
$399K 0.05%
389
+38
+11% +$38.6K
BIL icon
285
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$397K 0.05%
+4,347
New +$398K
SRE icon
286
Sempra
SRE
$58.6B
$397K 0.05%
+4,529
New +$396K
IJS icon
287
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$395K 0.05%
3,639
-686
-16% -$76K
SHOP icon
288
Shopify
SHOP
$159B
$392K 0.05%
+3,689
New +$359K
MFC icon
289
Manulife Financial
MFC
$74B
$392K 0.05%
+12,773
New +$396K
FIW icon
290
First Trust Water ETF
FIW
$1.85B
$389K 0.05%
3,808
– –
XLV icon
291
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$382K 0.05%
2,778
-162
-6% -$23.7K
ITW icon
292
Illinois Tool Works
ITW
$81.6B
$380K 0.05%
1,500
+91
+6% +$24.1K
VOT icon
293
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.2B
$375K 0.05%
+1,478
New +$380K
LYB icon
294
LyondellBasell Industries
LYB
$19.5B
$374K 0.05%
+5,039
New +$424K
ECL icon
295
Ecolab
ECL
$78.6B
$373K 0.04%
1,593
+15
+1% +$3.73K
VT icon
296
Vanguard Total World Stock ETF
VT
$76.9B
$368K 0.04%
3,136
+11
+0.4% +$1.32K
SUSC icon
297
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$367K 0.04%
+16,171
New +$375K
DUK icon
298
Duke Energy
DUK
$98.4B
$366K 0.04%
3,398
+1,149
+51% +$130K
FHLC icon
299
Fidelity MSCI Health Care Index ETF
FHLC
$3.3B
$364K 0.04%
5,576
-171
-3% -$11.9K
RSP icon
300
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
$359K 0.04%
2,050
+250
+14% +$45.2K
10 11
12
13 14

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BCL
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCA
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HA
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OIMU
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SPPAM
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DGM
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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.