We are live on ! Find out more
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
EMR icon
326
Emerson Electric
EMR
$83.3B
$328K 0.04%
2,645
-8,896
-77% -$1.08M
UPS icon
327
United Parcel Service
UPS
$89.5B
$328K 0.04%
2,599
+745
+40% +$98K
MOAT icon
328
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$327K 0.04%
+3,522
New +$339K
CZA icon
329
Invesco Zacks Mid-Cap ETF
CZA
$190M
$326K 0.04%
3,140
– –
STLD icon
330
Steel Dynamics
STLD
$36.2B
$325K 0.04%
+2,848
New +$378K
EPD icon
331
Enterprise Products Partners
EPD
$82.5B
$321K 0.04%
10,250
+1,558
+18% +$47.9K
FNDA icon
332
Schwab Fundamental US Small Company Index ETF
FNDA
$9.13B
$318K 0.04%
+10,720
New +$327K
RY icon
333
Royal Bank of Canada
RY
$292B
$315K 0.04%
+2,616
New +$323K
OXY icon
334
Occidental Petroleum
OXY
$55.6B
$309K 0.04%
+6,260
New +$316K
FDN icon
335
First Trust Dow Jones Internet Index Fund ETF
FDN
$5B
$308K 0.04%
1,265
-54
-4% -$12.6K
XLF icon
336
State Street Financial Select Sector SPDR ETF
XLF
$56.8B
$307K 0.04%
6,346
+423
+7% +$20.5K
EFV icon
337
iShares MSCI EAFE Value ETF
EFV
$28.9B
$306K 0.04%
5,836
+29
+0.5% +$1.59K
AVUS icon
338
Avantis US Equity ETF
AVUS
$13.9B
$304K 0.04%
3,141
-43
-1% -$4.22K
DMXF icon
339
iShares ESG Advanced MSCI EAFE ETF
DMXF
$998M
$304K 0.04%
+4,711
New +$320K
PYPL icon
340
PayPal
PYPL
$49.3B
$301K 0.04%
3,524
+835
+31% +$70.2K
DGX icon
341
Quest Diagnostics
DGX
$25.9B
$301K 0.04%
+1,992
New +$310K
TT icon
342
Trane Technologies
TT
$97.3B
$301K 0.04%
+814
New +$323K
GD icon
343
General Dynamics
GD
$103B
$300K 0.04%
+1,138
New +$328K
TGT icon
344
Target
TGT
$65.6B
$300K 0.04%
2,216
+492
+29% +$70.5K
FISV
345
Fiserv Inc
FISV
$28.8B
$299K 0.04%
1,457
+133
+10% +$27.2K
SPHQ icon
346
Invesco S&P 500 Quality ETF
SPHQ
$19.5B
$287K 0.03%
4,275
+542
+15% +$36.7K
IX icon
347
ORIX
IX
$44.1B
$286K 0.03%
+13,460
New +$295K
QBTS icon
348
D-Wave Quantum Inc. Common Stock
QBTS
$6.66B
$285K 0.03%
+33,957
New +$102K
EAT icon
349
Brinker International
EAT
$9B
$285K 0.03%
+2,153
New +$242K
GSLC icon
350
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15B
$284K 0.03%
2,464
– –
12 13
14
15 16

Similar funds

VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
OIMU
Osmosis Investment Management UK London, United Kingdom $3.72B AUM
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DGM
Darwin Global Management St. Helier, Jersey $3.77B AUM 307.72% 1-Year Est. Return

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.