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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
EES icon
351
WisdomTree US SmallCap Earnings Fund
EES
$719M
$282K 0.03%
5,232
– –
FDEC icon
352
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$281K 0.03%
6,303
+1,073
+21% +$47.6K
IFGL icon
353
iShares International Developed Real Estate ETF
IFGL
$83.1M
$281K 0.03%
+14,536
New +$301K
RPV icon
354
Invesco S&P 500 Pure Value ETF
RPV
$1.65B
$280K 0.03%
3,100
– –
NZF icon
355
Nuveen Municipal Credit Income Fund
NZF
$2.4B
$278K 0.03%
+22,884
New +$290K
FAUG icon
356
FT Vest US Equity Buffer ETF August
FAUG
$1.19B
$276K 0.03%
5,937
– –
FCOM icon
357
Fidelity MSCI Communication Services Index ETF
FCOM
$1.77B
$276K 0.03%
4,701
-506
-10% -$29.3K
VBR icon
358
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.1B
$275K 0.03%
1,387
+104
+8% +$21.4K
AOS icon
359
A.O. Smith
AOS
$8.29B
$275K 0.03%
4,025
-59
-1% -$4.47K
IYW icon
360
iShares US Technology ETF
IYW
$23.6B
$274K 0.03%
1,720
+112
+7% +$17.7K
LRCX icon
361
Lam Research
LRCX
$367B
$272K 0.03%
3,771
+131
+4% +$9.94K
CBOE icon
362
Cboe Global Markets
CBOE
$32.5B
$271K 0.03%
+1,389
New +$286K
CB icon
363
Chubb
CB
$135B
$268K 0.03%
970
-1,530
-61% -$434K
IRM icon
364
Iron Mountain
IRM
$36.4B
$266K 0.03%
2,527
+766
+43% +$90K
ROP icon
365
Roper Technologies
ROP
$38.8B
$265K 0.03%
510
+96
+23% +$52.7K
SNPS icon
366
Synopsys
SNPS
$74.4B
$263K 0.03%
542
+16
+3% +$8.36K
IWR icon
367
iShares Russell Mid-Cap ETF
IWR
$56B
$262K 0.03%
2,968
-170
-5% -$15.4K
WSM icon
368
Williams-Sonoma
WSM
$26.9B
$262K 0.03%
1,415
+8
+0.6% +$1.27K
PFF icon
369
iShares Preferred and Income Securities ETF
PFF
$13.3B
$262K 0.03%
+8,323
New +$272K
SONY icon
370
Sony
SONY
$137B
$261K 0.03%
+12,325
New +$240K
LVHI icon
371
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.35B
$258K 0.03%
+8,465
New +$262K
EVR icon
372
Evercore
EVR
$12.4B
$258K 0.03%
+929
New +$263K
TXT icon
373
Textron
TXT
$14.7B
$256K 0.03%
+3,353
New +$281K
EQR icon
374
Equity Residential
EQR
$24.9B
$255K 0.03%
3,560
+2
+0.1% +$147
SPGI icon
375
S&P Global
SPGI
$121B
$255K 0.03%
513
-39
-7% -$19.8K
13 14
15
16 17

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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.