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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
BIBL icon
376
Inspire 100 ETF
BIBL
$481M
$254K 0.03%
6,533
-157
-2% -$6.4K
GIS icon
377
General Mills
GIS
$19.4B
$254K 0.03%
3,980
+385
+11% +$25.8K
SO icon
378
Southern Company
SO
$109B
$253K 0.03%
3,070
+666
+28% +$58.4K
BDX icon
379
Becton Dickinson
BDX
$45.6B
$252K 0.03%
+1,112
New +$257K
GOVT icon
380
iShares US Treasury Bond ETF
GOVT
$43.7B
$251K 0.03%
10,914
+57
+0.5% +$1.3K
VOX icon
381
Vanguard Communication Services ETF
VOX
$5.52B
$249K 0.03%
1,609
-4
-0.2% -$611
SHYG icon
382
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$249K 0.03%
+5,847
New +$251K
GEHC icon
383
GE HealthCare
GEHC
$31.6B
$249K 0.03%
+3,180
New +$270K
BSCQ icon
384
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$248K 0.03%
+12,761
New +$248K
AMAT icon
385
Applied Materials
AMAT
$398B
$245K 0.03%
1,506
+80
+6% +$14.5K
NGG icon
386
National Grid
NGG
$80.8B
$245K 0.03%
+4,302
New +$259K
ORLY icon
387
O'Reilly Automotive
ORLY
$71.3B
$243K 0.03%
3,075
-390
-11% -$31.4K
MCK icon
388
McKesson
MCK
$101B
$241K 0.03%
423
-225
-35% -$126K
MU icon
389
Micron Technology
MU
$988B
$239K 0.03%
+2,846
New +$289K
BEN icon
390
Franklin Resources
BEN
$17.2B
$237K 0.03%
11,698
+69
+0.6% +$1.45K
FNOV icon
391
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$234K 0.03%
+4,885
New +$234K
XSOE icon
392
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.01B
$232K 0.03%
+7,620
New +$244K
ISRG icon
393
Intuitive Surgical
ISRG
$126B
$232K 0.03%
444
-560
-56% -$292K
BIDU icon
394
Baidu
BIDU
$36.5B
$232K 0.03%
+2,748
New +$251K
NTAP icon
395
NetApp
NTAP
$34.1B
$230K 0.03%
1,982
+250
+14% +$30.5K
NKE icon
396
Nike
NKE
$62.7B
$229K 0.03%
3,032
-236
-7% -$18.5K
VMI icon
397
Valmont Industries
VMI
$9.2B
$229K 0.03%
+746
New +$240K
COR icon
398
Cencora
COR
$60.7B
$228K 0.03%
1,015
+30
+3% +$7.05K
CTAS icon
399
Cintas
CTAS
$82.8B
$226K 0.03%
1,239
+104
+9% +$21.9K
GWW icon
400
W.W. Grainger
GWW
$64B
$226K 0.03%
214
+2
+0.9% +$2.25K
14 15
16
17 18

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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.