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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
DOCU
426
DocuSign
DOCU
$10.4B
$210K 0.03%
+2,330
New +$186K
MQY icon
427
BlackRock MuniYield Quality Fund
MQY
$808M
$208K 0.03%
+18,084
New +$227K
HSY icon
428
Hershey
HSY
$35.9B
$208K 0.03%
1,230
-137
-10% -$24.6K
IONQ icon
429
IonQ
IONQ
$13.4B
$207K 0.02%
+4,953
New +$124K
FCX icon
430
Freeport-McMoran
FCX
$91.2B
$206K 0.02%
5,403
-1,658
-23% -$74.2K
PNC icon
431
PNC Financial Services
PNC
$99.2B
$205K 0.02%
+1,062
New +$209K
MCO icon
432
Moody's
MCO
$83.5B
$205K 0.02%
+432
New +$206K
ADSK icon
433
Autodesk
ADSK
$49.6B
$201K 0.02%
+680
New +$201K
DFGP icon
434
Dimensional Global Core Plus Fixed Income ETF
DFGP
$3.35B
$201K 0.02%
+3,804
New +$206K
MVF
435
DELISTED
BlackRock MuniVest Fund
MVF
$160K 0.02%
+22,793
New +$167K
GRWG icon
436
GrowGeneration
GRWG
$87.1M
$136K 0.02%
80,683
-10
-0% -$19
NDMO icon
437
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$604M
$109K 0.01%
10,838
– –
AMCR icon
438
Amcor
AMCR
$20.9B
$98.6K 0.01%
+2,097
New +$110K
VOD icon
439
Vodafone
VOD
$37.2B
$89.4K 0.01%
+10,525
New +$95.9K
UMC icon
440
United Microelectronic
UMC
$47.5B
$86K 0.01%
+13,256
New +$94.9K
ENIC icon
441
Enel Chile
ENIC
$6.29B
$81.6K 0.01%
28,317
+9,727
+52% +$27K
MPT
442
Medical Properties Trust
MPT
$2.81B
$67.3K 0.01%
17,039
+6,086
+56% +$27.3K
ABEV icon
443
Ambev
ABEV
$48.2B
$61.2K 0.01%
33,061
+11,438
+53% +$25.3K
SID icon
444
Companhia Siderúrgica Nacional
SID
$1.34B
$52K 0.01%
36,133
+12,987
+56% +$25.4K
NXDR
445
Nextdoor Holdings
NXDR
$858M
$50.4K 0.01%
21,266
-3,495
-14% -$8.67K
LYG icon
446
Lloyds Banking Group
LYG
$90.7B
$49.7K 0.01%
18,265
+64
+0.4% +$183
LODE icon
447
CALL
Comstock
LODE
$212M
$40.7K ﹤0.01%
+9,540
New +$40.7K
NTIP icon
448
Network-1 Technologies
NTIP
$37.3M
$21.3K ﹤0.01%
16,000
– –
KYNB
449
Kyntra Bio
KYNB
$27.5M
$10.9K ﹤0.01%
+823
New +$7.65K
AMRN
450
Amarin Corp
AMRN
$298M
$10.6K ﹤0.01%
1,090
+340
+45% +$3.64K
16 17
18
19 20

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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.