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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 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
SPEM icon
26
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$5.65M 0.68%
147,246
+34,281
+30% +$1.38M
VEA icon
27
Vanguard FTSE Developed Markets ETF
VEA
$225B
$5.35M 0.64%
111,850
-1,955
-2% -$98.2K
DMBS icon
28
DoubleLine Mortgage ETF
DMBS
$703M
$5.25M 0.63%
+109,228
New +$5.34M
VB icon
29
Vanguard Small-Cap ETF
VB
$80.2B
$5.14M 0.62%
21,388
+13,135
+159% +$3.23M
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.11T
$4.84M 0.58%
10,671
+4,619
+76% +$2.13M
META icon
31
Meta Platforms (Facebook)
META
$1.51T
$4.73M 0.57%
8,072
+827
+11% +$485K
JPM icon
32
JPMorgan Chase
JPM
$950B
$4.69M 0.56%
19,566
+6,120
+46% +$1.43M
AVGO icon
33
Broadcom
AVGO
$1.81T
$4.3M 0.52%
18,537
+2,601
+16% +$481K
AGG icon
34
iShares Core US Aggregate Bond ETF
AGG
$138B
$4.12M 0.5%
42,488
+8,045
+23% +$792K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$871B
$3.99M 0.48%
6,783
+1,484
+28% +$878K
SPY icon
36
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$3.97M 0.48%
6,781
+2,550
+60% +$1.5M
GLD icon
37
SPDR Gold Trust
GLD
$131B
$3.96M 0.48%
16,368
+9,377
+134% +$2.3M
VUG icon
38
Vanguard Growth ETF
VUG
$216B
$3.86M 0.46%
56,418
+3,318
+6% +$223K
XCEM icon
39
Columbia EM Core ex-China ETF
XCEM
$1.86B
$3.7M 0.44%
124,996
+31,200
+33% +$984K
TSLA icon
40
Tesla
TSLA
$1.21T
$3.64M 0.44%
9,015
+1,488
+20% +$479K
SPTL icon
41
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$3.63M 0.44%
138,762
+32,565
+31% +$892K
V icon
42
Visa
V
$697B
$3.46M 0.42%
10,936
+5,699
+109% +$1.71M
XOM icon
43
ExxonMobil
XOM
$634B
$3.27M 0.39%
30,378
+1,797
+6% +$210K
MCD icon
44
McDonald's
MCD
$194B
$3.21M 0.39%
11,060
+7,858
+245% +$2.34M
COST icon
45
Costco
COST
$429B
$3.16M 0.38%
3,444
+2,410
+233% +$2.24M
ABBV icon
46
AbbVie
ABBV
$465B
$3.15M 0.38%
17,728
+8,140
+85% +$1.5M
MA icon
47
Mastercard
MA
$497B
$3.12M 0.38%
5,922
+3,781
+177% +$1.96M
IBM icon
48
IBM
IBM
$214B
$3.11M 0.37%
14,127
+91
+0.6% +$20.3K
WMT icon
49
Walmart Inc
WMT
$900B
$3.06M 0.37%
33,893
+6,414
+23% +$557K
SPYG icon
50
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$2.96M 0.36%
33,654
+9,788
+41% +$846K
1
2
3 4 5

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ACH
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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 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 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.