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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
LLY icon
51
Eli Lilly
LLY
$1.08T
$2.91M 0.35%
3,767
+1,875
+99% +$1.55M
HD icon
52
Home Depot
HD
$337B
$2.8M 0.34%
7,187
+2,044
+40% +$835K
VTEB icon
53
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$2.69M 0.32%
53,644
+42,488
+381% +$2.15M
IJR icon
54
iShares Core S&P Small-Cap ETF
IJR
$109B
$2.68M 0.32%
23,246
+4,943
+27% +$591K
FYLD icon
55
Cambria Foreign Shareholder Yield ETF
FYLD
$692M
$2.65M 0.32%
105,237
+2,130
+2% +$56.2K
FBND icon
56
Fidelity Total Bond ETF
FBND
$27.1B
$2.65M 0.32%
59,092
+54,769
+1,267% +$2.5M
FNDX icon
57
Schwab Fundamental US Large Company Index ETF
FNDX
$26.5B
$2.63M 0.32%
111,166
+17,326
+18% +$420K
DFEM icon
58
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.48B
$2.51M 0.3%
95,820
-28,602
-23% -$777K
JNJ icon
59
Johnson & Johnson
JNJ
$640B
$2.44M 0.29%
16,851
+7,837
+87% +$1.21M
PLD icon
60
Prologis
PLD
$136B
$2.38M 0.29%
22,477
+4,073
+22% +$468K
IWF icon
61
iShares Russell 1000 Growth ETF
IWF
$117B
$2.32M 0.28%
23,080
+644
+3% +$63.3K
IFRA icon
62
iShares US Infrastructure ETF
IFRA
$4.45B
$2.31M 0.28%
50,006
+11,600
+30% +$562K
ABT icon
63
Abbott
ABT
$188B
$2.29M 0.28%
20,240
+11,634
+135% +$1.34M
VIGI icon
64
Vanguard International Dividend Appreciation ETF
VIGI
$9.01B
$2.24M 0.27%
+28,056
New +$2.36M
RWM icon
65
ProShares Short Russell2000
RWM
$133M
$2.21M 0.27%
+118,069
New +$2.17M
UNH icon
66
UnitedHealth
UNH
$382B
$2.2M 0.26%
4,352
+1,040
+31% +$591K
VCIT icon
67
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$2.17M 0.26%
27,020
-7,116
-21% -$581K
DFAC icon
68
Dimensional US Core Equity 2 ETF
DFAC
$47B
$2.12M 0.26%
61,356
-13,967
-19% -$492K
CVX icon
69
Chevron
CVX
$382B
$2.05M 0.25%
14,155
+8,398
+146% +$1.29M
KO icon
70
Coca-Cola
KO
$383B
$2.01M 0.24%
32,310
+5,942
+23% +$388K
BLV icon
71
Vanguard Long-Term Bond ETF
BLV
$5.74B
$1.99M 0.24%
29,075
+1,414
+5% +$101K
BIV icon
72
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$1.97M 0.24%
26,402
+1,941
+8% +$148K
INTU icon
73
Intuit
INTU
$91.1B
$1.91M 0.23%
3,041
+1,685
+124% +$1.08M
SCHF icon
74
Schwab International Equity ETF
SCHF
$64.9B
$1.87M 0.23%
101,337
+6,319
+7% +$123K
IQLT icon
75
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
$1.86M 0.22%
+50,149
New +$1.96M
1 2
3
4 5

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BCL
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ACH
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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 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.