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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
ANGL icon
76
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$1.86M 0.22%
+64,856
New +$1.88M
IWY icon
77
iShares Russell Top 200 Growth ETF
IWY
$15.7B
$1.85M 0.22%
+7,860
New +$1.8M
PANW icon
78
Palo Alto Networks
PANW
$265B
$1.81M 0.22%
9,938
+6,158
+163% +$1.16M
RIGS icon
79
ALPS Strategic Income Fund
RIGS
$60.3M
$1.8M 0.22%
+77,873
New +$1.8M
TLH icon
80
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$1.79M 0.22%
18,029
+9,120
+102% +$944K
BSV icon
81
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.79M 0.22%
23,138
-82
-0.4% -$6.36K
SUB icon
82
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.78M 0.21%
16,864
+1,949
+13% +$206K
VYM icon
83
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1.77M 0.21%
13,907
+4,225
+44% +$551K
XLE icon
84
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$1.76M 0.21%
41,092
+8,910
+28% +$405K
XMMO icon
85
Invesco S&P MidCap Momentum ETF
XMMO
$7.09B
$1.73M 0.21%
13,981
+324
+2% +$41.1K
DIS icon
86
Walt Disney
DIS
$167B
$1.71M 0.21%
15,367
+7,713
+101% +$810K
SCHA icon
87
Schwab U.S Small- Cap ETF
SCHA
$22.3B
$1.65M 0.2%
63,802
+2,026
+3% +$53.9K
LODE icon
88
Comstock
LODE
$212M
$1.65M 0.2%
+205,477
New +$878K
GS icon
89
Goldman Sachs
GS
$302B
$1.63M 0.2%
2,849
+1,756
+161% +$979K
CSCO icon
90
Cisco
CSCO
$448B
$1.63M 0.2%
27,520
+8,204
+42% +$469K
CRM icon
91
Salesforce
CRM
$148B
$1.6M 0.19%
4,797
+1,614
+51% +$515K
ORCL icon
92
Oracle
ORCL
$367B
$1.58M 0.19%
9,468
+2,121
+29% +$377K
COP icon
93
ConocoPhillips
COP
$145B
$1.57M 0.19%
15,792
+3,654
+30% +$388K
VZ icon
94
Verizon
VZ
$193B
$1.56M 0.19%
38,906
+15,486
+66% +$653K
IAU icon
95
iShares Gold Trust
IAU
$63.8B
$1.53M 0.18%
30,925
+9,712
+46% +$488K
EMXC icon
96
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$1.53M 0.18%
+27,566
New +$1.62M
HON icon
97
Honeywell
HON
$76.7B
$1.53M 0.18%
7,168
+5,457
+319% +$1.14M
VCSH icon
98
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.5M 0.18%
19,272
-5,100
-21% -$400K
SCHR
99
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$1.5M 0.18%
61,712
-21,362
-26% -$526K
BMY icon
100
Bristol-Myers Squibb
BMY
$132B
$1.47M 0.18%
25,930
+21,107
+438% +$1.18M
2 3
4
5 6

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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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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.