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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
FVD icon
126
First Trust Value Line Dividend Fund
FVD
$8.44B
$1.12M 0.13%
25,605
+702
+3% +$31.8K
IJH icon
127
iShares Core S&P Mid-Cap ETF
IJH
$121B
$1.12M 0.13%
17,895
+2,229
+14% +$143K
TFI icon
128
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
$1.11M 0.13%
24,262
-87
-0.4% -$4.01K
IWM icon
129
iShares Russell 2000 ETF
IWM
$79.1B
$1.1M 0.13%
4,980
+55
+1% +$12.5K
ACN icon
130
Accenture
ACN
$106B
$1.1M 0.13%
3,119
+364
+13% +$131K
VGLT icon
131
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$1.1M 0.13%
19,798
+14,666
+286% +$850K
RZG icon
132
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$140M
$1.09M 0.13%
22,098
– –
WM icon
133
Waste Management
WM
$95B
$1.09M 0.13%
5,379
+2,002
+59% +$430K
DE icon
134
Deere & Co
DE
$165B
$1.06M 0.13%
2,513
+1,923
+326% +$810K
EYLD icon
135
Cambria Emerging Shareholder Yield ETF
EYLD
$818M
$1.05M 0.13%
33,493
+1,100
+3% +$36.4K
VO icon
136
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.04M 0.12%
15,708
+784
+5% +$53.2K
BX icon
137
Blackstone
BX
$104B
$1.04M 0.12%
6,012
+3,833
+176% +$668K
IWX icon
138
iShares Russell Top 200 Value ETF
IWX
$3.92B
$1.03M 0.12%
+13,076
New +$1.07M
BSX icon
139
Boston Scientific
BSX
$68.4B
$1.01M 0.12%
11,263
+8,035
+249% +$707K
DHR icon
140
Danaher
DHR
$138B
$994K 0.12%
4,332
-17
-0.4% -$4.18K
SCHM icon
141
Schwab US Mid-Cap ETF
SCHM
$14.2B
$988K 0.12%
35,652
+10,752
+43% +$306K
RTX icon
142
RTX Corp
RTX
$290B
$986K 0.12%
8,517
-456
-5% -$55.1K
NFLX icon
143
Netflix
NFLX
$307B
$983K 0.12%
11,020
+1,490
+16% +$123K
AVDV icon
144
Avantis International Small Cap Value ETF
AVDV
$18.6B
$966K 0.12%
14,845
-1,007
-6% -$67.8K
AMD icon
145
Advanced Micro Devices
AMD
$700B
$960K 0.12%
7,948
+1,542
+24% +$222K
IWB icon
146
iShares Russell 1000 ETF
IWB
$47.1B
$954K 0.11%
2,960
– –
CLX icon
147
Clorox
CLX
$12B
$946K 0.11%
+5,827
New +$953K
IGSB icon
148
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
$945K 0.11%
18,283
+2,439
+15% +$127K
MTUM icon
149
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$944K 0.11%
+4,560
New +$955K
PEP icon
150
PepsiCo
PEP
$196B
$944K 0.11%
6,205
+2,964
+91% +$486K
4 5
6
7 8

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OIMU
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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.