Savvy Advisors, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Savvy Advisors, Inc.

CIK Number: 0002003633

1.5B
Market Value
491
# of Holdings
3 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 NVDA NVIDIA Corporat...
170.76
+1.46% 657.99K +2.43% 71.31M 129.06 7.17% Share
2 VOO Vanguard S&P 50...
597.87
+0.23% 117.29K -1.89% 60.28M 512.59 6.06% Share
3 IUSB iShares Core To...
46.71
-0.15% 937.53K +46.46% 43.2M 45.97 4.34% Share
4 FFIU Fieldstone UVA ...
22.18
-1.2% 1.83M +14.76% 40.15M 21.4 4.04% Share
5 AAPL Apple Inc.
234.35
-1.48% 141.32K +24.91% 31.39M 233.07 3.16% Share
6 JQUA JPMorgan U.S. Q...
62.34
-0.14% 493.33K +48.31% 27.86M 55.36 2.80% Share
7 SCHG Schwab U.S. Lar...
31.10
+0.35% 899.05K +158.41% 22.51M 25.64 2.26% Share
8 MSFT Microsoft Corpo...
498.41
+0.04% 57.69K +25.52% 21.66M 411.06 2.18% Share
9 VTV Vanguard Value ...
182.49
+0.10% 107.73K +55.80% 18.61M 168.85 1.87% Share
10 IVLU iShares Edge MS...
35.30
-0.37% 520.45K +1.42% 15.77M 28.44 1.59% Share
11 SGOL abrdn Physical ...
34.60
-0.22% 487.87K +13.51% 14.55M 25.16 1.46% Share
12 PG The Procter & G...
159.46
+0.28% 83.36K +14.51% 14.21M 166.24 1.43% Share
13 AMGN Amgen Inc.
279.97
-0.08% 45.41K +5.75% 14.15M 288.98 1.42% Share
14 AMZN Amazon.com, Inc...
238.24
+1.02% 68.43K +24.89% 13.02M 198.06 1.31% Share
15 EFG iShares MSCI EA...
112.45
-0.5% 115.76K -8.32% 11.58M 103.12 1.16% Share
16 XLK Technology Sele...
265.33
+0.19% 52.11K +13.25% 10.76M 221.29 1.08% Share
17 VTI Vanguard Total ...
320.97
+0.12% 36.31K +0.60% 9.98M 280.99 1.00% Share
18 SCHX Schwab U.S. Lar...
25.77
+0.23% 394.27K -0.38% 8.71M 20.66 0.88% Share
19 SPY SPDR S&P 500 ET...
650.36
+0.24% 15.2K +124.21% 8.51M 557.48 0.86% Share
20 MUB iShares Nationa...
105.68
-0.14% 77.89K +12.95% 8.21M 106.98 0.83% Share
21 TLH iShares 10-20 Y...
103.04
-0.37% 76.5K +324.31% 7.94M 103.61 0.80% Share
22 BRK-B Berkshire Hatha...
492.72
-0.21% 14.84K +39.11% 7.91M 455.11 0.80% Share
23 QQQ Invesco QQQ Tru...
580.48
+0.28% 16.65K +44.43% 7.81M 449.08 0.79% Share
24 SPEM SPDR Portfolio ...
45.36
+0.33% 196.65K +33.55% 7.74M 39.21 0.78% Share
25 IVV iShares Core S&...
653.63
+0.23% 13.59K +100.34% 7.64M 557.68 0.77% Share
26 XCEM Columbia EM Cor...
35.09
+0.26% 241.62K +93.30% 7.14M 30.63 0.72% Share
27 VMBS Vanguard Mortga...
46.95
-0.28% 145.86K +3.84% 6.75M 46.18 0.68% Share
28 GOOGL Alphabet Inc.
239.63
+2.39% 43.14K +23.10% 6.67M 177.22 0.67% Share
29 IAU iShares Gold Tr...
68.41
-0.2% 110.81K +258.30% 6.53M 54.82 0.66% Share
30 VEA Vanguard Develo...
59.37
-0.28% 128.04K +14.48% 6.51M 49.48 0.65% Share
31 DMBS Doubleline Etf ...
49.77
-0.28% 124.1K +13.62% 6.09M 48.21 0.61% Share
32 META Meta Platforms,...
765.70
+1.78% 10.54K +30.53% 6.07M 526.11 0.61% Share
33 SCHD Schwab U.S. Div...
27.44
-0.02% 209.77K -2.48% 5.87M 26.99 0.59% Share
34 GOOG Alphabet Inc.
239.94
+2.47% 36.82K +23.36% 5.75M 175.8 0.58% Share
35 JPM JPMorgan Chase ...
297.80
+1.67% 21.76K +11.21% 5.34M 212.48 0.54% Share
36 VB Vanguard Small ...
253.96
-0.76% 23.02K +7.63% 5.1M 230.22 0.51% Share
37 MTUM iShares MSCI US...
248.34
+0.75% 24.7K +441.75% 4.99M 203.01 0.50% Share
38 AGG iShares Core U....
100.26
-0.18% 49.98K +17.63% 4.94M 97.47 0.50% Share
39 OEF iShares S&P 100...
323.74
+0.44% 17.47K +100.00% 4.73M 270.83 0.48% Share
40 V Visa Inc.
343.99
+0.49% 13.34K +21.99% 4.68M 302.74 0.47% Share
41 PB Prosperity Banc...
66.89
-1.65% 63.27K +100.00% 4.52M 71.37 0.45% Share
42 GLD SPDR Gold Share...
334.11
-0.21% 15.02K -8.23% 4.33M 229.47 0.44% Share
43 XOM Exxon Mobil Cor...
110.67
+0.75% 35.9K +18.19% 4.27M 113.44 0.43% Share
44 ABBV AbbVie Inc.
210.41
+0.30% 20.24K +14.15% 4.24M 181.93 0.43% Share
45 LLY Eli Lilly and C...
750.59
+1.62% 4.76K +26.28% 3.93M 795.5 0.40% Share
46 MA Mastercard Inco...
583.89
-0.46% 7.14K +20.50% 3.91M 503.74 0.39% Share
47 VUG Vanguard Growth...
467.23
+0.36% 10.52K +11.90% 3.9M 379.87 0.39% Share
48 COST Costco Wholesal...
979.25
+0.76% 4.1K +19.05% 3.88M 896.32 0.39% Share
49 AVGO Broadcom Inc.
336.67
-2.6% 23.13K +24.76% 3.87M 161.17 0.39% Share
50 MCD McDonald's Corp...
312.44
-0.12% 12.14K +9.75% 3.79M 291.34 0.38% Share
51 IEFA iShares Core MS...
86.44
-0.35% 49.97K +426.96% 3.78M 75.05 0.38% Share
52 IBM International B...
259.08
+1.17% 14.97K +5.96% 3.72M 208.78 0.37% Share
53 TSLA Tesla, Inc.
346.99
+0.17% 14.05K +55.88% 3.64M 261.76 0.37% Share
54 FBND Fidelity Total ...
46.39
-0.19% 79.43K +34.42% 3.63M 45.17 0.36% Share
55 IJR iShares Core S&...
117.93
-0.86% 34.08K +46.60% 3.56M 111.22 0.36% Share
56 WMT Walmart Inc.
102.30
+0.02% 39.8K +17.42% 3.49M 70.3 0.35% Share
57 BIV Vanguard Interm...
78.28
-0.16% 45.21K +71.23% 3.46M 75.95 0.35% Share
58 JNJ Johnson & Johns...
176.97
-0.65% 19.69K +16.86% 3.27M 154.28 0.33% Share
59 CVX Chevron Corpora...
154.78
+0.51% 19K +34.24% 3.18M 152.76 0.32% Share
60 VTEB Vanguard Tax-Ex...
49.63
-0.05% 63.32K +18.04% 3.14M 50.09 0.32% Share
61 HD The Home Depot,...
415.33
-1.1% 8.19K +13.96% 3M 366.54 0.30% Share
62 DFUS Dimensional U.S...
70.83
+0.20% 48.56K +100.00% 2.94M 60.48 0.30% Share
63 SPYG SPDR Portfolio ...
101.41
+0.44% 35.82K +6.42% 2.88M 76.7 0.29% Share
64 RWM ProShares Short...
17.28
+0.52% 136.26K +15.41% 2.83M 19.01 0.28% Share
65 HYDB iShares High Yi...
47.57
-0.09% 59.63K +118.71% 2.81M 46.98 0.28% Share
66 ABT Abbott Laborato...
131.95
-0.19% 20.67K +2.11% 2.74M 111.93 0.28% Share
67 FNDX Schwab Fundamen...
25.84
+0.12% 112.8K +1.47% 2.66M 22.31 0.27% Share
68 UNH UnitedHealth Gr...
348.18
+8.72% 4.99K +14.68% 2.61M 535.23 0.26% Share
69 FYLD Cambria Foreign...
31.32
-0.06% 96.92K -7.9% 2.61M 26.66 0.26% Share
70 BSV Vanguard Short-...
78.94
-0.1% 33.05K +42.83% 2.59M 77.15 0.26% Share
71 IWF iShares Russell...
453.07
+0.27% 6.76K +17.19% 2.44M 342.75 0.25% Share
72 EMXC iShares MSCI Em...
65.01
+0.31% 43.77K +58.78% 2.41M 55.32 0.24% Share
73 SCHF Schwab Internat...
22.96
-0.33% 116.26K +14.73% 2.3M 18.95 0.23% Share
74 KO The Coca-Cola C...
67.90
+0.70% 32.09K -0.67% 2.3M 67.63 0.23% Share
75 DFAC Dimensional U.S...
37.95
-0.12% 68.64K +11.88% 2.26M 33.69 0.23% Share
76 PLD Prologis, Inc.
111.89
-1.47% 20.02K -10.95% 2.24M 114.31 0.23% Share
77 VIGI Vanguard Intern...
89.95
-0.59% 26.88K -4.19% 2.23M 79.99 0.22% Share
78 PM Philip Morris I...
164.72
+1.23% 13.82K +34.90% 2.19M 123.37 0.22% Share
79 IQLT iShares MSCI In...
43.59
-0.38% 53.66K +7.00% 2.13M 37.29 0.21% Share
80 PANW Palo Alto Netwo...
197.55
+0.09% 12.18K +22.52% 2.08M 176.38 0.21% Share
81 ANGL VanEck Fallen A...
29.45
-0.14% 71.63K +10.45% 2.07M 28.69 0.21% Share
82 SUB iShares Short-T...
107.06
-0.07% 19.17K +13.67% 2.02M 105.1 0.20% Share
83 QUAL iShares MSCI US...
190.01
+0.16% 11.82K +137.41% 2.02M 170.69 0.20% Share
84 COWZ Pacer US Cash C...
57.39
-0.21% 36.85K +74.81% 2.02M 54.12 0.20% Share
85 BLV Vanguard Long-T...
70.75
-0.35% 27.97K -3.81% 1.97M 70.25 0.20% Share
86 INTU Intuit Inc.
670.89
-0.12% 3.18K +4.47% 1.95M 629.92 0.20% Share
87 VYM Vanguard High D...
139.61
-0.03% 14.86K +6.82% 1.92M 123.34 0.19% Share
88 DFEM Dimensional Eme...
31.50
+0.27% 68.27K -28.75% 1.81M 28.15 0.18% Share
89 CSCO Cisco Systems, ...
67.34
+0.69% 29.26K +6.32% 1.81M 53.21 0.18% Share
90 RIGS RiverFront Stra...
23.44
-0.93% 77.94K +0.09% 1.8M 23.13 0.18% Share
91 VV Vanguard Large ...
300.55
+0.29% 6.93K +106.74% 1.78M 256.52 0.18% Share
92 VZ Verizon Communi...
43.56
+0.55% 39.22K +0.80% 1.78M 38.81 0.18% Share
93 SCHR Schwab Intermed...
25.20
-0.22% 70.86K +14.82% 1.76M 25.13 0.18% Share
94 IVW iShares S&P 500...
117.14
+0.45% 18.45K +269.57% 1.71M 91.72 0.17% Share
95 IJH iShares Core S&...
65.46
-0.89% 29.14K +62.82% 1.7M 58.7 0.17% Share
96 DIS The Walt Disney...
117.38
-1.23% 17.22K +12.06% 1.7M 102.16 0.17% Share
97 PEP PepsiCo, Inc.
143.10
+0.98% 11.26K +81.42% 1.69M 155.19 0.17% Share
98 BMY Bristol-Myers S...
47.24
+1.11% 27.57K +6.34% 1.68M 55.98 0.17% Share
99 XMMO Invesco S&P Mid...
133.38
-0.48% 14.65K +4.79% 1.67M 101.49 0.17% Share
100 GS The Goldman Sac...
763.85
+2.97% 2.98K +4.56% 1.63M 525.83 0.16% Share
101 SCHW The Charles Sch...
93.67
+0.23% 20.77K +7.10% 1.63M 73.05 0.16% Share
102 COP ConocoPhillips
91.88
+0.53% 15.48K -2% 1.63M 107.67 0.16% Share
103 IWY iShares Russell...
263.17
+0.34% 7.65K -2.72% 1.61M 235.27 0.16% Share
104 GE GE Aerospace
276.25
+0.07% 7.96K +10.07% 1.59M 159.69 0.16% Share
105 URNM Sprott Uranium ...
54.00
+0.82% 48.23K +100.00% 1.56M 32.44 0.16% Share
106 CRM Salesforce, Inc...
252.03
-0.1% 5.83K +21.49% 1.56M 284.18 0.16% Share
107 SCHA Schwab U.S. Sma...
27.50
-0.67% 66.61K +4.40% 1.56M 24.03 0.16% Share
108 VCIT Vanguard Interm...
84.05
-0.12% 18.81K -30.4% 1.54M 82.99 0.15% Share
109 T AT&T Inc.
29.41
+1.76% 53.97K +4.29% 1.53M 22.81 0.15% Share
110 VWO Vanguard Emergi...
52.66
+0.35% 33.58K +134.02% 1.52M 43.9 0.15% Share
111 IEMG iShares Core MS...
63.58
+0.37% 28.15K +85.51% 1.52M 53.56 0.15% Share
112 TMUS T-Mobile US, In...
242.69
-0.09% 5.56K +64.61% 1.48M 238.78 0.15% Share
113 TLT iShares 20+ Yea...
89.23
-0.57% 16.23K +72.89% 1.48M 88.89 0.15% Share
114 SPLG SPDR Portfolio ...
76.52
+0.22% 22.43K +10.30% 1.47M 61.28 0.15% Share
115 EMB iShares J.P. Mo...
94.66
-0.09% 16.2K +138.85% 1.47M 90.35 0.15% Share
116 INTC Intel Corporati...
24.44
-0.16% 64.23K +4.36% 1.46M 34.02 0.15% Share
117 ORCL Oracle Corporat...
241.58
+1.30% 10.41K +9.97% 1.46M 136.88 0.15% Share
118 PGR The Progressive...
243.19
-1.12% 5.11K +30.11% 1.45M 256.13 0.15% Share
119 NFLX Netflix, Inc.
1263.25
+1.49% 1.55K +40.65% 1.45M 758.88 0.15% Share
120 SPOT Spotify Technol...
719.58
+0.18% 2.56K +407.74% 1.41M 529.81 0.14% Share
121 CAT Caterpillar Inc...
417.96
-1.14% 4.27K +5.62% 1.41M 347.93 0.14% Share
122 MS Morgan Stanley
152.21
+2.30% 12.02K +3.98% 1.4M 117.39 0.14% Share
123 JCPB JPMorgan Core P...
47.52
-0.18% 29.61K +100.00% 1.39M 47.04 0.14% Share
124 WM Waste Managemen...
219.11
+0.03% 5.9K +9.70% 1.37M 200.56 0.14% Share
125 RTX RTX Corporation
151.75
-1.6% 10.25K +20.35% 1.36M 105.91 0.14% Share
126 SCHO Schwab Short-Te...
24.39
-0.1% 54.94K +5.62% 1.34M 24.11 0.13% Share
127 AVUV Avantis U.S. Sm...
99.83
-1% 15.2K +12.62% 1.33M 94.97 0.13% Share
128 BAC Bank of America...
50.28
+1.67% 31.66K +113.95% 1.32M 39.83 0.13% Share
129 DE Deere & Company
475.74
-1.2% 2.81K +11.86% 1.32M 427.2 0.13% Share
130 HON Honeywell Inter...
214.20
-0.26% 6.18K -8.57% 1.31M 221.31 0.13% Share
131 VCSH Vanguard Short-...
79.85
-0.06% 16.56K -14.09% 1.31M 78.92 0.13% Share
132 EFV iShares MSCI EA...
67.45
-0.27% 21.44K +267.41% 1.26M 57.75 0.13% Share
133 BYLD iShares Yield O...
22.86
+0.02% 56.13K -13.04% 1.26M 22.28 0.13% Share
134 FVD First Trust Val...
46.05
-0.22% 27.98K +9.28% 1.25M 41.02 0.13% Share
135 PYLD PIMCO ETF Trust...
26.75
-0.09% 47.27K +1.57% 1.25M 25.93 0.13% Share
136 AVB AvalonBay Commu...
195.13
+0.34% 5.79K +3.62% 1.24M 209.58 0.12% Share
137 IVE iShares S&P 500...
202.90
+0.02% 6.48K +89.14% 1.24M 185.65 0.12% Share
138 VO Vanguard Mid Ca...
289.83
-0.05% 4.75K +20.86% 1.23M 244.85 0.12% Share
139 ELS Equity LifeStyl...
61.65
+0.13% 18.27K -6.41% 1.22M 66.6 0.12% Share
140 AVDV Avantis Interna...
87.08
-0.4% 17.4K +17.20% 1.21M 68.39 0.12% Share
141 VIG Vanguard Divide...
212.57
-0.07% 6.23K +42.71% 1.21M 188.9 0.12% Share
142 BIL SPDR Bloomberg ...
91.55
+0.01% 12.94K +197.63% 1.19M 91.63 0.12% Share
143 PICK iShares MSCI Gl...
41.56
-0.86% 32.91K -0.31% 1.18M 41.17 0.12% Share
144 IWM iShares Russell...
236.83
-0.6% 5.88K +18.09% 1.17M 202.36 0.12% Share
145 BX Blackstone Inc.
173.16
-0.08% 8.37K +39.20% 1.17M 151.98 0.12% Share
146 VGIT Vanguard Interm...
60.24
-0.15% 19.66K +100.00% 1.17M 59.4 0.12% Share
147 IEO iShares U.S. Oi...
90.69
+0.47% 12.3K +100.00% 1.16M 94.58 0.12% Share
148 GBIL Goldman Sachs A...
100.00
+0.01% 11.61K +100.00% 1.16M 100.18 0.12% Share
149 ACN Accenture plc
251.94
-1.42% 3.66K +17.28% 1.14M 333.37 0.11% Share
150 FTEC Fidelity MSCI I...
210.01
+0.18% 6.99K -7.49% 1.13M 166.72 0.11% Share