SA
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Savvy Advisors, Inc.13F | |
Savvy Advisors, Inc. | |
Last update 2025-05-12 | 518 Stocks (90 new) |
Value $994.00 Mil | Turnover 22 % |
Savvy Advisors, Inc. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 657,991 | 71,313.1 | +2.43% | 7.170 | +0.17% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
VOO | Vanguard S&P 500 ETF | 117,290 | 60,276.6 | -1.89% | 6.060 | -0.15% | 0.010 | +17.21% | +7.08% | 654,655.2 | ||
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 937,531 | 43,201.4 | +46.46% | 4.340 | +1.38% | 0.130 | +2.43% | +3.31% | 32,689.6 | ||
FFIU |
UVA Unconstrained Medium-Term Fixed Income ETF
UVA Unconstrained Medium-Term Fixed Income ETF
| 1,826,172 | 40,153.3 | +14.76% | 4.040 | +0.52% | 83.010 | +3.16% | +4.32% | 50.2 | ||
AAPL | Apple Inc | 141,322 | 31,391.9 | +24.91% | 3.160 | +0.63% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
JQUA | JPMorgan U.S. Quality Factor ETF | 493,335 | 27,858.6 | +48.31% | 2.800 | +0.91% | 0.480 | +12.14% | +5.44% | 6,733.5 | ||
SCHG | Schwab U.S. Large-Cap Growth ETF | 899,049 | 22,512.2 | +158.41% | 2.260 | +1.39% | 0.060 | +20.60% | +5.52% | 44,469.7 | ||
MSFT | Microsoft Corp | 57,688 | 21,655.5 | +25.52% | 2.180 | +0.44% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
VTV | Vanguard Value ETF | 107,732 | 18,609.6 | +55.80% | 1.870 | +0.67% | 0.010 | +10.76% | +6.49% | 132,298.5 | ||
IVLU | iShares MSCI Intl Value Factor ETF | 520,448 | 15,774.8 | +1.42% | 1.590 | +0.02% | 0.790 | +17.06% | +24.27% | 2,307.4 |
Savvy Advisors, Inc.'s Historical Top Holdings Breakdowns
Savvy Advisors, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Add Add | +1.39% | 24.91 ($27.39) 29.02 | $29.35 | 7.16% | Add 158.41% | 899,049 | 551,134 | |
IUSB |
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
| 2025-03-31 | Add Add | +1.38% | 44.72 ($45.57) 46.25 | $45.73 | 0.35% | Add 46.46% | 937,531 | 297,383 | |
JQUA | JPMorgan U.S. Quality Factor ETF | 2025-03-31 | Add Add | +0.91% | 55.41 ($58.41) 60.74 | $60.04 | 2.79% | Add 48.31% | 493,335 | 160,705 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -0.69% | 50.48 ($50.58) 50.68 | $50.55 | -0.06% | Sold Out | 0 | -113,487 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.67% | 167.73 ($174.39) 179.21 | $178.26 | 2.22% | Add 55.8% | 107,732 | 38,586 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.63% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Add 24.91% | 141,322 | 28,186 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +0.61% | 97.25 ($101.36) 104.79 | $99.28 | -2.05% | Add 324.31% | 76,498 | 58,469 | |
FFIU |
UVA Unconstrained Medium-Term Fixed Income ETF
UVA Unconstrained Medium-Term Fixed Income ETF
| 2025-03-31 | Add Add | +0.52% | 20.83 ($21.75) 22.45 | $21.80 | 0.25% | Add 14.76% | 1,826,172 | 234,836 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.48% | 49.74 ($54.09) 58.96 | $63.30 | 17.03% | Add 258.3% | 110,805 | 79,880 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | New Buy New Buy | +0.48% | 268.35 ($287.14) 300.35 | $307.11 | 6.95% | New holding | 17,469 | 17,469 |
Savvy Advisors, Inc. Total Holding History ($B)
Savvy Advisors, Inc.'s Asset Allocation
Savvy Advisors, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Savvy Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Savvy Advisors, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Savvy Advisors, Inc.'s Holdings Heat Map
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Savvy Advisors, Inc.'s Holdings Bubble Chart
Savvy Advisors, Inc. News
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