SA

Savvy Advisors, Inc.

13F
Savvy Advisors, Inc.
Last update 2025-05-12 518 Stocks (90 new)
Value $994.00 Mil Turnover 22 %
Countries:
Top Holdings: NVDA(7.17%)VOO(6.06%)IUSB(4.34%)FFIU(4.04%)AAPL(3.16%)
Summary Stock Picks Current Portfolio
Savvy Advisors, Inc. Top Holdings of 2025-03-31 View Full List
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
+52.56%
+22.22%
4,001,998.1
Semiconductors
VOO
Vanguard S&P 500 ETF
117,290
60,276.6
-1.89%
6.060
-0.15%
0.010
+19.71%
+7.47%
657,019.3
 
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
+2.72%
+3.69%
32,811.1
 
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
+2.56%
+2.32%
50.2
 
AAPL
Apple Inc
141,322
31,391.9
+24.91%
3.160
+0.63%
0.000
+11.69%
-14.97%
3,172,937.0
Hardware
JQUA
JPMorgan U.S. Quality Factor ETF
493,335
27,858.6
+48.31%
2.800
+0.91%
0.480
+14.95%
+6.37%
6,792.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
899,049
22,512.2
+158.41%
2.260
+1.39%
0.060
+23.21%
+5.81%
44,590.9
 
MSFT
Microsoft Corp
57,688
21,655.5
+25.52%
2.180
+0.44%
0.000
+31.74%
+19.43%
3,727,272.1
Software
VTV
Vanguard Value ETF
107,732
18,609.6
+55.80%
1.870
+0.67%
0.010
+13.03%
+7.17%
133,144.6
 
IVLU
iShares MSCI Intl Value Factor ETF
520,448
15,774.8
+1.42%
1.590
+0.02%
0.790
+21.66%
+25.48%
2,329.8
 

Savvy Advisors, Inc.'s Historical Top Holdings Breakdowns

Savvy Advisors, Inc.'s Top Stock Picks View Full List
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
$29.43
7.45%
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
$45.90
0.72%
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
$60.57
3.70%
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
$50.53
-0.10%
Sold Out
0
-113,487
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.67%
●
167.73 ($174.39) 179.21
$179.40
2.87%
Add 55.8%
107,732
38,586
AAPL
Apple Inc
2025-03-31
Add
Add
+0.63%
●
209.68 ($231.67) 247.1
$212.44
-8.30%
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
$100.36
-0.99%
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
$62.67
15.86%
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
$307.83
7.21%
New holding
17,469
17,469

Savvy Advisors, Inc. Total Holding History ($B)

To

Savvy Advisors, Inc.'s Asset Allocation

To

Savvy Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Savvy Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Savvy Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Savvy Advisors, Inc.'s Holdings Heat Map

Size field:

Savvy Advisors, Inc.'s Holdings Bubble Chart

Savvy Advisors, Inc. News

  • 1

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