Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $307 Billion
  • Q2 2024

Savvy Advisors, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $307 Billion distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.9B, Amgen Inc with a value of $12.9B, Ishares Core Total Usd Bond Ma with a value of $10.8B, Microsoft Corp with a value of $8.16B, and Ishares Core S&P 500 ETF with a value of $7.77B.

Examining the 13F form we can see an increase of $133B in the current position value, from $173B to 307B.

Savvy Advisors, Inc. is based out at New York, NY

Below you can find more details about Savvy Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $307 Billion
ETFs: $184 Billion
Technology: $35.5 Billion
Healthcare: $21.1 Billion
Financial Services: $11.2 Billion
Consumer Defensive: $10.9 Billion
Consumer Cyclical: $9.83 Billion
Communication Services: $8.24 Billion
Industrials: $6.83 Billion
Other: $11.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.9 Billion 6.16% of portfolio
37,775
Q2 2024 Added 42.85%
$171B
$12.9 Billion 4.21% of portfolio
41,302
Q2 2024 Added 4.83%
$0
$10.8 Billion 3.52% of portfolio
238,873
Q2 2024 Added 68.94%
$3.03T
$8.16 Billion 2.66% of portfolio
18,264
Q2 2024 Added 73.96%
$0
$7.77 Billion 2.53% of portfolio
14,196
Q2 2024 Added 387.84%
$331B
$7.43 Billion 2.42% of portfolio
60,154
Q2 2024 Added 1,591.62%
$391B
$6.92 Billion 2.25% of portfolio
41,951
Q2 2024 Added 1,159.41%
$0
$6.21 Billion 2.02% of portfolio
125,671
Q2 2024 Added 356.77%
$3.62T
$6.02 Billion 1.96% of portfolio
28,562
Q2 2024 Added 100.32%
$0
$5.83 Billion 1.9% of portfolio
110,110
Q2 2024 Added 71.81%
$0
$5.71 Billion 1.86% of portfolio
35,585
Q2 2024 Added 187.07%
$0
$4.73 Billion 1.54% of portfolio
9,880
Q2 2024 Added 25.57%
$0
$4.7 Billion 1.53% of portfolio
73,092
Q2 2024 Added 2.56%
$1.9T
$4.49 Billion 1.46% of portfolio
23,260
Q2 2024 Added 213.39%
$0
$3.77 Billion 1.23% of portfolio
38,869
Q2 2024 Added 137.79%
$0
$3.38 Billion 1.1% of portfolio
33,042
Q2 2024 Added 69.72%
$0
$3.25 Billion 1.06% of portfolio
118,424
Q2 2024 Added 39.98%
$0
$3.14 Billion 1.02% of portfolio
13,877
Q2 2024 Added 53.12%
$0
$2.57 Billion 0.84% of portfolio
25,470
Q2 2024 Added 533.11%
$0
$2.53 Billion 0.83% of portfolio
11,616
Q2 2024 Added 597.66%
$0
$2.43 Billion 0.79% of portfolio
53,622
Q2 2024 Added 29.37%
$0
$2.43 Billion 0.79% of portfolio
91,929
Q2 2024 New
$68.8B
$2.43 Billion 0.79% of portfolio
1,512
Q2 2024 Added 108.84%
$0
$2.4 Billion 0.78% of portfolio
33,072
Q2 2024 Added 777.47%
$0
$2.21 Billion 0.72% of portfolio
5,906
Q2 2024 New
$1.27T
$2.17 Billion 0.71% of portfolio
4,306
Q2 2024 Added 108.93%
$651B
$2.17 Billion 0.71% of portfolio
10,729
Q2 2024 Added 49.47%
$0
$2.04 Billion 0.67% of portfolio
53,114
Q2 2024 Added 4.83%
$0
$2.05 Billion 0.67% of portfolio
19,201
Q2 2024 Added 24.02%
$0
$2.06 Billion 0.67% of portfolio
40,570
Q2 2024 Added 3.18%
$587B
$1.96 Billion 0.64% of portfolio
4,818
Q2 2024 Added 84.53%
$0
$1.96 Billion 0.64% of portfolio
29,233
Q2 2024 Added 28.25%
$88.4B
$1.96 Billion 0.64% of portfolio
63,212
Q2 2024 Added 425.15%
$0
$1.89 Billion 0.62% of portfolio
23,578
Q2 2024 Added 9.5%
$1.03T
$1.78 Billion 0.58% of portfolio
9,760
Q2 2024 Added 237.37%
$222B
$1.75 Billion 0.57% of portfolio
25,881
Q2 2024 Added 35.04%
$0
$1.71 Billion 0.56% of portfolio
3,133
Q2 2024 Added 118.48%
$0
$1.69 Billion 0.55% of portfolio
22,064
Q2 2024 Added 228.63%
$0
$1.66 Billion 0.54% of portfolio
44,160
Q2 2024 Added 55.3%
$1.05T
$1.64 Billion 0.53% of portfolio
8,934
Q2 2024 Added 90.33%
$788B
$1.63 Billion 0.53% of portfolio
1,804
Q2 2024 Added 133.38%
$0
$1.56 Billion 0.51% of portfolio
22,233
Q2 2024 New
$0
$1.48 Billion 0.48% of portfolio
4,059
Q2 2024 Added 40.16%
$104B
$1.45 Billion 0.47% of portfolio
12,932
Q2 2024 New
$0
$1.43 Billion 0.46% of portfolio
27,413
Q2 2024 Added 93.64%
$403B
$1.41 Billion 0.46% of portfolio
4,084
Q2 2024 Added 91.92%
$0
$1.41 Billion 0.46% of portfolio
13,440
Q2 2024 Reduced 36.82%
$0
$1.35 Billion 0.44% of portfolio
17,347
Q2 2024 Added 42.62%
$0
$1.35 Billion 0.44% of portfolio
5,594
Q2 2024 Added 88.48%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $307 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 89 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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