Savvy Advisors, Inc. Purchases in Q2 2024

Savvy Advisors, Inc.

  • $307 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
3.91K
New
N/A
3.91K $206M
GIS
General Mills Inc

Consumer Defensive
3.22K
New
$63.26 - $71.61 $204K - $231K
3.22K $204M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.17K
New
$169.4 - $179.05 $197K - $209K
1.17K $203M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.95K
+ 63.53%
$104.54 - $108.46 $203K - $211K
5.01K $537M
ROP
Roper Technologies Inc

Industrials
359
New
$510.82 - $563.66 $183K - $202K
359 $202M
FANG
Diamondback Energy, Inc.

Energy
1.01K
New
$185.97 - $208.26 $187K - $210K
1.01K $201M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.17K
New
$57.33 - $65.34 $181K - $207K
3.17K $201M
GLD
Spdr Gold Trust

ETFs
748
+ 20.04%
$207.82 - $224.56 $155K - $168K
4.48K $963M
IWB
Ishares Tr Russell 1000 ETF

ETFs
551
+ 29.95%
$272.21 - $298.72 $150K - $165K
2.39K $712M
HYDB
Ishares Tr Edge High Yield Def

ETFs
3.92K
+ 49.76%
$45.56 - $46.71 $178K - $183K
11.8K $547M
NFLX
Netflix Inc

Communication Services
216
+ 48.21%
$550.64 - $686.12 $119K - $148K
664 $448M
XLE
Energy Sector Spdr

ETFs
2.03K
+ 44.18%
$88.04 - $98.08 $179K - $199K
6.64K $605M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.41K
+ 34.16%
$40.83 - $44.89 $139K - $153K
13.4K $587M
GRWG
Grow Generation Corp.

Consumer Cyclical
76.7K
New
$2.11 - $3.33 $162K - $255K
76.7K $165M
PM
Philip Morris International Inc.

Consumer Defensive
1.28K
+ 50.83%
$88.6 - $104.24 $114K - $134K
3.8K $385M
PSX
Phillips 66

Energy
1.38K
+ 52.26%
$135.85 - $172.71 $187K - $238K
4.01K $566M
KO
Coca Cola CO

Consumer Defensive
1.9K
+ 33.43%
$58.06 - $64.15 $110K - $122K
7.57K $482M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.4K
+ 24.34%
$54.04 - $58.09 $184K - $197K
17.4K $946M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.41K
+ 32.77%
$102.13 - $110.88 $144K - $156K
5.7K $608M
GS
Goldman Sachs Group Inc

Financial Services
254
+ 47.92%
$389.49 - $470.41 $98.9K - $119K
784 $355M
ADP
Automatic Data Processing Inc

Industrials
619
+ 46.13%
$237.3 - $254.02 $147K - $157K
1.96K $468M
TXN
Texas Instruments Inc

Technology
472
+ 23.67%
$159.68 - $202.54 $75.4K - $95.6K
2.47K $480M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
884
+ 15.3%
$108.69 - $119.84 $96.1K - $106K
6.66K $795M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.84K
+ 20.7%
$76.09 - $82.16 $140K - $151K
10.7K $840M
DIS
Walt Disney CO

Communication Services
2.21K
+ 56.92%
$99.29 - $122.82 $220K - $272K
6.1K $606M
COP
Conocophillips

Energy
1.61K
+ 38.13%
$109.39 - $133.52 $176K - $215K
5.82K $666M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.88K
+ 30.93%
$30.09 - $32.37 $117K - $126K
16.4K $530M
BAC
Bank Of America Corp

Financial Services
2.82K
+ 39.08%
$34.68 - $40.02 $97.8K - $113K
10K $399M
ECL
Ecolab Inc.

Basic Materials
492
+ 51.57%
$218.16 - $244.64 $107K - $120K
1.45K $344M
CSCO
Cisco Systems, Inc.

Technology
3.28K
+ 20.43%
$45.52 - $50.04 $149K - $164K
19.3K $918M
IVE
Ishares S&P 500 Value ETF

ETFs
679
+ 35.51%
$176.58 - $186.7 $120K - $127K
2.59K $472M
IVW
Ishares S&P 500 Growth ETF

ETFs
905
+ 27.52%
$79.31 - $93.31 $71.8K - $84.4K
4.19K $388M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.67K
+ 23.86%
$42.01 - $43.6 $112K - $116K
13.9K $597M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.39K
+ 28.88%
$77.99 - $80.49 $108K - $112K
6.19K $494M
SBUX
Starbucks Corp

Consumer Cyclical
1.9K
+ 63.25%
$72.5 - $91.53 $138K - $174K
4.9K $382M
LMT
Lockheed Martin Corp

Industrials
212
+ 47.11%
$447.57 - $471.51 $94.9K - $100K
662 $309M
VIG
Vanguard Dividend Appreciation

ETFs
536
+ 23.33%
$173.33 - $185.29 $92.9K - $99.3K
2.83K $517M
SCHO
Schwab Short Term Us Treasury

ETFs
1.94K
+ 9.33%
$47.75 - $48.13 $92.5K - $93.3K
22.7K $1.09B
MCD
Mcdonalds Corp

Consumer Cyclical
468
+ 40.66%
$249.37 - $280.22 $117K - $131K
1.62K $413M
AXP
American Express CO

Financial Services
335
+ 32.97%
$217.5 - $243.08 $72.9K - $81.4K
1.35K $313M
BYLD
Ishares Tr Yield Optimized Bd
4.04K
+ 8.5%
N/A
51.6K $1.14B
NU
Nu Holdings Ltd.

Financial Services
4.53K
+ 20.7%
$10.48 - $12.92 $47.5K - $58.6K
26.4K $341M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.21K
+ 35.86%
$65.13 - $69.24 $78.9K - $83.8K
4.59K $315M
SGOL
Abrdn Gold ETF Trust

ETFs
1.23K
+ 2.43%
$21.45 - $23.19 $26.4K - $28.5K
51.7K $1.15B
INMU
Blackrock ETF Tr Ii Intermedia
3.48K
+ 11.51%
$23.36 - $23.71 $81.2K - $82.5K
33.7K $793M
TAGG
T Rowe Price Exchange Traded F

ETFs
1.86K
+ 21.82%
$41.03 - $42.38 $76.2K - $78.7K
10.4K $435M
IWM
Ishares Russell 2000 ETF

ETFs
542
+ 10.9%
$192.84 - $209.44 $105K - $114K
5.51K $1.12B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.86K
+ 12.2%
$24.67 - $27.2 $45.9K - $50.6K
17.1K $455M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.49K
+ 31.31%
$44.66 - $45.99 $66.6K - $68.6K
6.26K $285M
Activity Summary
Buys All Purchases 248 New Holdings 89 Increased Positions 159 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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