Savvy Advisors, Inc. Incresed Positions in Q3 2025

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
105
+ 3.23%
$213.69 - $247.69 $22.4K - $26K
3.35K $807K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
448
+ 3.09%
$47.76 - $48.46 $21.4K - $21.7K
14.9K $719K
XLE
Energy Sector Spdr

ETFs
29
+ 0.54%
$84.25 - $91.99 $2.44K - $2.67K
5.41K $483K
VTC
Vanguard Scottsdale Fds Total

ETFs
163
+ 1.76%
$76.18 - $78.81 $12.4K - $12.8K
9.42K $738K
CME
Cme Group Inc.

Financial Services
103
+ 8.56%
$258.83 - $287.1 $26.7K - $29.6K
1.31K $352K
TSCO
Tractor Supply CO

Consumer Cyclical
38
+ 0.8%
$54.08 - $62.65 $2.06K - $2.38K
4.77K $270K
IWD
Ishares Russell 1000 Val ETF

ETFs
41
+ 3.11%
$192.76 - $203.86 $7.9K - $8.36K
1.36K $276K
KEY
Keycorp

Financial Services
150
+ 1.12%
$17.37 - $19.39 $2.61K - $2.91K
13.5K $252K
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
434
+ 2.57%
$22.83 - $23.85 $9.91K - $10.4K
17.3K $412K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
740
+ 2.68%
$23.29 - $23.38 $17.2K - $17.3K
28.3K $662K
XLF
Financial Sector Spdr

ETFs
198
+ 5.14%
$51.37 - $54.25 $10.2K - $10.7K
4.05K $218K
CTVA
Corteva, Inc.

Basic Materials
1.08K
+ 13.2%
$67.08 - $77.12 $72.6K - $83.5K
9.29K $628K
SHW
Sherwin Williams CO

Basic Materials
36
+ 3.07%
$330.88 - $375.23 $11.9K - $13.5K
1.21K $418K
SCI
Service Corp International

Consumer Cyclical
125
+ 4.59%
$75.63 - $83.25 $9.45K - $10.4K
2.85K $237K
VIG
Vanguard Dividend Appreciation

ETFs
89
+ 1.15%
N/A
7.86K $1.43M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
405
+ 2.68%
$24.73 - $25.29 $10K - $10.2K
15.5K $390K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
623
+ 3.52%
$22.36 - $22.52 $13.9K - $14K
18.3K $412K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
1K
+ 7.16%
$9.6 - $10.5 $9.6K - $10.5K
15K $155K
ABC
Amerisourcebergen Corp

Healthcare
72
+ 6.64%
N/A
1.16K $214K
MCO
Moodys Corp

Financial Services
77
+ 8.05%
$472.69 - $521.32 $36.4K - $40.1K
1.03K $492K
NRZ
New Residential Investment Corp.

Real Estate
1.76K
+ 14.82%
N/A
13.7K $99K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
386
+ 1.65%
$6.44 - $6.96 $2.49K - $2.69K
23.8K $163K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
113
+ 0.94%
$49.78 - $50.75 $5.63K - $5.73K
12.2K $616K
LYG
Lloyds Banking Group PLC

Financial Services
335
+ 1.47%
$4.03 - $4.63 $1.35K - $1.55K
23.1K $105K
ORCC
Owl Rock Capital Corp

Financial Services
517
+ 4.25%
N/A
12.7K $169K
MFC
Manulife Financial Corp

Financial Services
719
+ 3.58%
$29.9 - $32.34 $21.5K - $23.3K
20.8K $647K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
7
+ 0.18%
$71.6 - $76.11 $501 - $533
3.94K $298K
CHKP
Check Point Software Technologies LTD

Technology
91
+ 8.73%
$180.73 - $231.23 $16.4K - $21K
1.13K $234K
TAGG
T Rowe Price Exchange Traded F

ETFs
12
+ 0.15%
$42.21 - $43.44 $507 - $521
8.2K $353K
IRM
Iron Mountain Inc

Real Estate
60
+ 2.22%
$89.46 - $104.46 $5.37K - $6.27K
2.76K $281K
ACHR
Archer Aviation Inc.

Industrials
2.08K
+ 16.21%
$8.25 - $13.4 $17.2K - $27.9K
14.9K $142K
DPZ
Dominos Pizza Inc

Consumer Cyclical
22
+ 4.68%
$422.75 - $485.53 $9.3K - $10.7K
492 $212K
Lam Research Corp
231
+ 3.48%
N/A
6.88K $0
Dimensional ETF Trust
562
+ 1.32%
N/A
43K $0
Barrick Mng Corp
5.16K
+ 22.17%
N/A
28.4K $0
Blackrock ETF Trust Ii
593
+ 14.73%
N/A
4.62K $0
Palmer Square Funds Trust
42K
+ 419.56%
N/A
52K $0
Franklin Templeton ETF Tr
59
+ 0.68%
N/A
8.72K $0
Healthy Choice Wellness Corp
2.6K
+ 4.6%
N/A
59.1K $0
Capital Group Core Balanced
1.5K
+ 24.72%
N/A
7.57K $0
Arista Networks Inc
2.93K
+ 89.24%
N/A
6.21K $0
MOGA
Moog Inc Cla
32
+ 1.84%
N/A
1.77K $0
Linde PLC
1.97K
+ 114.12%
N/A
3.7K $0
Dimensional ETF Trust
2.45K
+ 35.24%
N/A
9.4K $0
Blackrock Inc
147
+ 9.99%
N/A
1.62K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
4.39K
+ 98.74%
N/A
8.84K $0
Pimco ETF Tr
24.4K
+ 53.18%
N/A
70.4K $0
Ge Vernova Inc
714
+ 27.95%
N/A
3.27K $0
Ishares Bitcoin Trust ETF
135K
+ 838.25%
N/A
152K $0
Activity Summary
Buys All Purchases 639 New Holdings 206 Increased Positions 433 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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