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 ETFs Only

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%
$0
$10.8 Billion 3.52% of portfolio
238,873
Q2 2024 Added 68.94%
$0
$7.77 Billion 2.53% of portfolio
14,196
Q2 2024 Added 387.84%
$0
$6.21 Billion 2.02% of portfolio
125,671
Q2 2024 Added 356.77%
$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%
$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
$3.31 Billion 1.08% of portfolio
61,925
Q2 2024 Added 821.78%
$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
$2.4 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
$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%
$0
$1.96 Billion 0.64% of portfolio
29,233
Q2 2024 Added 28.25%
$0
$1.89 Billion 0.62% of portfolio
23,578
Q2 2024 Added 9.5%
$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%
$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%
$0
$1.43 Billion 0.46% of portfolio
27,413
Q2 2024 Added 93.64%
$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%
$0
$1.36 Billion 0.44% of portfolio
50,100
Q2 2024 Added 30.13%
$0
$1.32 Billion 0.43% of portfolio
11,579
Q2 2024 Added 2.95%
$0
$1.29 Billion 0.42% of portfolio
27,108
Q2 2024 Added 1.19%
$0
$1.25 Billion 0.41% of portfolio
16,709
Q2 2024 New
$0
$1.23 Billion 0.4% of portfolio
21,037
Q2 2024 Added 74.36%
$0
$1.19 Billion 0.39% of portfolio
21,218
Q2 2024 New
$3.8B
$1.15 Billion 0.37% of portfolio
51,741
Q2 2024 Added 2.43%
$0
$1.12 Billion 0.36% of portfolio
5,513
Q2 2024 Added 10.9%
$0
$1.11 Billion 0.36% of portfolio
24,349
Q2 2024 Reduced 0.81%
$0
$1.09 Billion 0.36% of portfolio
22,708
Q2 2024 Added 9.33%
$0
$1.09 Billion 0.35% of portfolio
31,532
Q2 2024 New
$0
$1.04 Billion 0.34% of portfolio
18,610
Q2 2024 Reduced 1.71%
$0
$1.02 Billion 0.33% of portfolio
20,121
Q2 2024 New
$0
$1.01 Billion 0.33% of portfolio
8,549
Q2 2024 Added 34.27%
$0
$1.01 Billion 0.33% of portfolio
24,840
Q2 2024 Reduced 28.02%
$0
$1.01 Billion 0.33% of portfolio
11,971
Q2 2024 Added 2.12%
$0
$946 Million 0.31% of portfolio
17,359
Q2 2024 Added 24.34%

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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