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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$83.7B
$239 Million 0.08% of portfolio
1,378
Q2 2024 New
$148B
$241 Million 0.08% of portfolio
307
Q2 2024 New
$99.4B
$236 Million 0.08% of portfolio
1,212
Q2 2024 New
$192B
$234 Million 0.08% of portfolio
5,969
Q2 2024 New
$76.1B
$232 Million 0.08% of portfolio
1,495
Q2 2024 New
$59.1B
$232 Million 0.08% of portfolio
894
Q2 2024 New
$26.6B
$243 Million 0.08% of portfolio
3,499
Q2 2024 Added 0.92%
$63.8B
$243 Million 0.08% of portfolio
634
Q2 2024 New
$183B
$260 Million 0.08% of portfolio
1,305
Q2 2024 New
$10.4B
$259 Million 0.08% of portfolio
11,574
Q2 2024 Added 14.33%
$78.2B
$251 Million 0.08% of portfolio
2,584
Q2 2024 New
$55.1B
$243 Million 0.08% of portfolio
12,228
Q2 2024 New
$108B
$245 Million 0.08% of portfolio
1,161
Q2 2024 New
$10.1B
$245 Million 0.08% of portfolio
230
Q2 2024 New
$50.2B
$249 Million 0.08% of portfolio
2,097
Q2 2024 New
$179B
$216 Million 0.07% of portfolio
865
Q2 2024 New
$119B
$209 Million 0.07% of portfolio
1,687
Q2 2024 New
$40.4B
$204 Million 0.07% of portfolio
3,222
Q2 2024 New
$57B
$202 Million 0.07% of portfolio
359
Q2 2024 New
$31.4B
$201 Million 0.07% of portfolio
1,006
Q2 2024 New
$197B
$229 Million 0.07% of portfolio
2,356
Q2 2024 New
$66.2B
$229 Million 0.07% of portfolio
2,563
Q2 2024 Added 1.67%
$156B
$228 Million 0.07% of portfolio
966
Q2 2024 New
$62.4B
$227 Million 0.07% of portfolio
7,816
Q2 2024 New
$45.6B
$225 Million 0.07% of portfolio
1,924
Q2 2024 New
$97.8B
$222 Million 0.07% of portfolio
1,621
Q2 2024 New
$80.2B
$222 Million 0.07% of portfolio
935
Q2 2024 Added 19.41%
$46.4B
$50.1 Million 0.02% of portfolio
18,356
Q2 2024 Added 26.72%

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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