Savvy Advisors, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $815 Million distributed in 454 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.3M, Vanguard Index Fds S&P 500 ETF with a value of $64.4M, Spinnaker ETF Ser Uva Unconstr with a value of $33.9M, Ishares Core Total Usd Bond Ma with a value of $28.9M, and Apple Inc. with a value of $28.3M.
Examining the 13F form we can see an decrease of $492B in the current position value, from $492B to 815M.
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
$815 Million
ETFs: $452 Million
Technology: $165 Million
Financial Services: $37.7 Million
Healthcare: $35.5 Million
Consumer Cyclical: $27.6 Million
Consumer Defensive: $27 Million
Communication Services: $24.2 Million
Industrials: $17.2 Million
Other: $26.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more