Savvy Advisors, Inc. Purchases in Q4 2025

Savvy Advisors, Inc.

  • $2.99 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
7.13K
+ 45.95%
$25.17 - $25.38 $179K - $181K
22.6K $570K
GM
General Motors CO

Consumer Cyclical
605
+ 4.28%
$55.35 - $71.89 $33.5K - $43.5K
14.7K $1.04M
FIVE
Five Below, Inc

Consumer Cyclical
1.19K
New
$138.49 - $161.57 $165K - $193K
1.19K $175K
ESPR
Esperion Therapeutics, Inc.

Healthcare
60K
New
$2.46 - $3.12 $148K - $187K
60K $174K
BSCU
Invesco Exc Self Ind Tr

ETFs
10.3K
New
$16.86 - $17.02 $174K - $175K
10.3K $173K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.2K
New
$14.62 - $15.79 $164K - $177K
11.2K $172K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.98K
+ 3.27%
$91.46 - $91.76 $181K - $182K
62.5K $5.72M
EXPE
Expedia Group, Inc.

Consumer Cyclical
253
+ 12.57%
$210.33 - $273.65 $53.2K - $69.2K
2.27K $599K
EXAS
Exact Sciences Corp

Healthcare
2.5K
New
$56.19 - $69.63 $141K - $174K
2.5K $167K
VBR
Vanguard Small Cap Value ETF

ETFs
896
+ 16.98%
$201.42 - $211.15 $180K - $189K
6.17K $1.27M
OPEN
Opendoor Technologies Inc.

Real Estate
20.4K
New
$6.56 - $9.37 $134K - $191K
20.4K $165K
DTF
Dtf Tax Free Income 2028 Term Fund Inc

Financial Services
14.5K
New
$11.28 - $11.5 $164K - $167K
14.5K $165K
LDOS
Leidos Holdings, Inc.

Technology
767
+ 11.42%
$184.41 - $199.55 $141K - $153K
7.48K $1.43M
WDC
Western Digital Corp

Technology
262
+ 8.23%
$113.13 - $174.22 $29.6K - $45.6K
3.45K $544K
EME
Emcor Group, Inc.

Industrials
278
+ 70.38%
$618.96 - $777.0 $172K - $216K
673 $417K
NTAP
Net App, Inc.

Technology
1.65K
+ 72.76%
$109.44 - $121.82 $180K - $200K
3.91K $427K
PCF
High Income Securities Fund

Financial Services
25.4K
New
$6.21 - $6.33 $158K - $161K
25.4K $159K
EXC
Exelon Corp

Utilities
3.11K
+ 19.86%
$44.97 - $48.24 $140K - $150K
18.8K $862K
CFLT
Confluent, Inc.

Technology
6.67K
New
$19.72 - $24.45 $131K - $163K
6.67K $155K
SAN
Banco Santander, S.A.

Financial Services
14.2K
New
$9.65 - $11.03 $137K - $157K
14.2K $152K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.81K
+ 37.18%
$22.43 - $22.55 $153K - $154K
25.1K $564K
CSX
Csx Corp

Industrials
4.44K
+ 69.81%
$34.88 - $36.67 $155K - $163K
10.8K $376K
SHEL
Shell PLC

Energy
952
+ 5.23%
$71.37 - $77.01 $67.9K - $73.3K
19.2K $1.45M
DVAX
Dynavax Technologies Corp

Healthcare
13.5K
New
$9.8 - $11.27 $132K - $152K
13.5K $149K
CMF
Ishares California Muni Bond E

ETFs
2.39K
+ 7.54%
$56.96 - $57.62 $136K - $138K
34.2K $1.96M
ADSK
Autodesk, Inc.

Technology
598
+ 75.03%
N/A
1.4K $342K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
13.5K
New
$10.84 - $11.07 $146K - $149K
13.5K $147K
PFN
Pimco Income Strategy Fund Ii

Financial Services
19.3K
New
$7.37 - $7.64 $143K - $148K
19.3K $144K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
12.9K
New
$10.93 - $11.26 $141K - $145K
12.9K $144K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.8K
+ 12.43%
$32.35 - $34.37 $123K - $131K
34.4K $1.16M
ARCC
Ares Capital Corp

Financial Services
7.71K
+ 11.44%
$18.9 - $20.61 $146K - $159K
75.1K $1.52M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.28K
+ 8.01%
$70.19 - $72.57 $160K - $165K
30.7K $2.16M
MAR
Marriott International Inc

Consumer Cyclical
260
+ 10.0%
$259.04 - $291.9 $67.4K - $75.9K
2.86K $816K
NKE
Nike, Inc.

Consumer Cyclical
2.85K
+ 46.82%
$60.8 - $74.57 $173K - $213K
8.95K $562K
QUBT
Quantum Computing Inc.

Technology
12.8K
New
$10.03 - $24.98 $128K - $319K
12.8K $135K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.12K
+ 21.41%
$57.9 - $61.26 $122K - $130K
12K $719K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.3K
+ 57.14%
$98.0 - $102.56 $127K - $133K
3.56K $361K
CGDV
Capital Group Divid Value ETF

ETFs
3.02K
+ 56.33%
$41.33 - $43.47 $125K - $131K
8.38K $359K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
452
+ 46.41%
$310.75 - $335.0 $140K - $151K
1.43K $445K
BK
Bank Of New York Mellon Corp

Financial Services
1.14K
+ 21.38%
$104.54 - $112.64 $119K - $128K
6.47K $714K
HCA
Hca Healthcare, Inc.

Healthcare
219
+ 35.27%
$410.68 - $476.61 $89.9K - $104K
840 $397K
BP
Bp PLC

Energy
3.21K
+ 45.56%
$32.78 - $37.35 $105K - $120K
10.2K $373K
JCI
Johnson Controls International PLC

Industrials
790
+ 18.97%
$105.55 - $122.66 $83.4K - $96.9K
4.96K $588K
SBUX
Starbucks Corp

Consumer Cyclical
1.52K
+ 14.59%
$78.46 - $87.26 $120K - $133K
12K $1.01M
PML
Pimco Municipal Income Fund Ii

Financial Services
16.6K
New
$7.82 - $7.97 $129K - $132K
16.6K $130K
JPIE
J P Morgan Exchange Traded Fd
3.23K
+ 3.08%
$46.18 - $46.47 $149K - $150K
108K $4.99M
EEM
Ishares Msci Emerging Markets

ETFs
2.1K
+ 23.97%
$51.94 - $56.01 $109K - $118K
10.8K $596K
MLI
Mueller Industries Inc

Industrials
1.05K
+ 43.04%
$96.96 - $109.12 $102K - $115K
3.49K $373K
APP
App Lovin Corp

Technology
434
+ 58.57%
$552.64 - $704.09 $240K - $306K
1.18K $655K
Activity Summary
Buys All Purchases 832 New Holdings 247 Increased Positions 585 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 23 Puts 7
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