Savvy Advisors, Inc. Purchases in Q2 2024

Savvy Advisors, Inc.

  • $307 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
2.63K
+ 88.48%
$234.99 - $248.98 $617K - $654K
5.59K $1.35B
VTC
Vanguard Scottsdale Fds Total

ETFs
8.01K
New
$74.15 - $76.45 $594K - $612K
8.01K $606M
WMT
Walmart Inc.

Consumer Defensive
6.72K
+ 35.04%
$58.85 - $68.9 $395K - $463K
25.9K $1.75B
HD
Home Depot, Inc.

Consumer Cyclical
1.96K
+ 91.92%
$325.1 - $368.03 $636K - $720K
4.08K $1.41B
AGNC
Agnc Investment Corp.

Real Estate
59K
New
$8.96 - $9.9 $529K - $584K
59K $563M
Annaly Capital Management In
29.3K
New
N/A
29.3K $558M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
12.2K
+ 29.37%
$44.15 - $45.75 $538K - $557K
53.6K $2.43B
SCHC
Schwab Strategic Tr Intl Small

ETFs
14.6K
New
$34.12 - $36.71 $499K - $537K
14.6K $520M
TSLA
Tesla, Inc.

Consumer Cyclical
2.16K
+ 55.34%
$142.05 - $197.88 $307K - $427K
6.06K $1.2B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.16K
+ 40.16%
$316.15 - $367.33 $368K - $427K
4.06K $1.48B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
8.34K
New
$54.19 - $59.6 $452K - $497K
8.34K $495M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.85K
+ 231.92%
$154.56 - $173.19 $440K - $493K
4.08K $696M
ADBE
Adobe Inc.

Technology
835
+ 146.23%
$439.02 - $555.54 $367K - $464K
1.41K $781M
NOW
Service Now, Inc.

Technology
602
New
$643.29 - $786.67 $387K - $474K
602 $474M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.1K
New
$34.2 - $36.64 $448K - $480K
13.1K $459M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.14K
New
$71.74 - $75.86 $440K - $466K
6.14K $455M
IYW
Ishares Dj Us Tech ETF

ETFs
2.96K
New
$124.75 - $153.46 $369K - $454K
2.96K $445M
MA
Mastercard Inc

Financial Services
1.12K
+ 84.95%
$441.1 - $479.43 $495K - $538K
2.45K $1.08B
FNDX
Schwab Fundamental U S Large C

ETFs
6.44K
+ 28.25%
$63.87 - $67.55 $411K - $435K
29.2K $1.96B
BIBL
Northern Lts Fd Tr Iv

ETFs
10.4K
New
$36.1 - $38.73 $376K - $403K
10.4K $395M
COST
Costco Wholesale Corp

Consumer Defensive
416
+ 128.79%
$704.88 - $870.75 $293K - $362K
739 $628M
MRK
Merck & Co., Inc.

Healthcare
3.29K
+ 115.26%
$123.8 - $132.96 $407K - $437K
6.14K $760M
XCEM
Columbia ETF Tr Ii

ETFs
11.6K
+ 78.04%
$29.7 - $31.92 $344K - $369K
26.4K $843M
MUB
Ishares National Muni Bond ETF

ETFs
3.72K
+ 24.02%
$105.37 - $107.16 $392K - $399K
19.2K $2.05B
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
3.76K
New
$95.6 - $102.96 $359K - $387K
3.76K $372M
VST
Vistra Corp.

Utilities
4.31K
New
$65.66 - $106.2 $283K - $457K
4.31K $370M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.18K
+ 42.62%
$75.81 - $80.15 $393K - $415K
17.3K $1.35B
INTU
Intuit Inc

Technology
560
New
$562.97 - $670.27 $315K - $375K
560 $368M
ABBV
Abb Vie Inc.

Healthcare
2.35K
+ 64.6%
$154.79 - $180.76 $364K - $425K
5.99K $1.03B
SYK
Stryker Corp

Healthcare
1.07K
New
$324.3 - $354.67 $347K - $379K
1.07K $364M
ORCL
Oracle Corp

Technology
2.06K
+ 44.85%
$113.75 - $144.64 $235K - $298K
6.66K $940M
NKE
Nike, Inc.

Consumer Cyclical
4.81K
New
$75.37 - $97.18 $363K - $468K
4.81K $363M
TBUX
T Rowe Price Exchange Traded F

ETFs
7.32K
New
$49.24 - $49.69 $361K - $364K
7.32K $362M
UNH
Unitedhealth Group Inc

Healthcare
669
+ 72.8%
$439.2 - $524.63 $294K - $351K
1.59K $809M
AEP
American Electric Power CO Inc

Utilities
4.01K
New
$79.51 - $92.67 $319K - $371K
4.01K $352M
ETN
Eaton Corp PLC

Industrials
1.1K
New
$303.02 - $340.89 $333K - $374K
1.1K $344M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.36K
New
$45.65 - $47.02 $336K - $346K
7.36K $343M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.97K
New
$127.7 - $179.69 $252K - $355K
1.97K $343M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.3K
New
$94.27 - $104.77 $311K - $346K
3.3K $343M
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
14.2K
New
$23.75 - $24.21 $337K - $344K
14.2K $341M
AOA
Ishares Tr Core Aggressive All

ETFs
4.55K
New
$70.02 - $75.08 $319K - $342K
4.55K $340M
TMUS
T Mobile Us, Inc.

Communication Services
1.93K
New
$159.79 - $180.69 $308K - $348K
1.93K $339M
Linde PLC
745
New
N/A
745 $327M
XOM
Exxon Mobil Corp

Energy
2.91K
+ 32.68%
$108.36 - $122.2 $316K - $356K
11.8K $1.36B
NEE
Nextera Energy Inc

Utilities
3.94K
+ 65.67%
$61.7 - $80.02 $243K - $315K
9.93K $703M
USXF
Ishares Esg Advanced Msci Usa

Technology
6.76K
New
$41.56 - $47.79 $281K - $323K
6.76K $315M
NVO
Novo Nordisk A S

Healthcare
2.2K
New
$122.71 - $146.91 $270K - $324K
2.2K $315M
SPYG
Spdr Portfolio

ETFs
2.05K
+ 9.5%
$68.71 - $80.95 $141K - $166K
23.6K $1.89B
UNP
Union Pacific Corp

Industrials
1.35K
New
$221.38 - $247.4 $298K - $333K
1.35K $305M
Activity Summary
Buys All Purchases 248 New Holdings 89 Increased Positions 159 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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