Savvy Advisors, Inc. Purchases in Q3 2024

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CEG
Constellation Energy Corp

Utilities
606
+ 26.25%
$167.08 - $262.86 $101K - $159K
2.92K $758M
PM
Philip Morris International Inc.

Consumer Defensive
1.76K
+ 46.35%
$101.25 - $127.45 $179K - $225K
5.57K $676M
COST
Costco Wholesale Corp

Consumer Defensive
295
+ 39.92%
$801.83 - $917.05 $237K - $271K
1.03K $916M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.01K
+ 11.6%
$77.02 - $85.06 $155K - $171K
19.4K $1.64B
FNDX
Schwab Fundamental U S Large C

ETFs
2.05K
+ 7.0%
$65.36 - $71.76 $134K - $147K
31.3K $2.24B
GOOGL
Alphabet Inc.

Communication Services
2.69K
+ 27.51%
$148.65 - $191.18 $399K - $513K
12.4K $2.06B
SPGI
S&P Global Inc.

Financial Services
552
New
$446.32 - $527.38 $246K - $291K
552 $285M
T
At&T Inc.

Communication Services
12.9K
New
$18.21 - $22.28 $235K - $288K
12.9K $284M
FDN
First Tr Fd Dow Jones

ETFs
1.32K
New
$183.68 - $212.48 $242K - $280K
1.32K $279M
RTX
Raytheon Technologies Corp

Industrials
896
+ 11.09%
$99.55 - $123.34 $89.2K - $111K
8.97K $1.09B
BSX
Boston Scientific Corp

Healthcare
3.23K
New
$72.96 - $84.0 $236K - $271K
3.23K $270M
GE
General Electric CO

Industrials
1.14K
+ 61.57%
$156.66 - $189.66 $178K - $215K
2.98K $562M
TGT
Target Corp

Consumer Defensive
1.72K
New
$133.47 - $159.25 $230K - $275K
1.72K $269M
XLF
Financial Sector Spdr

ETFs
5.92K
New
$40.84 - $45.74 $242K - $271K
5.92K $268M
MO
Altria Group, Inc.

Consumer Defensive
5.24K
New
$45.95 - $54.71 $241K - $287K
5.24K $267M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
231
New
$1015.62 - $1159.62 $235K - $268K
231 $266M
PEP
Pepsico Inc

Consumer Defensive
1.51K
+ 87.45%
$161.9 - $179.3 $245K - $271K
3.24K $551M
HSY
Hershey CO

Consumer Defensive
1.37K
New
$182.45 - $203.25 $249K - $278K
1.37K $262M
DUK
Duke Energy Corp

Utilities
2.25K
New
$99.35 - $117.71 $223K - $265K
2.25K $259M
AVDE
American Centy ETF Tr Avantis

ETFs
3.86K
New
$60.09 - $67.67 $232K - $261K
3.86K $258M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.9K
New
$22.38 - $23.66 $243K - $257K
10.9K $255M
BMY
Bristol Myers Squibb CO

Healthcare
4.82K
New
$39.66 - $51.75 $191K - $250K
4.82K $250M
BKNG
Booking Holdings Inc.

Consumer Cyclical
59
New
$3305.62 - $4268.05 $195K - $252K
59 $250M
PLTR
Palantir Technologies Inc.

Technology
6.66K
New
$24.09 - $37.95 $161K - $253K
6.66K $248M
DE
Deere & CO

Industrials
590
New
$344.84 - $418.0 $203K - $247K
590 $246M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.68K
+ 39.73%
$46.14 - $48.06 $216K - $225K
16.5K $791M
FISV
Fiserv Inc

Technology
1.32K
New
N/A
1.32K $238M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
6.54K
New
N/A
6.54K $236M
CTAS
Cintas Corp

Industrials
1.14K
New
$201.38 - $819.83 $229K - $931K
1.14K $234M
XLI
Industrial Sector Spdr

ETFs
1.72K
New
$120.56 - $135.44 $208K - $233K
1.72K $233M
AVB
Avalonbay Communities Inc

Real Estate
707
+ 17.63%
$200.95 - $234.65 $142K - $166K
4.72K $1.06B
NUDM
Nuveen Esg International Devel

ETFs
6.92K
New
$30.15 - $34.01 $209K - $235K
6.92K $233M
Franklin Templeton ETF Tr
8.51K
New
N/A
8.51K $231M
FENY
Fidelity Covington Tr Msci Ene

ETFs
9.49K
New
$23.09 - $25.75 $219K - $244K
9.49K $229M
NFLX
Netflix Inc

Communication Services
289
+ 43.52%
$598.55 - $722.26 $173K - $209K
953 $676M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.13K
+ 13.25%
$117.9 - $128.2 $134K - $145K
9.68K $1.24B
KLAC
Kla Corp

Technology
291
New
$696.17 - $892.35 $203K - $260K
291 $226M
MPC
Marathon Petroleum Corp

Energy
1.38K
New
$158.61 - $180.75 $219K - $249K
1.38K $225M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.73K
+ 34.5%
$106.11 - $113.72 $183K - $197K
6.74K $761M
ABC
Amerisourcebergen Corp

Healthcare
985
New
N/A
985 $222M
GWW
W.W. Grainger, Inc.

Industrials
212
New
$896.19 - $1044.18 $190K - $221K
212 $220M
IWB
Ishares Tr Russell 1000 ETF

ETFs
569
+ 23.8%
$283.28 - $314.39 $161K - $179K
2.96K $931M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
4.54K
New
$44.46 - $48.11 $202K - $218K
4.54K $218M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.41K
New
$128.47 - $280.94 $181K - $395K
1.41K $218M
SO
Southern CO

Utilities
2.4K
New
$77.0 - $90.52 $185K - $218K
2.4K $217M
SHW
Sherwin Williams CO

Basic Materials
568
New
$294.65 - $384.0 $167K - $218K
568 $217M
FDVV
Fidelity High Dividend ETF

ETFs
3.51K
+ 36.98%
$46.26 - $50.65 $162K - $178K
13K $658M
NTAP
Net App, Inc.

Technology
1.73K
New
$114.18 - $134.62 $198K - $233K
1.73K $214M
AZN
Astrazeneca PLC

Healthcare
2.71K
New
$76.67 - $87.62 $208K - $238K
2.71K $211M
Activity Summary
Buys All Purchases 277 New Holdings 74 Increased Positions 203 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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