Savvy Advisors, Inc. Purchases in Q3 2024

Savvy Advisors, Inc.

  • $492 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WGO
Winnebago Industries Inc

Consumer Cyclical
3.62K
New
$49.68 - $62.52 $180K - $227K
3.62K $211M
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.51K
New
$28.02 - $32.68 $182K - $213K
6.51K $210M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.69K
New
$57.22 - $80.08 $154K - $215K
2.69K $210M
IRM
Iron Mountain Inc

Real Estate
1.76K
New
$89.69 - $119.32 $158K - $210K
1.76K $209M
IEF
Ishares Barclays

ETFs
2.13K
New
$92.67 - $99.14 $197K - $211K
2.13K $209M
UBER
Uber Technologies, Inc

Technology
2.74K
New
$58.48 - $77.47 $160K - $212K
2.74K $206M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.79K
New
$64.35 - $75.71 $179K - $211K
2.79K $205M
BA
Boeing CO

Industrials
1.64K
+ 108.6%
$152.04 - $190.6 $250K - $313K
3.15K $479M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.32K
New
$44.65 - $47.21 $193K - $204K
4.32K $202M
LMT
Lockheed Martin Corp

Industrials
208
+ 31.42%
$460.3 - $584.56 $95.7K - $122K
870 $509M
AXP
American Express CO

Financial Services
514
+ 38.05%
$225.92 - $271.17 $116K - $139K
1.87K $506M
QUAL
Ishares Msci Usa Quality Facto

ETFs
868
+ 21.3%
$162.64 - $179.3 $141K - $156K
4.94K $887M
GS
Goldman Sachs Group Inc

Financial Services
309
+ 39.41%
$459.02 - $510.25 $142K - $158K
1.09K $541M
CRM
Salesforce, Inc.

Technology
517
+ 19.39%
$238.42 - $276.53 $123K - $143K
3.18K $871M
AGNC
Agnc Investment Corp.

Real Estate
12.3K
+ 20.79%
$9.48 - $10.66 $116K - $131K
71.3K $746M
DFSD
Dimensional ETF Tr Short Durat

ETFs
3.71K
+ 77.58%
$47.0 - $47.84 $174K - $177K
8.49K $405M
SUB
Ishares Short Term National Mu

ETFs
1.48K
+ 10.97%
$104.3 - $106.3 $154K - $157K
14.9K $1.58B
MS
Morgan Stanley

Financial Services
1.55K
+ 65.87%
$92.07 - $106.96 $143K - $166K
3.91K $407M
EMB
Ishares Tr

ETFs
1.64K
+ 47.42%
$87.75 - $93.74 $144K - $154K
5.11K $478M
AMD
Advanced Micro Devices Inc

Technology
963
+ 17.69%
$128.67 - $183.96 $124K - $177K
6.41K $1.05B
VTC
Vanguard Scottsdale Fds Total

ETFs
1.76K
+ 21.95%
$75.09 - $79.73 $132K - $140K
9.76K $774M
Annaly Capital Management In
6.89K
+ 23.56%
N/A
36.1K $725M
C
Citigroup Inc

Financial Services
2.76K
+ 33.74%
$56.11 - $67.61 $155K - $187K
11K $686M
ICE
Intercontinental Exchange, Inc.

Financial Services
718
+ 34.32%
$136.93 - $162.81 $98.3K - $117K
2.81K $451M
Linde PLC
285
+ 38.26%
N/A
1.03K $491M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.28K
+ 25.03%
$33.74 - $37.96 $111K - $124K
16.4K $615M
FTCS
First Trust Capital Strength E

ETFs
793
+ 6.62%
$83.58 - $90.94 $66.3K - $72.1K
12.8K $1.16B
Morgan Stanley ETF Trust
5.08K
+ 64.31%
N/A
13K $373M
ITW
Illinois Tool Works Inc

Industrials
474
+ 50.7%
$233.14 - $263.97 $111K - $125K
1.41K $369M
Dimensional ETF Trust
2.49K
+ 63.61%
N/A
6.4K $351M
ADP
Automatic Data Processing Inc

Industrials
249
+ 12.7%
$233.44 - $279.45 $58.1K - $69.6K
2.21K $612M
UNP
Union Pacific Corp

Industrials
464
+ 34.45%
$221.78 - $256.09 $103K - $119K
1.81K $446M
MSI
Motorola Solutions, Inc.

Technology
226
+ 36.51%
$385.65 - $450.49 $87.2K - $102K
845 $380M
WM
Waste Management Inc

Industrials
753
+ 28.7%
$196.96 - $223.45 $148K - $168K
3.38K $701M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.43K
+ 8.24%
$53.41 - $57.9 $76.4K - $82.9K
18.8K $1.09B
SYK
Stryker Corp

Healthcare
318
+ 29.72%
$315.94 - $371.96 $100K - $118K
1.39K $501M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.16K
+ 5.24%
$76.38 - $78.87 $88.3K - $91.2K
23.2K $1.83B
DIS
Walt Disney CO

Communication Services
1.55K
+ 25.45%
$85.6 - $98.61 $133K - $153K
7.65K $736M
NVO
Novo Nordisk A S

Healthcare
1.52K
+ 69.15%
$119.07 - $145.42 $181K - $222K
3.73K $444M
BX
Blackstone Inc.

Financial Services
492
+ 29.16%
$120.77 - $159.66 $59.4K - $78.6K
2.18K $334M
IAU
Ishares Gold Trust

ETFs
46
+ 0.22%
$44.06 - $50.5 $2.03K - $2.32K
21.2K $1.05B
PH
Parker Hannifin Corp

Industrials
77
+ 13.18%
$501.01 - $635.92 $38.6K - $49K
661 $418M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
10.8K
New
$10.65 - $11.21 $115K - $121K
10.8K $121M
FVD
First Tr Value Line Divid Inde

ETFs
63
+ 0.25%
$40.45 - $45.49 $2.55K - $2.87K
24.9K $1.13B
SCHW
Schwab Charles Corp

Financial Services
2.29K
+ 70.78%
$61.74 - $76.08 $141K - $174K
5.52K $358M
AFL
Aflac Inc

Financial Services
531
+ 20.72%
$88.52 - $111.8 $47K - $59.4K
3.09K $346M
PAYX
Paychex Inc

Industrials
623
+ 29.71%
$116.17 - $135.19 $72.4K - $84.2K
2.72K $365M
EEM
Ishares Msci Emerging Markets

ETFs
1.72K
+ 15.98%
$40.42 - $46.7 $69.6K - $80.4K
12.5K $573M
PFE
Pfizer Inc

Healthcare
3.06K
+ 14.37%
$27.7 - $31.39 $84.7K - $96K
24.3K $704M
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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