Savvy Advisors, Inc. Purchases in Q4 2025

Savvy Advisors, Inc.

  • $2.99 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.2K
+ 3.22%
$37.18 - $38.47 $416K - $430K
358K $13.5M
VHT
Vanguard Health Care ETF

ETFs
1.36K
New
$264.7 - $283.93 $360K - $386K
1.36K $384K
IQV
Iqvia Holdings Inc.

Healthcare
1.74K
New
$198.17 - $223.55 $344K - $388K
1.74K $382K
IVE
Ishares S&P 500 Value ETF

ETFs
1.75K
+ 36.94%
$202.52 - $212.07 $354K - $371K
6.49K $1.36M
BOTZ
Global X Fds

ETFs
10.8K
New
$35.15 - $38.25 $380K - $413K
10.8K $379K
IT
Gartner Inc

Technology
1.63K
New
$226.44 - $258.17 $369K - $421K
1.63K $376K
COST
Costco Wholesale Corp

Consumer Defensive
538
+ 6.12%
$910.94 - $954.99 $490K - $514K
9.33K $8.51M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.07K
+ 2.09%
$32.24 - $33.72 $196K - $205K
297K $9.92M
MCK
Mckesson Corp

Healthcare
398
+ 69.7%
$738.06 - $859.37 $294K - $342K
969 $815K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.92K
+ 71.89%
$75.19 - $77.98 $370K - $383K
11.8K $897K
COP
Conocophillips

Energy
5.4K
+ 28.64%
$85.66 - $95.46 $463K - $516K
24.3K $2.15M
ACGL
Arch Capital Group Ltd.

Financial Services
3.99K
New
$84.72 - $94.1 $338K - $376K
3.99K $369K
FIDI
Fidelity Covington Tr

ETFs
14.7K
New
$24.26 - $25.41 $356K - $373K
14.7K $369K
PRU
Prudential Financial Inc

Financial Services
3.17K
+ 36.52%
$99.13 - $107.85 $314K - $342K
11.8K $1.27M
CMI
Cummins Inc

Industrials
654
+ 41.84%
$407.98 - $484.34 $267K - $317K
2.22K $1.03M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
13.5K
New
$25.3 - $29.23 $341K - $394K
13.5K $365K
KMI
Kinder Morgan, Inc.

Energy
14.5K
+ 38.5%
$25.84 - $28.46 $375K - $413K
52.3K $1.43M
G
Genpact LTD

Technology
8.07K
New
$37.89 - $45.54 $306K - $368K
8.07K $362K
SPYG
Spdr Portfolio

ETFs
3.33K
+ 8.37%
$102.4 - $109.39 $341K - $364K
43.1K $4.52M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.6K
+ 2.78%
$67.07 - $73.01 $107K - $117K
59K $4.23M
KR
Kroger CO

Consumer Defensive
5.61K
+ 22.18%
$63.15 - $69.15 $354K - $388K
30.9K $2.06M
EIX
Edison International

Utilities
5.62K
+ 75.94%
$52.12 - $59.08 $293K - $332K
13K $764K
PH
Parker Hannifin Corp

Industrials
265
+ 14.9%
$716.66 - $857.93 $190K - $227K
2.04K $1.7M
EQL
Alps ETF Tr Equal Sector Weigh

ETFs
7.7K
New
$45.09 - $46.71 $347K - $360K
7.7K $352K
VPN
Global X Fds Data Ctr Reits &

ETFs
22.1K
New
N/A
22.1K $351K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
43.3K
New
$8.07 - $8.23 $349K - $356K
43.3K $349K
SCHW
Schwab Charles Corp

Financial Services
4.86K
+ 17.38%
$91.91 - $97.71 $447K - $475K
32.8K $3.02M
PDI
Pimco Dynamic Income Fund

Financial Services
19.2K
New
$18.04 - $19.91 $345K - $381K
19.2K $345K
FITB
Fifth Third Bancorp

Financial Services
8.09K
New
$40.36 - $44.41 $327K - $359K
8.09K $344K
AZN
Astrazeneca PLC

Healthcare
3.84K
New
$81.15 - $89.4 $312K - $344K
3.84K $343K
JFR
Nuveen Floating Rate Income Fund

Financial Services
42.7K
New
$7.77 - $8.15 $332K - $348K
42.7K $337K
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.38K
+ 3.37%
$30.11 - $31.43 $192K - $201K
196K $6.09M
ROP
Roper Technologies Inc

Industrials
791
+ 171.21%
$443.27 - $520.0 $351K - $411K
1.25K $563K
STE
Steris PLC

Healthcare
1.2K
+ 59.86%
$235.48 - $267.99 $282K - $321K
3.2K $827K
JKHY
Henry Jack & Associates Inc

Technology
2.03K
New
$146.26 - $167.17 $297K - $339K
2.03K $332K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
5.62K
+ 69.27%
$56.33 - $59.22 $316K - $333K
13.7K $793K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
6.1K
+ 131.58%
$53.68 - $54.54 $327K - $332K
10.7K $576K
CHE
Chemed Corp

Healthcare
749
New
$429.66 - $465.54 $322K - $349K
749 $326K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
15.4K
New
$20.85 - $21.86 $321K - $337K
15.4K $326K
GD
General Dynamics Corp

Industrials
881
+ 14.06%
$330.59 - $353.77 $291K - $312K
7.15K $2.46M
RMD
Resmed Inc

Healthcare
1.32K
New
$244.46 - $283.36 $323K - $375K
1.32K $323K
HYG
Ishares Tr

ETFs
4.03K
New
$79.95 - $81.28 $322K - $327K
4.03K $323K
GIS
General Mills Inc

Consumer Defensive
6.79K
New
$45.98 - $50.93 $312K - $346K
6.79K $321K
BLD
Top Build Corp

Industrials
764
New
$392.8 - $453.57 $300K - $347K
764 $320K
CTRE
Care Trust Reit, Inc.

Real Estate
8.92K
New
$32.9 - $36.65 $293K - $327K
8.92K $319K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.2K
New
$30.84 - $31.79 $316K - $325K
10.2K $316K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.91K
+ 22.14%
$70.2 - $73.89 $274K - $289K
21.6K $1.57M
NTRS
Northern Trust Corp

Financial Services
2.46K
New
$124.57 - $133.24 $307K - $328K
2.46K $313K
AVUV
American Centy ETF Tr Avantis

ETFs
3.49K
+ 23.73%
$95.19 - $100.66 $332K - $351K
18.2K $1.77M
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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