Savvy Advisors, Inc. Purchases in Q4 2024

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BYLD
Ishares Tr Yield Optimized Bd
11.6K
+ 21.93%
N/A
64.5K $0
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.23K
+ 43.64%
$126.68 - $134.74 $535K - $569K
13.9K $1.77M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
390
+ 5.44%
$170.03 - $192.78 $66.3K - $75.2K
7.56K $1.4M
ORCL
Oracle Corp

Technology
2.12K
+ 28.87%
$165.41 - $192.43 $351K - $408K
9.47K $1.58M
COP
Conocophillips

Energy
3.65K
+ 30.1%
$95.12 - $114.72 $348K - $419K
15.8K $1.57M
PICK
Ishares Inc Msci Global Select

ETFs
2.27K
+ 7.37%
$34.86 - $43.59 $79K - $98.7K
33K $1.16M
XLE
Energy Sector Spdr

ETFs
4.46K
+ 27.69%
$83.32 - $97.27 $371K - $433K
20.5K $1.76M
V
Visa Inc.

Financial Services
5.7K
+ 108.82%
$273.87 - $320.91 $1.56M - $1.83M
10.9K $3.46M
SGOL
Abrdn Gold ETF Trust

ETFs
372K
+ 646.3%
$24.46 - $26.62 $9.1M - $9.91M
430K $10.8M
JNJ
Johnson & Johnson

Healthcare
7.84K
+ 86.94%
$143.34 - $165.86 $1.12M - $1.3M
16.9K $2.44M
SCHA
Schwab Strategic Tr Us Small C

ETFs
32.9K
+ 106.56%
$25.33 - $51.16 $834K - $1.68M
63.8K $1.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
196K
+ 1011.12%
$26.93 - $84.95 $5.27M - $16.6M
215K $5.88M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
324
+ 2.37%
$119.61 - $136.3 $38.8K - $44.2K
14K $1.73M
LLY
Eli Lilly & CO

Healthcare
1.88K
+ 99.1%
$727.2 - $932.06 $1.36M - $1.75M
3.77K $2.91M
GLD
Spdr Gold Trust

ETFs
9.38K
+ 134.13%
$236.59 - $257.5 $2.22M - $2.41M
16.4K $3.96M
IFRA
Ishares Tr

ETFs
11.6K
+ 30.2%
$45.94 - $51.71 $533K - $600K
50K $2.31M
ABBV
Abb Vie Inc.

Healthcare
8.14K
+ 84.9%
$164.99 - $203.87 $1.34M - $1.66M
17.7K $3.15M
KO
Coca Cola CO

Consumer Defensive
5.94K
+ 22.53%
$61.74 - $71.71 $367K - $426K
32.3K $2.01M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.94K
+ 7.94%
$74.5 - $78.37 $145K - $152K
26.4K $1.97M
UNH
Unitedhealth Group Inc

Healthcare
1.04K
+ 31.4%
$485.52 - $625.25 $505K - $650K
4.35K $2.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
53.8K
+ 113.3%
$18.41 - $40.87 $991K - $2.2M
101K $1.87M
VB
Vanguard Small Cap ETF

ETFs
13.1K
+ 159.15%
$233.76 - $261.58 $3.07M - $3.44M
21.4K $5.14M
TSLA
Tesla, Inc.

Consumer Cyclical
1.49K
+ 19.77%
$213.65 - $479.86 $318K - $714K
9.02K $3.64M
SPYG
Spdr Portfolio

ETFs
9.79K
+ 41.01%
$81.74 - $91.38 $800K - $894K
33.7K $2.96M
GOOG
Alphabet Inc.

Communication Services
17.6K
+ 143.55%
$163.08 - $198.16 $2.87M - $3.49M
29.9K $5.68M
GOOGL
Alphabet Inc.

Communication Services
22.6K
+ 181.57%
$161.86 - $196.66 $3.66M - $4.44M
35K $6.63M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.41K
+ 5.11%
$68.25 - $75.42 $96.5K - $107K
29.1K $1.99M
HD
Home Depot, Inc.

Consumer Cyclical
2.04K
+ 39.74%
$385.02 - $431.37 $787K - $882K
7.19K $2.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
20.2K
+ 48.57%
$24.19 - $50.58 $488K - $1.02M
61.7K $1.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
161
+ 2.87%
$370.24 - $418.94 $59.6K - $67.4K
5.77K $2.32M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.94K
+ 27.01%
$113.92 - $127.38 $563K - $630K
23.2K $2.68M
WMT
Walmart Inc.

Consumer Defensive
6.41K
+ 23.34%
$79.1 - $95.7 $507K - $614K
33.9K $3.06M
FNDX
Schwab Fundamental U S Large C

ETFs
79.9K
+ 255.39%
$23.49 - $71.77 $1.88M - $5.73M
111K $2.63M
PLD
Prologis, Inc.

Real Estate
4.07K
+ 22.13%
$101.4 - $126.96 $413K - $517K
22.5K $2.38M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.55K
+ 60.27%
$567.81 - $607.81 $1.45M - $1.55M
6.78K $3.97M
AVGO
Broadcom Inc.

Technology
2.6K
+ 16.32%
$159.67 - $250.0 $415K - $650K
18.5K $4.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.62K
+ 76.32%
$442.29 - $483.08 $2.04M - $2.23M
10.7K $4.84M
JPM
Jpmorgan Chase & CO

Financial Services
6.12K
+ 45.52%
$205.18 - $250.29 $1.26M - $1.53M
19.6K $4.69M
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.13K
+ 2.07%
$24.86 - $27.99 $53K - $59.6K
105K $2.66M
IVV
Ishares Core S&P 500 ETF

ETFs
1.48K
+ 28.01%
$570.51 - $610.59 $847K - $906K
6.78K $3.99M
XCEM
Columbia ETF Tr Ii

ETFs
31.2K
+ 33.26%
$29.6 - $32.67 $924K - $1.02M
125K $3.7M
SPTL
Spdr Portfolio Long Term Treas

ETFs
32.6K
+ 30.66%
$26.05 - $29.17 $848K - $950K
139K $3.63M
IBM
International Business Machines Corp

Technology
91
+ 0.65%
$204.9 - $238.04 $18.6K - $21.7K
14.1K $3.11M
XOM
Exxon Mobil Corp

Energy
1.8K
+ 6.29%
$105.51 - $125.37 $190K - $225K
30.4K $3.27M
VUG
Vanguard Growth ETF

ETFs
553
+ 6.25%
$378.79 - $428.11 $209K - $237K
9.4K $3.86M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.05K
+ 23.36%
$96.64 - $101.23 $777K - $814K
42.5K $4.12M
MUB
Ishares National Muni Bond ETF

ETFs
33.5K
+ 94.28%
$105.78 - $108.7 $3.54M - $3.64M
69K $7.35M
META
Meta Platforms, Inc.

Communication Services
827
+ 11.41%
$554.08 - $632.68 $458K - $523K
8.07K $4.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
306K
+ 739.71%
$25.93 - $105.3 $7.95M - $32.3M
348K $9.7M
Activity Summary
Buys All Purchases 368 New Holdings 133 Increased Positions 235 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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