Savvy Advisors, Inc. Incresed Positions in Q4 2025

Savvy Advisors, Inc.

  • $2.99 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
21.7K
+ 33.14%
$110.64 - $119.78 $2.4M - $2.59M
87K $10.2M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
103K
+ 33.59%
$26.44 - $27.53 $2.73M - $2.84M
410K $11.2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
103K
+ 508.85%
$26.75 - $27.15 $2.77M - $2.81M
124K $3.32M
MU
Micron Technology Inc

Technology
5.13K
+ 29.02%
$181.6 - $253.3 $932K - $1.3M
22.8K $5.63M
WMT
Walmart Inc.

Consumer Defensive
23.2K
+ 37.82%
$101.18 - $109.03 $2.35M - $2.53M
84.7K $8.72M
JNJ
Johnson & Johnson

Healthcare
9.87K
+ 43.46%
$185.98 - $199.58 $1.84M - $1.97M
32.6K $6.5M
IEMG
Ishares Inc

ETFs
42K
+ 87.16%
N/A
90.1K $4.84M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27.3K
+ 91.7%
$79.55 - $80.13 $2.17M - $2.19M
57K $4.54M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
54.6K
+ 8.88%
$37.61 - $39.41 $2.05M - $2.15M
670K $25.9M
LVHI
Franklin International Low Vol

ETFs
57.3K
+ 422.88%
$34.73 - $36.81 $1.99M - $2.11M
70.8K $2.6M
NEE
Nextera Energy Inc

Utilities
21.6K
+ 137.04%
$78.18 - $86.03 $1.69M - $1.86M
37.4K $3.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.9K
+ 143.66%
$74.09 - $75.1 $1.99M - $2.02M
45.6K $3.38M
EMB
Ishares Tr

ETFs
19.3K
+ 60.13%
$94.63 - $97.03 $1.83M - $1.88M
51.5K $4.94M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
43.5K
+ 83.97%
$42.71 - $43.27 $1.86M - $1.88M
95.4K $4.07M
V
Visa Inc.

Financial Services
6.69K
+ 30.08%
$325.75 - $352.42 $2.18M - $2.36M
28.9K $9.42M
CVX
Chevron Corp

Energy
11.5K
+ 37.32%
$148.9 - $157.72 $1.71M - $1.81M
42.3K $6.55M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
20.3K
+ 500.54%
N/A
24.3K $2.09M
AMD
Advanced Micro Devices Inc

Technology
2.51K
+ 18.17%
$164.01 - $264.33 $411K - $663K
16.3K $3.92M
ABBV
Abb Vie Inc.

Healthcare
6.65K
+ 22.21%
$211.96 - $244.38 $1.41M - $1.62M
36.6K $8.56M
TJX
Tjx Companies Inc

Consumer Cyclical
10.8K
+ 60.18%
$138.56 - $147.63 $1.5M - $1.59M
28.8K $4.2M
VNQ
Vanguard Specialized Funds Van

ETFs
17.9K
+ 173.59%
$88.13 - $92.69 $1.58M - $1.66M
28.3K $2.53M
VB
Vanguard Small Cap ETF

ETFs
6.93K
+ 15.16%
$248.1 - $260.08 $1.72M - $1.8M
52.6K $13.1M
VZ
Verizon Communications Inc

Communication Services
41.6K
+ 59.22%
$38.4 - $43.83 $1.6M - $1.82M
112K $4.59M
FNDF
Schwab Fundamental Intl Large

ETFs
31.6K
+ 114.06%
$42.35 - $45.18 $1.34M - $1.43M
59.3K $2.66M
IBM
International Business Machines Corp

Technology
3.73K
+ 21.22%
$275.97 - $314.98 $1.03M - $1.17M
21.3K $6.33M
RTX
Raytheon Technologies Corp

Industrials
6.86K
+ 36.67%
$157.0 - $179.44 $1.08M - $1.23M
25.6K $4.49M
AVUS
American Centy ETF Tr Avantis

ETFs
12.4K
+ 310.92%
$105.96 - $111.17 $1.31M - $1.37M
16.3K $1.78M
MDT
Medtronic PLC

Healthcare
13.7K
+ 85.4%
$90.06 - $98.43 $1.24M - $1.35M
29.8K $2.87M
GLD
Spdr Gold Trust

ETFs
2.68K
+ 17.05%
$354.79 - $403.15 $950K - $1.08M
18.4K $6.92M
VGSH
Vanguard

ETFs
22.4K
+ 178.56%
$58.64 - $58.96 $1.32M - $1.32M
35K $2.05M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
50.3K
+ 91.33%
$24.85 - $25.28 $1.25M - $1.27M
105K $2.64M
T
At&T Inc.

Communication Services
58.9K
+ 68.03%
$24.44 - $27.55 $1.44M - $1.62M
145K $3.7M
PEP
Pepsico Inc

Consumer Defensive
7.38K
+ 35.8%
$138.84 - $153.71 $1.02M - $1.13M
28K $4.14M
GS
Goldman Sachs Group Inc

Financial Services
1.67K
+ 46.23%
$744.6 - $838.97 $1.24M - $1.4M
5.29K $4.1M
PLTR
Palantir Technologies Inc.

Technology
8.03K
+ 35.59%
$172.14 - $207.18 $1.38M - $1.66M
30.6K $5.32M
LMT
Lockheed Martin Corp

Industrials
2.85K
+ 59.44%
$452.1 - $514.24 $1.29M - $1.46M
7.64K $3.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.65K
+ 67.93%
$242.67 - $261.79 $1.13M - $1.22M
11.5K $2.88M
PM
Philip Morris International Inc.

Consumer Defensive
8.8K
+ 49.7%
$144.33 - $160.86 $1.27M - $1.42M
26.5K $4.05M
ABT
Abbott Laboratories

Healthcare
9.66K
+ 47.2%
$123.62 - $134.59 $1.19M - $1.3M
30.1K $3.92M
HD
Home Depot, Inc.

Consumer Cyclical
5.15K
+ 35.96%
$358.03 - $397.02 $1.84M - $2.05M
19.5K $6.97M
IQLT
Ishares Msci Intl Quality Fact

ETFs
25.2K
+ 41.05%
$43.84 - $45.35 $1.1M - $1.14M
86.5K $3.87M
VO
Vanguard Mid Cap ETF

ETFs
4.04K
+ 64.41%
$286.27 - $296.23 $1.16M - $1.2M
10.3K $2.96M
TSLA
Tesla, Inc.

Consumer Cyclical
5.2K
+ 18.23%
$401.99 - $468.37 $2.09M - $2.44M
33.8K $13.8M
SHV
Ishares Tr

ETFs
10K
+ 487.65%
$110.15 - $110.49 $1.1M - $1.11M
12.1K $1.33M
VGT
Vanguard Information Technolog

ETFs
1.15K
+ 5.24%
$736.33 - $801.52 $845K - $920K
23K $17.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.7K
+ 55.18%
$42.26 - $44.28 $1M - $1.05M
66.5K $2.91M
META
Meta Platforms, Inc.

Communication Services
5.57K
+ 29.87%
$609.01 - $751.67 $3.39M - $4.19M
24.2K $14.8M
LOW
Lowes Companies Inc

Consumer Cyclical
5.52K
+ 80.5%
$225.0 - $247.99 $1.24M - $1.37M
12.4K $2.78M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
22.6K
+ 29.9%
$46.2 - $46.85 $1.04M - $1.06M
98.2K $4.54M
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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