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
PWR
Quanta Services, Inc.

Industrials
2.37K
+ 179.8%
$412.21 - $453.83 $976K - $1.07M
3.69K $1.58M
FDVV
Fidelity High Dividend ETF

ETFs
18K
+ 55.59%
$54.66 - $56.68 $986K - $1.02M
50.5K $2.83M
DFAS
Dimensional ETF Tr U S Small C

ETFs
15.9K
+ 41.74%
$66.04 - $69.67 $1.05M - $1.1M
53.8K $3.61M
SCHV
Schwab Strategic Tr Us Large C

ETFs
35.9K
+ 17.18%
$28.46 - $29.45 $1.02M - $1.06M
245K $7.09M
CSCO
Cisco Systems, Inc.

Technology
7.59K
+ 16.78%
$67.46 - $78.0 $512K - $592K
52.8K $4.11M
MCD
Mcdonalds Corp

Consumer Cyclical
3.25K
+ 21.23%
$293.81 - $310.11 $956K - $1.01M
18.6K $5.66M
AMGN
Amgen Inc

Healthcare
1.58K
+ 20.79%
$290.13 - $341.71 $459K - $540K
9.18K $3.14M
BAC
Bank Of America Corp

Financial Services
19.3K
+ 52.08%
$48.65 - $54.11 $939K - $1.04M
56.4K $2.9M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.66K
+ 71.82%
$142.79 - $150.05 $951K - $999K
15.9K $2.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.05K
+ 21.9%
$114.27 - $121.15 $1.03M - $1.1M
50.4K $5.89M
QCOM
Qualcomm Inc

Technology
5.78K
+ 43.34%
$153.59 - $187.68 $887K - $1.08M
19.1K $3.19M
MRK
Merck & Co., Inc.

Healthcare
8.63K
+ 50.93%
$82.49 - $92.93 $712K - $802K
25.6K $2.37M
KO
Coca Cola CO

Consumer Defensive
10.9K
+ 29.56%
$66.1 - $71.61 $721K - $781K
47.8K $3.38M
EMR
Emerson Electric CO

Industrials
7.43K
+ 105.81%
$126.01 - $140.03 $937K - $1.04M
14.5K $1.84M
HEFA
Ishares Currency Hedged Msci E

ETFs
20.6K
+ 51.11%
$39.63 - $41.86 $818K - $864K
61K $2.51M
BSX
Boston Scientific Corp

Healthcare
8.02K
+ 55.97%
$94.95 - $104.98 $762K - $842K
22.4K $2.3M
DG
Dollar General Corp

Consumer Defensive
8.43K
+ 236.71%
$95.94 - $106.44 $809K - $898K
12K $1.25M
SYK
Stryker Corp

Healthcare
2.52K
+ 81.2%
$353.81 - $388.35 $893K - $980K
5.63K $2.03M
NFLX
Netflix Inc

Communication Services
33.4K
+ 1294.84%
$110.29 - $1241.35 $3.68M - $41.4M
36K $3.97M
VIG
Vanguard Dividend Appreciation

ETFs
4.8K
+ 61.06%
N/A
12.7K $2.31M
FV
First Trust Dorsey Wright Focu

ETFs
14.5K
+ 200.55%
$60.63 - $62.78 $879K - $910K
21.7K $1.32M
PGR
Progressive Corp

Financial Services
4.64K
+ 57.85%
$203.7 - $246.46 $946K - $1.14M
12.7K $2.85M
UPS
United Parcel Service Inc

Industrials
7.93K
+ 79.46%
$82.87 - $97.4 $657K - $772K
17.9K $1.69M
AXP
American Express CO

Financial Services
2.33K
+ 45.85%
$316.26 - $372.77 $736K - $867K
7.4K $2.53M
XEL
Xcel Energy Inc

Utilities
10.4K
+ 75.64%
$79.6 - $81.85 $825K - $848K
24.1K $1.94M
SCHR
Schwab Intermediate Term Us Tr

ETFs
33K
+ 24.62%
$25.03 - $25.34 $826K - $836K
167K $4.19M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28K
+ 15.16%
$23.02 - $24.23 $645K - $679K
213K $5.1M
AVDE
American Centy ETF Tr Avantis

ETFs
9.53K
+ 228.62%
$77.65 - $81.2 $740K - $774K
13.7K $1.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24.6K
+ 284.48%
$30.55 - $32.35 $751K - $796K
33.2K $1.04M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.4K
+ 126.7%
$49.98 - $50.22 $771K - $775K
27.6K $1.38M
WFC
Wells Fargo & Company

Financial Services
9.14K
+ 46.75%
$77.62 - $87.3 $710K - $798K
28.7K $2.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
24.3K
+ 4.92%
$25.85 - $27.19 $629K - $661K
519K $13.8M
MA
Mastercard Inc

Financial Services
2.05K
+ 17.86%
$536.85 - $580.45 $1.1M - $1.19M
13.5K $7.24M
APH
Amphenol Corp

Technology
4.49K
+ 33.98%
$121.7 - $143.85 $546K - $646K
17.7K $2.37M
UBER
Uber Technologies, Inc

Technology
9.15K
+ 52.65%
$91.62 - $100.1 $839K - $916K
26.5K $2.43M
DGRO
Ishares Core Dividend Growth E

ETFs
10.5K
+ 348.71%
$66.93 - $69.17 $704K - $727K
13.5K $926K
FCX
Freeport Mcmoran Inc

Basic Materials
17.4K
+ 87.87%
$38.65 - $43.31 $672K - $753K
37.2K $1.49M
AEP
American Electric Power CO Inc

Utilities
5.31K
+ 64.57%
$112.75 - $122.73 $599K - $652K
13.5K $1.64M
ISRG
Intuitive Surgical Inc

Healthcare
1.14K
+ 125.41%
$429.59 - $576.2 $490K - $657K
2.05K $1.12M
CRM
Salesforce, Inc.

Technology
2.99K
+ 38.21%
$235.69 - $263.41 $706K - $789K
10.8K $2.57M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7.29K
+ 97.49%
$91.84 - $96.06 $670K - $700K
14.8K $1.4M
AVDV
American Centy ETF Tr Avantis

ETFs
7.52K
+ 48.2%
$87.37 - $90.92 $657K - $684K
23.1K $2.09M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.83K
+ 62.64%
$100.37 - $100.72 $686K - $688K
17.7K $1.78M
SPGI
S&P Global Inc.

Financial Services
1.39K
+ 59.56%
$472.05 - $502.96 $656K - $699K
3.72K $1.82M
ADP
Automatic Data Processing Inc

Industrials
3.33K
+ 78.87%
$250.9 - $292.94 $834K - $974K
7.54K $1.89M
IVW
Ishares S&P 500 Growth ETF

ETFs
5.21K
+ 18.22%
$118.29 - $126.28 $617K - $658K
33.8K $4.09M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.05K
+ 71.65%
$482.23 - $557.53 $508K - $588K
2.53K $1.36M
MS
Morgan Stanley

Financial Services
3.96K
+ 40.42%
$151.86 - $169.92 $602K - $673K
13.8K $2.19M
UNP
Union Pacific Corp

Industrials
3.24K
+ 58.69%
$216.37 - $237.41 $702K - $770K
8.77K $1.94M
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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