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
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.14K
+ 72.83%
$88.67 - $92.06 $633K - $657K
16.9K $1.51M
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.75K
+ 70.0%
$123.63 - $130.75 $588K - $621K
11.5K $1.46M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.54K
+ 28.07%
$92.34 - $95.43 $604K - $624K
29.8K $2.81M
PULS
Pgim ETF Tr

ETFs
11.9K
+ 158.32%
$49.64 - $49.83 $592K - $594K
19.5K $967K
ITW
Illinois Tool Works Inc

Industrials
2.57K
+ 86.59%
$242.03 - $260.73 $622K - $670K
5.54K $1.35M
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.9K
+ 57.82%
$48.17 - $48.5 $573K - $577K
32.5K $1.56M
CB
Chubb LTD

Financial Services
1.8K
+ 67.2%
$268.2 - $296.22 $481K - $532K
4.47K $1.32M
TMO
Thermo Fisher Scientific Inc.

Healthcare
748
+ 43.69%
$524.58 - $588.02 $392K - $440K
2.46K $1.4M
PFE
Pfizer Inc

Healthcare
23K
+ 76.32%
$24.23 - $27.37 $558K - $630K
53.2K $1.33M
DFAE
Dimensional ETF Tr

ETFs
16.1K
+ 43.76%
$30.74 - $33.05 $495K - $532K
52.9K $1.72M
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.25K
+ 21.65%
$394.96 - $425.89 $492K - $531K
7K $2.86M
BKNG
Booking Holdings Inc.

Consumer Cyclical
136
+ 74.32%
$4804.01 - $5424.55 $653K - $738K
319 $1.53M
BMY
Bristol Myers Squibb CO

Healthcare
9.89K
+ 20.93%
$42.6 - $49.08 $421K - $486K
57.2K $2.68M
TPL
Texas Pacific Land Corp

Energy
497
+ 128.09%
$889.25 - $1022.65 $442K - $508K
885 $905K
DFAI
Dimensional ETF Tr

ETFs
13.3K
+ 24.41%
$35.82 - $37.52 $477K - $500K
67.9K $2.52M
INTU
Intuit Inc

Technology
1.04K
+ 27.92%
$641.79 - $683.39 $665K - $708K
4.75K $3.07M
GE
General Electric CO

Industrials
1.8K
+ 13.81%
$291.49 - $314.28 $524K - $565K
14.8K $4.44M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.51K
+ 29.46%
$72.17 - $75.74 $470K - $493K
28.6K $2.15M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.68K
+ 10.87%
$191.01 - $199.18 $513K - $535K
27.4K $5.32M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14K
+ 40.49%
$31.28 - $33.46 $438K - $468K
48.6K $1.61M
CME
Cme Group Inc.

Financial Services
1.7K
+ 129.79%
$261.53 - $285.04 $443K - $483K
3K $837K
XLE
Energy Sector Spdr

ETFs
5.04K
+ 93.21%
$85.22 - $92.02 $430K - $464K
10.4K $961K
GILD
Gilead Sciences, Inc.

Healthcare
3.22K
+ 57.53%
$110.56 - $125.2 $356K - $403K
8.81K $1.09M
RDVY
First Trust Rising Dividend Ac

ETFs
7.03K
+ 34.43%
$65.02 - $68.31 $457K - $480K
27.4K $1.84M
UNH
Unitedhealth Group Inc

Healthcare
1.81K
+ 37.94%
$320.52 - $369.92 $580K - $669K
6.57K $2.11M
PANW
Palo Alto Networks Inc

Technology
2.1K
+ 13.08%
$204.77 - $221.38 $430K - $465K
18.2K $3.73M
AMAT
Applied Materials Inc

Technology
1.51K
+ 33.64%
$209.95 - $240.89 $316K - $363K
5.98K $1.37M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
8.66K
+ 103.96%
$50.33 - $50.81 $436K - $440K
17K $859K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
260
+ 13.39%
$557.73 - $694.99 $145K - $181K
2.2K $1.53M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
9.91K
+ 119.46%
$39.09 - $41.28 $387K - $409K
18.2K $751K
TMUS
T Mobile Us, Inc.

Communication Services
2.81K
+ 35.85%
$201.01 - $233.26 $565K - $655K
10.6K $2.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.96K
+ 15.6%
$137.47 - $143.13 $407K - $424K
21.9K $3.09M
TXN
Texas Instruments Inc

Technology
2.15K
+ 27.75%
N/A
9.88K $1.92M
CNC
Centene Corp

Healthcare
11.2K
+ 140.4%
$33.15 - $38.7 $372K - $434K
19.2K $698K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
9.75K
+ 91.66%
$42.66 - $43.29 $416K - $422K
20.4K $870K
PSX
Phillips 66

Energy
2.6K
+ 41.7%
$126.76 - $142.32 $329K - $370K
8.83K $1.26M
PLD
Prologis, Inc.

Real Estate
1.77K
+ 8.58%
$111.23 - $127.18 $197K - $226K
22.4K $2.77M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
5.82K
+ 126.96%
$76.92 - $92.53 $448K - $539K
10.4K $800K
DHR
Danaher Corp

Healthcare
1.66K
+ 95.13%
$202.46 - $223.01 $336K - $371K
3.41K $751K
CI
Cigna Corp

Healthcare
1.52K
+ 132.2%
$244.41 - $311.0 $371K - $472K
2.67K $723K
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.2K
+ 3.22%
$37.18 - $38.47 $416K - $430K
358K $13.5M
IVE
Ishares S&P 500 Value ETF

ETFs
1.75K
+ 36.94%
$202.52 - $212.07 $354K - $371K
6.49K $1.36M
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
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
11K
+ 137.02%
$33.05 - $33.87 $365K - $374K
19.1K $642K
PRU
Prudential Financial Inc

Financial Services
3.17K
+ 36.52%
$99.13 - $107.85 $314K - $342K
11.8K $1.27M
COP
Conocophillips

Energy
5.4K
+ 28.64%
$85.66 - $95.46 $463K - $516K
24.3K $2.15M
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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