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
CMI
Cummins Inc

Industrials
654
+ 41.84%
$407.98 - $484.34 $267K - $317K
2.22K $1.03M
KMI
Kinder Morgan, Inc.

Energy
14.5K
+ 38.5%
$25.84 - $28.46 $375K - $413K
52.3K $1.43M
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
SCHW
Schwab Charles Corp

Financial Services
4.86K
+ 17.38%
$91.91 - $97.71 $447K - $475K
32.8K $3.02M
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
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
GD
General Dynamics Corp

Industrials
881
+ 14.06%
$330.59 - $353.77 $291K - $312K
7.15K $2.46M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.91K
+ 22.14%
$70.2 - $73.89 $274K - $289K
21.6K $1.57M
WM
Waste Management Inc

Industrials
1.92K
+ 25.16%
$196.77 - $219.98 $377K - $422K
9.54K $1.99M
AVUV
American Centy ETF Tr Avantis

ETFs
3.49K
+ 23.73%
$95.19 - $100.66 $332K - $351K
18.2K $1.77M
SLV
I Shares Silver Trust

ETFs
2.22K
+ 3.83%
$42.4 - $49.17 $93.9K - $109K
60.1K $2.76M
ALL
Allstate Corp

Financial Services
1.44K
+ 81.53%
$190.0 - $214.3 $273K - $308K
3.2K $686K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.19K
+ 5.52%
$245.79 - $258.02 $1.28M - $1.34M
99.2K $24.4M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
6.38K
+ 42.75%
$47.86 - $48.14 $305K - $307K
21.3K $1.02M
CFG
Citizens Financial Group Inc

Financial Services
5.98K
+ 106.46%
$48.39 - $54.0 $289K - $323K
11.6K $599K
CPRT
Copart Inc

Consumer Cyclical
7.76K
+ 140.64%
$39.98 - $45.76 $310K - $355K
13.3K $545K
ZM
Zoom Video Communications, Inc.

Technology
3.47K
+ 131.6%
$79.17 - $87.23 $274K - $302K
6.1K $513K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.45K
+ 1.14%
$78.65 - $79.19 $350K - $352K
396K $31.2M
KLAC
Kla Corp

Technology
227
+ 40.83%
$982.75 - $1235.28 $223K - $280K
783 $888K
GLW
Corning Inc

Technology
3.52K
+ 78.66%
$82.06 - $90.29 $289K - $318K
7.99K $655K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.54K
+ 73.76%
$46.47 - $66.99 $165K - $237K
8.34K $545K
AMT
American Tower Corp

Real Estate
1.78K
+ 59.01%
$176.64 - $193.32 $315K - $344K
4.8K $866K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.02K
+ 1.37%
$43.57 - $45.71 $175K - $184K
297K $13.4M
SYY
Sysco Corp

Consumer Defensive
4.23K
+ 94.91%
$72.9 - $83.27 $309K - $353K
8.7K $649K
NEM
Newmont Corp

Basic Materials
2.61K
+ 13.87%
$78.63 - $98.27 $205K - $256K
21.4K $1.86M
BDX
Becton Dickinson & CO

Healthcare
1.36K
+ 55.68%
$176.39 - $193.93 $240K - $264K
3.81K $727K
COF
Capital One Financial Corp

Financial Services
1.55K
+ 41.09%
$201.01 - $225.01 $312K - $350K
5.34K $1.07M
IGM
Ishares Expanded Tech Sector E

ETFs
2.01K
+ 35.92%
$124.25 - $135.72 $249K - $272K
7.6K $970K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
8.36K
+ 121.31%
$30.79 - $31.82 $257K - $266K
15.3K $479K
OMC
Omnicom Group Inc.

Communication Services
4.03K
+ 129.9%
$72.23 - $81.23 $291K - $327K
7.13K $514K
C
Citigroup Inc

Financial Services
3.12K
+ 22.27%
$93.93 - $102.87 $293K - $321K
17.1K $1.68M
SKOR
Flexshares Tr Credit Scored Us

ETFs
5.37K
+ 39.74%
$48.96 - $49.5 $263K - $266K
18.9K $925K
VV
Vanguard Large Cap ETF

ETFs
743
+ 7.19%
$301.9 - $317.98 $224K - $236K
11.1K $3.44M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.5K
+ 17.4%
$110.25 - $112.92 $275K - $282K
16.8K $1.86M
VBK
Vanguard Small Cap Growth ETF

ETFs
895
+ 70.47%
$291.71 - $309.36 $261K - $277K
2.17K $631K
DE
Deere & CO

Industrials
417
+ 14.02%
$439.11 - $480.78 $183K - $200K
3.39K $1.61M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.83K
+ 3.07%
$71.0 - $74.64 $201K - $211K
94.9K $6.92M
TXT
Textron Inc

Industrials
3.25K
+ 91.8%
$79.42 - $87.34 $258K - $284K
6.78K $547K
CEG
Constellation Energy Corp

Utilities
596
+ 12.11%
$335.74 - $401.43 $200K - $239K
5.52K $1.87M
SHW
Sherwin Williams CO

Basic Materials
790
+ 65.34%
$330.74 - $354.45 $261K - $280K
2K $664K
SPG
Simon Property Group Inc

Real Estate
1.36K
+ 93.15%
$173.35 - $185.76 $236K - $252K
2.82K $514K
WELL
Welltower Inc.

Real Estate
566
+ 6.98%
$165.94 - $193.82 $93.9K - $110K
8.68K $1.68M
DIS
Walt Disney CO

Communication Services
3.63K
+ 21.52%
$105.69 - $116.65 $384K - $424K
20.5K $2.17M
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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