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
ICE
Intercontinental Exchange, Inc.

Financial Services
1.88K
+ 58.0%
$145.59 - $162.64 $274K - $306K
5.13K $779K
NVS
Novartis Ag

Healthcare
1.5K
+ 14.9%
$121.8 - $132.39 $183K - $199K
11.6K $1.52M
BIIB
Biogen Inc.

Healthcare
811
+ 23.59%
$142.26 - $167.55 $115K - $136K
4.25K $711K
ADI
Analog Devices Inc

Technology
1.09K
+ 76.51%
$225.32 - $246.37 $245K - $268K
2.51K $577K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.08K
+ 34.29%
$56.0 - $57.6 $229K - $235K
16K $907K
EQIX
Equinix Inc

Real Estate
285
+ 49.22%
$772.6 - $846.01 $220K - $241K
864 $678K
VLO
Valero Energy Corp

Energy
899
+ 18.24%
$156.39 - $181.76 $141K - $163K
5.83K $1.06M
AVEM
American Centy ETF Tr Avantis

ETFs
967
+ 1.69%
$73.09 - $78.36 $70.7K - $75.8K
58.2K $4.52M
AIG
American International Group, Inc.

Financial Services
2.79K
+ 67.14%
$76.15 - $84.05 $212K - $234K
6.94K $539K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.41K
+ 19.73%
$98.1 - $103.73 $236K - $250K
14.6K $1.43M
PCG
Pg&E Corp

Utilities
10.4K
+ 37.95%
$15.63 - $16.81 $163K - $175K
37.9K $624K
CL
Colgate Palmolive CO

Consumer Defensive
2.68K
+ 82.76%
$74.98 - $79.86 $201K - $214K
5.91K $466K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
341
+ 24.03%
$402.9 - $437.15 $137K - $149K
1.76K $763K
VTR
Ventas, Inc.

Real Estate
2.2K
+ 49.4%
$67.45 - $78.0 $148K - $171K
6.64K $518K
XLC
Select Sector Spdr Tr Communic

ETFs
1.96K
+ 114.8%
$111.33 - $117.16 $218K - $230K
3.67K $408K
XLF
Financial Sector Spdr

ETFs
4.03K
+ 99.53%
$51.76 - $53.77 $209K - $217K
8.08K $423K
IWF
Ishares Russell 1000 Gr ETF

ETFs
386
+ 4.37%
$459.47 - $491.71 $177K - $190K
9.23K $4.35M
HON
Honeywell International Inc

Industrials
1.56K
+ 21.65%
$194.07 - $220.67 $304K - $345K
8.79K $1.72M
TAXF
American Centy ETF Tr Diversif

ETFs
3.76K
+ 23.52%
$50.05 - $50.74 $188K - $191K
19.7K $996K
D
Dominion Energy, Inc

Utilities
3.29K
+ 35.92%
$58.49 - $61.69 $192K - $203K
12.5K $753K
SOXX
Ishares Semiconductor ETF

ETFs
568
+ 37.27%
$271.99 - $309.6 $154K - $176K
2.09K $603K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.33K
+ 49.83%
$91.7 - $105.68 $213K - $246K
6.99K $691K
VT
Vanguard Total World Stk Index

ETFs
1.3K
+ 36.41%
$135.16 - $141.78 $176K - $185K
4.89K $680K
SO
Southern CO

Utilities
2.49K
+ 26.85%
$90.58 - $99.72 $226K - $249K
11.8K $1.07M
TT
Trane Technologies PLC

Industrials
462
+ 29.84%
$408.5 - $448.65 $189K - $207K
2.01K $840K
DAL
Delta Air Lines, Inc.

Industrials
2.92K
+ 28.32%
$55.65 - $62.32 $163K - $182K
13.3K $773K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.57K
+ 62.29%
$74.62 - $78.21 $191K - $201K
6.68K $499K
ASML
Asml Holding Nv

Technology
155
+ 30.51%
$936.19 - $1075.45 $145K - $167K
663 $676K
CVS
Cvs Health Corp

Healthcare
2.03K
+ 25.88%
$76.69 - $83.04 $155K - $168K
9.85K $772K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
7.13K
+ 45.95%
$25.17 - $25.38 $179K - $181K
22.6K $570K
GM
General Motors CO

Consumer Cyclical
605
+ 4.28%
$55.35 - $71.89 $33.5K - $43.5K
14.7K $1.04M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.98K
+ 3.27%
$91.46 - $91.76 $181K - $182K
62.5K $5.72M
EXPE
Expedia Group, Inc.

Consumer Cyclical
253
+ 12.57%
$210.33 - $273.65 $53.2K - $69.2K
2.27K $599K
VBR
Vanguard Small Cap Value ETF

ETFs
896
+ 16.98%
$201.42 - $211.15 $180K - $189K
6.17K $1.27M
LDOS
Leidos Holdings, Inc.

Technology
767
+ 11.42%
$184.41 - $199.55 $141K - $153K
7.48K $1.43M
WDC
Western Digital Corp

Technology
262
+ 8.23%
$113.13 - $174.22 $29.6K - $45.6K
3.45K $544K
EME
Emcor Group, Inc.

Industrials
278
+ 70.38%
$618.96 - $777.0 $172K - $216K
673 $417K
NTAP
Net App, Inc.

Technology
1.65K
+ 72.76%
$109.44 - $121.82 $180K - $200K
3.91K $427K
EXC
Exelon Corp

Utilities
3.11K
+ 19.86%
$44.97 - $48.24 $140K - $150K
18.8K $862K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.81K
+ 37.18%
$22.43 - $22.55 $153K - $154K
25.1K $564K
CSX
Csx Corp

Industrials
4.44K
+ 69.81%
$34.88 - $36.67 $155K - $163K
10.8K $376K
SHEL
Shell PLC

Energy
952
+ 5.23%
$71.37 - $77.01 $67.9K - $73.3K
19.2K $1.45M
ADSK
Autodesk, Inc.

Technology
598
+ 75.03%
N/A
1.4K $342K
CMF
Ishares California Muni Bond E

ETFs
2.39K
+ 7.54%
$56.96 - $57.62 $136K - $138K
34.2K $1.96M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.8K
+ 12.43%
$32.35 - $34.37 $123K - $131K
34.4K $1.16M
ARCC
Ares Capital Corp

Financial Services
7.71K
+ 11.44%
$18.9 - $20.61 $146K - $159K
75.1K $1.52M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.28K
+ 8.01%
$70.19 - $72.57 $160K - $165K
30.7K $2.16M
MAR
Marriott International Inc

Consumer Cyclical
260
+ 10.0%
$259.04 - $291.9 $67.4K - $75.9K
2.86K $816K
NKE
Nike, Inc.

Consumer Cyclical
2.85K
+ 46.82%
$60.8 - $74.57 $173K - $213K
8.95K $562K
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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