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
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
5K
+ 33.42%
$10.41 - $10.74 $52.1K - $53.7K
20K $212K
AEIS
Advanced Energy Industries Inc

Industrials
8
+ 0.47%
$169.62 - $225.8 $1.36K - $1.81K
1.71K $346K
AOS
Smith A O Corp

Industrials
1.51K
+ 32.08%
$64.74 - $73.54 $97.6K - $111K
6.21K $401K
TRV
Travelers Companies, Inc.

Financial Services
149
+ 8.97%
$261.57 - $287.42 $39K - $42.8K
1.81K $520K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
4.37K
+ 15.23%
$12.33 - $12.79 $53.9K - $55.9K
33.1K $416K
SAP
Sap Se

Technology
324
+ 41.12%
$238.9 - $280.46 $77.4K - $90.9K
1.11K $265K
MDB
Mongo Db, Inc.

Technology
44
+ 4.98%
$313.81 - $373.89 $13.8K - $16.5K
928 $327K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
598
+ 16.71%
$97.52 - $102.52 $58.3K - $61.3K
4.18K $408K
CNI
Canadian National Railway CO

Industrials
498
+ 14.87%
$93.17 - $97.87 $46.4K - $48.7K
3.85K $367K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.28K
+ 8.18%
$22.88 - $22.95 $52.1K - $52.3K
30.1K $689K
MTD
Mettler Toledo International Inc

Healthcare
14
+ 8.24%
$1273.67 - $1447.81 $17.8K - $20.3K
184 $258K
ENB
Enbridge Inc

Energy
1.31K
+ 29.67%
$46.39 - $50.07 $60.6K - $65.4K
5.71K $272K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
241
+ 0.86%
$58.89 - $62.37 $14.2K - $15K
28.2K $1.73M
RY
Royal Bank Of Canada

Financial Services
347
+ 7.33%
$143.64 - $149.05 $49.8K - $51.7K
5.08K $747K
TDG
Trans Digm Group Inc

Industrials
31
+ 9.17%
$1237.71 - $1359.3 $38.4K - $42.1K
369 $494K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
607
+ 6.21%
$61.09 - $64.21 $37.1K - $39K
10.4K $656K
MKC
Mccormick & CO Inc

Consumer Defensive
978
+ 10.08%
$63.83 - $68.91 $62.4K - $67.4K
10.7K $697K
ABNB
Airbnb, Inc.

Consumer Cyclical
528
+ 15.78%
$117.6 - $129.07 $62.1K - $68.1K
3.87K $455K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.58K
+ 18.63%
$18.14 - $18.51 $46.8K - $47.8K
16.4K $300K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
55
+ 0.14%
$27.18 - $28.91 $1.49K - $1.59K
40.2K $1.14M
AFL
Aflac Inc

Financial Services
264
+ 4.52%
$105.7 - $115.01 $27.9K - $30.4K
6.11K $698K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.02K
+ 7.71%
$44.38 - $44.96 $45.2K - $45.8K
14.2K $631K
BEN
Franklin Resources Inc

Financial Services
2.46K
+ 22.0%
$22.1 - $23.8 $54.4K - $58.6K
13.7K $302K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.17K
+ 11.57%
$43.04 - $45.68 $50.3K - $53.4K
11.3K $485K
IWB
Ishares Tr Russell 1000 ETF

ETFs
82
+ 1.87%
$358.39 - $376.54 $29.4K - $30.9K
4.48K $1.65M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
667
+ 5.16%
$49.98 - $53.0 $33.3K - $35.4K
13.6K $715K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.69K
+ 17.77%
$24.8 - $25.02 $41.8K - $42.2K
11.2K $277K
TSCO
Tractor Supply CO

Consumer Cyclical
851
+ 17.86%
$52.49 - $56.37 $44.7K - $48K
5.62K $311K
ZTS
Zoetis Inc.

Healthcare
993
+ 35.45%
$118.8 - $147.53 $118K - $146K
3.79K $450K
STX
Seagate Technology Holdings PLC

Technology
44
+ 3.39%
$211.63 - $293.99 $9.31K - $12.9K
1.34K $346K
VMI
Valmont Industries Inc

Industrials
69
+ 5.54%
$389.98 - $419.23 $26.9K - $28.9K
1.32K $522K
BLND
Blend Labs, Inc.

Technology
14.9K
+ 148.66%
$2.79 - $3.61 $41.7K - $54K
25K $75K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
418
+ 2.85%
$18.04 - $21.83 $7.54K - $9.12K
15.1K $319K
NGG
National Grid PLC

Utilities
121
+ 1.99%
$72.53 - $78.09 $8.78K - $9.45K
6.2K $479K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
520
+ 39.13%
$252.87 - $320.26 $131K - $167K
1.85K $467K
SRE
Sempra Energy

Utilities
253
+ 3.83%
$89.26 - $94.01 $22.6K - $23.8K
6.86K $631K
ROL
Rollins Inc

Consumer Cyclical
666
+ 13.62%
$53.87 - $59.67 $35.9K - $39.7K
5.56K $323K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
837
+ 3.27%
$47.89 - $48.53 $40.1K - $40.6K
26.4K $1.27M
MTCH
Match Group, Inc.

Communication Services
2.09K
+ 19.94%
$31.45 - $34.76 $65.9K - $72.8K
12.6K $406K
NOC
Northrop Grumman Corp

Industrials
151
+ 14.21%
$558.0 - $637.95 $84.3K - $96.3K
1.21K $683K
CHKP
Check Point Software Technologies LTD

Technology
234
+ 20.65%
$188.36 - $204.97 $44.1K - $48K
1.37K $270K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
785
+ 17.29%
$44.68 - $47.47 $35.1K - $37.3K
5.32K $249K
AME
Ametek Inc

Industrials
149
+ 12.54%
$179.28 - $202.11 $26.7K - $30.1K
1.34K $258K
IXN
Ishares Global Information Tec

ETFs
271
+ 11.21%
$102.05 - $112.09 $27.7K - $30.4K
2.69K $284K
STLD
Steel Dynamics Inc

Basic Materials
362
+ 6.64%
N/A
5.82K $570K
IX
Orix Corp

Financial Services
1.19K
+ 6.1%
$24.22 - $26.71 $28.9K - $31.9K
20.8K $545K
NUE
Nucor Corp

Basic Materials
104
+ 7.01%
$131.78 - $154.43 $13.7K - $16.1K
1.59K $234K
GWW
W.W. Grainger, Inc.

Industrials
61
+ 7.1%
$926.21 - $979.0 $56.5K - $59.7K
920 $852K
AGNC
Agnc Investment Corp.

Real Estate
300
+ 0.37%
$9.88 - $10.34 $2.96K - $3.1K
81.2K $824K
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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