Savvy Advisors, Inc. Reduced Holdings in Q4 2025

Savvy Advisors, Inc.

  • $2.99 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SB
Safe Bulkers, Inc.

Industrials
-5.6K
- 24.89%
$4.14 - $4.98 $23.2K - $27.9K
16.9K $81K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-596
- 8.84%
$37.0 - $39.93 $22.1K - $23.8K
6.14K $238K
SQ
Block, Inc.

Technology
-313
- 8.03%
N/A
3.58K $205K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-362
- 4.86%
$51.41 - $54.14 $18.6K - $19.6K
7.09K $373K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
-800
- 7.22%
$11.45 - $11.71 $9.16K - $9.37K
10.3K $117K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-2.19K
- 3.88%
$16.52 - $17.24 $36.1K - $37.7K
54.1K $923K
JAN
Jan One Inc.

Industrials
-5.49K
- 27.63%
N/A
14.4K $29K
HMOP
Hartford Fds Exchange Traded T

ETFs
-386
- 1.74%
$38.92 - $39.33 $15K - $15.2K
21.8K $853K
MPW
Medical Properties Trust Inc

Real Estate
-1.83K
- 13.93%
$4.86 - $5.54 $8.91K - $10.2K
11.3K $56K
EFV
Msci Eafe Value ETF

ETFs
-522
- 4.8%
$66.73 - $70.99 $34.8K - $37.1K
10.4K $728K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-800
- 1.79%
$9.85 - $10.02 $7.88K - $8.02K
43.9K $435K
FEM
First Trust Emerging Markets A

ETFs
-400
- 5.02%
$25.89 - $27.55 $10.4K - $11K
7.56K $207K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-280
- 0.85%
$27.16 - $27.68 $7.6K - $7.75K
32.8K $893K
AQN
Algonquin Power & Utilities Corp.

Utilities
-2.46K
- 15.27%
$5.52 - $6.32 $13.6K - $15.5K
13.6K $82K
BIBL
Northern Lts Fd Tr Iv

ETFs
-66
- 1.01%
$43.57 - $45.74 $2.88K - $3.02K
6.47K $286K
CYH
Community Health Systems Inc

Healthcare
-1K
- 9.09%
$2.9 - $4.41 $2.9K - $4.41K
10K $32K
TAGG
T Rowe Price Exchange Traded F

ETFs
-28
- 0.34%
$43.01 - $43.64 $1.2K - $1.22K
8.18K $352K
Vanguard Instl Index Fd
-489
- 1.39%
N/A
34.6K $0
Vanguard Instl Index Fd
-17
- 0.21%
N/A
8.23K $0
Dimensional ETF Trust
-1
- 0.01%
N/A
9.25K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-170
- 1.92%
N/A
8.67K $0
Franklin Templeton ETF Tr
-919
- 10.54%
N/A
7.8K $0
FJAN
First Exc Trd Viii Cboe Vest U
-33
- 0.4%
N/A
8.21K $0
POWL
Powell Industries Inc

Industrials
-44
- 6.55%
$301.06 - $408.37 $13.2K - $18K
628 $204K
J P Morgan Exchange Traded F
-1
- -0.0%
N/A
211K $0
Vanguard Wellington Fd
-1.4K
- 15.07%
N/A
7.89K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-6.89K
- 50.0%
N/A
6.89K $0
Barrick Mng Corp
-2.66K
- 9.34%
N/A
25.8K $0
Pacer Fds Tr
-1.73K
- 3.42%
N/A
49K $0
Dimensional ETF Trust
-987
- 12.14%
N/A
7.14K $0
Ferguson Enterprises Inc
-113
- 8.55%
N/A
1.21K $0
JGRO
J P Morgan Exchange Traded Fd
-886
- 24.02%
N/A
2.8K $0
Capital Group Core Balanced
-300
- 3.96%
N/A
7.27K $0
Healthy Choice Wellness Corp
-10.9K
- 18.44%
N/A
48.2K $0
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-51
- 1.17%
$52.37 - $53.91 $2.67K - $2.75K
4.29K $230K
DCI
Donaldson CO Inc

Industrials
-103
- 3.09%
$79.88 - $88.21 $8.23K - $9.09K
3.24K $276K
GNR
Spdr S&P Global Natural Resour

ETFs
-4
- 0.11%
$57.53 - $60.89 $230 - $244
3.63K $219K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-19
- 0.41%
$132.94 - $139.8 $2.53K - $2.66K
4.57K $627K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-458
- 6.44%
$27.71 - $34.0 $12.7K - $15.6K
6.65K $223K
IWY
Ishares Tr Russell 200 Growth

ETFs
-41
- 0.55%
$268.43 - $288.26 $11K - $11.8K
7.37K $2.04M
DFAX
Dimensional ETF Tr
-824
- 1.47%
$30.71 - $32.34 $25.3K - $26.6K
55.3K $1.77M
CTM
Castellum, Inc.
-5.2K
- 2.29%
$0.92 - $1.31 $4.78K - $6.81K
222K $257K
LYFT
Lyft, Inc.

Technology
-47
- 0.28%
$19.25 - $24.57 $905 - $1.15K
16.5K $380K
FTI
Technip Fmc PLC

Energy
-1.24K
- 6.88%
$35.57 - $43.74 $43.9K - $54K
16.7K $729K
AER
Aer Cap Holdings N.V.

Industrials
-54
- 2.57%
$119.82 - $137.67 $6.47K - $7.43K
2.05K $280K
FYLD
Cambria Foreign Shareholder Yi

ETFs
-692
- 0.76%
$30.34 - $32.09 $21K - $22.2K
90.3K $2.89M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-228
- 0.72%
$36.08 - $39.41 $8.23K - $8.99K
31.6K $1.24M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-552
- 4.64%
$28.25 - $37.43 $15.6K - $20.7K
11.3K $404K
KMT
Kennametal Inc

Industrials
-71
- 0.2%
$20.45 - $27.78 $1.45K - $1.97K
35.1K $944K
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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