Savvy Advisors, Inc. Sells in Q3 2025

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.12K
- 8.6%
$55.61 - $57.37 $62.3K - $64.3K
11.9K $679K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-5.36K
- 8.69%
$15.6 - $16.63 $83.6K - $89.2K
56.3K $934K
AJG
Arthur J. Gallagher & Co.

Financial Services
-123
- 9.06%
$284.17 - $319.49 $35K - $39.3K
1.24K $382K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
-6.65K
- 7.08%
$14.8 - $15.89 $98.4K - $106K
87.2K $1.36M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-2.9K
- 8.06%
$26.15 - $27.4 $75.8K - $79.4K
33K $901K
ADSK
Autodesk, Inc.

Technology
-202
- 20.22%
N/A
797 $195K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.56K
- 18.36%
$33.13 - $36.31 $84.8K - $93K
11.4K $411K
CLX
Clorox CO

Consumer Defensive
-560
- 8.76%
$117.67 - $131.43 $65.9K - $73.6K
5.84K $719K
HMOP
Hartford Fds Exchange Traded T

ETFs
-1.64K
- 6.86%
$37.94 - $39.14 $62K - $64K
22.2K $864K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.34K
- 9.45%
$33.26 - $34.01 $44.5K - $45.5K
12.8K $434K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
-11.5K
- 13.73%
$5.46 - $5.98 $62.6K - $68.6K
72.1K $426K
FNDA
Schwab Fundamental U S Small C

ETFs
-2.51K
- 15.84%
$28.75 - $31.93 $72.2K - $80.2K
13.3K $415K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-719
- 2.59%
$76.16 - $78.59 $54.8K - $56.5K
27.1K $2.11M
IEO
Ishares Tr

ETFs
-895
- 7.34%
$86.38 - $95.74 $77.3K - $85.7K
11.3K $1.05M
AUSF
Global X Fds Adaptive U S Fact

ETFs
-1.09K
- 11.82%
$44.16 - $46.75 $48.2K - $51K
8.14K $378K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.45K
- 15.24%
$31.79 - $33.42 $46.1K - $48.5K
8.06K $269K
BSM
Black Stone Minerals, L.P.

Energy
-2.3K
- 14.94%
$11.92 - $13.41 $27.5K - $30.9K
13.1K $172K
DOCU
Docusign, Inc.

Technology
-127
- 4.11%
$67.14 - $85.01 $8.53K - $10.8K
2.96K $213K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
-994
- 11.78%
$49.46 - $54.03 $49.2K - $53.7K
7.45K $389K
IFGL
Ishares International Develope

ETFs
-1.35K
- 8.8%
$22.04 - $23.67 $29.8K - $32K
14K $322K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.5K
- 9.96%
$42.28 - $45.71 $63.4K - $68.5K
13.6K $616K
ELS
Equity Lifestyle Properties Inc

Real Estate
-104
- 0.57%
$58.43 - $62.12 $6.08K - $6.46K
18.1K $1.1M
ET
Energy Transfer LP

Energy
-322
- 1.66%
$17.11 - $18.16 $5.51K - $5.85K
19K $326K
AQN
Algonquin Power & Utilities Corp.

Utilities
-2.7K
- 14.36%
$5.37 - $6.11 $14.5K - $16.5K
16.1K $86K
IONQ
Ion Q, Inc.

Technology
-3.29K
- 33.46%
$36.79 - $75.14 $121K - $248K
6.55K $402K
POCT
Innovator U.S. Equity Power Bu

ETFs
-895
- 8.54%
$41.27 - $43.1 $36.9K - $38.6K
9.59K $413K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-256
- 10.95%
$119.73 - $134.7 $30.7K - $34.5K
2.08K $277K
IGT
International Game Technology PLC

Consumer Cyclical
-18
- 0.17%
$14.29 - $18.14 $257 - $327
10.7K $152K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-320
- 10.33%
$72.91 - $77.23 $23.3K - $24.7K
2.78K $212K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-38
- 3.41%
$185.65 - $214.38 $7.05K - $8.15K
1.08K $216K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-192
- 4.53%
N/A
4.05K $347K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-354
- 6.1%
$70.77 - $73.59 $25.1K - $26.1K
5.45K $399K
TEI
Templeton Emerging Markets Income Fund

Financial Services
-5.91K
- 5.16%
$5.85 - $6.44 $34.6K - $38.1K
109K $673K
VT
Vanguard Total World Stk Index

ETFs
-345
- 8.79%
$128.41 - $138.03 $44.3K - $47.6K
3.58K $493K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-226
- 9.06%
$94.17 - $99.95 $21.3K - $22.6K
2.27K $226K
BEN
Franklin Resources Inc

Financial Services
-9
- 0.08%
$23.13 - $26.03 $208 - $234
11.2K $258K
NAT
Nordic American Tankers LTD

Industrials
-1.89K
- 6.1%
N/A
29K $115K
HSY
Hershey CO

Consumer Defensive
-189
- 13.22%
$161.95 - $193.45 $30.6K - $36.6K
1.24K $232K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-378
- 0.86%
$19.61 - $19.79 $7.41K - $7.48K
43.8K $863K
TXT
Textron Inc

Industrials
-238
- 6.31%
$77.02 - $87.21 $18.3K - $20.8K
3.54K $298K
EXC
Exelon Corp

Utilities
-661
- 4.05%
$42.73 - $45.54 $28.2K - $30.1K
15.7K $705K
CYH
Community Health Systems Inc

Healthcare
-700
- 5.98%
$2.44 - $3.88 $1.71K - $2.72K
11K $35K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
-524
- 3.3%
$0.94 - $1.37 $493 - $718
15.3K $14K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-425
- 4.88%
$38.1 - $40.7 $16.2K - $17.3K
8.29K $328K
MRVL
Marvell Technology, Inc.

Technology
-274
- 8.64%
$62.31 - $84.07 $17.1K - $23K
2.9K $243K
SHV
Ishares Tr

ETFs
-8
- 0.39%
$110.06 - $110.49 $880 - $884
2.06K $227K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-382
- 3.36%
$18.82 - $19.8 $7.19K - $7.56K
11K $213K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-465
- 6.32%
$29.18 - $31.13 $13.6K - $14.5K
6.89K $214K
FJAN
First Exc Trd Viii Cboe Vest U
-22
- 0.27%
N/A
8.24K $0
Activity Summary
Buys All Purchases 639 New Holdings 206 Increased Positions 433 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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