Savvy Advisors, Inc. Portfolio Holdings

Savvy Advisors, Inc.

  • $307 Billion
  • Q2 2024

Savvy Advisors, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $307 Billion distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18.9B, Amgen Inc with a value of $12.9B, Ishares Core Total Usd Bond Ma with a value of $10.8B, Microsoft Corp with a value of $8.16B, and Ishares Core S&P 500 ETF with a value of $7.77B.

Examining the 13F form we can see an increase of $133B in the current position value, from $173B to 307B.

Savvy Advisors, Inc. is based out at New York, NY

Below you can find more details about Savvy Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $307 Billion
ETFs: $184 Billion
Technology: $35.5 Billion
Healthcare: $21.1 Billion
Financial Services: $11.2 Billion
Consumer Defensive: $10.9 Billion
Consumer Cyclical: $9.83 Billion
Communication Services: $8.24 Billion
Industrials: $6.83 Billion
Other: $11.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$171B
$12.9 Billion 4.21% of portfolio
41,302
Q2 2024 Added 4.83%
$3.03T
$8.16 Billion 2.66% of portfolio
18,264
Q2 2024 Added 73.96%
$331B
$7.43 Billion 2.42% of portfolio
60,154
Q2 2024 Added 1,591.62%
$391B
$6.92 Billion 2.25% of portfolio
41,951
Q2 2024 Added 1,159.41%
$3.62T
$6.02 Billion 1.96% of portfolio
28,562
Q2 2024 Added 100.32%
$1.9T
$4.49 Billion 1.46% of portfolio
23,260
Q2 2024 Added 213.39%
$68.8B
$2.43 Billion 0.79% of portfolio
1,512
Q2 2024 Added 108.84%
$1.27T
$2.17 Billion 0.71% of portfolio
4,306
Q2 2024 Added 108.93%
$651B
$2.17 Billion 0.71% of portfolio
10,729
Q2 2024 Added 49.47%
$587B
$1.96 Billion 0.64% of portfolio
4,818
Q2 2024 Added 84.53%
$88.4B
$1.96 Billion 0.64% of portfolio
63,212
Q2 2024 Added 425.15%
$1.03T
$1.78 Billion 0.58% of portfolio
9,760
Q2 2024 Added 237.37%
$222B
$1.75 Billion 0.57% of portfolio
25,881
Q2 2024 Added 35.04%
$1.05T
$1.64 Billion 0.53% of portfolio
8,934
Q2 2024 Added 90.33%
$788B
$1.63 Billion 0.53% of portfolio
1,804
Q2 2024 Added 133.38%
$104B
$1.45 Billion 0.47% of portfolio
12,932
Q2 2024 New
$487B
$1.36 Billion 0.44% of portfolio
11,824
Q2 2024 Added 32.68%
$64B
$1.24 Billion 0.4% of portfolio
11,275
Q2 2024 New
$789B
$1.2 Billion 0.39% of portfolio
6,060
Q2 2024 Added 55.34%
-
$1.14 Billion 0.37% of portfolio
-
Q2 2024 Added 8.5%
$474B
$1.1 Billion 0.36% of portfolio
4,183
Q2 2024 Added 40.75%
$477B
$1.08 Billion 0.35% of portfolio
2,445
Q2 2024 Added 84.95%
$360B
$1.03 Billion 0.33% of portfolio
5,993
Q2 2024 Added 64.6%
$177B
$1.03 Billion 0.33% of portfolio
24,868
Q2 2024 Added 6.44%
$453B
$940 Million 0.31% of portfolio
6,660
Q2 2024 Added 44.85%
$214B
$943 Million 0.31% of portfolio
1,705
Q2 2024 New
$225B
$918 Million 0.3% of portfolio
19,326
Q2 2024 Added 20.43%
$233B
$883 Million 0.29% of portfolio
5,443
Q2 2024 New
-
$881 Million 0.29% of portfolio
-
Q2 2024 New
$31B
$830 Million 0.27% of portfolio
4,011
Q2 2024 New
$178B
$811 Million 0.26% of portfolio
8,077
Q2 2024 Added 33.61%
$528B
$809 Million 0.26% of portfolio
1,588
Q2 2024 Added 72.8%
$259B
$760 Million 0.25% of portfolio
6,135
Q2 2024 Added 115.26%
$222B
$781 Million 0.25% of portfolio
1,406
Q2 2024 Added 146.23%
$156B
$703 Million 0.23% of portfolio
9,930
Q2 2024 Added 65.67%
$139B
$666 Million 0.22% of portfolio
5,821
Q2 2024 Added 38.13%
$199B
$667 Million 0.22% of portfolio
2,003
Q2 2024 Added 12.85%
$34.8B
$671 Million 0.22% of portfolio
12,644
Q2 2024 Added 6.12%
$185B
$672 Million 0.22% of portfolio
3,884
Q2 2024 Added 6.91%
$291B
$685 Million 0.22% of portfolio
2,666
Q2 2024 Added 92.07%
$291B
$652 Million 0.21% of portfolio
4,166
Q2 2024 Added 48.63%
$418B
$637 Million 0.21% of portfolio
4,355
Q2 2024 Added 14.64%
$199B
$636 Million 0.21% of portfolio
6,118
Q2 2024 Added 81.81%
$175B
$606 Million 0.2% of portfolio
6,101
Q2 2024 Added 56.92%
$387B
$628 Million 0.2% of portfolio
739
Q2 2024 Added 128.79%
$14.6B
$578 Million 0.19% of portfolio
1,119
Q2 2024 Added 7.29%
$159B
$595 Million 0.19% of portfolio
21,281
Q2 2024 Added 9.45%
$217B
$598 Million 0.19% of portfolio
1,971
Q2 2024 Added 79.18%
$88.6B
$560 Million 0.18% of portfolio
2,624
Q2 2024 Added 68.85%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $307 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 89 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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