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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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