Savvy Advisors, Inc. Portfolio Holdings by Sector
Savvy Advisors, Inc.
- $2.99 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO IUSB IVV JQUA SCHG XLK AGG IVLU 373 stocks |
$1.99 Million
66.99% of portfolio
|
296
|
71
|
89
|
- |
2
Calls
2
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU AMD QCOM INTC TSM TXN 17 stocks |
$174,720
5.89% of portfolio
|
14
|
3
|
5
|
- |
3
Calls
1
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR PANW ORCL ADBE CRWD FTNT VRSN 20 stocks |
$76,132
2.56% of portfolio
|
18
|
2
|
5
|
- |
3
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT SPOT DASH MTCH BIDU 11 stocks |
$67,178
2.26% of portfolio
|
10
|
- |
3
|
- |
1
Calls
2
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$66,206
2.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ AMGN BMY MRK NVS PFE 12 stocks |
$45,157
1.52% of portfolio
|
12
|
- |
2
|
- |
0
Calls
1
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA EBAY AMZN 4 stocks |
$33,886
1.14% of portfolio
|
4
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Software—Application | Technology
NOW INTU CRM UBER CDNS COIN MSTR WDAY 19 stocks |
$25,262
0.85% of portfolio
|
17
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX KMB CL CHD 5 stocks |
$24,301
0.82% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C RY BNS BBVA HSBC 12 stocks |
$24,253
0.82% of portfolio
|
12
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-B AIG ORI ACGL HIG 6 stocks |
$23,760
0.8% of portfolio
|
6
|
- |
2
|
- |
0
Calls
1
Puts
|
|
Asset Management | Financial Services
BX ARCC ISD GBAB MAIN BBN TSLX CLM 45 stocks |
$22,101
0.74% of portfolio
|
35
|
7
|
23
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP COF IX PYPL SYF AXP 8 stocks |
$21,557
0.73% of portfolio
|
8
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ETN EMR PSN PH ITW CMI ROP 15 stocks |
$19,148
0.65% of portfolio
|
13
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DG TGT 4 stocks |
$18,703
0.63% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP 4 stocks |
$18,613
0.63% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT GD BA LHX NOC HWM WWD 16 stocks |
$17,171
0.58% of portfolio
|
16
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$15,766
0.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F TM 4 stocks |
$15,673
0.53% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE XEL AEP DUK SO EXC OGE EIX 17 stocks |
$15,660
0.53% of portfolio
|
17
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PB BUSE USB TFC PNC CFG FITB GABC 12 stocks |
$12,263
0.41% of portfolio
|
9
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT BSX SYK STE EW 6 stocks |
$12,144
0.41% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TMUS CMCSA CHTR 5 stocks |
$11,409
0.38% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM LDOS ACN BR FISV IT G JKHY 9 stocks |
$11,071
0.37% of portfolio
|
8
|
1
|
5
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS EVR APLD MKTX SF GS 9 stocks |
$10,722
0.36% of portfolio
|
8
|
1
|
4
|
- |
1
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$9,756
0.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST KDP 4 stocks |
$8,671
0.29% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX EAT YUM 4 stocks |
$7,140
0.24% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS NXST ROKU NFLX 5 stocks |
$6,919
0.23% of portfolio
|
5
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$6,870
0.23% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$6,841
0.23% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO REGN VRTX DNLI INCY EXEL ALNY XERS 10 stocks |
$6,344
0.21% of portfolio
|
6
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR CB ALL TRV CINF THG 6 stocks |
$5,800
0.2% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME ICE MCO CBOE MSCI FDS NDAQ 8 stocks |
$5,701
0.19% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IDXX DHR DGX MEDP IQV NTRA A 11 stocks |
$5,495
0.19% of portfolio
|
11
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX LULU VSCO ROST 4 stocks |
$5,436
0.18% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP TPL DVN FANG EQT EOG CHK AR 8 stocks |
$5,202
0.18% of portfolio
|
7
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE MSI CIEN 4 stocks |
$5,161
0.17% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS CI CNC ELV HUM UNH 7 stocks |
$5,010
0.17% of portfolio
|
6
|
1
|
1
|
- |
1
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI WMB EPD PAGP ET ENB TRGP 7 stocks |
$3,955
0.13% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL WDC NTAP IONQ QBTS HPQ STX RGTI 11 stocks |
$3,821
0.13% of portfolio
|
11
|
- |
3
|
- |
1
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG EXPE RCL ABNB NCLH CCL RCL 7 stocks |
$3,542
0.12% of portfolio
|
7
|
- |
2
|
- |
1
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA ILPT 3 stocks |
$3,439
0.12% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU MFC AFL MET GL 5 stocks |
$3,417
0.12% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR EME STRL FIX BLD MTZ 6 stocks |
$3,398
0.11% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH GLW SANM 3 stocks |
$3,303
0.11% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM VMI 3 stocks |
$3,289
0.11% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX JBHT EXPD 4 stocks |
$3,222
0.11% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX CNI WAB NSC 5 stocks |
$3,129
0.11% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX SCCO HBM FCX 4 stocks |
$2,961
0.1% of portfolio
|
3
|
1
|
2
|
- |
1
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT KLAC ASML 3 stocks |
$2,932
0.1% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX VLO MPC 3 stocks |
$2,884
0.1% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM WCN RSG JAN 4 stocks |
$2,699
0.09% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY BBY AZO TSCO DKS GRWG FIVE 7 stocks |
$2,652
0.09% of portfolio
|
5
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB ELS MAA 3 stocks |
$2,628
0.09% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI CARR AAON MAS 5 stocks |
$2,589
0.09% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL VTR CTRE MPW MPW 5 stocks |
$2,578
0.09% of portfolio
|
4
|
1
|
2
|
- |
1
Calls
0
Puts
|
|
Gold | Basic Materials
NEM RGLD AEM 3 stocks |
$2,509
0.08% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BDX RMD WST 4 stocks |
$2,465
0.08% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$2,461
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT EQIX DLR IRM HASI 5 stocks |
$2,278
0.08% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MP TECK 2 stocks |
$2,120
0.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$2,061
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW APD DD GEVO 5 stocks |
$2,023
0.07% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG AQN 2 stocks |
$1,949
0.07% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST WCC 3 stocks |
$1,557
0.05% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
FTI BKR HAL SLB 4 stocks |
$1,501
0.05% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC EFC 2 stocks |
$1,493
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
KMT LECO 2 stocks |
$1,361
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC CAH 3 stocks |
$1,280
0.04% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS NBIX ESPR DVAX VTRS 5 stocks |
$1,262
0.04% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT RUSHA AN 3 stocks |
$1,162
0.04% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL 2 stocks |
$1,158
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC AJG AON 3 stocks |
$1,136
0.04% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$1,123
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$1,099
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC GIS STKL 3 stocks |
$1,081
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA UAN 2 stocks |
$1,064
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA CHE THC CYH 4 stocks |
$972
0.03% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
AEIS ENVX POWL VRT 4 stocks |
$926
0.03% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM VPL 2 stocks |
$817
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Steel | Basic Materials
STLD NUE 2 stocks |
$804
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$796
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG O 2 stocks |
$787
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG VST 2 stocks |
$777
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS MLI 2 stocks |
$771
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI PHM 2 stocks |
$755
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$649
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$631
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Personal Services | Consumer Cyclical
ROL SCI 2 stocks |
$591
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS NTIP 2 stocks |
$571
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$562
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
LVS 1 stocks |
$545
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$514
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$466
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG IGT 2 stocks |
$459
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF MTG 2 stocks |
$457
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$443
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$323
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
N/A | N/A
NRGX 1 stocks |
$293
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$257
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$251
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$233
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$220
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Electronics & Computer Distribution | Technology
ARW 1 stocks |
$217
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$193
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$191
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
NAT SB 2 stocks |
$177
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
SLP 1 stocks |
$176
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ADT 1 stocks |
$168
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
OPEN OPEN 2 stocks |
$166
0.01% of portfolio
|
2
|
- |
2
|
- |
1
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
DWAC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|