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CIK: 0002003633
Total reported value
$4.7B
$4.7B
223 檔
0.8%
At the close of Q1 2024, Savvy Advisors, Inc. disclosed equity holdings valued at approximately $4.7B, spread across 223 reported holdings.
During Q1 2024, Savvy Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AMGN, IUSB) accounted for 0.8% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 223 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.33% | -0.03% | +124.81% | |
| 2 | AMGN | Amgen Inc | Stock-Healthcare | 6.46% | — | +0.26% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.72% | -0.35% | +138.26% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.55% | -0.04% | -3.25% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.55% | -0.10% | +24.20% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.01% | -0.02% | +25.01% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.95% | -0.15% | +53.87% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -0.09% | +41.28% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.41% | — | +55.57% | |
| 10 | IVLU | Ishares Msci International V | ETF-Other | 1.38% | -0.05% | +76.75% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 1.28% | -0.03% | +175.47% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.16% | -0.04% | +75.84% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.16% | -0.11% | — | |
| 14 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.15% | — | +109.73% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.14% | -0.08% | +58.56% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.09% | -0.06% | +82.93% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.09% | +0.26% | +272.35% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.96% | -0.09% | +445.91% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | -0.28% | +30.55% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.03% | +228.50% | |
| 21 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.89% | -0.01% | +194.50% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.34% | — | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 0.84% | -0.01% | +3.01% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | — | +84.71% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.80% | -0.07% | +57.17% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.79% | +0.01% | -27.02% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | +0.03% | +20.96% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.76% | -0.01% | +20.00% | |
| 29 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.74% | — | +35.51% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.10% | +1228.14% | |
| 31 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.66% | -0.03% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | +38.37% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.62% | +0.01% | +71.12% | |
| 34 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.62% | -0.17% | +113.02% | |
| 35 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 0.61% | -0.01% | +235.61% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | -0.02% | +38.89% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.14% | +27.06% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.59% | -0.35% | +68.72% | |
| 39 | FTCS | First Trust Capital Strength | ETF-Other | 0.58% | -0.01% | +2.12% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.58% | -0.01% | +91.75% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.08% | +49.56% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.57% | -0.02% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.57% | -0.10% | +61.72% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.06% | -2.36% | |
| 45 | INDA | Ishares Msci India ETF | ETF-Other | 0.56% | — | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | -0.02% | +7.86% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | +0.08% | +205.49% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | -8.77% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | — | +30.93% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.02% | +49.33% |
According to official SEC Form 13F filings, Savvy Advisors, Inc. reported a total U.S. public equity portfolio value of $4.7B across 223 disclosed positions in Q1 2024.
During Q1 2024, Savvy Advisors, Inc.'s top holdings by market value included VOO (7.3%)、AMGN (6.5%)、IUSB (3.7%). The largest single position, VOO, represented 7.3% of total portfolio value.
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In Q1 2024, Savvy Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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