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CIK: 0002003633
Total reported value
$4.7B
$4.7B
351 檔
2.4%
In Q3 2024, Savvy Advisors, Inc.'s U.S. equity holdings reached a combined market value of $4.7B, distributed across 351 disclosed stock positions.
During Q3 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, IUSB, JQUA) accounted for 2.4% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 351 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.28% | -0.03% | +153.87% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.51% | -0.35% | +97.24% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.10% | -0.15% | +145.28% | |
| 4 | AMGN | Amgen Inc | Stock-Healthcare | 2.67% | — | -1.09% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.36% | -0.01% | +2050.10% | |
| 6 | IVLU | Ishares Msci International V | ETF-Other | 2.32% | -0.05% | +226.01% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.12% | -0.11% | +68.00% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.08% | -0.12% | +41.06% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.07% | -0.04% | +186.50% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.02% | -0.10% | +26.57% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.98% | — | +46.82% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.09% | +26.29% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.65% | +0.26% | +160.06% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.44% | -0.04% | +43.27% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.22% | -0.07% | -9.44% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.03% | +32.18% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | -0.02% | +6.49% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.04% | -0.06% | +102.22% | |
| 19 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.00% | — | +139.05% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.95% | -0.35% | +155.81% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.88% | -0.03% | +62.67% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.08% | +68.25% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | -0.09% | +84.87% | |
| 24 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.71% | — | — | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.28% | -11.39% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | +0.01% | +49.85% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.14% | +141.72% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.63% | +0.01% | +261.38% | |
| 29 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.63% | +0.01% | +111.97% | |
| 30 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.62% | -0.01% | +255.31% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.34% | -62.67% | |
| 32 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.58% | -0.02% | +12.16% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.58% | — | +451.83% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.58% | — | +25.32% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.04% | +25.61% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.08% | +953.97% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.52% | +0.02% | +358.25% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | +0.05% | +35.05% | |
| 39 | PLD | Prologis Inc | Stock-Real Estate | 0.47% | -0.01% | +42.31% | |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.46% | -0.01% | +7.00% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.10% | +6.17% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.43% | +0.10% | +221.33% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.02% | +38.19% | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.43% | -0.03% | +387.01% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.02% | +25.93% | |
| 46 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.42% | — | +24.41% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.10% | +27.51% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.04% | +37.18% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.40% | +0.03% | +1.22% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.20% | +24.21% |
According to official SEC Form 13F filings, Savvy Advisors, Inc. reported a total U.S. public equity portfolio value of $4.7B across 351 disclosed positions in Q3 2024.
During Q3 2024, Savvy Advisors, Inc.'s top holdings by market value included VOO (10.3%)、IUSB (4.5%)、JQUA (3.1%). The largest single position, VOO, represented 10.3% of total portfolio value.
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In Q3 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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