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CIK: 0002003633
Total reported value
$4.7B
$4.7B
450 檔
5.1%
At the close of Q4 2024, Savvy Advisors, Inc. disclosed equity holdings valued at approximately $4.7B, spread across 450 reported holdings.
During Q4 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 NVDA, VOO, FFIU) accounted for 5.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 450 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.37% | -0.09% | +745.60% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.75% | -0.03% | +24.66% | |
| 3 | FFIU | Uva Unconstrained Medium-ter | ETF-Other | 4.08% | -0.26% | — | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.48% | -0.35% | +35.87% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.41% | — | +169.80% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.10% | +98.81% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 2.29% | -0.15% | +23.16% | |
| 8 | IVLU | Ishares Msci International V | ETF-Other | 1.67% | -0.05% | +32.92% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.47% | -0.04% | +33.38% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.12% | +23.02% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.03% | +78.21% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.41% | -0.11% | +15.66% | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 1.35% | — | +5.11% | |
| 14 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.29% | -0.17% | +646.30% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.29% | +0.26% | +27.49% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | -0.01% | -12.11% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.17% | -0.03% | +739.71% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.10% | -0.04% | +277.93% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 0.88% | -0.09% | +94.28% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.10% | +181.57% | |
| 21 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.77% | -0.06% | +29.54% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.71% | -0.02% | +9.60% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.10% | +1011.12% | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.69% | — | +17.02% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.04% | +143.55% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.68% | -0.35% | +30.35% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | -0.07% | -1.72% | |
| 28 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.63% | -0.05% | — | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | -0.02% | +159.15% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.04% | +76.32% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.08% | +11.41% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | — | +45.52% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.08% | +16.32% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | -0.28% | +23.36% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.34% | +28.01% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.48% | +0.05% | +60.27% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.09% | +134.13% | |
| 38 | VUG | Vanguard Growth ETF | ETF-Other | 0.46% | +0.01% | +6.25% | |
| 39 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.44% | -0.01% | +33.26% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.20% | +19.77% | |
| 41 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.44% | +0.01% | +30.66% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | — | +108.82% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.14% | +6.29% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.05% | +245.41% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.06% | +233.08% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.06% | +84.90% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.01% | +176.60% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | +0.01% | +0.65% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.10% | +23.34% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | +0.03% | +41.01% |
According to official SEC Form 13F filings, Savvy Advisors, Inc. reported a total U.S. public equity portfolio value of $4.7B across 450 disclosed positions in Q4 2024.
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During Q4 2024, Savvy Advisors, Inc.'s top holdings by market value included NVDA (10.4%)、VOO (7.8%)、FFIU (4.1%). The largest single position, NVDA, represented 10.4% of total portfolio value.
In Q4 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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