Latest Savvy Advisors, Inc. Stock Portfolio
Savvy Advisors, Inc. Performance:
2024 Q3: 1.86%YTD: 0.16%
Performance for 2024 Q3 is 1.86%, and YTD is 0.16%.
About Savvy Advisors, Inc. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Savvy Advisors, Inc. reported an equity portfolio of $492.5 Millions as of 30 Sep, 2024.
The top stock holdings of Savvy Advisors, Inc. are VB, ACWF, BBAX. The fund has invested 10.3% of it's portfolio in VANGUARD INDEX FDS and 4.5% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AOA), ARM HOLDINGS PLC and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), ISHARES TR (IBCE) and SCHWAB STRATEGIC TR (FNDA). Savvy Advisors, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and VANGUARD ADMIRAL FDS INC (IVOG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD SCOTTSDALE FDS (BNDW) and DANAHER CORPORATION (DHR).
The top stock holdings of Savvy Advisors, Inc. are VB, ACWF, BBAX. The fund has invested 10.3% of it's portfolio in VANGUARD INDEX FDS and 4.5% of portfolio in ISHARES TR.
The fund managers got completely rid off ISHARES TR (AOA), ARM HOLDINGS PLC and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in ISHARES INC (EMGF), ISHARES TR (IBCE) and SCHWAB STRATEGIC TR (FNDA). Savvy Advisors, Inc. opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and VANGUARD ADMIRAL FDS INC (IVOG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD SCOTTSDALE FDS (BNDW) and DANAHER CORPORATION (DHR).
Savvy Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Savvy Advisors, Inc. made a return of 1.86% in the last quarter. In trailing 12 months, it's portfolio return was 7.54%.
New Buys
| Ticker | $ Bought |
|---|---|
| dimensional etf trust | 3,502,480 |
| american centy etf tr | 1,394,680 |
| vanguard admiral fds inc | 1,382,430 |
| invesco exchange traded fd t | 1,137,630 |
| dimensional etf trust | 999,308 |
| coinbase global inc | 918,135 |
| first tr exchng traded fd vi | 805,978 |
| schwab strategic tr | 760,335 |
New stocks bought by Savvy Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 2,050 |
| vanguard scottsdale fds | 451 |
| danaher corporation | 402 |
| schwab strategic tr | 387 |
| dimensional etf trust | 358 |
| vanguard scottsdale fds | 313 |
| american tower corp new | 268 |
| ishares tr | 264 |
Additions to existing portfolio by Savvy Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares inc | -80.08 |
| ishares tr | -70.07 |
| schwab strategic tr | -64.91 |
| ishares tr | -62.67 |
| vistra corp | -59.97 |
| ishares tr | -45.64 |
| nu hldgs ltd | -40.27 |
| dominos pizza inc | -37.98 |
Savvy Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -1,194,970 |
| invesco exch traded fd tr ii | -282,785 |
| schwab strategic tr | -240,152 |
| first tr exch trd alphdx fd | -208,565 |
| abrdn silver etf trust | -222,720 |
| kraneshares trust | -207,969 |
| schwab strategic tr | -454,703 |
| dimensional etf trust | -235,989 |
Savvy Advisors, Inc. got rid off the above stocks
Sector Distribution
Savvy Advisors, Inc. has about 66% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 66 |
| Technology | 9.8 |
| Healthcare | 5.7 |
| Consumer Defensive | 3.7 |
| Consumer Cyclical | 3.1 |
| Financial Services | 2.9 |
| Industrials | 2.4 |
| Communication Services | 2.2 |
| Energy | 1.4 |
| Real Estate | 1.3 |
Market Cap. Distribution
Savvy Advisors, Inc. has about 33.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 66 |
| MEGA-CAP | 18.4 |
| LARGE-CAP | 14.7 |
Stocks belong to which Index?
About 32.8% of the stocks held by Savvy Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 66.8 |
| S&P 500 | 32.8 |
Savvy Advisors, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Savvy Advisors, Inc.
Savvy Advisors, Inc. has 351 stocks in it's portfolio. About 33.5% of the portfolio is in top 10 stocks. LRCX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Savvy Advisors, Inc. last quarter.
Last Reported on: 05 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 1.98 | 41,934 | 9,770,560 | added | 46.82 | ||
| AAXJ | ishares tr | 2.07 | 94,664 | 10,190,600 | added | 186 | ||
| AAXJ | ishares tr | 0.78 | 35,496 | 3,855,960 | added | 84.87 | ||
| AAXJ | ishares tr | 0.32 | 14,915 | 1,583,820 | added | 10.97 | ||
| AAXJ | ishares tr | 0.20 | 8,909 | 974,023 | added | 242 | ||
| AAXJ | ishares tr | 0.17 | 15,844 | 834,349 | added | 11.47 | ||
| AAXJ | ishares tr | 0.10 | 5,108 | 477,994 | added | 47.42 | ||
| AAXJ | ishares tr | 0.07 | 3,412 | 371,191 | added | 3.39 | ||
| AAXJ | ishares tr | 0.07 | 5,807 | 334,077 | added | 18.29 | ||
| AAXJ | ishares tr | 0.06 | 2,918 | 279,574 | added | 4.33 | ||
| AAXJ | ishares tr | 0.04 | 3,184 | 215,557 | reduced | -27.5 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.38 | 9,588 | 1,893,360 | added | 59.99 | ||
| ABC | cencora inc | 0.04 | 985 | 221,729 | new | |||
| ABT | abbott labs | 0.20 | 8,606 | 981,127 | added | 40.67 | ||
| ACN | accenture plc ireland | 0.20 | 2,755 | 973,837 | added | 39.78 | ||
| ACSG | dbx etf tr | 0.05 | 5,370 | 225,647 | added | 1.03 | ||
| ACWF | ishares tr | 4.51 | 471,144 | 22,200,300 | added | 97.24 | ||
| ACWF | ishares tr | 1.00 | 96,983 | 4,907,340 | added | 139 | ||
| ACWF | ishares tr | 0.25 | 52,938 | 1,213,340 | added | 2.56 | ||