Latest Savvy Advisors, Inc. Stock Portfolio

Savvy Advisors, Inc. Performance:

2024 Q4: -0.07%YTD: 0.09%

Performance for 2024 Q4 is -0.07%, and YTD is 0.09%.

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 $831.6 Millions as of 31 Dec, 2024.

The top stock holdings of Savvy Advisors, Inc. are NVDA, VB, FFIU. The fund has invested 10.4% of it's portfolio in NVIDIA CORPORATION and 7.8% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off ISHARES TR (AMPS), INVESCO EXCH TRD SLF IDX FD (BSAE) and FIRST TR EXCHNG TRADED FD VI (AFLG) stocks. They significantly reduced their stock positions in EMERSON ELEC CO (EMR), CHIPOTLE MEXICAN GRILL INC (CMG) and CHUBB LIMITED (CB). Savvy Advisors, Inc. opened new stock positions in SPINNAKER ETF SERIES (FFIU), DOUBLELINE ETF TRUST and VANGUARD WHITEHALL FDS (VIGI). The fund showed a lot of confidence in some stocks as they added substantially to FIDELITY MERRIMACK STR TR (FBND), SCHWAB STRATEGIC TR (FNDA) and NVIDIA CORPORATION (NVDA).

Savvy Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Savvy Advisors, Inc. made a return of -0.07% in the last quarter. In trailing 12 months, it's portfolio return was 0.09%.

New Buys

Ticker	$ Bought
spinnaker etf series	33,911,400
doubleline etf trust	5,253,850
vanguard whitehall fds	2,244,230
proshares tr	2,212,620
ishares tr	1,861,530
vaneck etf trust	1,859,410
ishares tr	1,849,260
alps etf tr	1,800,920

New stocks bought by Savvy Advisors, Inc.

Additions

Ticker	% Inc.
fidelity merrimack str tr	1,266
schwab strategic tr	1,011
nvidia corporation	745
schwab strategic tr	739
etfs gold tr	646
bristol-myers squibb co	437
palo alto networks inc	425
uber technologies inc	381

Additions to existing portfolio by Savvy Advisors, Inc.

Reductions

Ticker	% Reduced
emerson elec co	-77.08
chipotle mexican grill inc	-72.77
chubb limited	-61.2
coinbase global inc	-57.17
intuitive surgical inc	-55.78
ishares tr	-50.34
marsh & mclennan cos inc	-47.1
mckesson corp	-34.72

Savvy Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-669,990
oramed pharmaceuticals inc	-45,896
vaneck etf trust	-426,097
nu hldgs ltd	-215,465
ishares tr	-751,818
kulr technology group inc	-3,396
first tr exchng traded fd vi	-542,075
schwab strategic tr	-403,177

Savvy Advisors, Inc. got rid off the above stocks

Sector Distribution

Savvy Advisors, Inc. has about 58.3% of it's holdings in Others sector.

Sector	%
Others	58.3
Technology	19.7
Healthcare	4.1
Financial Services	3.2
Consumer Defensive	3.2
Consumer Cyclical	3.2
Communication Services	2.8
Industrials	2
Real Estate	1.3
Energy	1.1

Market Cap. Distribution

Savvy Advisors, Inc. has about 40.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	58.2
MEGA-CAP	28
LARGE-CAP	12.6

Stocks belong to which Index?

About 40% of the stocks held by Savvy Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	59.7
S&P 500	40

Top 5 Winners (%)		%
RGTI	rigetti computing inc	917.3 %
QUBT	quantum computing inc	435.6 %
QBTS	d-wave quantum inc	415.3 %
LODE	comstock inc	95.1 %
PLTR	palantir technologies inc	54.2 %

Top 5 Winners ($)		$
AAPL	apple inc	2.1 M
AMZN	amazon com inc	1.4 M
TSLA	tesla inc	1.2 M
AVGO	broadcom inc	1.1 M
LODE	comstock inc	0.8 M

Top 5 Losers (%)		%
PANW	palo alto networks inc	-50.4 %
DOW	dow inc	-26.5 %
MPW	medical pptys trust inc	-25.9 %
AMD	advanced micro devices inc	-24.1 %
AOS	smith a o corp	-24.0 %

Top 5 Losers ($)		$
AMGN	amgen inc	-2.6 M
PANW	palo alto networks inc	-1.8 M
NVDA	nvidia corporation	-0.6 M
PLD	prologis inc.	-0.4 M
PG	procter and gamble co	-0.4 M

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 449 stocks in it's portfolio. About 38.3% of the portfolio is in top 10 stocks. AMGN 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: 13 Feb, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	NVDA	nvidia corporation	10.37	642,405	86,268,500	added	745
Historical Trend of NVIDIA CORPORATION Position Held By Savvy Advisors, Inc. What % of Portfolio is NVDA?: Number of NVDA shares held: Change in No. of Shares Held:
	VB	vanguard index fds	7.75	119,550	64,414,700	added	24.66

	FFIU	spinnaker etf series	4.08	1,591,340	33,911,400	new

	ACWF	ishares tr	3.48	640,148	28,934,700	added	35.87

	AAPL	apple inc	3.41	113,136	28,331,600	added	169

	MSFT	microsoft corp	2.33	45,960	19,372,000	added	98.81

	BBAX	j p morgan exchange traded f	2.29	332,630	19,049,700	added	23.16

	AGT	ishares tr	1.67	513,185	13,912,400	added	32.92

	AAXJ	ishares tr	1.47	126,267	12,226,400	added	33.38

	PG	procter and gamble co	1.47	72,799	12,204,800	added	23.02

	AMZN	amazon com inc	1.45	54,793	12,021,000	added	78.21

	VB	vanguard index fds	1.41	69,146	11,706,400	added	15.66

	AMGN	amgen inc	1.35	42,940	11,191,900	added	5.11

	SGOL	etfs gold tr	1.29	429,816	10,766,900	added	646

	XLB	select sector spdr tr	1.29	46,011	10,698,400	added	27.49

	VB	vanguard index fds	1.26	36,095	10,460,800	reduced	-12.11

	FNDA	schwab strategic tr	1.17	347,915	9,696,400	added	739

	FNDA	schwab strategic tr	1.10	395,770	9,173,960	added	277

	AAXJ	ishares tr	0.88	68,962	7,347,900	added	94.28

	GOOG	alphabet inc	0.80	35,041	6,633,180	added	181