Savvy Advisors, Inc.
CIK Number: 0002003633
994.41M
Market Value
440
# of Holdings
3 months
Avg. Holding Period
23.79%
Win Rate
-0.71%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 642.4K | +745.60% | 86.27M | 129.56 | 10.37% |
| 2 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 119.55K | +24.66% | 64.41M | 512.59 | 7.75% |
| 3 | FFIU | Fieldstone UVA ... | 21.77 | 0.00% | 1.59M | +100.00% | 33.91M | 21.31 | 4.08% |
| 4 | IUSB | iShares Core To... | 45.58 | -0.13% | 640.15K | +35.87% | 28.93M | 45.91 | 3.48% |
| 5 | AAPL | Apple Inc. | 198.10 | +0.84% | 113.14K | +169.80% | 28.33M | 235.8 | 3.41% |
| 6 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 45.96K | +98.81% | 19.37M | 420.16 | 2.33% |
| 7 | JQUA | JPMorgan U.S. Q... | 59.29 | +0.80% | 332.63K | +23.16% | 19.05M | 54.83 | 2.29% |
| 8 | IVLU | iShares Edge MS... | 32.50 | -1.69% | 513.18K | +32.92% | 13.91M | 28.41 | 1.67% |
| 9 | EFG | iShares MSCI EA... | 109.77 | -0.54% | 126.27K | +33.38% | 12.23M | 103.12 | 1.47% |
| 10 | PG | The Procter & G... | 160.70 | +0.26% | 72.8K | +23.02% | 12.2M | 165.63 | 1.47% |
| 11 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 54.79K | +78.21% | 12.02M | 200 | 1.45% |
| 12 | VTV | Vanguard Value ... | 174.03 | +0.37% | 69.15K | +15.66% | 11.71M | 166.67 | 1.41% |
| 13 | AMGN | Amgen Inc. | 295.12 | -0.03% | 42.94K | +5.11% | 11.19M | 287.68 | 1.35% |
| 14 | SGOL | abrdn Physical ... | 32.30 | -1.39% | 429.82K | +646.30% | 10.77M | 24.53 | 1.29% |
| 15 | XLK | Technology Sele... | 242.79 | +1.51% | 46.01K | +27.49% | 10.7M | 223.25 | 1.29% |
| 16 | VTI | Vanguard Total ... | 296.15 | +0.88% | 36.09K | -12.11% | 10.46M | 281.03 | 1.26% |
| 17 | SCHG | Schwab U.S. Lar... | 28.20 | +1.13% | 347.92K | +739.71% | 9.7M | 26.6 | 1.17% |
| 18 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 395.77K | +277.93% | 9.17M | 20.66 | 1.10% |
| 19 | MUB | iShares Nationa... | 103.96 | +0.08% | 68.96K | +94.28% | 7.35M | 107.18 | 0.88% |
| 20 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 35.04K | +181.57% | 6.63M | 182.43 | 0.80% |
| 21 | VMBS | Vanguard Mortga... | 45.63 | -0.14% | 140.47K | +29.54% | 6.37M | 46.18 | 0.77% |
| 22 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 11.53K | +9.60% | 5.9M | 440.26 | 0.71% |
| 23 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 215.1K | +1.01K% | 5.88M | 26.99 | 0.71% |
| 24 | TFLO | iShares Treasur... | 50.56 | +0.03% | 113.49K | +17.02% | 5.73M | 50.53 | 0.69% |
| 25 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 29.85K | +143.55% | 5.68M | 180.37 | 0.68% |
| 26 | SPEM | SPDR Portfolio ... | 42.44 | +1.01% | 147.25K | +30.35% | 5.65M | 39.16 | 0.68% |
| 27 | VEA | Vanguard Develo... | 56.41 | +0.44% | 111.85K | -1.72% | 5.35M | 49.28 | 0.64% |
| 28 | DMBS | Doubleline Etf ... | 48.32 | -0.21% | 109.23K | +100.00% | 5.25M | 48.1 | 0.63% |
| 29 | VB | Vanguard Small ... | 232.08 | +1.04% | 21.39K | +159.15% | 5.14M | 230.87 | 0.62% |
| 30 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 10.67K | +76.32% | 4.84M | 424.81 | 0.58% |
| 31 | META | Meta Platforms,... | 701.33 | +2.70% | 8.07K | +11.41% | 4.73M | 510.77 | 0.57% |
| 32 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 19.57K | +45.52% | 4.69M | 208.8 | 0.56% |
| 33 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 18.54K | +16.32% | 4.3M | 159.62 | 0.52% |
| 34 | AGG | iShares Core U.... | 97.78 | -0.19% | 42.49K | +23.36% | 4.12M | 97.21 | 0.50% |
| 35 | IVV | iShares Core S&... | 603.05 | +0.54% | 6.78K | +28.01% | 3.99M | 553.45 | 0.48% |
| 36 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 6.78K | +60.27% | 3.97M | 555.12 | 0.48% |
| 37 | GLD | SPDR Gold Share... | 311.93 | -1.38% | 16.37K | +134.13% | 3.96M | 229.47 | 0.48% |
| 38 | VUG | Vanguard Growth... | 423.26 | +1.18% | 9.4K | +6.25% | 3.86M | 380.95 | 0.46% |
| 39 | XCEM | Columbia EM Cor... | 33.15 | +1.04% | 125K | +33.26% | 3.7M | 31.64 | 0.44% |
| 40 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 9.02K | +19.77% | 3.64M | 263.21 | 0.44% |
| 41 | SPTL | SPDR Portfolio ... | 25.82 | -0.79% | 138.76K | +30.66% | 3.63M | 27.99 | 0.44% |
| 42 | V | Visa Inc. | 355.07 | +0.63% | 10.94K | +108.82% | 3.46M | 292.25 | 0.42% |
| 43 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 30.38K | +6.29% | 3.27M | 112.44 | 0.39% |
| 44 | MCD | McDonald's Corp... | 295.94 | -1.98% | 11.06K | +245.41% | 3.21M | 289.29 | 0.39% |
| 45 | COST | Costco Wholesal... | 984.10 | -0.62% | 3.44K | +233.08% | 3.16M | 886.9 | 0.38% |
| 46 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 17.73K | +84.90% | 3.15M | 178.03 | 0.38% |
| 47 | MA | Mastercard Inco... | 568.14 | +1.09% | 5.92K | +176.60% | 3.12M | 494.64 | 0.38% |
| 48 | IBM | International B... | 281.56 | +1.57% | 14.13K | +0.65% | 3.11M | 206.41 | 0.37% |
| 49 | WMT | Walmart Inc. | 94.23 | -0.22% | 33.89K | +23.34% | 3.06M | 67.25 | 0.37% |
| 50 | SPYG | SPDR Portfolio ... | 92.04 | +1.13% | 33.65K | +41.01% | 2.96M | 76.46 | 0.36% |
| 51 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 3.77K | +99.10% | 2.91M | 787.51 | 0.35% |
| 52 | HD | The Home Depot,... | 353.06 | -0.45% | 7.19K | +39.74% | 2.8M | 366.54 | 0.34% |
| 53 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 53.64K | +380.85% | 2.69M | 50.17 | 0.32% |
| 54 | IJR | iShares Core S&... | 106.86 | +0.53% | 23.25K | +27.01% | 2.68M | 114.32 | 0.32% |
| 55 | FYLD | Cambria Foreign... | 29.40 | +0.10% | 105.24K | +2.07% | 2.65M | 26.66 | 0.32% |
| 56 | FBND | Fidelity Total ... | 45.23 | -0.17% | 59.09K | +1.27K% | 2.65M | 45.01 | 0.32% |
| 57 | FNDX | Schwab Fundamen... | 24.14 | +0.69% | 111.17K | +255.39% | 2.63M | 22.29 | 0.32% |
| 58 | DFEM | Dimensional Eme... | 29.30 | +1.09% | 95.82K | -22.99% | 2.51M | 28.15 | 0.30% |
| 59 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 16.85K | +86.94% | 2.44M | 152.33 | 0.29% |
| 60 | PLD | Prologis, Inc. | 106.75 | -0.49% | 22.48K | +22.13% | 2.38M | 114.31 | 0.29% |
| 61 | IWF | iShares Russell... | 409.82 | +1.05% | 5.77K | +2.87% | 2.32M | 339.6 | 0.28% |
| 62 | IFRA | iShares U.S. In... | 48.08 | -0.29% | 50.01K | +30.20% | 2.31M | 45.67 | 0.28% |
| 63 | ABT | Abbott Laborato... | 133.99 | -1.2% | 20.24K | +135.18% | 2.29M | 111.49 | 0.28% |
| 64 | VIGI | Vanguard Intern... | 89.91 | -0.06% | 28.06K | +100.00% | 2.24M | 79.99 | 0.27% |
| 65 | RWM | ProShares Short... | 19.48 | -1.04% | 118.07K | +100.00% | 2.21M | 18.74 | 0.27% |
| 66 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 4.35K | +31.40% | 2.2M | 536.92 | 0.26% |
| 67 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 27.02K | -20.85% | 2.17M | 82.99 | 0.26% |
| 68 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 61.36K | -18.54% | 2.12M | 33.77 | 0.26% |
| 69 | CVX | Chevron Corpora... | 146.06 | +0.10% | 14.15K | +145.87% | 2.05M | 147.78 | 0.25% |
| 70 | KO | The Coca-Cola C... | 70.46 | -0.79% | 32.31K | +22.53% | 2.01M | 67.63 | 0.24% |
| 71 | BLV | Vanguard Long-T... | 67.69 | -0.57% | 29.07K | +5.11% | 1.99M | 70.25 | 0.24% |
| 72 | BIV | Vanguard Interm... | 76.08 | -0.17% | 26.4K | +7.94% | 1.97M | 75.5 | 0.24% |
| 73 | INTU | Intuit Inc. | 767.56 | +1.80% | 3.04K | +124.26% | 1.91M | 630.64 | 0.23% |
| 74 | SCHF | Schwab Internat... | 21.89 | +0.44% | 101.34K | +113.30% | 1.87M | 18.83 | 0.23% |
| 75 | IQLT | iShares MSCI In... | 42.72 | -1.16% | 50.15K | +100.00% | 1.86M | 37.12 | 0.22% |
| 76 | ANGL | VanEck Fallen A... | 28.86 | +0.31% | 64.86K | +100.00% | 1.86M | 28.67 | 0.22% |
| 77 | IWY | iShares Russell... | 237.86 | +0.93% | 7.86K | +100.00% | 1.85M | 235.27 | 0.22% |
| 78 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 9.94K | +425.82% | 1.81M | 177.68 | 0.22% |
| 79 | RIGS | RiverFront Stra... | 23.02 | +0.15% | 77.87K | +100.00% | 1.8M | 23.13 | 0.22% |
| 80 | TLH | iShares 10-20 Y... | 99.01 | -0.66% | 18.03K | +102.37% | 1.79M | 103.14 | 0.22% |
| 81 | BSV | Vanguard Short-... | 78.08 | -0.03% | 23.14K | -0.35% | 1.79M | 76.67 | 0.21% |
| 82 | SUB | iShares Short-T... | 106.03 | +0.02% | 16.86K | +13.07% | 1.78M | 105.03 | 0.21% |
| 83 | VYM | Vanguard High D... | 131.03 | +0.37% | 13.91K | +43.64% | 1.77M | 122.96 | 0.21% |
| 84 | XLE | Energy Select S... | 87.77 | -0.37% | 20.55K | +27.69% | 1.76M | 89.31 | 0.21% |
| 85 | XMMO | Invesco S&P Mid... | 125.05 | +0.87% | 13.98K | +2.37% | 1.73M | 100.9 | 0.21% |
| 86 | DIS | The Walt Disney... | 119.45 | +1.28% | 15.37K | +100.77% | 1.71M | 102.57 | 0.21% |
| 87 | SCHA | Schwab U.S. Sma... | 24.75 | +1.00% | 63.8K | +106.56% | 1.65M | 24.05 | 0.20% |
| 88 | LODE | Comstock Inc. | 4.00 | +4.57% | 2.05M | +100.00% | 1.65M | 8.01 | 0.20% |
| 89 | GS | The Goldman Sac... | 626.86 | +2.17% | 2.85K | +160.66% | 1.63M | 524.9 | 0.20% |
| 90 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 27.52K | +42.47% | 1.63M | 52.68 | 0.20% |
| 91 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 4.8K | +50.71% | 1.6M | 287.58 | 0.19% |
| 92 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 9.47K | +28.87% | 1.58M | 136.58 | 0.19% |
| 93 | COP | ConocoPhillips | 95.02 | -2.01% | 15.79K | +30.10% | 1.57M | 107.67 | 0.19% |
| 94 | VZ | Verizon Communi... | 42.42 | -1.37% | 38.91K | +66.12% | 1.56M | 38.76 | 0.19% |
| 95 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 30.93K | +45.78% | 1.53M | 44.13 | 0.18% |
| 96 | EMXC | iShares MSCI Em... | 61.31 | +0.04% | 27.57K | +100.00% | 1.53M | 55.45 | 0.18% |
| 97 | HON | Honeywell Inter... | 223.91 | -0.17% | 6.76K | +318.85% | 1.53M | 221.31 | 0.18% |
| 98 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 19.27K | -20.93% | 1.5M | 78.92 | 0.18% |
| 99 | SCHR | Schwab Intermed... | 24.69 | -0.16% | 61.71K | +48.57% | 1.5M | 25.16 | 0.18% |
| 100 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 25.93K | +437.63% | 1.47M | 55.66 | 0.18% |
| 101 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 4.04K | -1.56% | 1.47M | 348.94 | 0.18% |
| 102 | MS | Morgan Stanley | 130.65 | +0.90% | 11.56K | +195.70% | 1.45M | 117.42 | 0.17% |
| 103 | SCHW | The Charles Sch... | 88.92 | +1.79% | 19.4K | +251.52% | 1.44M | 72.67 | 0.17% |
| 104 | BYLD | iShares Yield O... | 22.32 | -0.02% | 64.55K | +21.93% | 1.43M | 22.28 | 0.17% |
| 105 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 20.33K | +60.62% | 1.4M | 60.82 | 0.17% |
| 106 | FTEC | Fidelity MSCI I... | 188.34 | +1.53% | 7.56K | +5.44% | 1.4M | 166.72 | 0.17% |
| 107 | TXN | Texas Instrumen... | 199.09 | +2.10% | 7.12K | +40.39% | 1.33M | 190.94 | 0.16% |
| 108 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 13.5K | -7.13% | 1.3M | 95.95 | 0.16% |
| 109 | ELS | Equity LifeStyl... | 61.78 | -0.93% | 19.52K | +100.00% | 1.3M | 66.6 | 0.16% |
| 110 | HYDB | iShares High Yi... | 46.83 | +0.29% | 27.26K | +65.55% | 1.28M | 46.85 | 0.15% |
| 111 | AMT | American Tower ... | 214.85 | +0.03% | 6.96K | +55.95% | 1.28M | 208.22 | 0.15% |
| 112 | LMT | Lockheed Martin... | 466.60 | -4.08% | 2.58K | +196.55% | 1.25M | 486.51 | 0.15% |
| 113 | SCHO | Schwab Short-Te... | 24.25 | +0.03% | 52.02K | +124.81% | 1.25M | 24.1 | 0.15% |
| 114 | INTC | Intel Corporati... | 20.71 | +2.83% | 61.55K | -0.14% | 1.23M | 34.51 | 0.15% |
| 115 | PM | Philip Morris I... | 183.22 | -0.6% | 10.24K | +84.03% | 1.23M | 111.02 | 0.15% |
| 116 | AVB | AvalonBay Commu... | 207.09 | +0.44% | 5.59K | +18.42% | 1.23M | 209.4 | 0.15% |
| 117 | VIOO | Vanguard S&P Sm... | 99.03 | +0.89% | 11.54K | -9.67% | 1.22M | 108.18 | 0.15% |
| 118 | PYLD | PIMCO ETF Trust... | 26.18 | -0.08% | 46.54K | +100.00% | 1.21M | 25.92 | 0.15% |
| 119 | GE | General Electri... | 236.08 | -0.22% | 7.23K | +142.54% | 1.21M | 155.61 | 0.14% |
| 120 | ETN | Eaton Corporati... | 337.96 | +4.42% | 3.6K | -6.17% | 1.2M | 325.99 | 0.14% |
| 121 | COWZ | Pacer US Cash C... | 55.16 | +0.63% | 21.08K | +12.19% | 1.19M | 53.63 | 0.14% |
| 122 | T | AT&T Inc. | 27.94 | -0.89% | 51.76K | +300.58% | 1.18M | 22.58 | 0.14% |
| 123 | FTCS | First Trust Cap... | 90.06 | +0.08% | 13.18K | +3.22% | 1.16M | 81.09 | 0.14% |
| 124 | PICK | iShares MSCI Gl... | 37.12 | -0.85% | 33.01K | +7.37% | 1.16M | 41.17 | 0.14% |
| 125 | FVD | First Trust Val... | 44.61 | +0.09% | 25.61K | +2.82% | 1.12M | 40.69 | 0.13% |
| 126 | IJH | iShares Core S&... | 60.66 | +0.67% | 17.89K | +14.23% | 1.12M | 58.93 | 0.13% |
| 127 | TFI | SPDR Nuveen Blo... | 44.45 | +0.06% | 24.26K | -0.36% | 1.11M | 47 | 0.13% |
| 128 | IWM | iShares Russell... | 210.52 | +0.78% | 4.98K | +1.12% | 1.1M | 202.88 | 0.13% |
| 129 | ACN | Accenture plc | 313.78 | +0.66% | 3.12K | +13.21% | 1.1M | 337.06 | 0.13% |
| 130 | VGLT | Vanguard Long-T... | 54.52 | -0.77% | 19.8K | +285.78% | 1.1M | 56.61 | 0.13% |
| 131 | RZG | Invesco S&P Sma... | 49.24 | +0.78% | 22.1K | 0.00% | 1.09M | 51.48 | 0.13% |
| 132 | WM | Waste Managemen... | 234.37 | -0.9% | 5.38K | +59.28% | 1.09M | 197.55 | 0.13% |
| 133 | DE | Deere & Company | 524.06 | +2.84% | 2.51K | +325.93% | 1.06M | 422.2 | 0.13% |
| 134 | EYLD | Cambria Emergin... | 35.88 | +1.01% | 33.49K | +3.40% | 1.05M | 34.49 | 0.13% |
| 135 | VO | Vanguard Mid Ca... | 273.39 | +0.87% | 3.93K | +5.25% | 1.04M | 241.97 | 0.12% |
| 136 | BX | Blackstone Inc. | 137.85 | +1.06% | 6.01K | +175.91% | 1.04M | 156.76 | 0.12% |
| 137 | IWX | iShares Russell... | 82.42 | -0.01% | 13.08K | +100.00% | 1.03M | 79.03 | 0.12% |
| 138 | BSX | Boston Scientif... | 101.47 | +1.73% | 11.26K | +248.92% | 1.01M | 87.74 | 0.12% |
| 139 | DHR | Danaher Corpora... | 200.98 | +0.15% | 4.33K | -0.39% | 994.37K | 271.35 | 0.12% |
| 140 | SCHM | Schwab U.S. Mid... | 27.43 | +1.09% | 35.65K | +329.54% | 987.91K | 26.01 | 0.12% |
| 141 | RTX | RTX Corporation | 146.33 | +0.44% | 8.52K | -5.08% | 985.59K | 100.5 | 0.12% |
| 142 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 1.1K | +15.63% | 982.55K | 688.29 | 0.12% |
| 143 | AVDV | Avantis Interna... | 78.84 | +0.09% | 14.85K | -6.35% | 966.09K | 68.15 | 0.12% |
| 144 | AMD | Advanced Micro ... | 126.24 | +8.68% | 7.95K | +24.07% | 960.05K | 151.31 | 0.12% |
| 145 | IWB | iShares Russell... | 329.80 | +0.60% | 2.96K | 0.00% | 953.74K | 280.97 | 0.11% |
| 146 | CLX | The Clorox Comp... | 123.80 | +0.59% | 5.83K | +100.00% | 946.34K | 162.41 | 0.11% |
| 147 | IGSB | iShares 1-5 Yea... | 52.32 | +0.02% | 18.28K | +15.39% | 945.23K | 51.33 | 0.11% |
| 148 | MTUM | iShares MSCI US... | 231.53 | +0.55% | 4.56K | +100.00% | 943.61K | 206.92 | 0.11% |
| 149 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 6.21K | +91.45% | 943.55K | 159.46 | 0.11% |
| 150 | PGR | The Progressive... | 266.19 | -0.62% | 3.93K | +67.99% | 940.72K | 248.03 | 0.11% |