Savvy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NLY",
  null,
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "BABA",
  "MAIN",
  null,
  null,
  "ALL",
  null,
  "MOG-A",
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  "RUSHA",
  "AXP",
  null,
  null,
  "T",
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  null,
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  "CAT",
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  "AVGO",
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  null,
  null,
  null,
  null,
  "ARCC",
  null,
  "BIDU",
  "BSX",
  null,
  null,
  "DBEF",
  "COF",
  null,
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  "EIM",
  "RGTI",
  null,
  null,
  null,
  "SLP",
  null,
  "FCX",
  null,
  null,
  "GD",
  "TSLX",
  "GILD",
  "HON",
  "HD",
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  null,
  "BEN",
  null,
  null,
  "UNP",
  "QCOM",
  "FBRT",
  "ISRG",
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "OIA",
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  "NTIP",
  null,
  "IVW",
  "IJH",
  "QUBT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BBN",
  null,
  "TEI",
  "DSM",
  null,
  null,
  "NDMO",
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "GBAB",
  "IWS",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EXC",
  "EVR",
  null,
  "GE",
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  "NVS",
  null,
  "OXY",
  "ODFL",
  null,
  "ORLY",
  "IX",
  "BX",
  "AMP",
  "IJR",
  "EFG",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IEMG",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  "MKC",
  "MPW",
  "KIND",
  "AMGN",
  null,
  "MSTR",
  "DGX",
  "REGN",
  "FNDX",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  null,
  null,
  "SCHX",
  "NOW",
  "SHW",
  "SHOP",
  "ROP",
  "SRE",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  null,
  "AMT",
  null,
  null,
  "SPLG",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "VXF",
  "AGNC",
  "MKZR",
  "VV",
  "VOE",
  "OGE",
  "SCHW",
  "MNST",
  null,
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  "NGG",
  null,
  null,
  "VIG",
  null,
  "PSNY",
  "LYG",
  null,
  "TXT",
  "TSCO",
  "WY",
  "TSM",
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  "GRWG",
  "VRTX",
  null,
  "TT",
  "RGLD",
  null,
  "AMCR",
  null,
  "AFL",
  "AMD",
  "SONY",
  "AVB",
  "FI",
  "F",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "GSLC",
  "AEP",
  "SID",
  "ENIC",
  "SGOL",
  "FGEN",
  null,
  null,
  null,
  "AOS",
  "FDS",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "ELS",
  "ABEV",
  null,
  null,
  "VEU",
  "VGT",
  null,
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VNQI",
  "BLV",
  "VYMI",
  "VMI",
  null,
  null,
  "VXUS",
  "VGLT",
  "VTWO",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VSCO",
  "WMT",
  "WFC",
  "WELL",
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  "WDAY",
  null,
  "UMC",
  null,
  "POWI",
  "GRMN",
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "MSCI",
  "MFC",
  "NZF",
  "SO",
  "PB",
  "PSX",
  "CRM",
  "SCI",
  "SPOT",
  null,
  null,
  "IXUS",
  "MTUM",
  "LYB",
  null,
  null,
  null,
  "GEV",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  "PSA",
  null,
  "KMB",
  "LULU",
  "ADP",
  "AZO",
  "BAC",
  null,
  "BRK-B",
  "BDX",
  null,
  null,
  "MVF",
  "BA",
  "MQY",
  "EAT",
  "BMY",
  null,
  "CNI",
  "CDNS",
  "CARR",
  "CBOE",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "DHR",
  "DE",
  "DVN",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOCU",
  "RSP",
  null,
  "EFA",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 518
Total Value: 994407612
Accession Number: 0002003633-25-000004
Form Type: 13F-HR
CIK: savvy-advisors
Manager Name: Savvy-Advisors

Data Enrichment

66% identified

340 identified178 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

518 positions • $994.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 26

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NVIDIA CORP

NVDA|67066G104

Shares:658.0K

Value:$71.3M

% of Portfolio:7.2% ($71.3M/$994.4M)

922908363

VOO|922908363

Shares:117.3K

Value:$60.3M

% of Portfolio:6.1% ($60.3M/$994.4M)

46434V613

Shares:937.5K

Value:$43.2M

% of Portfolio:4.3% ($43.2M/$994.4M)

84858T202

Shares:1.8M

Value:$40.2M

% of Portfolio:4.0% ($40.2M/$994.4M)

Apple Inc.

AAPL|037833100

Shares:141.3K

Value:$31.4M

% of Portfolio:3.2% ($31.4M/$994.4M)

46641Q761

Shares:493.3K

Value:$27.9M

% of Portfolio:2.8% ($27.9M/$994.4M)

808524300

SCHG|808524300

Shares:899.0K

Value:$22.5M

% of Portfolio:2.3% ($22.5M/$994.4M)

MICROSOFT CORP

MSFT|594918104

Shares:57.7K

Value:$21.7M

% of Portfolio:2.2% ($21.7M/$994.4M)

922908744

VTV|922908744

Shares:107.7K

Value:$18.6M

% of Portfolio:1.9% ($18.6M/$994.4M)

46435G409

Shares:520.4K

Value:$15.8M

% of Portfolio:1.6% ($15.8M/$994.4M)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:487.9K

Value:$14.5M

% of Portfolio:1.5% ($14.5M/$994.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:83.4K

Value:$14.2M

% of Portfolio:1.4% ($14.2M/$994.4M)

AMGEN INC

AMGN|031162100

Shares:45.4K

Value:$14.1M

% of Portfolio:1.4% ($14.1M/$994.4M)

AMAZON COM INC

AMZN|023135106

Shares:68.4K

Value:$13.0M

% of Portfolio:1.3% ($13.0M/$994.4M)

464288885

EFG|464288885

Shares:115.8K

Value:$11.6M

% of Portfolio:1.2% ($11.6M/$994.4M)

81369Y803

XLK|81369Y803

Shares:52.1K

Value:$10.8M

% of Portfolio:1.1% ($10.8M/$994.4M)

922908769

VTI|922908769

Shares:36.3K

Value:$10.0M

% of Portfolio:1.0% ($10.0M/$994.4M)

808524201

SCHX|808524201

Shares:394.3K

Value:$8.7M

% of Portfolio:0.9% ($8.7M/$994.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:15.2K

Value:$8.5M

% of Portfolio:0.9% ($8.5M/$994.4M)

464288414

MUB|464288414

Shares:77.9K

Value:$8.2M

% of Portfolio:0.8% ($8.2M/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	658.0K	QoQ +2.42% (-15.6K) YoY +18403.68% (+654.4K)	All Managers (Combined)	$71.3M	7.2% ($71.3M/$994.4M)	QoQ -17.33% (-$15.0M) YoY +2119.43% (+$68.1M)
(VOOcusip922908363)	117.3K	QoQ -1.89% (-2.3K) YoY +343.54% (+90.8K)	All Managers (Combined)	$60.3M	6.1% ($60.3M/$994.4M)	QoQ -6.42% (-$4.1M) YoY +374.19% (+$47.6M)
(cusip46434V613)✕	937.5K	QoQ +46.45% (+297.4K) YoY +563.05% (+796.1K)	All Managers (Combined)	$43.2M	4.3% ($43.2M/$994.4M)	QoQ +49.30% (+$14.3M) YoY +570.18% (+$36.8M)
(cusip84858T202)✕	1.8M	QoQ +14.75% (+234.8K) YoY NEW(+1.8M)	All Managers (Combined)	$40.2M	4.0% ($40.2M/$994.4M)	QoQ +18.40% (+$6.2M) YoY NEW(+$40.2M)
Apple Inc.(AAPLcusip037833100)	141.3K	QoQ +24.91% (+28.2K) YoY +891.17% (+127.1K)	All Managers (Combined)	$31.4M	3.2% ($31.4M/$994.4M)	QoQ +10.80% (+$3.1M) YoY +1183.93% (+$28.9M)
(cusip46641Q761)✕	493.3K	QoQ +48.31% (+160.7K) YoY +669.78% (+429.2K)	All Managers (Combined)	$27.9M	2.8% ($27.9M/$994.4M)	QoQ +46.24% (+$8.8M) YoY +722.20% (+$24.5M)
(SCHGcusip808524300)	899.0K	QoQ +158.41% (+551.1K) YoY +22247.72% (+895.0K)	All Managers (Combined)	$22.5M	2.3% ($22.5M/$994.4M)	QoQ +132.17% (+$12.8M) YoY +5935.32% (+$22.1M)
MICROSOFT CORP(MSFTcusip594918104)	57.7K	QoQ +25.51% (+11.7K) YoY +449.46% (+47.2K)	All Managers (Combined)	$21.7M	2.2% ($21.7M/$994.4M)	QoQ +11.78% (+$2.3M) YoY +390.25% (+$17.2M)
(VTVcusip922908744)	107.7K	QoQ +55.80% (+38.6K) YoY +769.08% (+95.3K)	All Managers (Combined)	$18.6M	1.9% ($18.6M/$994.4M)	QoQ +58.96% (+$6.9M) YoY +821.83% (+$16.6M)
(cusip46435G409)✕	520.4K	QoQ +1.41% (+7.3K) YoY +515.17% (+435.8K)	All Managers (Combined)	$15.8M	1.6% ($15.8M/$994.4M)	QoQ +13.38% (+$1.9M) YoY +560.50% (+$13.4M)
abrdn Gold ETF Trust(SGOLcusip00326A104)	487.9K	QoQ +13.50% (+58.1K) YoY +865.84% (+437.4K)	All Managers (Combined)	$14.5M	1.5% ($14.5M/$994.4M)	QoQ +35.11% (+$3.8M) YoY +1255.99% (+$13.5M)
PROCTER & GAMBLE Co(PGcusip742718109)	83.4K	QoQ +14.51% (+10.6K) YoY +2402.67% (+80.0K)	All Managers (Combined)	$14.2M	1.4% ($14.2M/$994.4M)	QoQ +16.40% (+$2.0M) YoY +2529.07% (+$13.7M)
AMGEN INC(AMGNcusip031162100)	45.4K	QoQ +5.74% (+2.5K) YoY +15.24% (+6.0K)	All Managers (Combined)	$14.1M	1.4% ($14.1M/$994.4M)	QoQ +26.40% (+$3.0M) YoY +26.28% (+$2.9M)
AMAZON COM INC(AMZNcusip023135106)	68.4K	QoQ +24.89% (+13.6K) YoY +822.02% (+61.0K)	All Managers (Combined)	$13.0M	1.3% ($13.0M/$994.4M)	QoQ +8.31% (+$999.2K) YoY +872.53% (+$11.7M)
(EFGcusip464288885)	115.8K	QoQ -8.32% (-10.5K) YoY +494.57% (+96.3K)	All Managers (Combined)	$11.6M	1.2% ($11.6M/$994.4M)	QoQ -5.32% (-$650.6K) YoY +472.86% (+$9.6M)
(XLKcusip81369Y803)	52.1K	QoQ +13.25% (+6.1K) YoY +474.95% (+43.0K)	All Managers (Combined)	$10.8M	1.1% ($10.8M/$994.4M)	QoQ +0.56% (+$60.8K) YoY +470.00% (+$8.9M)
(VTIcusip922908769)	36.3K	QoQ +0.60% (-218) YoY +1806.19% (+34.4K)	All Managers (Combined)	$10.0M	1.0% ($10.0M/$994.4M)	QoQ -4.59% (-$480.7K) YoY +1915.74% (+$9.5M)
(SCHXcusip808524201)	394.3K	QoQ -0.38% (-1.5K) YoY +453.21% (+323.0K)	All Managers (Combined)	$8.7M	0.9% ($8.7M/$994.4M)	QoQ -5.10% (-$468.6K) YoY +96.82% (+$4.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	15.2K	QoQ +124.21% (+8.4K) YoY +960.25% (+13.8K)	All Managers (Combined)	$8.5M	0.9% ($8.5M/$994.4M)	QoQ +114.02% (+$4.5M) YoY +1033.54% (+$7.8M)
(MUBcusip464288414)	77.9K	QoQ +12.94% (+8.9K) YoY +403.10% (+62.4K)	All Managers (Combined)	$8.2M	0.8% ($8.2M/$994.4M)	QoQ +11.77% (+$864.9K) YoY +393.00% (+$6.5M)