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",
  "GOOGL",
  "RUSHA",
  "AXP",
  null,
  null,
  "T",
  "BLK",
  null,
  "AMRN",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  "ARCC",
  null,
  "BIDU",
  "BSX",
  null,
  null,
  "DBEF",
  "COF",
  null,
  "DUK",
  "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",
  "HEFA",
  "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",
  "HIG",
  "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 10 of 26

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WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:12.8K

Value:$918.4K

% of Portfolio:0.1% ($918.4K/$994.4M)

464287622

IWB|464287622

Shares:3.0K

Value:$914.5K

% of Portfolio:0.1% ($914.5K/$994.4M)

316092840

Shares:18.4K

Value:$913.5K

% of Portfolio:0.1% ($913.5K/$994.4M)

46138G805

Shares:34.2K

Value:$913.1K

% of Portfolio:0.1% ($913.1K/$994.4M)

92203J407

BNDX|92203J407

Shares:18.6K

Value:$908.3K

% of Portfolio:0.1% ($908.3K/$994.4M)

Shell plc

SHEL|780259305

Shares:12.4K

Value:$908.0K

% of Portfolio:0.1% ($908.0K/$994.4M)

464287465

EFA|464287465

Shares:10.9K

Value:$894.9K

% of Portfolio:0.1% ($894.9K/$994.4M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:8.8K

Value:$883.5K

% of Portfolio:0.1% ($883.5K/$994.4M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.3K

Value:$876.3K

% of Portfolio:0.1% ($876.3K/$994.4M)

47103U845

Shares:17.2K

Value:$871.4K

% of Portfolio:0.1% ($871.4K/$994.4M)

808524649

Shares:34.3K

Value:$869.4K

% of Portfolio:0.1% ($869.4K/$994.4M)

NOVARTIS AG

NVS|66987V109

Shares:7.8K

Value:$867.4K

% of Portfolio:0.1% ($867.4K/$994.4M)

46641Q654

Shares:17.0K

Value:$865.7K

% of Portfolio:0.1% ($865.7K/$994.4M)

OGE ENERGY CORP.

OGE|670837103

Shares:18.3K

Value:$839.2K

% of Portfolio:0.1% ($839.2K/$994.4M)

90274D382

Shares:30.1K

Value:$835.3K

% of Portfolio:0.1% ($835.3K/$994.4M)

NOVO NORDISK A S

NVO|670100205

Shares:12.0K

Value:$834.3K

% of Portfolio:0.1% ($834.3K/$994.4M)

ADOBE INC.

ADBE|00724F101

Shares:2.2K

Value:$827.3K

% of Portfolio:0.1% ($827.3K/$994.4M)

25434V880

DFAX|25434V880

Shares:31.2K

Value:$816.9K

% of Portfolio:0.1% ($816.9K/$994.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:6.7K

Value:$813.0K

% of Portfolio:0.1% ($813.0K/$994.4M)

464288646

Shares:15.5K

Value:$810.7K

% of Portfolio:0.1% ($810.7K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	12.8K	QoQ +12.36% (+1.4K) YoY NEW(+12.8K)	All Managers (Combined)	$918.4K	0.1% ($918.4K/$994.4M)	QoQ +14.84% (+$118.7K) YoY NEW(+$918.4K)
(IWBcusip464287622)	3.0K	QoQ +0.70% (-21) YoY +62.01% (+1.1K)	All Managers (Combined)	$914.5K	0.1% ($914.5K/$994.4M)	QoQ -4.11% (-$39.2K) YoY +72.56% (+$384.6K)
(cusip316092840)✕	18.4K	QoQ +5.72% (+997) YoY +102.66% (+9.3K)	All Managers (Combined)	$913.5K	0.1% ($913.5K/$994.4M)	QoQ +5.00% (+$43.5K) YoY +121.84% (+$501.7K)
(cusip46138G805)✕	34.2K	QoQ +7.52% (+2.4K) YoY NEW(+34.2K)	All Managers (Combined)	$913.1K	0.1% ($913.1K/$994.4M)	QoQ +9.70% (+$80.8K) YoY NEW(+$913.1K)
(BNDXcusip92203J407)	18.6K	QoQ -1.38% (-261) YoY NEW(+18.6K)	All Managers (Combined)	$908.3K	0.1% ($908.3K/$994.4M)	QoQ -1.84% (-$17.1K) YoY NEW(+$908.3K)
Shell plc(SHELcusip780259305)	12.4K	QoQ +30.62% (+2.9K) YoY NEW(+12.4K)	All Managers (Combined)	$908.0K	0.1% ($908.0K/$994.4M)	QoQ +52.80% (+$313.8K) YoY NEW(+$908.0K)
(EFAcusip464287465)	10.9K	QoQ -2.39% (-269) YoY +23.24% (+2.1K)	All Managers (Combined)	$894.9K	0.1% ($894.9K/$994.4M)	QoQ +5.50% (-$46.7K) YoY +26.12% (+$185.4K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	8.8K	QoQ -22.24% (-2.5K) YoY NEW(+8.8K)	All Managers (Combined)	$883.5K	0.1% ($883.5K/$994.4M)	QoQ -12.18% (-$122.6K) YoY NEW(+$883.5K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.3K	QoQ +38.12% (+899) YoY +220.57% (+2.2K)	All Managers (Combined)	$876.3K	0.1% ($876.3K/$994.4M)	QoQ +25.19% (+$176.4K) YoY +278.79% (+$644.9K)
(cusip47103U845)✕	17.2K	QoQ +18.79% (+2.7K) YoY NEW(+17.2K)	All Managers (Combined)	$871.4K	0.1% ($871.4K/$994.4M)	QoQ +18.79% (+$137.9K) YoY NEW(+$871.4K)
(cusip808524649)✕	34.3K	QoQ 0.00% (-0) YoY NEW(+34.3K)	All Managers (Combined)	$869.4K	0.1% ($869.4K/$994.4M)	QoQ -1.20% (-$10.6K) YoY NEW(+$869.4K)
NOVARTIS AG(NVScusip66987V109)	7.8K	QoQ +8.05% (+580) YoY NEW(+7.8K)	All Managers (Combined)	$867.4K	0.1% ($867.4K/$994.4M)	QoQ +23.78% (+$166.7K) YoY NEW(+$867.4K)
(cusip46641Q654)✕	17.0K	QoQ +0.14% (+24) YoY NEW(+17.0K)	All Managers (Combined)	$865.7K	0.1% ($865.7K/$994.4M)	QoQ +0.41% (+$3.6K) YoY NEW(+$865.7K)
OGE ENERGY CORP.(OGEcusip670837103)	18.3K	QoQ +4.75% (+829) YoY NEW(+18.3K)	All Managers (Combined)	$839.2K	0.1% ($839.2K/$994.4M)	QoQ +16.71% (+$120.2K) YoY NEW(+$839.2K)
(cusip90274D382)✕	30.1K	QoQ +10.23% (+2.8K) YoY NEW(+30.1K)	All Managers (Combined)	$835.3K	0.1% ($835.3K/$994.4M)	QoQ +21.49% (+$147.8K) YoY NEW(+$835.3K)
NOVO NORDISK A S(NVOcusip670100205)	12.0K	QoQ +68.66% (+4.9K) YoY NEW(+12.0K)	All Managers (Combined)	$834.3K	0.1% ($834.3K/$994.4M)	QoQ +36.15% (+$221.5K) YoY NEW(+$834.3K)
ADOBE INC.(ADBEcusip00724F101)	2.2K	QoQ +47.13% (+691) YoY +277.75% (+1.6K)	All Managers (Combined)	$827.3K	0.1% ($827.3K/$994.4M)	QoQ +26.93% (+$175.6K) YoY +187.12% (+$539.1K)
(DFAXcusip25434V880)	31.2K	QoQ NEW(+31.2K) YoY NEW(+31.2K)	All Managers (Combined)	$816.9K	0.1% ($816.9K/$994.4M)	QoQ NEW(+$816.9K) YoY NEW(+$816.9K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	6.7K	QoQ +12.94% (+765) YoY NEW(+6.7K)	All Managers (Combined)	$813.0K	0.1% ($813.0K/$994.4M)	QoQ +13.86% (+$99.0K) YoY NEW(+$813.0K)
(cusip464288646)✕	15.5K	QoQ -15.33% (-2.8K) YoY +6.72% (+976)	All Managers (Combined)	$810.7K	0.1% ($810.7K/$994.4M)	QoQ -14.23% (-$134.5K) YoY +9.00% (+$66.9K)