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",
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  null,
  null,
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  "ABBV",
  "ADBE",
  "OBDC",
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  "BSX",
  null,
  null,
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  null,
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  "RGTI",
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  "UNP",
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  "LHX",
  "LRCX",
  "GBAB",
  "IWS",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  null,
  null,
  "MA",
  "MDT",
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  "MDLZ",
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  null,
  "GE",
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  "NVS",
  null,
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  null,
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  "IX",
  "BX",
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  "EFG",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
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  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IEMG",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
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  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,
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  null,
  null,
  null,
  null,
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  "VCIT",
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  "NGG",
  null,
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  "VIG",
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  "LYG",
  null,
  "TXT",
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  "WY",
  "TSM",
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  "GRWG",
  "VRTX",
  null,
  "TT",
  "RGLD",
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  "AFL",
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  "AJG",
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  "AEP",
  "SID",
  "ENIC",
  "SGOL",
  "FGEN",
  null,
  null,
  null,
  "AOS",
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  "NVO",
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  "SCHB",
  null,
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  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "ELS",
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  null,
  null,
  "VEU",
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  null,
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  "VUG",
  "VLO",
  "VEA",
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  "VYMI",
  "VMI",
  null,
  null,
  "VXUS",
  "VGLT",
  "VTWO",
  "BNDX",
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  "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",
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  null,
  "SCHF",
  null,
  "SCHA",
  "MSCI",
  "MFC",
  "NZF",
  "SO",
  "PB",
  "PSX",
  "CRM",
  "SCI",
  "SPOT",
  null,
  null,
  "IXUS",
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  "LYB",
  null,
  null,
  null,
  "GEV",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  "PSA",
  null,
  "KMB",
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  "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

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33740F441

Shares:22.2K

Value:$806.3K

% of Portfolio:0.1% ($806.3K/$994.4M)

464288588

Shares:8.5K

Value:$798.6K

% of Portfolio:0.1% ($798.6K/$994.4M)

205750409

Shares:325.0K

Value:$793.0K

% of Portfolio:0.1% ($793.0K/$994.4M)

BOEING CO

BA|097023105

Shares:4.6K

Value:$776.5K

% of Portfolio:0.1% ($776.5K/$994.4M)

Constellation Energy Corp

CEG|21037T109

Shares:3.8K

Value:$767.2K

% of Portfolio:0.1% ($767.2K/$994.4M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:4.6K

Value:$767.1K

% of Portfolio:0.1% ($767.1K/$994.4M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:1.2K

Value:$765.1K

% of Portfolio:0.1% ($765.1K/$994.4M)

921910733

ESGV|921910733

Shares:7.8K

Value:$763.2K

% of Portfolio:0.1% ($763.2K/$994.4M)

EXELON CORP

EXC|30161N101

Shares:16.6K

Value:$762.9K

% of Portfolio:0.1% ($762.9K/$994.4M)

092528207

Shares:32.1K

Value:$760.3K

% of Portfolio:0.1% ($760.3K/$994.4M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:5.7K

Value:$755.4K

% of Portfolio:0.1% ($755.4K/$994.4M)

808524755

FNDF|808524755

Shares:20.5K

Value:$741.4K

% of Portfolio:0.1% ($741.4K/$994.4M)

Workday, Inc.

WDAY|98138H101

Shares:3.2K

Value:$740.3K

% of Portfolio:0.1% ($740.3K/$994.4M)

ServiceNow, Inc.

NOW|81762P102

Shares:921

Value:$733.2K

% of Portfolio:0.1% ($733.2K/$994.4M)

STRYKER CORP

SYK|863667101

Shares:2.0K

Value:$731.3K

% of Portfolio:0.1% ($731.3K/$994.4M)

KROGER CO

KR|501044101

Shares:10.8K

Value:$730.1K

% of Portfolio:0.1% ($730.1K/$994.4M)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:35.6K

Value:$723.9K

% of Portfolio:0.1% ($723.9K/$994.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:3.1K

Value:$723.2K

% of Portfolio:0.1% ($723.2K/$994.4M)

92206C573

Shares:9.4K

Value:$721.5K

% of Portfolio:0.1% ($721.5K/$994.4M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.5K

Value:$719.2K

% of Portfolio:0.1% ($719.2K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F441)✕	22.2K	QoQ 0.00% (-0) YoY NEW(+22.2K)	All Managers (Combined)	$806.3K	0.1% ($806.3K/$994.4M)	QoQ -1.72% (-$14.1K) YoY NEW(+$806.3K)
(cusip464288588)✕	8.5K	QoQ +251.27% (+6.1K) YoY NEW(+8.5K)	All Managers (Combined)	$798.6K	0.1% ($798.6K/$994.4M)	QoQ +259.34% (+$576.3K) YoY NEW(+$798.6K)
(cusip205750409)✕	325.0K	QoQ NEW(+325.0K) YoY NEW(+325.0K)	All Managers (Combined)	$793.0K	0.1% ($793.0K/$994.4M)	QoQ NEW(+$793.0K) YoY NEW(+$793.0K)
BOEING CO(BAcusip097023105)	4.6K	QoQ +86.52% (+2.1K) YoY +215.52% (+3.1K)	All Managers (Combined)	$776.5K	0.1% ($776.5K/$994.4M)	QoQ +79.68% (+$344.3K) YoY +178.81% (+$498.0K)
Constellation Energy Corp(CEGcusip21037T109)	3.8K	QoQ +4.96% (-180) YoY +68.73% (+1.6K)	All Managers (Combined)	$767.2K	0.1% ($767.2K/$994.4M)	QoQ -5.38% (-$43.7K) YoY +84.05% (+$350.4K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	4.6K	QoQ +94.15% (+2.2K) YoY NEW(+4.6K)	All Managers (Combined)	$767.1K	0.1% ($767.1K/$994.4M)	QoQ +63.17% (+$297.0K) YoY NEW(+$767.1K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	1.2K	QoQ -3.13% (-39) YoY NEW(+1.2K)	All Managers (Combined)	$765.1K	0.1% ($765.1K/$994.4M)	QoQ -13.70% (-$121.5K) YoY NEW(+$765.1K)
(ESGVcusip921910733)	7.8K	QoQ +2.68% (-204) YoY NEW(+7.8K)	All Managers (Combined)	$763.2K	0.1% ($763.2K/$994.4M)	QoQ -4.11% (-$32.7K) YoY NEW(+$763.2K)
EXELON CORP(EXCcusip30161N101)	16.6K	QoQ +5.68% (+891) YoY +93.47% (+8.0K)	All Managers (Combined)	$762.9K	0.1% ($762.9K/$994.4M)	QoQ +29.38% (+$173.3K) YoY +137.30% (+$441.4K)
(cusip092528207)✕	32.1K	QoQ 0.00% (+0) YoY +6.38% (+1.9K)	All Managers (Combined)	$760.3K	0.1% ($760.3K/$994.4M)	QoQ +0.23% (+$1.8K) YoY +5.91% (+$42.5K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	5.7K	QoQ +11.75% (+601) YoY NEW(+5.7K)	All Managers (Combined)	$755.4K	0.1% ($755.4K/$994.4M)	QoQ +74.28% (+$322.0K) YoY NEW(+$755.4K)
(FNDFcusip808524755)	20.5K	QoQ +2.04% (+411) YoY NEW(+20.5K)	All Managers (Combined)	$741.4K	0.1% ($741.4K/$994.4M)	QoQ +11.04% (+$73.8K) YoY NEW(+$741.4K)
Workday, Inc.(WDAYcusip98138H101)	3.2K	QoQ -1.46% (-47) YoY NEW(+3.2K)	All Managers (Combined)	$740.3K	0.1% ($740.3K/$994.4M)	QoQ -10.81% (-$89.8K) YoY NEW(+$740.3K)
ServiceNow, Inc.(NOWcusip81762P102)	921	QoQ +69.61% (+378) YoY NEW(+921)	All Managers (Combined)	$733.2K	0.1% ($733.2K/$994.4M)	QoQ +27.37% (+$157.6K) YoY NEW(+$733.2K)
STRYKER CORP(SYKcusip863667101)	2.0K	QoQ +19.52% (+321) YoY NEW(+2.0K)	All Managers (Combined)	$731.3K	0.1% ($731.3K/$994.4M)	QoQ +23.58% (+$139.6K) YoY NEW(+$731.3K)
KROGER CO(KRcusip501044101)	10.8K	QoQ +26.25% (+2.2K) YoY NEW(+10.8K)	All Managers (Combined)	$730.1K	0.1% ($730.1K/$994.4M)	QoQ +39.76% (+$207.7K) YoY NEW(+$730.1K)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	35.6K	QoQ -5.30% (-2.0K) YoY NEW(+35.6K)	All Managers (Combined)	$723.9K	0.1% ($723.9K/$994.4M)	QoQ +5.09% (-$35.1K) YoY NEW(+$723.9K)
LOWES COMPANIES INC(LOWcusip548661107)	3.1K	QoQ +35.83% (+818) YoY NEW(+3.1K)	All Managers (Combined)	$723.2K	0.1% ($723.2K/$994.4M)	QoQ +28.35% (+$159.7K) YoY NEW(+$723.2K)
(cusip92206C573)✕	9.4K	QoQ -1.13% (-108) YoY NEW(+9.4K)	All Managers (Combined)	$721.5K	0.1% ($721.5K/$994.4M)	QoQ +0.28% (-$2.1K) YoY NEW(+$721.5K)
DANAHER CORP /DE/(DHRcusip235851102)	3.5K	QoQ -19.02% (-824) YoY NEW(+3.5K)	All Managers (Combined)	$719.2K	0.1% ($719.2K/$994.4M)	QoQ -27.66% (-$275.1K) YoY NEW(+$719.2K)