Savvy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
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  null,
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  null,
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  "LIN",
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "IBM",
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  null,
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  null,
  null,
  null,
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  "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 12 of 26

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lululemon athletica inc.

LULU|550021109

Shares:2.5K

Value:$716.7K

% of Portfolio:0.1% ($716.7K/$994.4M)

464287168

DVY|464287168

Shares:5.3K

Value:$711.3K

% of Portfolio:0.1% ($711.3K/$994.4M)

25434V799

Shares:25.3K

Value:$703.4K

% of Portfolio:0.1% ($703.4K/$994.4M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.6K

Value:$703.2K

% of Portfolio:0.1% ($703.2K/$994.4M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:3.2K

Value:$696.4K

% of Portfolio:0.1% ($696.4K/$994.4M)

Mondelez International, Inc.

MDLZ|609207105

Shares:10.2K

Value:$691.0K

% of Portfolio:0.1% ($691.0K/$994.4M)

AGNC Investment Corp.

AGNC|00123Q104

Shares:71.7K

Value:$687.0K

% of Portfolio:0.1% ($687.0K/$994.4M)

Invesco Municipal Income Opportunities Trust

OIA|46132X101

Shares:113.9K

Value:$686.0K

% of Portfolio:0.1% ($686.0K/$994.4M)

Main Street Capital CORP

MAIN|56035L104

Shares:12.1K

Value:$683.8K

% of Portfolio:0.1% ($683.8K/$994.4M)

Uber Technologies, Inc

UBER|90353T100

Shares:9.3K

Value:$678.8K

% of Portfolio:0.1% ($678.8K/$994.4M)

Sixth Street Specialty Lending, Inc.

TSLX|83012A109

Shares:30.3K

Value:$678.4K

% of Portfolio:0.1% ($678.4K/$994.4M)

464288570

Shares:6.5K

Value:$667.4K

% of Portfolio:0.1% ($667.4K/$994.4M)

921937835

BND|921937835

Shares:9.1K

Value:$666.9K

% of Portfolio:0.1% ($666.9K/$994.4M)

46435G102

Shares:8.0K

Value:$665.7K

% of Portfolio:0.1% ($665.7K/$994.4M)

922908553

VNQ|922908553

Shares:7.3K

Value:$661.5K

% of Portfolio:0.1% ($661.5K/$994.4M)

CITIGROUP INC

C|172967424

Shares:9.3K

Value:$660.0K

% of Portfolio:0.1% ($660.0K/$994.4M)

Parker-Hannifin Corp

PH|701094104

Shares:1.1K

Value:$651.9K

% of Portfolio:0.1% ($651.9K/$994.4M)

464287473

IWS|464287473

Shares:5.2K

Value:$649.2K

% of Portfolio:0.1% ($649.2K/$994.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:7.2K

Value:$647.5K

% of Portfolio:0.1% ($647.5K/$994.4M)

46436E718

Shares:6.4K

Value:$646.2K

% of Portfolio:0.1% ($646.2K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
lululemon athletica inc.(LULUcusip550021109)	2.5K	QoQ +10.42% (-239) YoY NEW(+2.5K)	All Managers (Combined)	$716.7K	0.1% ($716.7K/$994.4M)	QoQ -18.24% (-$160.0K) YoY NEW(+$716.7K)
(DVYcusip464287168)	5.3K	QoQ +64.45% (+2.1K) YoY NEW(+5.3K)	All Managers (Combined)	$711.3K	0.1% ($711.3K/$994.4M)	QoQ +68.20% (+$288.4K) YoY NEW(+$711.3K)
(cusip25434V799)✕	25.3K	QoQ -6.19% (-1.7K) YoY NEW(+25.3K)	All Managers (Combined)	$703.4K	0.1% ($703.4K/$994.4M)	QoQ +0.79% (-$5.5K) YoY NEW(+$703.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.6K	QoQ -38.99% (-1.0K) YoY +249.77% (+1.1K)	All Managers (Combined)	$703.2K	0.1% ($703.2K/$994.4M)	QoQ -43.91% (-$550.6K) YoY +243.55% (+$498.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	3.2K	QoQ -54.02% (-3.8K) YoY NEW(+3.2K)	All Managers (Combined)	$696.4K	0.1% ($696.4K/$994.4M)	QoQ -45.44% (-$580.2K) YoY NEW(+$696.4K)
Mondelez International, Inc.(MDLZcusip609207105)	10.2K	QoQ +15.41% (+1.4K) YoY NEW(+10.2K)	All Managers (Combined)	$691.0K	0.1% ($691.0K/$994.4M)	QoQ +31.10% (+$163.9K) YoY NEW(+$691.0K)
AGNC Investment Corp.(AGNCcusip00123Q104)	71.7K	QoQ -3.69% (-2.7K) YoY NEW(+71.7K)	All Managers (Combined)	$687.0K	0.1% ($687.0K/$994.4M)	QoQ +0.17% (-$1.2K) YoY NEW(+$687.0K)
Invesco Municipal Income Opportunities Trust(OIAcusip46132X101)	113.9K	QoQ +5.70% (+6.1K) YoY NEW(+113.9K)	All Managers (Combined)	$686.0K	0.1% ($686.0K/$994.4M)	QoQ +7.84% (+$49.9K) YoY NEW(+$686.0K)
Main Street Capital CORP(MAINcusip56035L104)	12.1K	QoQ +25.84% (+2.5K) YoY NEW(+12.1K)	All Managers (Combined)	$683.8K	0.1% ($683.8K/$994.4M)	QoQ +21.50% (+$121.0K) YoY NEW(+$683.8K)
Uber Technologies, Inc(UBERcusip90353T100)	9.3K	QoQ -29.42% (-3.9K) YoY NEW(+9.3K)	All Managers (Combined)	$678.8K	0.1% ($678.8K/$994.4M)	QoQ -14.75% (-$117.5K) YoY NEW(+$678.8K)
Sixth Street Specialty Lending, Inc.(TSLXcusip83012A109)	30.3K	QoQ +32.88% (+7.5K) YoY NEW(+30.3K)	All Managers (Combined)	$678.4K	0.1% ($678.4K/$994.4M)	QoQ +39.62% (+$192.5K) YoY NEW(+$678.4K)
(cusip464288570)✕	6.5K	QoQ -3.39% (-229) YoY NEW(+6.5K)	All Managers (Combined)	$667.4K	0.1% ($667.4K/$994.4M)	QoQ -10.26% (-$76.3K) YoY NEW(+$667.4K)
(BNDcusip921937835)	9.1K	QoQ NEW(+9.1K) YoY +34.22% (+2.3K)	All Managers (Combined)	$666.9K	0.1% ($666.9K/$994.4M)	QoQ NEW(+$666.9K) YoY +35.74% (+$175.6K)
(cusip46435G102)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$665.7K	0.1% ($665.7K/$994.4M)	QoQ NEW(+$665.7K) YoY NEW(+$665.7K)
(VNQcusip922908553)	7.3K	QoQ +52.80% (+2.5K) YoY +17.75% (+1.1K)	All Managers (Combined)	$661.5K	0.1% ($661.5K/$994.4M)	QoQ +55.28% (+$235.5K) YoY +23.27% (+$124.9K)
CITIGROUP INC(Ccusip172967424)	9.3K	QoQ -1.73% (-164) YoY +26.74% (+2.0K)	All Managers (Combined)	$660.0K	0.1% ($660.0K/$994.4M)	QoQ -0.89% (-$6.0K) YoY +42.27% (+$196.1K)
Parker-Hannifin Corp(PHcusip701094104)	1.1K	QoQ +41.98% (+317) YoY +90.74% (+510)	All Managers (Combined)	$651.9K	0.1% ($651.9K/$994.4M)	QoQ +35.74% (+$171.7K) YoY +108.69% (+$339.5K)
(IWScusip464287473)	5.2K	QoQ +25.30% (+1.0K) YoY NEW(+5.2K)	All Managers (Combined)	$649.2K	0.1% ($649.2K/$994.4M)	QoQ +22.04% (+$117.2K) YoY NEW(+$649.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	7.2K	QoQ -1.75% (-129) YoY +153.12% (+4.4K)	All Managers (Combined)	$647.5K	0.1% ($647.5K/$994.4M)	QoQ -11.36% (-$83.0K) YoY +72.17% (+$271.4K)
(cusip46436E718)✕	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$646.2K	0.1% ($646.2K/$994.4M)	QoQ NEW(+$646.2K) YoY NEW(+$646.2K)