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",
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  "ABBV",
  "ADBE",
  "OBDC",
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  null,
  null,
  "ALL",
  null,
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  null,
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  null,
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  "CAT",
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  null,
  null,
  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,
  "SLP",
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  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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  "ICE",
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  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,
  "KMI",
  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",
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  "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,
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  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  "MKC",
  "MPW",
  "KIND",
  "AMGN",
  null,
  "MSTR",
  "DGX",
  "REGN",
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  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,
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  null,
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  "VCIT",
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  "NGG",
  null,
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  "VIG",
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  "LYG",
  null,
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  "TSM",
  null,
  null,
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  "FSK",
  null,
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  "GRWG",
  "VRTX",
  null,
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  "RGLD",
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  "SGOL",
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  null,
  null,
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  "AOS",
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  "NVO",
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  "SCHB",
  null,
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  "IVE",
  null,
  null,
  null,
  null,
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  null,
  "ELS",
  "ABEV",
  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",
  "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",
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  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 13 of 26

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FISERV INC

FI|337738108

Shares:2.9K

Value:$644.6K

% of Portfolio:0.1% ($644.6K/$994.4M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:5.8K

Value:$642.8K

% of Portfolio:0.1% ($642.8K/$994.4M)

PFIZER INC

PFE|717081103

Shares:25.0K

Value:$634.1K

% of Portfolio:0.1% ($634.1K/$994.4M)

TEMPLETON EMERGING MARKETS INCOME FUND

TEI|880192109

Shares:117.7K

Value:$633.4K

% of Portfolio:0.1% ($633.4K/$994.4M)

POWER INTEGRATIONS INC

POWI|739276103

Shares:12.5K

Value:$630.4K

% of Portfolio:0.1% ($630.4K/$994.4M)

922908611

VBR|922908611

Shares:3.4K

Value:$629.9K

% of Portfolio:0.1% ($629.9K/$994.4M)

46436E866

Shares:26.7K

Value:$623.4K

% of Portfolio:0.1% ($623.4K/$994.4M)

46435G425

ESGU|46435G425

Shares:5.1K

Value:$618.2K

% of Portfolio:0.1% ($618.2K/$994.4M)

92206C664

VTWO|92206C664

Shares:7.6K

Value:$613.4K

% of Portfolio:0.1% ($613.4K/$994.4M)

78463X889

SPDW|78463X889

Shares:16.8K

Value:$611.8K

% of Portfolio:0.1% ($611.8K/$994.4M)

46431W838

Shares:12.2K

Value:$611.2K

% of Portfolio:0.1% ($611.2K/$994.4M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:2.6K

Value:$608.1K

% of Portfolio:0.1% ($608.1K/$994.4M)

GE Vernova Inc.

GEV|36828A101

Shares:2.0K

Value:$605.7K

% of Portfolio:0.1% ($605.7K/$994.4M)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:3.7K

Value:$604.1K

% of Portfolio:0.1% ($604.1K/$994.4M)

46429B747

Shares:5.8K

Value:$602.0K

% of Portfolio:0.1% ($602.0K/$994.4M)

46429B697

USMV|46429B697

Shares:6.4K

Value:$602.0K

% of Portfolio:0.1% ($602.0K/$994.4M)

46436E858

Shares:26.2K

Value:$600.1K

% of Portfolio:0.1% ($600.1K/$994.4M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.5K

Value:$598.8K

% of Portfolio:0.1% ($598.8K/$994.4M)

46435G326

Shares:8.7K

Value:$598.8K

% of Portfolio:0.1% ($598.8K/$994.4M)

46137V357

RSP|46137V357

Shares:3.5K

Value:$598.7K

% of Portfolio:0.1% ($598.7K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FISERV INC(FIcusip337738108)	2.9K	QoQ +100.34% (+1.5K) YoY NEW(+2.9K)	All Managers (Combined)	$644.6K	0.1% ($644.6K/$994.4M)	QoQ +115.37% (+$345.3K) YoY NEW(+$644.6K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	5.8K	QoQ +15.97% (+793) YoY NEW(+5.8K)	All Managers (Combined)	$642.8K	0.1% ($642.8K/$994.4M)	QoQ +9.28% (+$54.6K) YoY NEW(+$642.8K)
PFIZER INC(PFEcusip717081103)	25.0K	QoQ -5.29% (-1.4K) YoY +28.70% (+5.6K)	All Managers (Combined)	$634.1K	0.1% ($634.1K/$994.4M)	QoQ -9.54% (-$66.9K) YoY +17.53% (+$94.6K)
TEMPLETON EMERGING MARKETS INCOME FUND(TEIcusip880192109)	117.7K	QoQ +5.22% (+5.8K) YoY NEW(+117.7K)	All Managers (Combined)	$633.4K	0.1% ($633.4K/$994.4M)	QoQ +10.35% (+$59.4K) YoY NEW(+$633.4K)
POWER INTEGRATIONS INC(POWIcusip739276103)	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$630.4K	0.1% ($630.4K/$994.4M)	QoQ NEW(+$630.4K) YoY NEW(+$630.4K)
(VBRcusip922908611)	3.4K	QoQ +143.76% (+2.0K) YoY +43.50% (+1.0K)	All Managers (Combined)	$629.9K	0.1% ($629.9K/$994.4M)	QoQ +129.15% (+$355.0K) YoY +39.33% (+$177.8K)
(cusip46436E866)✕	26.7K	QoQ +0.34% (+93) YoY NEW(+26.7K)	All Managers (Combined)	$623.4K	0.1% ($623.4K/$994.4M)	QoQ +0.56% (+$3.5K) YoY NEW(+$623.4K)
(ESGUcusip46435G425)	5.1K	QoQ +50.20% (+1.7K) YoY -12.23% (-707)	All Managers (Combined)	$618.2K	0.1% ($618.2K/$994.4M)	QoQ +42.15% (+$183.3K) YoY -6.93% (-$46.0K)
(VTWOcusip92206C664)	7.6K	QoQ -0.49% (-38) YoY +61.98% (+2.9K)	All Managers (Combined)	$613.4K	0.1% ($613.4K/$994.4M)	QoQ -10.15% (-$69.4K) YoY +53.58% (+$214.0K)
(SPDWcusip78463X889)	16.8K	QoQ -4.16% (-731) YoY NEW(+16.8K)	All Managers (Combined)	$611.8K	0.1% ($611.8K/$994.4M)	QoQ +2.23% (-$13.4K) YoY NEW(+$611.8K)
(cusip46431W838)✕	12.2K	QoQ 0.00% (+0) YoY NEW(+12.2K)	All Managers (Combined)	$611.2K	0.1% ($611.2K/$994.4M)	QoQ +0.58% (+$3.5K) YoY NEW(+$611.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	2.6K	QoQ +15.31% (-339) YoY +35.65% (+671)	All Managers (Combined)	$608.1K	0.1% ($608.1K/$994.4M)	QoQ -1.54% (-$9.5K) YoY +28.05% (+$133.2K)
GE Vernova Inc.(GEVcusip36828A101)	2.0K	QoQ +12.66% (+223) YoY NEW(+2.0K)	All Managers (Combined)	$605.7K	0.1% ($605.7K/$994.4M)	QoQ +4.56% (+$26.4K) YoY NEW(+$605.7K)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	3.7K	QoQ +48.23% (+1.2K) YoY NEW(+3.7K)	All Managers (Combined)	$604.1K	0.1% ($604.1K/$994.4M)	QoQ +39.03% (+$169.6K) YoY NEW(+$604.1K)
(cusip46429B747)✕	5.8K	QoQ +3.06% (+173) YoY -57.59% (-7.9K)	All Managers (Combined)	$602.0K	0.1% ($602.0K/$994.4M)	QoQ +6.00% (+$34.1K) YoY -55.87% (-$762.3K)
(USMVcusip46429B697)	6.4K	QoQ -11.67% (-850) YoY NEW(+6.4K)	All Managers (Combined)	$602.0K	0.1% ($602.0K/$994.4M)	QoQ -6.84% (-$44.3K) YoY NEW(+$602.0K)
(cusip46436E858)✕	26.2K	QoQ +0.75% (+196) YoY NEW(+26.2K)	All Managers (Combined)	$600.1K	0.1% ($600.1K/$994.4M)	QoQ +1.32% (+$7.9K) YoY NEW(+$600.1K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.5K	QoQ +7.47% (+381) YoY NEW(+5.5K)	All Managers (Combined)	$598.8K	0.1% ($598.8K/$994.4M)	QoQ +27.32% (+$128.5K) YoY NEW(+$598.8K)
(cusip46435G326)✕	8.7K	QoQ -3.16% (-284) YoY +42.67% (+2.6K)	All Managers (Combined)	$598.8K	0.1% ($598.8K/$994.4M)	QoQ +3.47% (-$20.1K) YoY +46.41% (+$189.8K)
(RSPcusip46137V357)	3.5K	QoQ +68.58% (+1.4K) YoY +116.00% (+1.9K)	All Managers (Combined)	$598.7K	0.1% ($598.7K/$994.4M)	QoQ +66.66% (+$239.5K) YoY +120.92% (+$327.7K)