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 14 of 26

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464287721

Shares:4.2K

Value:$595.3K

% of Portfolio:0.1% ($595.3K/$994.4M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:20.5K

Value:$583.6K

% of Portfolio:0.1% ($583.6K/$994.4M)

33740F805

Shares:13.3K

Value:$582.7K

% of Portfolio:0.1% ($582.7K/$994.4M)

MCCORMICK & CO INC

MKC|579780206

Shares:7.1K

Value:$581.4K

% of Portfolio:0.1% ($581.4K/$994.4M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:3.4K

Value:$577.1K

% of Portfolio:0.1% ($577.1K/$994.4M)

808524706

Shares:20.8K

Value:$574.3K

% of Portfolio:0.1% ($574.3K/$994.4M)

922908512

VOE|922908512

Shares:3.6K

Value:$570.0K

% of Portfolio:0.1% ($570.0K/$994.4M)

46428Q109

Shares:18.3K

Value:$566.3K

% of Portfolio:0.1% ($566.3K/$994.4M)

61774R874

Shares:19.7K

Value:$562.4K

% of Portfolio:0.1% ($562.4K/$994.4M)

STARBUCKS CORP

SBUX|855244109

Shares:5.7K

Value:$560.3K

% of Portfolio:0.1% ($560.3K/$994.4M)

Eaton Vance Municipal Bond Fund

EIM|27827X101

Shares:55.9K

Value:$557.6K

% of Portfolio:0.1% ($557.6K/$994.4M)

3M CO

MMM|88579Y101

Shares:3.8K

Value:$556.7K

% of Portfolio:0.1% ($556.7K/$994.4M)

78464A284

Shares:22.0K

Value:$553.9K

% of Portfolio:0.1% ($553.9K/$994.4M)

464287242

Shares:5.1K

Value:$551.1K

% of Portfolio:0.1% ($551.1K/$994.4M)

FS KKR Capital Corp

FSK|302635206

Shares:26.2K

Value:$549.9K

% of Portfolio:0.1% ($549.9K/$994.4M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:1.9K

Value:$546.4K

% of Portfolio:0.1% ($546.4K/$994.4M)

46435U549

Shares:11.4K

Value:$540.2K

% of Portfolio:0.1% ($540.2K/$994.4M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:17.2K

Value:$534.7K

% of Portfolio:0.1% ($534.7K/$994.4M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:2.2K

Value:$534.2K

% of Portfolio:0.1% ($534.2K/$994.4M)

808524888

Shares:14.9K

Value:$533.8K

% of Portfolio:0.1% ($533.8K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287721)✕	4.2K	QoQ +146.45% (+2.5K) YoY NEW(+4.2K)	All Managers (Combined)	$595.3K	0.1% ($595.3K/$994.4M)	QoQ +116.97% (+$321.0K) YoY NEW(+$595.3K)
KINDER MORGAN, INC.(KMIcusip49456B101)	20.5K	QoQ +8.99% (+1.7K) YoY NEW(+20.5K)	All Managers (Combined)	$583.6K	0.1% ($583.6K/$994.4M)	QoQ +13.48% (+$69.4K) YoY NEW(+$583.6K)
(cusip33740F805)✕	13.3K	QoQ -4.94% (-692) YoY +18.80% (+2.1K)	All Managers (Combined)	$582.7K	0.1% ($582.7K/$994.4M)	QoQ -3.02% (-$18.2K) YoY +19.45% (+$94.9K)
MCCORMICK & CO INC(MKCcusip579780206)	7.1K	QoQ +15.50% (+948) YoY NEW(+7.1K)	All Managers (Combined)	$581.4K	0.1% ($581.4K/$994.4M)	QoQ +24.69% (+$115.1K) YoY NEW(+$581.4K)
Coinbase Global, Inc.(COINcusip19260Q107)	3.4K	QoQ +51.83% (+1.1K) YoY NEW(+3.4K)	All Managers (Combined)	$577.1K	0.1% ($577.1K/$994.4M)	QoQ +5.31% (+$29.1K) YoY NEW(+$577.1K)
(cusip808524706)✕	20.8K	QoQ +5.14% (+1.0K) YoY +36.52% (+5.6K)	All Managers (Combined)	$574.3K	0.1% ($574.3K/$994.4M)	QoQ +8.85% (+$46.7K) YoY +49.06% (+$189.0K)
(VOEcusip922908512)	3.6K	QoQ +29.36% (+806) YoY NEW(+3.6K)	All Managers (Combined)	$570.0K	0.1% ($570.0K/$994.4M)	QoQ +28.35% (+$125.9K) YoY NEW(+$570.0K)
(cusip46428Q109)✕	18.3K	QoQ +12.25% (+2.0K) YoY NEW(+18.3K)	All Managers (Combined)	$566.3K	0.1% ($566.3K/$994.4M)	QoQ +32.12% (+$137.7K) YoY NEW(+$566.3K)
(cusip61774R874)✕	19.7K	QoQ +42.34% (+5.8K) YoY NEW(+19.7K)	All Managers (Combined)	$562.4K	0.1% ($562.4K/$994.4M)	QoQ +38.01% (+$154.9K) YoY NEW(+$562.4K)
STARBUCKS CORP(SBUXcusip855244109)	5.7K	QoQ +27.64% (+1.2K) YoY +90.14% (+2.7K)	All Managers (Combined)	$560.3K	0.1% ($560.3K/$994.4M)	QoQ +37.20% (+$151.9K) YoY +104.08% (+$285.7K)
Eaton Vance Municipal Bond Fund(EIMcusip27827X101)	55.9K	QoQ +13.58% (+6.7K) YoY NEW(+55.9K)	All Managers (Combined)	$557.6K	0.1% ($557.6K/$994.4M)	QoQ +9.31% (+$47.5K) YoY NEW(+$557.6K)
3M CO(MMMcusip88579Y101)	3.8K	QoQ +19.55% (+620) YoY NEW(+3.8K)	All Managers (Combined)	$556.7K	0.1% ($556.7K/$994.4M)	QoQ +36.04% (+$147.5K) YoY NEW(+$556.7K)
(cusip78464A284)✕	22.0K	QoQ NEW(+22.0K) YoY NEW(+22.0K)	All Managers (Combined)	$553.9K	0.1% ($553.9K/$994.4M)	QoQ NEW(+$553.9K) YoY NEW(+$553.9K)
(cusip464287242)✕	5.1K	QoQ -30.11% (-2.2K) YoY +65.52% (+2.0K)	All Managers (Combined)	$551.1K	0.1% ($551.1K/$994.4M)	QoQ -28.90% (-$224.1K) YoY +65.17% (+$217.4K)
FS KKR Capital Corp(FSKcusip302635206)	26.2K	QoQ NEW(+26.2K) YoY NEW(+26.2K)	All Managers (Combined)	$549.9K	0.1% ($549.9K/$994.4M)	QoQ NEW(+$549.9K) YoY NEW(+$549.9K)
MICROSTRATEGY Inc(MSTRcusip594972408)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$546.4K	0.1% ($546.4K/$994.4M)	QoQ NEW(+$546.4K) YoY NEW(+$546.4K)
(cusip46435U549)✕	11.4K	QoQ +10.45% (+1.1K) YoY NEW(+11.4K)	All Managers (Combined)	$540.2K	0.1% ($540.2K/$994.4M)	QoQ +12.92% (+$61.8K) YoY NEW(+$540.2K)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	17.2K	QoQ +34.38% (+4.4K) YoY NEW(+17.2K)	All Managers (Combined)	$534.7K	0.1% ($534.7K/$994.4M)	QoQ +36.31% (+$142.4K) YoY NEW(+$534.7K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	2.2K	QoQ +43.60% (+654) YoY +175.09% (+1.4K)	All Managers (Combined)	$534.2K	0.1% ($534.2K/$994.4M)	QoQ +40.45% (+$153.9K) YoY +154.26% (+$324.1K)
(cusip808524888)✕	14.9K	QoQ -0.88% (-133) YoY NEW(+14.9K)	All Managers (Combined)	$533.8K	0.1% ($533.8K/$994.4M)	QoQ +3.58% (-$18.5K) YoY NEW(+$533.8K)