Savvy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
  null,
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  null,
  null,
  "NLY",
  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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  null,
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  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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  null,
  null,
  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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  "IRM",
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  "IEMG",
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  null,
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  "SPY",
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  null,
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  "GS",
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  "GEHC",
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  null,
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  null,
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  null,
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  "MPW",
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  null,
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  null,
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  "ROK",
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  "SPGI",
  "RY",
  null,
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  "NOW",
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  null,
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  "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",
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  null,
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  "VCIT",
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  "FSK",
  null,
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  null,
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  null,
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  "AOS",
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  null,
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  "IVE",
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  "ELS",
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  null,
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  null,
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  null,
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  "VB",
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  "VTV",
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  "VSCO",
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  "WFC",
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  "WSM",
  "WMB",
  null,
  null,
  null,
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  "WDAY",
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  "SO",
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  "PSX",
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  null,
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  "IXUS",
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  null,
  null,
  null,
  "GEV",
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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,
  "MVF",
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  null,
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  "CMG",
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  "CSCO",
  "C",
  "CLX",
  "KO",
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  "CMCSA",
  "CL",
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  "CEG",
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  "CVS",
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  "DE",
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  null,
  null,
  null,
  "DFAX",
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  null,
  "EFA",
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  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "MO",
  "XLK",
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  "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 15 of 26

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ECOLAB INC.

ECL|278865100

Shares:2.1K

Value:$530.1K

% of Portfolio:0.1% ($530.1K/$994.4M)

921910725

VSGX|921910725

Shares:9.0K

Value:$528.7K

% of Portfolio:0.1% ($528.7K/$994.4M)

921909768

VXUS|921909768

Shares:8.3K

Value:$515.3K

% of Portfolio:0.1% ($515.3K/$994.4M)

921932828

Shares:5.3K

Value:$513.2K

% of Portfolio:0.1% ($513.2K/$994.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.2K

Value:$509.8K

% of Portfolio:0.1% ($509.8K/$994.4M)

33740F664

Shares:12.3K

Value:$509.6K

% of Portfolio:0.1% ($509.6K/$994.4M)

46138G649

Shares:2.6K

Value:$503.4K

% of Portfolio:0.1% ($503.4K/$994.4M)

25434V567

Shares:9.4K

Value:$502.2K

% of Portfolio:0.1% ($502.2K/$994.4M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:2.4K

Value:$500.3K

% of Portfolio:0.1% ($500.3K/$994.4M)

BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.

DSM|09662E109

Shares:86.5K

Value:$499.2K

% of Portfolio:0.1% ($499.2K/$994.4M)

LINDE PLC

LIN|G54950103

Shares:1.1K

Value:$499.2K

% of Portfolio:0.1% ($499.2K/$994.4M)

78464A375

Shares:15.0K

Value:$498.3K

% of Portfolio:0.1% ($498.3K/$994.4M)

33740F888

Shares:20.0K

Value:$496.2K

% of Portfolio:0.0% ($496.2K/$994.4M)

78468R622

Shares:5.2K

Value:$495.0K

% of Portfolio:0.0% ($495.0K/$994.4M)

Corteva, Inc.

CTVA|22052L104

Shares:7.7K

Value:$486.2K

% of Portfolio:0.0% ($486.2K/$994.4M)

808524102

SCHB|808524102

Shares:22.3K

Value:$480.4K

% of Portfolio:0.0% ($480.4K/$994.4M)

WELLTOWER INC.

WELL|95040Q104

Shares:3.1K

Value:$479.2K

% of Portfolio:0.0% ($479.2K/$994.4M)

46438F101

Shares:10.1K

Value:$471.0K

% of Portfolio:0.0% ($471.0K/$994.4M)

Duke Energy CORP

DUK|26441C204

Shares:3.8K

Value:$463.4K

% of Portfolio:0.0% ($463.4K/$994.4M)

Public Storage

PSA|74460D109

Shares:1.5K

Value:$460.5K

% of Portfolio:0.0% ($460.5K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ECOLAB INC.(ECLcusip278865100)	2.1K	QoQ +31.26% (+498) YoY +119.18% (+1.1K)	All Managers (Combined)	$530.1K	0.1% ($530.1K/$994.4M)	QoQ +42.01% (+$156.8K) YoY +140.65% (+$309.8K)
(VSGXcusip921910725)	9.0K	QoQ +1.31% (+116) YoY NEW(+9.0K)	All Managers (Combined)	$528.7K	0.1% ($528.7K/$994.4M)	QoQ +5.38% (+$27.0K) YoY NEW(+$528.7K)
(VXUScusip921909768)	8.3K	QoQ +14.48% (+1.1K) YoY NEW(+8.3K)	All Managers (Combined)	$515.3K	0.1% ($515.3K/$994.4M)	QoQ +20.64% (+$88.2K) YoY NEW(+$515.3K)
(cusip921932828)✕	5.3K	QoQ -53.92% (-6.2K) YoY NEW(+5.3K)	All Managers (Combined)	$513.2K	0.1% ($513.2K/$994.4M)	QoQ -58.06% (-$710.8K) YoY NEW(+$513.2K)
UNION PACIFIC CORP(UNPcusip907818108)	2.2K	QoQ +6.46% (+131) YoY NEW(+2.2K)	All Managers (Combined)	$509.8K	0.1% ($509.8K/$994.4M)	QoQ +10.26% (+$47.5K) YoY NEW(+$509.8K)
(cusip33740F664)✕	12.3K	QoQ +1.99% (-240) YoY NEW(+12.3K)	All Managers (Combined)	$509.6K	0.1% ($509.6K/$994.4M)	QoQ -0.71% (-$3.6K) YoY NEW(+$509.6K)
(cusip46138G649)✕	2.6K	QoQ +18.00% (+398) YoY +32.05% (+633)	All Managers (Combined)	$503.4K	0.1% ($503.4K/$994.4M)	QoQ +8.25% (+$38.4K) YoY +39.52% (+$142.6K)
(cusip25434V567)✕	9.4K	QoQ +41.59% (+2.8K) YoY NEW(+9.4K)	All Managers (Combined)	$502.2K	0.1% ($502.2K/$994.4M)	QoQ +43.13% (+$151.3K) YoY NEW(+$502.2K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	2.4K	QoQ +42.94% (+718) YoY NEW(+2.4K)	All Managers (Combined)	$500.3K	0.1% ($500.3K/$994.4M)	QoQ +42.33% (+$148.8K) YoY NEW(+$500.3K)
BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC.(DSMcusip09662E109)	86.5K	QoQ +11.77% (+9.1K) YoY NEW(+86.5K)	All Managers (Combined)	$499.2K	0.1% ($499.2K/$994.4M)	QoQ +11.00% (+$49.5K) YoY NEW(+$499.2K)
LINDE PLC(LINcusipG54950103)	1.1K	QoQ +9.49% (+93) YoY NEW(+1.1K)	All Managers (Combined)	$499.2K	0.1% ($499.2K/$994.4M)	QoQ +21.83% (+$89.4K) YoY NEW(+$499.2K)
(cusip78464A375)✕	15.0K	QoQ -26.96% (-5.5K) YoY -22.81% (-4.4K)	All Managers (Combined)	$498.3K	0.1% ($498.3K/$994.4M)	QoQ -25.89% (-$174.2K) YoY -21.51% (-$136.6K)
(cusip33740F888)✕	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$496.2K	0.0% ($496.2K/$994.4M)	QoQ NEW(+$496.2K) YoY NEW(+$496.2K)
(cusip78468R622)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$495.0K	0.0% ($495.0K/$994.4M)	QoQ NEW(+$495.0K) YoY NEW(+$495.0K)
Corteva, Inc.(CTVAcusip22052L104)	7.7K	QoQ +8.77% (+623) YoY NEW(+7.7K)	All Managers (Combined)	$486.2K	0.0% ($486.2K/$994.4M)	QoQ +20.17% (+$81.6K) YoY NEW(+$486.2K)
(SCHBcusip808524102)	22.3K	QoQ -10.79% (-2.7K) YoY +136.35% (-12.9K)	All Managers (Combined)	$480.4K	0.0% ($480.4K/$994.4M)	QoQ -15.38% (-$87.4K) YoY -16.64% (-$96.0K)
WELLTOWER INC.(WELLcusip95040Q104)	3.1K	QoQ +11.87% (+332) YoY NEW(+3.1K)	All Managers (Combined)	$479.2K	0.0% ($479.2K/$994.4M)	QoQ +35.96% (+$126.7K) YoY NEW(+$479.2K)
(cusip46438F101)✕	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$471.0K	0.0% ($471.0K/$994.4M)	QoQ NEW(+$471.0K) YoY NEW(+$471.0K)
Duke Energy CORP(DUKcusip26441C204)	3.8K	QoQ +11.83% (+402) YoY NEW(+3.8K)	All Managers (Combined)	$463.4K	0.0% ($463.4K/$994.4M)	QoQ +26.60% (+$97.4K) YoY NEW(+$463.4K)
Public Storage(PSAcusip74460D109)	1.5K	QoQ +10.24% (+143) YoY NEW(+1.5K)	All Managers (Combined)	$460.5K	0.0% ($460.5K/$994.4M)	QoQ +10.19% (+$42.6K) YoY NEW(+$460.5K)