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",
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  "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,
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  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "OIA",
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  "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 16 of 26

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922908538

VOT|922908538

Shares:1.9K

Value:$457.8K

% of Portfolio:0.0% ($457.8K/$994.4M)

464287481

IWP|464287481

Shares:3.9K

Value:$453.6K

% of Portfolio:0.0% ($453.6K/$994.4M)

Phillips 66

PSX|718546104

Shares:3.7K

Value:$453.5K

% of Portfolio:0.0% ($453.5K/$994.4M)

921946794

VYMI|921946794

Shares:6.1K

Value:$451.5K

% of Portfolio:0.0% ($451.5K/$994.4M)

025072885

Shares:4.9K

Value:$451.4K

% of Portfolio:0.0% ($451.4K/$994.4M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:764

Value:$450.4K

% of Portfolio:0.0% ($450.4K/$994.4M)

922042742

VT|922042742

Shares:3.9K

Value:$448.1K

% of Portfolio:0.0% ($448.1K/$994.4M)

78468R853

Shares:11.0K

Value:$446.5K

% of Portfolio:0.0% ($446.5K/$994.4M)

35473P108

Shares:13.5K

Value:$440.8K

% of Portfolio:0.0% ($440.8K/$994.4M)

PAYCHEX INC

PAYX|704326107

Shares:2.8K

Value:$438.3K

% of Portfolio:0.0% ($438.3K/$994.4M)

464287598

IWD|464287598

Shares:2.3K

Value:$436.9K

% of Portfolio:0.0% ($436.9K/$994.4M)

126633205

Shares:5.8K

Value:$436.8K

% of Portfolio:0.0% ($436.8K/$994.4M)

ROYAL BANK OF CANADA

RY|780087102

Shares:3.8K

Value:$433.0K

% of Portfolio:0.0% ($433.0K/$994.4M)

81369Y209

Shares:3.0K

Value:$433.0K

% of Portfolio:0.0% ($433.0K/$994.4M)

316092600

Shares:6.3K

Value:$431.2K

% of Portfolio:0.0% ($431.2K/$994.4M)

87283Q701

Shares:8.6K

Value:$428.3K

% of Portfolio:0.0% ($428.3K/$994.4M)

025072349

Shares:6.5K

Value:$425.0K

% of Portfolio:0.0% ($425.0K/$994.4M)

09290C509

Shares:7.0K

Value:$421.3K

% of Portfolio:0.0% ($421.3K/$994.4M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.5K

Value:$420.2K

% of Portfolio:0.0% ($420.2K/$994.4M)

AFLAC INC

AFL|001055102

Shares:3.7K

Value:$413.6K

% of Portfolio:0.0% ($413.6K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOTcusip922908538)	1.9K	QoQ +26.58% (+393) YoY NEW(+1.9K)	All Managers (Combined)	$457.8K	0.0% ($457.8K/$994.4M)	QoQ +22.04% (+$82.7K) YoY NEW(+$457.8K)
(IWPcusip464287481)	3.9K	QoQ +13.32% (+454) YoY NEW(+3.9K)	All Managers (Combined)	$453.6K	0.0% ($453.6K/$994.4M)	QoQ +5.03% (+$21.8K) YoY NEW(+$453.6K)
Phillips 66(PSXcusip718546104)	3.7K	QoQ +0.27% (+10) YoY +39.39% (+1.0K)	All Managers (Combined)	$453.5K	0.0% ($453.5K/$994.4M)	QoQ +8.67% (+$36.2K) YoY +5.37% (+$23.1K)
(VYMIcusip921946794)	6.1K	QoQ 0.00% (+0) YoY -1.60% (-100)	All Managers (Combined)	$451.5K	0.0% ($451.5K/$994.4M)	QoQ +8.55% (+$35.6K) YoY +5.38% (-$23.1K)
(cusip025072885)✕	4.9K	QoQ +55.55% (+1.7K) YoY NEW(+4.9K)	All Managers (Combined)	$451.4K	0.0% ($451.4K/$994.4M)	QoQ +48.25% (+$146.9K) YoY NEW(+$451.4K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	764	QoQ +49.80% (+254) YoY NEW(+764)	All Managers (Combined)	$450.4K	0.0% ($450.4K/$994.4M)	QoQ +69.89% (+$185.3K) YoY NEW(+$450.4K)
(VTcusip922042742)	3.9K	QoQ +23.21% (+728) YoY NEW(+3.9K)	All Managers (Combined)	$448.1K	0.0% ($448.1K/$994.4M)	QoQ +21.59% (+$79.6K) YoY NEW(+$448.1K)
(cusip78468R853)✕	11.0K	QoQ +5.46% (-568) YoY -28.69% (-4.4K)	All Managers (Combined)	$446.5K	0.0% ($446.5K/$994.4M)	QoQ -4.29% (-$20.1K) YoY -32.47% (-$214.7K)
(cusip35473P108)✕	13.5K	QoQ +17.41% (+2.0K) YoY +48.89% (+4.4K)	All Managers (Combined)	$440.8K	0.0% ($440.8K/$994.4M)	QoQ +27.50% (+$95.1K) YoY +50.74% (+$148.4K)
PAYCHEX INC(PAYXcusip704326107)	2.8K	QoQ -3.46% (-102) YoY NEW(+2.8K)	All Managers (Combined)	$438.3K	0.0% ($438.3K/$994.4M)	QoQ +6.22% (-$25.7K) YoY NEW(+$438.3K)
(IWDcusip464287598)	2.3K	QoQ +99.31% (+1.2K) YoY NEW(+2.3K)	All Managers (Combined)	$436.9K	0.0% ($436.9K/$994.4M)	QoQ +102.57% (+$221.2K) YoY NEW(+$436.9K)
(cusip126633205)✕	5.8K	QoQ -0.39% (-23) YoY -1.79% (-106)	All Managers (Combined)	$436.8K	0.0% ($436.8K/$994.4M)	QoQ -1.43% (-$6.3K) YoY -6.06% (-$28.2K)
ROYAL BANK OF CANADA(RYcusip780087102)	3.8K	QoQ +46.86% (+1.2K) YoY NEW(+3.8K)	All Managers (Combined)	$433.0K	0.0% ($433.0K/$994.4M)	QoQ +37.38% (+$117.8K) YoY NEW(+$433.0K)
(cusip81369Y209)✕	3.0K	QoQ +6.73% (+187) YoY +4.58% (+130)	All Managers (Combined)	$433.0K	0.0% ($433.0K/$994.4M)	QoQ +13.28% (+$50.8K) YoY +3.37% (+$14.1K)
(cusip316092600)✕	6.3K	QoQ +13.19% (+736) YoY +86.91% (+2.9K)	All Managers (Combined)	$431.2K	0.0% ($431.2K/$994.4M)	QoQ +18.34% (+$66.8K) YoY +83.02% (+$195.6K)
(cusip87283Q701)✕	8.6K	QoQ +5.59% (+457) YoY NEW(+8.6K)	All Managers (Combined)	$428.3K	0.0% ($428.3K/$994.4M)	QoQ +5.74% (+$23.3K) YoY NEW(+$428.3K)
(cusip025072349)✕	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$425.0K	0.0% ($425.0K/$994.4M)	QoQ NEW(+$425.0K) YoY NEW(+$425.0K)
(cusip09290C509)✕	7.0K	QoQ -11.74% (-925) YoY NEW(+7.0K)	All Managers (Combined)	$421.3K	0.0% ($421.3K/$994.4M)	QoQ -16.49% (-$83.2K) YoY NEW(+$421.3K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.5K	QoQ +35.50% (+404) YoY NEW(+1.5K)	All Managers (Combined)	$420.2K	0.0% ($420.2K/$994.4M)	QoQ +40.08% (+$120.3K) YoY NEW(+$420.2K)
AFLAC INC(AFLcusip001055102)	3.7K	QoQ +15.17% (+490) YoY +47.56% (+1.2K)	All Managers (Combined)	$413.6K	0.0% ($413.6K/$994.4M)	QoQ +23.79% (+$79.5K) YoY +91.09% (+$197.2K)