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,
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  "RUSHA",
  "AXP",
  null,
  null,
  "T",
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  null,
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  "CAT",
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  null,
  null,
  null,
  null,
  "ARCC",
  null,
  "BIDU",
  "BSX",
  null,
  null,
  "DBEF",
  "COF",
  null,
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  "EIM",
  "RGTI",
  null,
  null,
  null,
  "SLP",
  null,
  "FCX",
  null,
  null,
  "GD",
  "TSLX",
  "GILD",
  "HON",
  "HD",
  null,
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  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  "BEN",
  null,
  null,
  "UNP",
  "QCOM",
  "FBRT",
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  null,
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  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "OIA",
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  null,
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  "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",
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  "MDLZ",
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  "TMUS",
  "EXC",
  "EVR",
  null,
  "GE",
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  "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",
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  "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 17 of 26

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25434V302

Shares:15.8K

Value:$408.6K

% of Portfolio:0.0% ($408.6K/$994.4M)

46432F388

Shares:3.8K

Value:$408.0K

% of Portfolio:0.0% ($408.0K/$994.4M)

45782C797

Shares:10.5K

Value:$407.1K

% of Portfolio:0.0% ($407.1K/$994.4M)

STEEL DYNAMICS INC

STLD|858119100

Shares:3.2K

Value:$405.5K

% of Portfolio:0.0% ($405.5K/$994.4M)

S&P Global Inc.

SPGI|78409V104

Shares:798

Value:$405.5K

% of Portfolio:0.0% ($405.5K/$994.4M)

464288513

Shares:5.1K

Value:$404.5K

% of Portfolio:0.0% ($404.5K/$994.4M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:2.3K

Value:$401.9K

% of Portfolio:0.0% ($401.9K/$994.4M)

37954Y574

Shares:9.2K

Value:$400.6K

% of Portfolio:0.0% ($400.6K/$994.4M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.1K

Value:$397.0K

% of Portfolio:0.0% ($397.0K/$994.4M)

COMCAST CORP

CMCSA|20030N101

Shares:10.7K

Value:$396.3K

% of Portfolio:0.0% ($396.3K/$994.4M)

464288273

Shares:6.2K

Value:$394.9K

% of Portfolio:0.0% ($394.9K/$994.4M)

45409F843

Shares:16.7K

Value:$394.6K

% of Portfolio:0.0% ($394.6K/$994.4M)

DOW INC.

DOW|260557103

Shares:11.2K

Value:$392.2K

% of Portfolio:0.0% ($392.2K/$994.4M)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:4.0K

Value:$391.5K

% of Portfolio:0.0% ($391.5K/$994.4M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.6K

Value:$390.7K

% of Portfolio:0.0% ($390.7K/$994.4M)

25434V583

Shares:7.3K

Value:$387.4K

% of Portfolio:0.0% ($387.4K/$994.4M)

78463X863

Shares:15.7K

Value:$383.7K

% of Portfolio:0.0% ($383.7K/$994.4M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:10.3K

Value:$383.7K

% of Portfolio:0.0% ($383.7K/$994.4M)

33733B100

Shares:3.8K

Value:$383.5K

% of Portfolio:0.0% ($383.5K/$994.4M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:2.9K

Value:$378.1K

% of Portfolio:0.0% ($378.1K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V302)✕	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$408.6K	0.0% ($408.6K/$994.4M)	QoQ NEW(+$408.6K) YoY NEW(+$408.6K)
(cusip46432F388)✕	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$408.0K	0.0% ($408.0K/$994.4M)	QoQ NEW(+$408.0K) YoY NEW(+$408.0K)
(cusip45782C797)✕	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$407.1K	0.0% ($407.1K/$994.4M)	QoQ NEW(+$407.1K) YoY NEW(+$407.1K)
STEEL DYNAMICS INC(STLDcusip858119100)	3.2K	QoQ +13.83% (+394) YoY NEW(+3.2K)	All Managers (Combined)	$405.5K	0.0% ($405.5K/$994.4M)	QoQ +24.82% (+$80.6K) YoY NEW(+$405.5K)
S&P Global Inc.(SPGIcusip78409V104)	798	QoQ +55.55% (+285) YoY NEW(+798)	All Managers (Combined)	$405.5K	0.0% ($405.5K/$994.4M)	QoQ +58.78% (+$150.1K) YoY NEW(+$405.5K)
(cusip464288513)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$404.5K	0.0% ($404.5K/$994.4M)	QoQ NEW(+$404.5K) YoY NEW(+$404.5K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	2.3K	QoQ +0.56% (+13) YoY NEW(+2.3K)	All Managers (Combined)	$401.9K	0.0% ($401.9K/$994.4M)	QoQ +16.40% (+$56.6K) YoY NEW(+$401.9K)
(cusip37954Y574)✕	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$400.6K	0.0% ($400.6K/$994.4M)	QoQ NEW(+$400.6K) YoY NEW(+$400.6K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.1K	QoQ -6.19% (-76) YoY NEW(+1.1K)	All Managers (Combined)	$397.0K	0.0% ($397.0K/$994.4M)	QoQ +14.05% (-$48.9K) YoY NEW(+$397.0K)
COMCAST CORP(CMCSAcusip20030N101)	10.7K	QoQ +18.19% (+1.7K) YoY NEW(+10.7K)	All Managers (Combined)	$396.3K	0.0% ($396.3K/$994.4M)	QoQ +16.20% (+$55.3K) YoY NEW(+$396.3K)
(cusip464288273)✕	6.2K	QoQ +11.25% (+629) YoY +16.90% (+899)	All Managers (Combined)	$394.9K	0.0% ($394.9K/$994.4M)	QoQ +16.34% (+$55.5K) YoY +17.26% (+$58.2K)
(cusip45409F843)✕	16.7K	QoQ +11.25% (+1.7K) YoY NEW(+16.7K)	All Managers (Combined)	$394.6K	0.0% ($394.6K/$994.4M)	QoQ +10.27% (+$36.8K) YoY NEW(+$394.6K)
DOW INC.(DOWcusip260557103)	11.2K	QoQ -6.56% (-789) YoY -5.73% (-683)	All Managers (Combined)	$392.2K	0.0% ($392.2K/$994.4M)	QoQ -18.69% (-$90.2K) YoY -43.17% (-$298.0K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	4.0K	QoQ +93.87% (+1.9K) YoY NEW(+4.0K)	All Managers (Combined)	$391.5K	0.0% ($391.5K/$994.4M)	QoQ +86.12% (+$181.2K) YoY NEW(+$391.5K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.6K	QoQ +2.16% (+34) YoY NEW(+1.6K)	All Managers (Combined)	$390.7K	0.0% ($390.7K/$994.4M)	QoQ +17.40% (+$57.9K) YoY NEW(+$390.7K)
(cusip25434V583)✕	7.3K	QoQ +90.58% (+3.4K) YoY NEW(+7.3K)	All Managers (Combined)	$387.4K	0.0% ($387.4K/$994.4M)	QoQ +92.75% (+$186.4K) YoY NEW(+$387.4K)
(cusip78463X863)✕	15.7K	QoQ +5.41% (+805) YoY NEW(+15.7K)	All Managers (Combined)	$383.7K	0.0% ($383.7K/$994.4M)	QoQ +12.00% (+$41.1K) YoY NEW(+$383.7K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$383.7K	0.0% ($383.7K/$994.4M)	QoQ NEW(+$383.7K) YoY NEW(+$383.7K)
(cusip33733B100)✕	3.8K	QoQ 0.00% (-0) YoY +5.45% (+197)	All Managers (Combined)	$383.5K	0.0% ($383.5K/$994.4M)	QoQ -1.31% (-$5.1K) YoY +4.01% (+$14.8K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	2.9K	QoQ +3.88% (+107) YoY NEW(+2.9K)	All Managers (Combined)	$378.1K	0.0% ($378.1K/$994.4M)	QoQ +11.92% (+$40.3K) YoY NEW(+$378.1K)