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,
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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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  "LIN",
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  "SPY",
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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,
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  null,
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  "SPYG",
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  null,
  null,
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  null,
  null,
  "IBM",
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  "SNPS",
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  "TMO",
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  "UBER",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
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  "VXF",
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  "MKZR",
  "VV",
  "VOE",
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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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  "VB",
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  "VSCO",
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  "WFC",
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  "WSM",
  "WMB",
  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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  "DFAX",
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  "LLY",
  "TSLA",
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  "NFLX",
  "PM",
  "PH",
  null,
  null,
  null,
  "MO",
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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 18 of 26

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Franklin BSP Realty Trust, Inc.

FBRT|35243J101

Shares:29.6K

Value:$377.2K

% of Portfolio:0.0% ($377.2K/$994.4M)

69374H667

Shares:8.6K

Value:$376.4K

% of Portfolio:0.0% ($376.4K/$994.4M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.1K

Value:$375.9K

% of Portfolio:0.0% ($375.9K/$994.4M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2.2K

Value:$373.5K

% of Portfolio:0.0% ($373.5K/$994.4M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:10.9K

Value:$373.3K

% of Portfolio:0.0% ($373.3K/$994.4M)

81369Y506

Shares:4.0K

Value:$371.3K

% of Portfolio:0.0% ($371.3K/$994.4M)

33740F623

Shares:8.3K

Value:$367.1K

% of Portfolio:0.0% ($367.1K/$994.4M)

464287879

Shares:3.7K

Value:$362.4K

% of Portfolio:0.0% ($362.4K/$994.4M)

25434V658

Shares:13.5K

Value:$354.7K

% of Portfolio:0.0% ($354.7K/$994.4M)

46432F834

IXUS|46432F834

Shares:5.1K

Value:$353.2K

% of Portfolio:0.0% ($353.2K/$994.4M)

87283Q602

Shares:8.2K

Value:$353.1K

% of Portfolio:0.0% ($353.1K/$994.4M)

NEWMONT Corp /DE/

NEM|651639106

Shares:7.3K

Value:$352.8K

% of Portfolio:0.0% ($352.8K/$994.4M)

808524870

Shares:13.1K

Value:$352.7K

% of Portfolio:0.0% ($352.7K/$994.4M)

FORD MOTOR CO

F|345370860

Shares:35.1K

Value:$352.2K

% of Portfolio:0.0% ($352.2K/$994.4M)

Trane Technologies plc

TT|G8994E103

Shares:1.0K

Value:$352.1K

% of Portfolio:0.0% ($352.1K/$994.4M)

46436E841

Shares:15.7K

Value:$351.7K

% of Portfolio:0.0% ($351.7K/$994.4M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:245

Value:$351.0K

% of Portfolio:0.0% ($351.0K/$994.4M)

46138J825

Shares:17.0K

Value:$350.6K

% of Portfolio:0.0% ($350.6K/$994.4M)

464287234

EEM|464287234

Shares:8.0K

Value:$350.4K

% of Portfolio:0.0% ($350.4K/$994.4M)

Booking Holdings Inc.

BKNG|09857L108

Shares:75

Value:$346.7K

% of Portfolio:0.0% ($346.7K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Franklin BSP Realty Trust, Inc.(FBRTcusip35243J101)	29.6K	QoQ NEW(+29.6K) YoY NEW(+29.6K)	All Managers (Combined)	$377.2K	0.0% ($377.2K/$994.4M)	QoQ NEW(+$377.2K) YoY NEW(+$377.2K)
(cusip69374H667)✕	8.6K	QoQ NEW(+8.6K) YoY NEW(+8.6K)	All Managers (Combined)	$376.4K	0.0% ($376.4K/$994.4M)	QoQ NEW(+$376.4K) YoY NEW(+$376.4K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.1K	QoQ +6.70% (+67) YoY NEW(+1.1K)	All Managers (Combined)	$375.9K	0.0% ($375.9K/$994.4M)	QoQ +9.95% (+$34.0K) YoY NEW(+$375.9K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2.2K	QoQ +10.84% (+216) YoY NEW(+2.2K)	All Managers (Combined)	$373.5K	0.0% ($373.5K/$994.4M)	QoQ +24.27% (+$73.0K) YoY NEW(+$373.5K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	10.9K	QoQ +6.68% (+685) YoY NEW(+10.9K)	All Managers (Combined)	$373.3K	0.0% ($373.3K/$994.4M)	QoQ +16.14% (+$51.9K) YoY NEW(+$373.3K)
(cusip81369Y506)✕	4.0K	QoQ -80.66% (-16.6K) YoY -13.66% (-629)	All Managers (Combined)	$371.3K	0.0% ($371.3K/$994.4M)	QoQ -78.90% (-$1.4M) YoY -14.55% (-$63.2K)
(cusip33740F623)✕	8.3K	QoQ NEW(+8.3K) YoY +15.77% (+1.1K)	All Managers (Combined)	$367.1K	0.0% ($367.1K/$994.4M)	QoQ NEW(+$367.1K) YoY +22.31% (+$67.0K)
(cusip464287879)✕	3.7K	QoQ +2.17% (-79) YoY -21.01% (-989)	All Managers (Combined)	$362.4K	0.0% ($362.4K/$994.4M)	QoQ -8.29% (-$32.8K) YoY -25.06% (-$121.3K)
(cusip25434V658)✕	13.5K	QoQ NEW(+13.5K) YoY NEW(+13.5K)	All Managers (Combined)	$354.7K	0.0% ($354.7K/$994.4M)	QoQ NEW(+$354.7K) YoY NEW(+$354.7K)
(IXUScusip46432F834)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$353.2K	0.0% ($353.2K/$994.4M)	QoQ NEW(+$353.2K) YoY NEW(+$353.2K)
(cusip87283Q602)✕	8.2K	QoQ -27.52% (-3.1K) YoY -3.11% (-265)	All Managers (Combined)	$353.1K	0.0% ($353.1K/$994.4M)	QoQ -25.92% (-$123.6K) YoY -1.86% (-$6.7K)
NEWMONT Corp /DE/(NEMcusip651639106)	7.3K	QoQ NEW(+7.3K) YoY NEW(+7.3K)	All Managers (Combined)	$352.8K	0.0% ($352.8K/$994.4M)	QoQ NEW(+$352.8K) YoY NEW(+$352.8K)
(cusip808524870)✕	13.1K	QoQ -51.64% (-14.0K) YoY -7.36% (-1.0K)	All Managers (Combined)	$352.7K	0.0% ($352.7K/$994.4M)	QoQ -49.65% (-$347.8K) YoY -52.23% (-$385.8K)
FORD MOTOR CO(Fcusip345370860)	35.1K	QoQ +1.70% (+588) YoY +53.50% (+12.2K)	All Managers (Combined)	$352.2K	0.0% ($352.2K/$994.4M)	QoQ +3.03% (+$10.4K) YoY +15.94% (+$48.4K)
Trane Technologies plc(TTcusipG8994E103)	1.0K	QoQ +28.37% (+231) YoY NEW(+1.0K)	All Managers (Combined)	$352.1K	0.0% ($352.1K/$994.4M)	QoQ +17.13% (+$51.5K) YoY NEW(+$352.1K)
(cusip46436E841)✕	15.7K	QoQ +0.24% (+38) YoY NEW(+15.7K)	All Managers (Combined)	$351.7K	0.0% ($351.7K/$994.4M)	QoQ +1.25% (+$4.4K) YoY NEW(+$351.7K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	245	QoQ +19.51% (+40) YoY NEW(+245)	All Managers (Combined)	$351.0K	0.0% ($351.0K/$994.4M)	QoQ +44.32% (+$107.8K) YoY NEW(+$351.0K)
(cusip46138J825)✕	17.0K	QoQ 0.00% (+0) YoY NEW(+17.0K)	All Managers (Combined)	$350.6K	0.0% ($350.6K/$994.4M)	QoQ +0.14% (+$509) YoY NEW(+$350.6K)
(EEMcusip464287234)	8.0K	QoQ -36.56% (-4.6K) YoY -22.11% (-2.3K)	All Managers (Combined)	$350.4K	0.0% ($350.4K/$994.4M)	QoQ -33.71% (-$178.3K) YoY -17.14% (-$72.5K)
Booking Holdings Inc.(BKNGcusip09857L108)	75	QoQ +5.63% (-4) YoY NEW(+75)	All Managers (Combined)	$346.7K	0.0% ($346.7K/$994.4M)	QoQ -2.35% (-$8.4K) YoY NEW(+$346.7K)