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 • $994,407.612K total value

518 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 19 of 26

Sort by:

33740F755

Shares:11.6K

Value:$343.2K

46436E767

Shares:7.3K

Value:$340.6K

Zoetis Inc.

ZTS|98978V103

Shares:2.1K

Value:$339.7K

025072703

AVDE|025072703

Shares:5.1K

Value:$339.6K

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.6K

Value:$338.5K

69374H857

Shares:9.0K

Value:$335.9K

92204A702

VGT|92204A702

Shares:615

Value:$333.7K

Sony Group Corp

SONY|835699307

Shares:13.1K

Value:$332.1K

69374H709

Shares:8.9K

Value:$330.5K

33740U505

Shares:7.6K

Value:$329.3K

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.9K

Value:$327.8K

EMERSON ELECTRIC CO

EMR|291011104

Shares:3.0K

Value:$326.8K

69374H873

Shares:10.4K

Value:$326.4K

TEXTRON INC

TXT|883203101

Shares:4.5K

Value:$325.9K

Chubb Ltd

CB|H1467J104

Shares:1.1K

Value:$324.3K

CINTAS CORP

CTAS|172908105

Shares:1.6K

Value:$322.3K

78468R739

Shares:6.7K

Value:$320.3K

SEMPRA

SRE|816851109

Shares:4.5K

Value:$320.0K

808524763

FNDA|808524763

Shares:11.6K

Value:$318.3K

Cboe Global Markets, Inc.

CBOE|12503M108

Shares:1.4K

Value:$317.6K

Instrument	Shares		Other Manager	Value
(cusip33740F755)✕	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$343.2K	QoQ NEW(+$343.2K) YoY NEW(+$343.2K)
(cusip46436E767)✕	7.3K	QoQ +10.32% (+683) YoY NEW(+7.3K)	All Managers (Combined)	$340.6K	QoQ +3.55% (+$11.7K) YoY NEW(+$340.6K)
Zoetis Inc.(ZTScusip98978V103)	2.1K	QoQ +50.69% (+694) YoY NEW(+2.1K)	All Managers (Combined)	$339.7K	QoQ +52.26% (+$116.6K) YoY NEW(+$339.7K)
(AVDEcusip025072703)	5.1K	QoQ +46.30% (+1.6K) YoY NEW(+5.1K)	All Managers (Combined)	$339.6K	QoQ +57.98% (+$124.7K) YoY NEW(+$339.6K)
COLGATE PALMOLIVE CO(CLcusip194162103)	3.6K	QoQ -1.68% (-62) YoY NEW(+3.6K)	All Managers (Combined)	$338.5K	QoQ +1.33% (-$4.4K) YoY NEW(+$338.5K)
(cusip69374H857)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$335.9K	QoQ NEW(+$335.9K) YoY NEW(+$335.9K)
(VGTcusip92204A702)	615	QoQ NEW(+615) YoY NEW(+615)	All Managers (Combined)	$333.7K	QoQ NEW(+$333.7K) YoY NEW(+$333.7K)
Sony Group Corp(SONYcusip835699307)	13.1K	QoQ +6.11% (+754) YoY NEW(+13.1K)	All Managers (Combined)	$332.1K	QoQ +27.33% (+$71.3K) YoY NEW(+$332.1K)
(cusip69374H709)✕	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$330.5K	QoQ NEW(+$330.5K) YoY NEW(+$330.5K)
(cusip33740U505)✕	7.6K	QoQ +20.37% (+1.3K) YoY +45.06% (+2.4K)	All Managers (Combined)	$329.3K	QoQ +17.20% (+$48.4K) YoY +52.79% (+$113.8K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.9K	QoQ +25.21% (+589) YoY NEW(+2.9K)	All Managers (Combined)	$327.8K	QoQ +51.88% (+$112.0K) YoY NEW(+$327.8K)
EMERSON ELECTRIC CO(EMRcusip291011104)	3.0K	QoQ +12.66% (-335) YoY NEW(+3.0K)	All Managers (Combined)	$326.8K	QoQ -0.31% (-$1.0K) YoY NEW(+$326.8K)
(cusip69374H873)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$326.4K	QoQ NEW(+$326.4K) YoY NEW(+$326.4K)
TEXTRON INC(TXTcusip883203101)	4.5K	QoQ +34.53% (+1.2K) YoY NEW(+4.5K)	All Managers (Combined)	$325.9K	QoQ +27.07% (+$69.4K) YoY NEW(+$325.9K)
Chubb Ltd(CBcusipH1467J104)	1.1K	QoQ +10.72% (+104) YoY NEW(+1.1K)	All Managers (Combined)	$324.3K	QoQ +20.99% (+$56.3K) YoY NEW(+$324.3K)
CINTAS CORP(CTAScusip172908105)	1.6K	QoQ +26.55% (+329) YoY NEW(+1.6K)	All Managers (Combined)	$322.3K	QoQ +42.32% (+$95.8K) YoY NEW(+$322.3K)
(cusip78468R739)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$320.3K	QoQ NEW(+$320.3K) YoY NEW(+$320.3K)
SEMPRA(SREcusip816851109)	4.5K	QoQ -0.99% (-45) YoY NEW(+4.5K)	All Managers (Combined)	$320.0K	QoQ -19.44% (-$77.3K) YoY NEW(+$320.0K)
(FNDAcusip808524763)	11.6K	QoQ +8.40% (-901) YoY NEW(+11.6K)	All Managers (Combined)	$318.3K	QoQ -0.02% (-$89) YoY NEW(+$318.3K)
Cboe Global Markets, Inc.(CBOEcusip12503M108)	1.4K	QoQ +1.00% (+14) YoY NEW(+1.4K)	All Managers (Combined)	$317.6K	QoQ +16.98% (+$46.1K) YoY NEW(+$317.6K)