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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  "AXP",
  null,
  null,
  "T",
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  null,
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  "CAT",
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  null,
  null,
  null,
  null,
  "ARCC",
  null,
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  "BSX",
  null,
  null,
  "DBEF",
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  null,
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  "RGTI",
  null,
  null,
  null,
  "SLP",
  null,
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  null,
  null,
  "GD",
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  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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  "ITW",
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  "EMR",
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  "ICE",
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  "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,
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  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

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464288653

Shares:76.5K

Value:$7.9M

% of Portfolio:0.8% ($7.9M/$994.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.8K

Value:$7.9M

% of Portfolio:0.8% ($7.9M/$994.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:16.7K

Value:$7.8M

% of Portfolio:0.8% ($7.8M/$994.4M)

78463X509

Shares:196.6K

Value:$7.7M

% of Portfolio:0.8% ($7.7M/$994.4M)

464287200

IVV|464287200

Shares:13.6K

Value:$7.6M

% of Portfolio:0.8% ($7.6M/$994.4M)

19762B202

Shares:241.6K

Value:$7.1M

% of Portfolio:0.7% ($7.1M/$994.4M)

92206C771

Shares:145.9K

Value:$6.8M

% of Portfolio:0.7% ($6.8M/$994.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:43.1K

Value:$6.7M

% of Portfolio:0.7% ($6.7M/$994.4M)

464285204

Shares:110.8K

Value:$6.5M

% of Portfolio:0.7% ($6.5M/$994.4M)

921943858

VEA|921943858

Shares:128.0K

Value:$6.5M

% of Portfolio:0.7% ($6.5M/$994.4M)

25861R402

Shares:124.1K

Value:$6.1M

% of Portfolio:0.6% ($6.1M/$994.4M)

Meta Platforms, Inc.

META|30303M102

Shares:10.5K

Value:$6.1M

% of Portfolio:0.6% ($6.1M/$994.4M)

808524797

SCHD|808524797

Shares:209.8K

Value:$5.9M

% of Portfolio:0.6% ($5.9M/$994.4M)

Alphabet Inc.

GOOG|02079K107

Shares:36.8K

Value:$5.8M

% of Portfolio:0.6% ($5.8M/$994.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:21.8K

Value:$5.3M

% of Portfolio:0.5% ($5.3M/$994.4M)

922908751

VB|922908751

Shares:23.0K

Value:$5.1M

% of Portfolio:0.5% ($5.1M/$994.4M)

46432F396

MTUM|46432F396

Shares:24.7K

Value:$5.0M

% of Portfolio:0.5% ($5.0M/$994.4M)

464287226

Shares:50.0K

Value:$4.9M

% of Portfolio:0.5% ($4.9M/$994.4M)

464287101

Shares:17.5K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$994.4M)

VISA INC.

V|92826C839

Shares:13.3K

Value:$4.7M

% of Portfolio:0.5% ($4.7M/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288653)✕	76.5K	QoQ +324.30% (+58.5K) YoY NEW(+76.5K)	All Managers (Combined)	$7.9M	0.8% ($7.9M/$994.4M)	QoQ +342.24% (+$6.1M) YoY NEW(+$7.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.8K	QoQ +39.10% (+4.2K) YoY +468.51% (+12.2K)	All Managers (Combined)	$7.9M	0.8% ($7.9M/$994.4M)	QoQ +63.44% (+$3.1M) YoY +620.00% (+$6.8M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	16.7K	QoQ +44.42% (+5.1K) YoY +111.66% (+8.8K)	All Managers (Combined)	$7.8M	0.8% ($7.8M/$994.4M)	QoQ +32.46% (+$1.9M) YoY +123.54% (+$4.3M)
(cusip78463X509)✕	196.6K	QoQ +33.55% (+49.4K) YoY +591.54% (+168.2K)	All Managers (Combined)	$7.7M	0.8% ($7.7M/$994.4M)	QoQ +37.03% (+$2.1M) YoY +652.31% (+$6.7M)
(IVVcusip464287200)	13.6K	QoQ +100.33% (+6.8K) YoY +366.97% (+10.7K)	All Managers (Combined)	$7.6M	0.8% ($7.6M/$994.4M)	QoQ +91.24% (+$3.6M) YoY +399.08% (+$6.1M)
(cusip19762B202)✕	241.6K	QoQ +93.29% (+116.6K) YoY +1529.56% (+226.8K)	All Managers (Combined)	$7.1M	0.7% ($7.1M/$994.4M)	QoQ +92.87% (+$3.4M) YoY +1447.56% (+$6.7M)
(cusip92206C771)✕	145.9K	QoQ +3.84% (+5.4K) YoY +251.92% (+104.4K)	All Managers (Combined)	$6.8M	0.7% ($6.8M/$994.4M)	QoQ +6.06% (+$386.1K) YoY +257.33% (+$4.9M)
Alphabet Inc.(GOOGLcusip02079K305)	43.1K	QoQ +23.10% (+8.1K) YoY +1391.08% (+40.2K)	All Managers (Combined)	$6.7M	0.7% ($6.7M/$994.4M)	QoQ +0.56% (+$37.5K) YoY +1427.71% (+$6.2M)
(cusip464285204)✕	110.8K	QoQ +258.30% (+79.9K) YoY +579.57% (+94.5K)	All Managers (Combined)	$6.5M	0.7% ($6.5M/$994.4M)	QoQ +326.68% (+$5.0M) YoY +853.76% (+$5.8M)
(VEAcusip921943858)	128.0K	QoQ +14.47% (+16.2K) YoY +365.39% (+100.5K)	All Managers (Combined)	$6.5M	0.7% ($6.5M/$994.4M)	QoQ +21.68% (+$1.2M) YoY +371.50% (+$5.1M)
(cusip25861R402)✕	124.1K	QoQ +13.61% (+14.9K) YoY NEW(+124.1K)	All Managers (Combined)	$6.1M	0.6% ($6.1M/$994.4M)	QoQ +15.86% (+$833.3K) YoY NEW(+$6.1M)
Meta Platforms, Inc.(METAcusip30303M102)	10.5K	QoQ +30.52% (+2.5K) YoY +411.20% (+8.5K)	All Managers (Combined)	$6.1M	0.6% ($6.1M/$994.4M)	QoQ +28.48% (+$1.3M) YoY +506.77% (+$5.1M)
(SCHDcusip808524797)	209.8K	QoQ -2.47% (-5.3K) YoY +1624.63% (+197.6K)	All Managers (Combined)	$5.9M	0.6% ($5.9M/$994.4M)	QoQ -0.19% (-$11.5K) YoY +498.05% (+$4.9M)
Alphabet Inc.(GOOGcusip02079K107)	36.8K	QoQ +23.35% (+7.0K) YoY +684.44% (+32.1K)	All Managers (Combined)	$5.8M	0.6% ($5.8M/$994.4M)	QoQ +1.19% (+$68.1K) YoY +704.90% (+$5.0M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	21.8K	QoQ +11.20% (+2.2K) YoY +203.13% (+14.6K)	All Managers (Combined)	$5.3M	0.5% ($5.3M/$994.4M)	QoQ +13.79% (+$647.2K) YoY +271.24% (+$3.9M)
(VBcusip922908751)	23.0K	QoQ +7.62% (-1.6K) YoY +1282.52% (+21.4K)	All Managers (Combined)	$5.1M	0.5% ($5.1M/$994.4M)	QoQ -0.67% (-$34.5K) YoY +1241.17% (+$4.7M)
(MTUMcusip46432F396)	24.7K	QoQ +441.75% (+20.1K) YoY NEW(+24.7K)	All Managers (Combined)	$5.0M	0.5% ($5.0M/$994.4M)	QoQ +429.17% (+$4.0M) YoY NEW(+$5.0M)
(cusip464287226)✕	50.0K	QoQ +17.63% (+7.5K) YoY +205.76% (+33.6K)	All Managers (Combined)	$4.9M	0.5% ($4.9M/$994.4M)	QoQ +20.08% (+$827.0K) YoY +208.82% (+$3.3M)
(cusip464287101)✕	17.5K	QoQ NEW(+17.5K) YoY NEW(+17.5K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$994.4M)	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
VISA INC.(Vcusip92826C839)	13.3K	QoQ +21.99% (+2.4K) YoY +348.88% (+10.4K)	All Managers (Combined)	$4.7M	0.5% ($4.7M/$994.4M)	QoQ +35.27% (+$1.2M) YoY +463.68% (+$3.8M)