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",
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  null,
  null,
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  "ABBV",
  "ADBE",
  "OBDC",
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  "MAIN",
  null,
  null,
  "ALL",
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  "BSX",
  null,
  null,
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  null,
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  "RGTI",
  null,
  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  "UNP",
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  null,
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  "BBN",
  null,
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  "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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  null,
  "GE",
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  "NVS",
  null,
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  null,
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  "IX",
  "BX",
  "AMP",
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  "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,
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  "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",
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  "FI",
  "F",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "GSLC",
  "AEP",
  "SID",
  "ENIC",
  "SGOL",
  "FGEN",
  null,
  null,
  null,
  "AOS",
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  "NVO",
  "VIGI",
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  "MSI",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "ELS",
  "ABEV",
  null,
  null,
  "VEU",
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  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",
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  "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 20 of 26

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46429B267

Shares:13.8K

Value:$316.5K

% of Portfolio:0.0% ($316.5K/$994.4M)

46434V282

Shares:5.4K

Value:$315.3K

% of Portfolio:0.0% ($315.3K/$994.4M)

ORIX CORP

IX|686330101

Shares:15.1K

Value:$315.0K

% of Portfolio:0.0% ($315.0K/$994.4M)

46137V241

Shares:4.7K

Value:$313.3K

% of Portfolio:0.0% ($313.3K/$994.4M)

Motorola Solutions, Inc.

MSI|620076307

Shares:712

Value:$311.5K

% of Portfolio:0.0% ($311.5K/$994.4M)

46435G193

Shares:13.4K

Value:$309.7K

% of Portfolio:0.0% ($309.7K/$994.4M)

464288489

Shares:15.7K

Value:$309.0K

% of Portfolio:0.0% ($309.0K/$994.4M)

NATIONAL GRID PLC

NGG|636274409

Shares:4.7K

Value:$309.0K

% of Portfolio:0.0% ($309.0K/$994.4M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.1K

Value:$306.2K

% of Portfolio:0.0% ($306.2K/$994.4M)

46138J791

Shares:15.7K

Value:$306.1K

% of Portfolio:0.0% ($306.1K/$994.4M)

BRINKER INTERNATIONAL, INC

EAT|109641100

Shares:2.1K

Value:$306.0K

% of Portfolio:0.0% ($306.0K/$994.4M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:5.1K

Value:$303.1K

% of Portfolio:0.0% ($303.1K/$994.4M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:622

Value:$301.6K

% of Portfolio:0.0% ($301.6K/$994.4M)

FACTSET RESEARCH SYSTEMS INC

FDS|303075105

Shares:659

Value:$299.6K

% of Portfolio:0.0% ($299.6K/$994.4M)

NIKE, Inc.

NKE|654106103

Shares:4.7K

Value:$298.8K

% of Portfolio:0.0% ($298.8K/$994.4M)

ROYAL GOLD INC

RGLD|780287108

Shares:1.8K

Value:$298.6K

% of Portfolio:0.0% ($298.6K/$994.4M)

Marathon Petroleum Corp

MPC|56585A102

Shares:2.0K

Value:$297.2K

% of Portfolio:0.0% ($297.2K/$994.4M)

46434V407

Shares:7.0K

Value:$296.2K

% of Portfolio:0.0% ($296.2K/$994.4M)

D-Wave Quantum Inc.

QBTS|26740W109

Shares:39.0K

Value:$296.1K

% of Portfolio:0.0% ($296.1K/$994.4M)

46436E759

Shares:4.3K

Value:$290.6K

% of Portfolio:0.0% ($290.6K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46429B267)✕	13.8K	QoQ +26.17% (+2.9K) YoY NEW(+13.8K)	All Managers (Combined)	$316.5K	0.0% ($316.5K/$994.4M)	QoQ +26.20% (+$65.7K) YoY NEW(+$316.5K)
(cusip46434V282)✕	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$315.3K	0.0% ($315.3K/$994.4M)	QoQ -4.09% (-$13.5K) YoY NEW(+$315.3K)
ORIX CORP(IXcusip686330101)	15.1K	QoQ +460.17% (+12.4K) YoY NEW(+15.1K)	All Managers (Combined)	$315.0K	0.0% ($315.0K/$994.4M)	QoQ +10.14% (+$29.0K) YoY NEW(+$315.0K)
(cusip46137V241)✕	4.7K	QoQ +10.47% (+448) YoY NEW(+4.7K)	All Managers (Combined)	$313.3K	0.0% ($313.3K/$994.4M)	QoQ +9.33% (+$26.7K) YoY NEW(+$313.3K)
Motorola Solutions, Inc.(MSIcusip620076307)	712	QoQ -20.53% (-184) YoY NEW(+712)	All Managers (Combined)	$311.5K	0.0% ($311.5K/$994.4M)	QoQ -24.81% (-$102.8K) YoY NEW(+$311.5K)
(cusip46435G193)✕	13.4K	QoQ -16.95% (-2.7K) YoY NEW(+13.4K)	All Managers (Combined)	$309.7K	0.0% ($309.7K/$994.4M)	QoQ -15.70% (-$57.7K) YoY NEW(+$309.7K)
(cusip464288489)✕	15.7K	QoQ +7.73% (+1.1K) YoY NEW(+15.7K)	All Managers (Combined)	$309.0K	0.0% ($309.0K/$994.4M)	QoQ +10.13% (+$28.4K) YoY NEW(+$309.0K)
NATIONAL GRID PLC(NGGcusip636274409)	4.7K	QoQ +14.26% (+588) YoY NEW(+4.7K)	All Managers (Combined)	$309.0K	0.0% ($309.0K/$994.4M)	QoQ +26.17% (+$64.1K) YoY NEW(+$309.0K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.1K	QoQ +40.10% (+604) YoY NEW(+2.1K)	All Managers (Combined)	$306.2K	0.0% ($306.2K/$994.4M)	QoQ +24.98% (+$61.2K) YoY NEW(+$306.2K)
(cusip46138J791)✕	15.7K	QoQ +23.11% (+3.0K) YoY NEW(+15.7K)	All Managers (Combined)	$306.1K	0.0% ($306.1K/$994.4M)	QoQ +23.43% (+$58.1K) YoY NEW(+$306.1K)
BRINKER INTERNATIONAL, INC(EATcusip109641100)	2.1K	QoQ -4.64% (-100) YoY NEW(+2.1K)	All Managers (Combined)	$306.0K	0.0% ($306.0K/$994.4M)	QoQ +7.43% (-$21.2K) YoY NEW(+$306.0K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	5.1K	QoQ +29.05% (+1.1K) YoY NEW(+5.1K)	All Managers (Combined)	$303.1K	0.0% ($303.1K/$994.4M)	QoQ +42.48% (+$90.4K) YoY NEW(+$303.1K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	622	QoQ NEW(+622) YoY NEW(+622)	All Managers (Combined)	$301.6K	0.0% ($301.6K/$994.4M)	QoQ NEW(+$301.6K) YoY NEW(+$301.6K)
FACTSET RESEARCH SYSTEMS INC(FDScusip303075105)	659	QoQ NEW(+659) YoY NEW(+659)	All Managers (Combined)	$299.6K	0.0% ($299.6K/$994.4M)	QoQ NEW(+$299.6K) YoY NEW(+$299.6K)
NIKE, Inc.(NKEcusip654106103)	4.7K	QoQ +55.21% (+1.7K) YoY NEW(+4.7K)	All Managers (Combined)	$298.8K	0.0% ($298.8K/$994.4M)	QoQ +30.21% (+$69.3K) YoY NEW(+$298.8K)
ROYAL GOLD INC(RGLDcusip780287108)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$298.6K	0.0% ($298.6K/$994.4M)	QoQ NEW(+$298.6K) YoY NEW(+$298.6K)
Marathon Petroleum Corp(MPCcusip56585A102)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$297.2K	0.0% ($297.2K/$994.4M)	QoQ NEW(+$297.2K) YoY NEW(+$297.2K)
(cusip46434V407)✕	7.0K	QoQ +19.13% (+1.1K) YoY NEW(+7.0K)	All Managers (Combined)	$296.2K	0.0% ($296.2K/$994.4M)	QoQ +18.88% (+$47.1K) YoY NEW(+$296.2K)
D-Wave Quantum Inc.(QBTScusip26740W109)	39.0K	QoQ +14.74% (+5.0K) YoY NEW(+39.0K)	All Managers (Combined)	$296.1K	0.0% ($296.1K/$994.4M)	QoQ +3.81% (+$10.9K) YoY NEW(+$296.1K)
(cusip46436E759)✕	4.3K	QoQ -8.40% (-396) YoY NEW(+4.3K)	All Managers (Combined)	$290.6K	0.0% ($290.6K/$994.4M)	QoQ -4.55% (-$13.9K) YoY NEW(+$290.6K)