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,
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  "CAT",
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  "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,
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  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  null,
  "BEN",
  null,
  null,
  "UNP",
  "QCOM",
  "FBRT",
  "ISRG",
  null,
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  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "OIA",
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  "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 • $994.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 21 of 26

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SOUTHERN CO

SO|842587107

Shares:3.2K

Value:$290.1K

% of Portfolio:0.0% ($290.1K/$994.4M)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:3.6K

Value:$288.9K

% of Portfolio:0.0% ($288.9K/$994.4M)

97717W562

Shares:5.9K

Value:$288.5K

% of Portfolio:0.0% ($288.5K/$994.4M)

25434V617

Shares:4.7K

Value:$285.5K

% of Portfolio:0.0% ($285.5K/$994.4M)

MOOG INC.

MOG-A|615394202

Shares:1.6K

Value:$284.8K

% of Portfolio:0.0% ($284.8K/$994.4M)

Baidu, Inc.

BIDU|056752108

Shares:3.1K

Value:$283.2K

% of Portfolio:0.0% ($283.2K/$994.4M)

Nuveen Municipal Credit Income Fund

NZF|67070X101

Shares:23.1K

Value:$281.9K

% of Portfolio:0.0% ($281.9K/$994.4M)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:803

Value:$280.4K

% of Portfolio:0.0% ($280.4K/$994.4M)

03073E105

Shares:996

Value:$277.0K

% of Portfolio:0.0% ($277.0K/$994.4M)

46137V100

Shares:2.4K

Value:$276.7K

% of Portfolio:0.0% ($276.7K/$994.4M)

316092873

Shares:4.8K

Value:$272.2K

% of Portfolio:0.0% ($272.2K/$994.4M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:546

Value:$270.4K

% of Portfolio:0.0% ($270.4K/$994.4M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.2K

Value:$270.3K

% of Portfolio:0.0% ($270.3K/$994.4M)

33740F862

Shares:5.9K

Value:$270.1K

% of Portfolio:0.0% ($270.1K/$994.4M)

381430503

GSLC|381430503

Shares:2.5K

Value:$269.8K

% of Portfolio:0.0% ($269.8K/$994.4M)

922042676

VNQI|922042676

Shares:6.7K

Value:$269.2K

% of Portfolio:0.0% ($269.2K/$994.4M)

SMITH A O CORP

AOS|831865209

Shares:4.1K

Value:$265.0K

% of Portfolio:0.0% ($265.0K/$994.4M)

25434V815

Shares:9.4K

Value:$263.6K

% of Portfolio:0.0% ($263.6K/$994.4M)

092528603

Shares:5.0K

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$994.4M)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:2.1K

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SOUTHERN CO(SOcusip842587107)	3.2K	QoQ +2.76% (+85) YoY NEW(+3.2K)	All Managers (Combined)	$290.1K	0.0% ($290.1K/$994.4M)	QoQ +14.77% (+$37.3K) YoY NEW(+$290.1K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	3.6K	QoQ +12.54% (+399) YoY NEW(+3.6K)	All Managers (Combined)	$288.9K	0.0% ($288.9K/$994.4M)	QoQ +16.18% (+$40.3K) YoY NEW(+$288.9K)
(cusip97717W562)✕	5.9K	QoQ +12.88% (+674) YoY +12.88% (+674)	All Managers (Combined)	$288.5K	0.0% ($288.5K/$994.4M)	QoQ +2.21% (+$6.3K) YoY +10.00% (+$26.2K)
(cusip25434V617)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$285.5K	0.0% ($285.5K/$994.4M)	QoQ NEW(+$285.5K) YoY NEW(+$285.5K)
MOOG INC.(MOG-Acusip615394202)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$284.8K	0.0% ($284.8K/$994.4M)	QoQ NEW(+$284.8K) YoY NEW(+$284.8K)
Baidu, Inc.(BIDUcusip056752108)	3.1K	QoQ +11.97% (+329) YoY NEW(+3.1K)	All Managers (Combined)	$283.2K	0.0% ($283.2K/$994.4M)	QoQ +22.22% (+$51.5K) YoY NEW(+$283.2K)
Nuveen Municipal Credit Income Fund(NZFcusip67070X101)	23.1K	QoQ +0.73% (+169) YoY NEW(+23.1K)	All Managers (Combined)	$281.9K	0.0% ($281.9K/$994.4M)	QoQ +1.23% (+$3.4K) YoY NEW(+$281.9K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	803	QoQ NEW(+803) YoY NEW(+803)	All Managers (Combined)	$280.4K	0.0% ($280.4K/$994.4M)	QoQ NEW(+$280.4K) YoY NEW(+$280.4K)
(cusip03073E105)✕	996	QoQ -1.87% (-19) YoY NEW(+996)	All Managers (Combined)	$277.0K	0.0% ($277.0K/$994.4M)	QoQ +21.43% (-$48.9K) YoY NEW(+$277.0K)
(cusip46137V100)✕	2.4K	QoQ +29.30% (+538) YoY NEW(+2.4K)	All Managers (Combined)	$276.7K	0.0% ($276.7K/$994.4M)	QoQ +31.34% (+$66.0K) YoY NEW(+$276.7K)
(cusip316092873)✕	4.8K	QoQ +2.93% (-138) YoY NEW(+4.8K)	All Managers (Combined)	$272.2K	0.0% ($272.2K/$994.4M)	QoQ -1.34% (-$3.7K) YoY NEW(+$272.2K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	546	QoQ +22.97% (+102) YoY NEW(+546)	All Managers (Combined)	$270.4K	0.0% ($270.4K/$994.4M)	QoQ +16.68% (+$38.7K) YoY NEW(+$270.4K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.2K	QoQ +6.11% (+68) YoY NEW(+1.2K)	All Managers (Combined)	$270.3K	0.0% ($270.3K/$994.4M)	QoQ +7.20% (+$18.2K) YoY NEW(+$270.3K)
(cusip33740F862)✕	5.9K	QoQ 0.00% (-0) YoY +8.00% (+440)	All Managers (Combined)	$270.1K	0.0% ($270.1K/$994.4M)	QoQ -2.26% (-$6.3K) YoY +14.57% (+$34.3K)
(GSLCcusip381430503)	2.5K	QoQ -0.52% (-13) YoY +6.33% (+146)	All Managers (Combined)	$269.8K	0.0% ($269.8K/$994.4M)	QoQ -4.93% (-$14.0K) YoY +12.77% (+$30.6K)
(VNQIcusip922042676)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$269.2K	0.0% ($269.2K/$994.4M)	QoQ NEW(+$269.2K) YoY NEW(+$269.2K)
SMITH A O CORP(AOScusip831865209)	4.1K	QoQ +0.72% (-29) YoY +3.94% (-154)	All Managers (Combined)	$265.0K	0.0% ($265.0K/$994.4M)	QoQ -3.48% (-$9.6K) YoY -24.05% (-$83.9K)
(cusip25434V815)✕	9.4K	QoQ +29.06% (+2.1K) YoY NEW(+9.4K)	All Managers (Combined)	$263.6K	0.0% ($263.6K/$994.4M)	QoQ +18.04% (+$40.3K) YoY NEW(+$263.6K)
(cusip092528603)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$994.4M)	QoQ NEW(+$263.2K) YoY NEW(+$263.2K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$261.6K	0.0% ($261.6K/$994.4M)	QoQ NEW(+$261.6K) YoY NEW(+$261.6K)