Savvy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  null,
  null,
  null,
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  null,
  null,
  "NLY",
  null,
  null,
  null,
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  null,
  null,
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  "ADBE",
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  null,
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  null,
  null,
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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,
  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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  null,
  null,
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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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  "LRCX",
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  "LIN",
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
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  null,
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  "KR",
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  "NOC",
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  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
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  "EEM",
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  null,
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  "PYPL",
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  "IRM",
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  "IEMG",
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  null,
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  "SPY",
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  null,
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  "GS",
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  "GEHC",
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  null,
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  null,
  null,
  null,
  "MKC",
  "MPW",
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  null,
  "MSTR",
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  null,
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  "ROK",
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  "RY",
  null,
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  "NOW",
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  null,
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  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,
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  "VWO",
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  "VCIT",
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  "VIG",
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  null,
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  "FSK",
  null,
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  null,
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  "AOS",
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  null,
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  "IVE",
  null,
  null,
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  "ELS",
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  null,
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  null,
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  null,
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  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
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  "VSCO",
  "WMT",
  "WFC",
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  "WSM",
  "WMB",
  null,
  null,
  null,
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  "WDAY",
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  null,
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  null,
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  "SO",
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  "PSX",
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  null,
  null,
  "IXUS",
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  null,
  null,
  null,
  "GEV",
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  null,
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  null,
  null,
  "ESGU",
  null,
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  null,
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  "BAC",
  null,
  "BRK-B",
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  null,
  null,
  "MVF",
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  null,
  "CNI",
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  "CVX",
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  "CMG",
  "CHD",
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  "CSCO",
  "C",
  "CLX",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
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  "CEG",
  "COST",
  "CTVA",
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  "CVS",
  "DHR",
  "DE",
  "DVN",
  null,
  null,
  null,
  "DFAX",
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  null,
  "EFA",
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  "MAR",
  "QQQ",
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  "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 22 of 26

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WEYERHAEUSER CO

WY|962166104

Shares:8.9K

Value:$260.1K

% of Portfolio:0.0% ($260.1K/$994.4M)

ALLSTATE CORP

ALL|020002101

Shares:1.2K

Value:$258.6K

% of Portfolio:0.0% ($258.6K/$994.4M)

464287499

IWR|464287499

Shares:3.0K

Value:$258.5K

% of Portfolio:0.0% ($258.5K/$994.4M)

464287523

Shares:1.4K

Value:$257.2K

% of Portfolio:0.0% ($257.2K/$994.4M)

69374H428

Shares:5.4K

Value:$253.3K

% of Portfolio:0.0% ($253.3K/$994.4M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:5.1K

Value:$252.5K

% of Portfolio:0.0% ($252.5K/$994.4M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:491

Value:$251.4K

% of Portfolio:0.0% ($251.4K/$994.4M)

66538H534

Shares:6.5K

Value:$250.9K

% of Portfolio:0.0% ($250.9K/$994.4M)

81369Y704

Shares:1.9K

Value:$249.6K

% of Portfolio:0.0% ($249.6K/$994.4M)

Simulations Plus, Inc.

SLP|829214105

Shares:10.2K

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$994.4M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:964

Value:$249.1K

% of Portfolio:0.0% ($249.1K/$994.4M)

97717W802

Shares:5.8K

Value:$248.1K

% of Portfolio:0.0% ($248.1K/$994.4M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.4K

Value:$246.6K

% of Portfolio:0.0% ($246.6K/$994.4M)

GARMIN LTD

GRMN|H2906T109

Shares:1.1K

Value:$246.5K

% of Portfolio:0.0% ($246.5K/$994.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:3.8K

Value:$245.1K

% of Portfolio:0.0% ($245.1K/$994.4M)

464287291

Shares:3.2K

Value:$244.7K

% of Portfolio:0.0% ($244.7K/$994.4M)

78464A664

Shares:8.9K

Value:$243.0K

% of Portfolio:0.0% ($243.0K/$994.4M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:4.8K

Value:$242.7K

% of Portfolio:0.0% ($242.7K/$994.4M)

RUSH ENTERPRISES INC \TX\

RUSHA|781846209

Shares:4.5K

Value:$241.9K

% of Portfolio:0.0% ($241.9K/$994.4M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:4.4K

Value:$241.2K

% of Portfolio:0.0% ($241.2K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WEYERHAEUSER CO(WYcusip962166104)	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$260.1K	0.0% ($260.1K/$994.4M)	QoQ NEW(+$260.1K) YoY NEW(+$260.1K)
ALLSTATE CORP(ALLcusip020002101)	1.2K	QoQ +6.75% (+79) YoY NEW(+1.2K)	All Managers (Combined)	$258.6K	0.0% ($258.6K/$994.4M)	QoQ +14.65% (+$33.1K) YoY NEW(+$258.6K)
(IWRcusip464287499)	3.0K	QoQ +2.39% (-71) YoY -1.42% (-44)	All Managers (Combined)	$258.5K	0.0% ($258.5K/$994.4M)	QoQ -1.48% (-$3.9K) YoY -0.30% (-$793)
(cusip464287523)✕	1.4K	QoQ -67.91% (-2.9K) YoY NEW(+1.4K)	All Managers (Combined)	$257.2K	0.0% ($257.2K/$994.4M)	QoQ -71.98% (-$661.0K) YoY NEW(+$257.2K)
(cusip69374H428)✕	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$253.3K	0.0% ($253.3K/$994.4M)	QoQ NEW(+$253.3K) YoY NEW(+$253.3K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	5.1K	QoQ -18.27% (-1.1K) YoY NEW(+5.1K)	All Managers (Combined)	$252.5K	0.0% ($252.5K/$994.4M)	QoQ -18.35% (-$56.8K) YoY NEW(+$252.5K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	491	QoQ NEW(+491) YoY NEW(+491)	All Managers (Combined)	$251.4K	0.0% ($251.4K/$994.4M)	QoQ NEW(+$251.4K) YoY NEW(+$251.4K)
(cusip66538H534)✕	6.5K	QoQ 0.00% (-0) YoY NEW(+6.5K)	All Managers (Combined)	$250.9K	0.0% ($250.9K/$994.4M)	QoQ -1.27% (-$3.2K) YoY NEW(+$250.9K)
(cusip81369Y704)✕	1.9K	QoQ -42.47% (-1.4K) YoY NEW(+1.9K)	All Managers (Combined)	$249.6K	0.0% ($249.6K/$994.4M)	QoQ -42.77% (-$186.6K) YoY NEW(+$249.6K)
Simulations Plus, Inc.(SLPcusip829214105)	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$994.4M)	QoQ NEW(+$249.3K) YoY NEW(+$249.3K)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	964	QoQ +29.39% (+219) YoY NEW(+964)	All Managers (Combined)	$249.1K	0.0% ($249.1K/$994.4M)	QoQ +16.98% (+$36.2K) YoY NEW(+$249.1K)
(cusip97717W802)✕	5.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$248.1K	0.0% ($248.1K/$994.4M)	QoQ +12.38% (+$27.4K) YoY +7.14% (+$16.5K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.4K	QoQ -10.05% (-379) YoY NEW(+3.4K)	All Managers (Combined)	$246.6K	0.0% ($246.6K/$994.4M)	QoQ -9.47% (-$25.8K) YoY NEW(+$246.6K)
GARMIN LTD(GRMNcusipH2906T109)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$246.5K	0.0% ($246.5K/$994.4M)	QoQ NEW(+$246.5K) YoY NEW(+$246.5K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	3.8K	QoQ +6.58% (-232) YoY NEW(+3.8K)	All Managers (Combined)	$245.1K	0.0% ($245.1K/$994.4M)	QoQ -18.51% (-$55.7K) YoY NEW(+$245.1K)
(cusip464287291)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$244.7K	0.0% ($244.7K/$994.4M)	QoQ NEW(+$244.7K) YoY NEW(+$244.7K)
(cusip78464A664)✕	8.9K	QoQ -93.57% (-129.8K) YoY -76.84% (-29.6K)	All Managers (Combined)	$243.0K	0.0% ($243.0K/$994.4M)	QoQ -93.31% (-$3.4M) YoY -77.41% (-$832.7K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	4.8K	QoQ +34.88% (+1.3K) YoY NEW(+4.8K)	All Managers (Combined)	$242.7K	0.0% ($242.7K/$994.4M)	QoQ +12.31% (+$26.6K) YoY NEW(+$242.7K)
RUSH ENTERPRISES INC \TX\(RUSHAcusip781846209)	4.5K	QoQ +15.03% (+592) YoY NEW(+4.5K)	All Managers (Combined)	$241.9K	0.0% ($241.9K/$994.4M)	QoQ +12.12% (+$26.2K) YoY NEW(+$241.9K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$241.2K	0.0% ($241.2K/$994.4M)	QoQ NEW(+$241.2K) YoY NEW(+$241.2K)