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",
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  "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,
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  null,
  null,
  "UNP",
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  "FBRT",
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  null,
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  "ICE",
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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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  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",
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  null,
  "GE",
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  "NVS",
  null,
  "OXY",
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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,
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  null,
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  "VCIT",
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  "NGG",
  null,
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  "VIG",
  null,
  "PSNY",
  "LYG",
  null,
  "TXT",
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  "WY",
  "TSM",
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
  "GRWG",
  "VRTX",
  null,
  "TT",
  "RGLD",
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  "AFL",
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  "SONY",
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  "AJG",
  "WM",
  "IWP",
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  "GSLC",
  "AEP",
  "SID",
  "ENIC",
  "SGOL",
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  null,
  null,
  null,
  "AOS",
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  "NVO",
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  "MSI",
  "SCHB",
  null,
  null,
  null,
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  "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",
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  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 23 of 26

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AUTOZONE INC

AZO|053332102

Shares:63

Value:$240.2K

% of Portfolio:0.0% ($240.2K/$994.4M)

DOCUSIGN, INC.

DOCU|256163106

Shares:2.9K

Value:$238.7K

% of Portfolio:0.0% ($238.7K/$994.4M)

VALMONT INDUSTRIES INC

VMI|920253101

Shares:832

Value:$237.5K

% of Portfolio:0.0% ($237.5K/$994.4M)

092528801

Shares:8.1K

Value:$236.9K

% of Portfolio:0.0% ($236.9K/$994.4M)

CVS HEALTH Corp

CVS|126650100

Shares:3.5K

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$994.4M)

808524730

Shares:7.7K

Value:$236.6K

% of Portfolio:0.0% ($236.6K/$994.4M)

92189F643

Shares:2.7K

Value:$234.0K

% of Portfolio:0.0% ($234.0K/$994.4M)

Evercore Inc.

EVR|29977A105

Shares:1.2K

Value:$233.3K

% of Portfolio:0.0% ($233.3K/$994.4M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:1.5K

Value:$231.7K

% of Portfolio:0.0% ($231.7K/$994.4M)

35473P439

Shares:8.7K

Value:$230.4K

% of Portfolio:0.0% ($230.4K/$994.4M)

FRANKLIN RESOURCES INC

BEN|354613101

Shares:11.9K

Value:$229.7K

% of Portfolio:0.0% ($229.7K/$994.4M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:3.6K

Value:$229.6K

% of Portfolio:0.0% ($229.6K/$994.4M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:2.7K

Value:$229.6K

% of Portfolio:0.0% ($229.6K/$994.4M)

78464A847

Shares:4.5K

Value:$229.3K

% of Portfolio:0.0% ($229.3K/$994.4M)

MCKESSON CORP

MCK|58155Q103

Shares:340

Value:$228.8K

% of Portfolio:0.0% ($228.8K/$994.4M)

SYNOPSYS INC

SNPS|871607107

Shares:532

Value:$228.1K

% of Portfolio:0.0% ($228.1K/$994.4M)

33740F847

Shares:4.9K

Value:$228.0K

% of Portfolio:0.0% ($228.0K/$994.4M)

52468L505

Shares:7.0K

Value:$227.8K

% of Portfolio:0.0% ($227.8K/$994.4M)

97717X578

Shares:7.3K

Value:$226.6K

% of Portfolio:0.0% ($226.6K/$994.4M)

Rigetti Computing, Inc.

RGTI|76655K103

Shares:28.6K

Value:$226.4K

% of Portfolio:0.0% ($226.4K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AUTOZONE INC(AZOcusip053332102)	63	QoQ NEW(+63) YoY NEW(+63)	All Managers (Combined)	$240.2K	0.0% ($240.2K/$994.4M)	QoQ NEW(+$240.2K) YoY NEW(+$240.2K)
DOCUSIGN, INC.(DOCUcusip256163106)	2.9K	QoQ +25.87% (+603) YoY NEW(+2.9K)	All Managers (Combined)	$238.7K	0.0% ($238.7K/$994.4M)	QoQ +13.92% (+$29.2K) YoY NEW(+$238.7K)
VALMONT INDUSTRIES INC(VMIcusip920253101)	832	QoQ +11.52% (+86) YoY NEW(+832)	All Managers (Combined)	$237.5K	0.0% ($237.5K/$994.4M)	QoQ +3.78% (+$8.7K) YoY NEW(+$237.5K)
(cusip092528801)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$236.9K	0.0% ($236.9K/$994.4M)	QoQ NEW(+$236.9K) YoY NEW(+$236.9K)
CVS HEALTH Corp(CVScusip126650100)	3.5K	QoQ NEW(+3.5K) YoY +0.17% (-6)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$994.4M)	QoQ NEW(+$236.6K) YoY -14.91% (-$41.5K)
(cusip808524730)✕	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$236.6K	0.0% ($236.6K/$994.4M)	QoQ NEW(+$236.6K) YoY NEW(+$236.6K)
(cusip92189F643)✕	2.7K	QoQ -24.50% (-863) YoY NEW(+2.7K)	All Managers (Combined)	$234.0K	0.0% ($234.0K/$994.4M)	QoQ -28.36% (-$92.7K) YoY NEW(+$234.0K)
Evercore Inc.(EVRcusip29977A105)	1.2K	QoQ +25.72% (-239) YoY NEW(+1.2K)	All Managers (Combined)	$233.3K	0.0% ($233.3K/$994.4M)	QoQ -9.40% (-$24.2K) YoY NEW(+$233.3K)
WILLIAMS SONOMA INC(WSMcusip969904101)	1.5K	QoQ +3.60% (-51) YoY NEW(+1.5K)	All Managers (Combined)	$231.7K	0.0% ($231.7K/$994.4M)	QoQ -11.53% (-$30.2K) YoY NEW(+$231.7K)
(cusip35473P439)✕	8.7K	QoQ +1.13% (+97) YoY NEW(+8.7K)	All Managers (Combined)	$230.4K	0.0% ($230.4K/$994.4M)	QoQ +3.18% (+$7.1K) YoY NEW(+$230.4K)
FRANKLIN RESOURCES INC(BENcusip354613101)	11.9K	QoQ +1.98% (-232) YoY +17.85% (-1.8K)	All Managers (Combined)	$229.7K	0.0% ($229.7K/$994.4M)	QoQ -3.24% (-$7.7K) YoY -19.29% (-$54.9K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	3.6K	QoQ +12.97% (+416) YoY NEW(+3.6K)	All Managers (Combined)	$229.6K	0.0% ($229.6K/$994.4M)	QoQ +4.93% (+$10.8K) YoY NEW(+$229.6K)
IRON MOUNTAIN INC(IRMcusip46284V101)	2.7K	QoQ +5.57% (-141) YoY NEW(+2.7K)	All Managers (Combined)	$229.6K	0.0% ($229.6K/$994.4M)	QoQ -13.57% (-$36.1K) YoY NEW(+$229.6K)
(cusip78464A847)✕	4.5K	QoQ NEW(+4.5K) YoY +11.71% (+470)	All Managers (Combined)	$229.3K	0.0% ($229.3K/$994.4M)	QoQ NEW(+$229.3K) YoY +7.19% (+$15.4K)
MCKESSON CORP(MCKcusip58155Q103)	340	QoQ -19.62% (-83) YoY NEW(+340)	All Managers (Combined)	$228.8K	0.0% ($228.8K/$994.4M)	QoQ -5.18% (-$12.5K) YoY NEW(+$228.8K)
SYNOPSYS INC(SNPScusip871607107)	532	QoQ -1.84% (-10) YoY +25.47% (-108)	All Managers (Combined)	$228.1K	0.0% ($228.1K/$994.4M)	QoQ -13.22% (-$34.8K) YoY -5.84% (-$14.2K)
(cusip33740F847)✕	4.9K	QoQ 0.00% (-0) YoY NEW(+4.9K)	All Managers (Combined)	$228.0K	0.0% ($228.0K/$994.4M)	QoQ -2.40% (-$5.6K) YoY NEW(+$228.0K)
(cusip52468L505)✕	7.0K	QoQ -16.86% (-1.4K) YoY NEW(+7.0K)	All Managers (Combined)	$227.8K	0.0% ($227.8K/$994.4M)	QoQ -11.83% (-$30.6K) YoY NEW(+$227.8K)
(cusip97717X578)✕	7.3K	QoQ -3.67% (-280) YoY NEW(+7.3K)	All Managers (Combined)	$226.6K	0.0% ($226.6K/$994.4M)	QoQ -2.44% (-$5.7K) YoY NEW(+$226.6K)
Rigetti Computing, Inc.(RGTIcusip76655K103)	28.6K	QoQ +8.43% (-2.2K) YoY NEW(+28.6K)	All Managers (Combined)	$226.4K	0.0% ($226.4K/$994.4M)	QoQ -43.72% (-$175.9K) YoY NEW(+$226.4K)