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,
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  null,
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  "BSX",
  null,
  null,
  "DBEF",
  "COF",
  null,
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  "RGTI",
  null,
  null,
  null,
  "SLP",
  null,
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  null,
  null,
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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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  "META",
  null,
  null,
  null,
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  null,
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  "QUBT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "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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  "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",
  "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",
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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",
  "FDS",
  "NVO",
  "VIGI",
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  "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",
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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 24 of 26

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233051200

DBEF|233051200

Shares:5.2K

Value:$226.3K

% of Portfolio:0.0% ($226.3K/$994.4M)

922020805

Shares:4.5K

Value:$225.9K

% of Portfolio:0.0% ($225.9K/$994.4M)

464288687

Shares:7.3K

Value:$225.7K

% of Portfolio:0.0% ($225.7K/$994.4M)

46434G863

Shares:6.5K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$994.4M)

Monster Beverage Corp

MNST|61174X109

Shares:3.8K

Value:$225.0K

% of Portfolio:0.0% ($225.0K/$994.4M)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:2.8K

Value:$224.2K

% of Portfolio:0.0% ($224.2K/$994.4M)

46435U713

Shares:4.9K

Value:$222.8K

% of Portfolio:0.0% ($222.8K/$994.4M)

316092501

Shares:3.2K

Value:$221.9K

% of Portfolio:0.0% ($221.9K/$994.4M)

922908652

VXF|922908652

Shares:1.3K

Value:$221.7K

% of Portfolio:0.0% ($221.7K/$994.4M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:457

Value:$221.4K

% of Portfolio:0.0% ($221.4K/$994.4M)

Blue Owl Capital Corp

OBDC|69121K104

Shares:15.0K

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$994.4M)

067901108

Shares:11.3K

Value:$220.0K

% of Portfolio:0.0% ($220.0K/$994.4M)

25434V203

Shares:7.0K

Value:$219.7K

% of Portfolio:0.0% ($219.7K/$994.4M)

BLACKROCK MUNIYIELD QUALITY FUND, INC.

MQY|09254F100

Shares:18.6K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$994.4M)

808524714

Shares:8.8K

Value:$216.9K

% of Portfolio:0.0% ($216.9K/$994.4M)

92204A884

Shares:1.5K

Value:$216.5K

% of Portfolio:0.0% ($216.5K/$994.4M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:1.5K

Value:$215.9K

% of Portfolio:0.0% ($215.9K/$994.4M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:3.1K

Value:$215.8K

% of Portfolio:0.0% ($215.8K/$994.4M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.0K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$994.4M)

72201R833

Shares:2.1K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DBEFcusip233051200)	5.2K	QoQ -1.56% (-83) YoY -16.58% (-1.0K)	All Managers (Combined)	$226.3K	0.0% ($226.3K/$994.4M)	QoQ +2.95% (-$6.5K) YoY -11.75% (-$30.1K)
(cusip922020805)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$225.9K	0.0% ($225.9K/$994.4M)	QoQ NEW(+$225.9K) YoY NEW(+$225.9K)
(cusip464288687)✕	7.3K	QoQ -11.76% (-979) YoY NEW(+7.3K)	All Managers (Combined)	$225.7K	0.0% ($225.7K/$994.4M)	QoQ -13.76% (-$36.0K) YoY NEW(+$225.7K)
(cusip46434G863)✕	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$994.4M)	QoQ NEW(+$225.5K) YoY NEW(+$225.5K)
Monster Beverage Corp(MNSTcusip61174X109)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$225.0K	0.0% ($225.0K/$994.4M)	QoQ NEW(+$225.0K) YoY NEW(+$225.0K)
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$224.2K	0.0% ($224.2K/$994.4M)	QoQ NEW(+$224.2K) YoY NEW(+$224.2K)
(cusip46435U713)✕	4.9K	QoQ -90.11% (-45.1K) YoY -42.06% (-3.6K)	All Managers (Combined)	$222.8K	0.0% ($222.8K/$994.4M)	QoQ -90.37% (-$2.1M) YoY -39.78% (-$147.2K)
(cusip316092501)✕	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$221.9K	0.0% ($221.9K/$994.4M)	QoQ NEW(+$221.9K) YoY NEW(+$221.9K)
(VXFcusip922908652)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$221.7K	0.0% ($221.7K/$994.4M)	QoQ NEW(+$221.7K) YoY NEW(+$221.7K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	457	QoQ +10.12% (+42) YoY NEW(+457)	All Managers (Combined)	$221.4K	0.0% ($221.4K/$994.4M)	QoQ +0.22% (+$505) YoY NEW(+$221.4K)
Blue Owl Capital Corp(OBDCcusip69121K104)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$994.4M)	QoQ NEW(+$220.4K) YoY NEW(+$220.4K)
(cusip067901108)✕	11.3K	QoQ NEW(+11.3K) YoY NEW(+11.3K)	All Managers (Combined)	$220.0K	0.0% ($220.0K/$994.4M)	QoQ NEW(+$220.0K) YoY NEW(+$220.0K)
(cusip25434V203)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$219.7K	0.0% ($219.7K/$994.4M)	QoQ NEW(+$219.7K) YoY NEW(+$219.7K)
BLACKROCK MUNIYIELD QUALITY FUND, INC.(MQYcusip09254F100)	18.6K	QoQ +3.08% (+557) YoY NEW(+18.6K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$994.4M)	QoQ +4.78% (+$10.0K) YoY NEW(+$218.3K)
(cusip808524714)✕	8.8K	QoQ 0.00% (+0) YoY NEW(+8.8K)	All Managers (Combined)	$216.9K	0.0% ($216.9K/$994.4M)	QoQ +1.08% (+$2.3K) YoY NEW(+$216.9K)
(cusip92204A884)✕	1.5K	QoQ -9.32% (-150) YoY -9.32% (-150)	All Managers (Combined)	$216.5K	0.0% ($216.5K/$994.4M)	QoQ -13.16% (-$32.8K) YoY +2.54% (-$5.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$215.9K	0.0% ($215.9K/$994.4M)	QoQ NEW(+$215.9K) YoY NEW(+$215.9K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	3.1K	QoQ -39.15% (-2.0K) YoY NEW(+3.1K)	All Managers (Combined)	$215.8K	0.0% ($215.8K/$994.4M)	QoQ -42.32% (-$158.4K) YoY NEW(+$215.8K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$994.4M)	QoQ NEW(+$215.3K) YoY NEW(+$215.3K)
(cusip72201R833)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$994.4M)	QoQ NEW(+$215.3K) YoY NEW(+$215.3K)