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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  "FNDA",
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  null,
  null,
  "MMM",
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  "ABBV",
  "ADBE",
  "OBDC",
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  "MAIN",
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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,
  null,
  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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  null,
  null,
  null,
  null,
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  "UNP",
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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,
  null,
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  null,
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  null,
  null,
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  null,
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  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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  "NVS",
  null,
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  null,
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  "KR",
  "ORCL",
  "NOC",
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  "VGIT",
  null,
  null,
  null,
  null,
  null,
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  "EEM",
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  null,
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  "PYPL",
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  "PNC",
  "IRM",
  "PGR",
  "IEMG",
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  null,
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  "UNH",
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  "SPY",
  "ECL",
  null,
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  "GS",
  "INTC",
  "GEHC",
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  "PRU",
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  null,
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  "PG",
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  "VZ",
  null,
  null,
  null,
  "MKC",
  "MPW",
  "KIND",
  "AMGN",
  null,
  "MSTR",
  "DGX",
  "REGN",
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  null,
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  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  null,
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  "SCHX",
  "NOW",
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  "SRE",
  "SHEL",
  "RTX",
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  "GLD",
  null,
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  "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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  null,
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  "VIG",
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  "LYG",
  null,
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  "TSM",
  null,
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  null,
  "FSK",
  null,
  "VYM",
  "GRWG",
  "VRTX",
  null,
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  "AJG",
  "WM",
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  "GSLC",
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  "SID",
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  "SGOL",
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  null,
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  null,
  "AOS",
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  "NVO",
  "VIGI",
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  "MSI",
  "SCHB",
  null,
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  "IVE",
  null,
  null,
  null,
  null,
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  "ELS",
  "ABEV",
  null,
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  "VEU",
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  null,
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
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  "VMI",
  null,
  null,
  "VXUS",
  "VGLT",
  "VTWO",
  "BNDX",
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  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VSCO",
  "WMT",
  "WFC",
  "WELL",
  "WSM",
  "WMB",
  null,
  null,
  null,
  null,
  "WDAY",
  null,
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  null,
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  null,
  "SCHD",
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  null,
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  "NZF",
  "SO",
  "PB",
  "PSX",
  "CRM",
  "SCI",
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  null,
  null,
  "IXUS",
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  "LYB",
  null,
  null,
  null,
  "GEV",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "ESGU",
  null,
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  null,
  "KMB",
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  "BAC",
  null,
  "BRK-B",
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  null,
  null,
  "MVF",
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  "MQY",
  "EAT",
  "BMY",
  null,
  "CNI",
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  "CBOE",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "COST",
  "CTVA",
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  "CVS",
  "DHR",
  "DE",
  "DVN",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOCU",
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  null,
  "EFA",
  "VOD",
  "USMV",
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  "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 • $994,407.612K total value

518 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 25 of 26

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CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.2K

Value:$214.8K

464287457

Shares:2.6K

Value:$214.7K

97717X669

Shares:2.7K

Value:$214.2K

SHOPIFY INC.

SHOP|82509L107

Shares:2.2K

Value:$214.0K

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.2K

Value:$209.1K

MSCI Inc.

MSCI|55354G100

Shares:369

Value:$208.7K

ASTRAZENECA PLC

AZN|046353108

Shares:2.8K

Value:$208.3K

33740U208

Shares:4.4K

Value:$207.3K

25434V773

Shares:8.0K

Value:$206.5K

33939L662

Shares:5.1K

Value:$205.9K

808524748

Shares:5.7K

Value:$205.8K

METLIFE INC

MET|59156R108

Shares:2.6K

Value:$205.0K

92206C714

Shares:2.5K

Value:$204.9K

025072307

Shares:2.2K

Value:$202.9K

092528884

Shares:4.0K

Value:$202.8K

33939L761

Shares:4.2K

Value:$202.7K

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:5.3K

Value:$201.4K

02072L631

Shares:8.8K

Value:$201.0K

Victoria's Secret & Co.

VSCO|926400102

Shares:10.5K

Value:$195.3K

Quantum Computing Inc.

QUBT|74766W108

Shares:23.0K

Value:$184.0K

Instrument	Shares		Other Manager	Value
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$214.8K	QoQ NEW(+$214.8K) YoY NEW(+$214.8K)
(cusip464287457)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$214.7K	QoQ NEW(+$214.7K) YoY NEW(+$214.7K)
(cusip97717X669)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$214.2K	QoQ NEW(+$214.2K) YoY NEW(+$214.2K)
SHOPIFY INC.(SHOPcusip82509L107)	2.2K	QoQ -39.25% (-1.4K) YoY NEW(+2.2K)	All Managers (Combined)	$214.0K	QoQ -45.44% (-$178.3K) YoY NEW(+$214.0K)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.2K	QoQ +12.05% (+128) YoY NEW(+1.2K)	All Managers (Combined)	$209.1K	QoQ +2.06% (+$4.2K) YoY NEW(+$209.1K)
MSCI Inc.(MSCIcusip55354G100)	369	QoQ NEW(+369) YoY NEW(+369)	All Managers (Combined)	$208.7K	QoQ NEW(+$208.7K) YoY NEW(+$208.7K)
ASTRAZENECA PLC(AZNcusip046353108)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$208.3K	QoQ NEW(+$208.3K) YoY NEW(+$208.3K)
(cusip33740U208)✕	4.4K	QoQ 0.00% (-0) YoY NEW(+4.4K)	All Managers (Combined)	$207.3K	QoQ -2.72% (-$5.8K) YoY NEW(+$207.3K)
(cusip25434V773)✕	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$206.5K	QoQ NEW(+$206.5K) YoY NEW(+$206.5K)
(cusip33939L662)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$205.9K	QoQ NEW(+$205.9K) YoY NEW(+$205.9K)
(cusip808524748)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$205.8K	QoQ NEW(+$205.8K) YoY NEW(+$205.8K)
METLIFE INC(METcusip59156R108)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$205.0K	QoQ NEW(+$205.0K) YoY NEW(+$205.0K)
(cusip92206C714)✕	2.5K	QoQ NEW(+2.5K) YoY -45.69% (-2.1K)	All Managers (Combined)	$204.9K	QoQ NEW(+$204.9K) YoY -42.99% (-$154.6K)
(cusip025072307)✕	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$202.9K	QoQ -6.04% (-$13.1K) YoY NEW(+$202.9K)
(cusip092528884)✕	4.0K	QoQ -41.29% (-2.8K) YoY -32.47% (-1.9K)	All Managers (Combined)	$202.8K	QoQ -41.06% (-$141.3K) YoY -32.33% (-$96.9K)
(cusip33939L761)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$202.7K	QoQ NEW(+$202.7K) YoY NEW(+$202.7K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	5.3K	QoQ -1.53% (-83) YoY -9.79% (-578)	All Managers (Combined)	$201.4K	QoQ -2.09% (-$4.3K) YoY -27.36% (-$75.9K)
(cusip02072L631)✕	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$201.0K	QoQ NEW(+$201.0K) YoY NEW(+$201.0K)
Victoria's Secret & Co.(VSCOcusip926400102)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$195.3K	QoQ NEW(+$195.3K) YoY NEW(+$195.3K)
Quantum Computing Inc.(QUBTcusip74766W108)	23.0K	QoQ +15.56% (-3.1K) YoY NEW(+23.0K)	All Managers (Combined)	$184.0K	QoQ -44.13% (-$145.3K) YoY NEW(+$184.0K)