Savvy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
  null,
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  "NLY",
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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,
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  null,
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  null,
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  null,
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  null,
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  "BIV",
  "VNQ",
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  "VOE",
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  null,
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  null,
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  "WSM",
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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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  "NFLX",
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  "PH",
  null,
  null,
  null,
  "MO",
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  "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 25 of 26

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CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.2K

Value:$214.8K

% of Portfolio:0.0% ($214.8K/$994.4M)

464287457

Shares:2.6K

Value:$214.7K

% of Portfolio:0.0% ($214.7K/$994.4M)

97717X669

Shares:2.7K

Value:$214.2K

% of Portfolio:0.0% ($214.2K/$994.4M)

SHOPIFY INC.

SHOP|82509L107

Shares:2.2K

Value:$214.0K

% of Portfolio:0.0% ($214.0K/$994.4M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.2K

Value:$209.1K

% of Portfolio:0.0% ($209.1K/$994.4M)

MSCI Inc.

MSCI|55354G100

Shares:369

Value:$208.7K

% of Portfolio:0.0% ($208.7K/$994.4M)

ASTRAZENECA PLC

AZN|046353108

Shares:2.8K

Value:$208.3K

% of Portfolio:0.0% ($208.3K/$994.4M)

33740U208

Shares:4.4K

Value:$207.3K

% of Portfolio:0.0% ($207.3K/$994.4M)

25434V773

Shares:8.0K

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$994.4M)

33939L662

Shares:5.1K

Value:$205.9K

% of Portfolio:0.0% ($205.9K/$994.4M)

808524748

Shares:5.7K

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$994.4M)

METLIFE INC

MET|59156R108

Shares:2.6K

Value:$205.0K

% of Portfolio:0.0% ($205.0K/$994.4M)

92206C714

Shares:2.5K

Value:$204.9K

% of Portfolio:0.0% ($204.9K/$994.4M)

025072307

Shares:2.2K

Value:$202.9K

% of Portfolio:0.0% ($202.9K/$994.4M)

092528884

Shares:4.0K

Value:$202.8K

% of Portfolio:0.0% ($202.8K/$994.4M)

33939L761

Shares:4.2K

Value:$202.7K

% of Portfolio:0.0% ($202.7K/$994.4M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:5.3K

Value:$201.4K

% of Portfolio:0.0% ($201.4K/$994.4M)

02072L631

Shares:8.8K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$994.4M)

Victoria's Secret & Co.

VSCO|926400102

Shares:10.5K

Value:$195.3K

% of Portfolio:0.0% ($195.3K/$994.4M)

Quantum Computing Inc.

QUBT|74766W108

Shares:23.0K

Value:$184.0K

% of Portfolio:0.0% ($184.0K/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$214.8K	0.0% ($214.8K/$994.4M)	QoQ NEW(+$214.8K) YoY NEW(+$214.8K)
(cusip464287457)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$214.7K	0.0% ($214.7K/$994.4M)	QoQ NEW(+$214.7K) YoY NEW(+$214.7K)
(cusip97717X669)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$214.2K	0.0% ($214.2K/$994.4M)	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	0.0% ($214.0K/$994.4M)	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	0.0% ($209.1K/$994.4M)	QoQ +2.06% (+$4.2K) YoY NEW(+$209.1K)
MSCI Inc.(MSCIcusip55354G100)	369	QoQ NEW(+369) YoY NEW(+369)	All Managers (Combined)	$208.7K	0.0% ($208.7K/$994.4M)	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	0.0% ($208.3K/$994.4M)	QoQ NEW(+$208.3K) YoY NEW(+$208.3K)
(cusip33740U208)✕	4.4K	QoQ 0.00% (-0) YoY NEW(+4.4K)	All Managers (Combined)	$207.3K	0.0% ($207.3K/$994.4M)	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	0.0% ($206.5K/$994.4M)	QoQ NEW(+$206.5K) YoY NEW(+$206.5K)
(cusip33939L662)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$205.9K	0.0% ($205.9K/$994.4M)	QoQ NEW(+$205.9K) YoY NEW(+$205.9K)
(cusip808524748)✕	5.7K	QoQ NEW(+5.7K) YoY NEW(+5.7K)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$994.4M)	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	0.0% ($205.0K/$994.4M)	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	0.0% ($204.9K/$994.4M)	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	0.0% ($202.9K/$994.4M)	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	0.0% ($202.8K/$994.4M)	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	0.0% ($202.7K/$994.4M)	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	0.0% ($201.4K/$994.4M)	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	0.0% ($201.0K/$994.4M)	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	0.0% ($195.3K/$994.4M)	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	0.0% ($184.0K/$994.4M)	QoQ -44.13% (-$145.3K) YoY NEW(+$184.0K)