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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  null,
  null,
  "T",
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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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  "BSX",
  null,
  null,
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  null,
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  null,
  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,
  null,
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  null,
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  null,
  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,
  null,
  null,
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  null,
  null,
  null,
  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",
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  null,
  "GE",
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  "NVS",
  null,
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  null,
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  "IX",
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  "EFG",
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  "KR",
  "ORCL",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
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  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IEMG",
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  null,
  "DOW",
  "UNH",
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  "SPY",
  "ECL",
  null,
  "NVDA",
  "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",
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  "SPGI",
  "RY",
  null,
  null,
  null,
  null,
  "SCHX",
  "NOW",
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  "SHOP",
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  "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,
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  "VWO",
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  null,
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  "VCIT",
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  "VIG",
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  "LYG",
  null,
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  "FSK",
  null,
  "VYM",
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  null,
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  "SGOL",
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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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  "VEU",
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  null,
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  "VUG",
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  null,
  null,
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  "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,
  "UMC",
  null,
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  "SCHD",
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  null,
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  "NZF",
  "SO",
  "PB",
  "PSX",
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  null,
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  "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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  "KMB",
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  null,
  "BRK-B",
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  null,
  null,
  "MVF",
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  "EAT",
  "BMY",
  null,
  "CNI",
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  "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",
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  null,
  "EFA",
  "VOD",
  "USMV",
  "IWB",
  "NEE",
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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 • $994.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BLACKROCK MUNIVEST FUND, INC.

MVF|09253R105

Shares:23.0K

Value:$161.4K

% of Portfolio:0.0% ($161.4K/$994.4M)

Nuveen Dynamic Municipal Opportunities Fund

NDMO|67079X102

Shares:10.8K

Value:$111.2K

% of Portfolio:0.0% ($111.2K/$994.4M)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

Shares:11.1K

Value:$103.8K

% of Portfolio:0.0% ($103.8K/$994.4M)

Amcor plc

AMCR|G0250X107

Shares:10.6K

Value:$102.9K

% of Portfolio:0.0% ($102.9K/$994.4M)

UNITED MICROELECTRONICS CORP

UMC|910873405

Shares:14.2K

Value:$101.5K

% of Portfolio:0.0% ($101.5K/$994.4M)

MEDICAL PROPERTIES TRUST INC

MPW|58463J304

Shares:16.8K

Value:$101.2K

% of Portfolio:0.0% ($101.2K/$994.4M)

Enel Chile S.A.

ENIC|29278D105

Shares:27.7K

Value:$90.4K

% of Portfolio:0.0% ($90.4K/$994.4M)

GrowGeneration Corp.

GRWG|39986L109

Shares:80.7K

Value:$87.1K

% of Portfolio:0.0% ($87.1K/$994.4M)

Lloyds Banking Group plc

LYG|539439109

Shares:21.3K

Value:$81.5K

% of Portfolio:0.0% ($81.5K/$994.4M)

AMBEV S.A.

ABEV|02319V103

Shares:32.6K

Value:$76.0K

% of Portfolio:0.0% ($76.0K/$994.4M)

NATIONAL STEEL CO

SID|20440W105

Shares:42.9K

Value:$71.6K

% of Portfolio:0.0% ($71.6K/$994.4M)

Nextdoor Holdings, Inc.

KIND|65345M108

Shares:21.3K

Value:$32.5K

% of Portfolio:0.0% ($32.5K/$994.4M)

MacKenzie Realty Capital, Inc.

MKZR|55453W105

Shares:14.7K

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$994.4M)

NETWORK-1 TECHNOLOGIES, INC.

NTIP|64121N109

Shares:16.0K

Value:$20.8K

% of Portfolio:0.0% ($20.8K/$994.4M)

Polestar Automotive Holding UK PLC

PSNY|731105201

Shares:16.3K

Value:$17.2K

% of Portfolio:0.0% ($17.2K/$994.4M)

AMARIN CORP PLC\UK

AMRN|023111206

Shares:21.9K

Value:$9.8K

% of Portfolio:0.0% ($9.8K/$994.4M)

FIBROGEN INC

FGEN|31572Q808

Shares:20.6K

Value:$6.4K

% of Portfolio:0.0% ($6.4K/$994.4M)

87200P117

Shares:17.0K

Value:$255

% of Portfolio:0.0% ($255/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BLACKROCK MUNIVEST FUND, INC.(MVFcusip09253R105)	23.0K	QoQ +0.99% (+226) YoY NEW(+23.0K)	All Managers (Combined)	$161.4K	0.0% ($161.4K/$994.4M)	QoQ +0.55% (+$895) YoY NEW(+$161.4K)
Nuveen Dynamic Municipal Opportunities Fund(NDMOcusip67079X102)	10.8K	QoQ 0.00% (+0) YoY NEW(+10.8K)	All Managers (Combined)	$111.2K	0.0% ($111.2K/$994.4M)	QoQ +2.39% (+$2.6K) YoY NEW(+$111.2K)
VODAFONE GROUP PUBLIC LTD CO(VODcusip92857W308)	11.1K	QoQ +5.23% (+551) YoY NEW(+11.1K)	All Managers (Combined)	$103.8K	0.0% ($103.8K/$994.4M)	QoQ +16.14% (+$14.4K) YoY NEW(+$103.8K)
Amcor plc(AMCRcusipG0250X107)	10.6K	QoQ +1.22% (+128) YoY NEW(+10.6K)	All Managers (Combined)	$102.9K	0.0% ($102.9K/$994.4M)	QoQ +4.34% (+$4.3K) YoY NEW(+$102.9K)
UNITED MICROELECTRONICS CORP(UMCcusip910873405)	14.2K	QoQ +7.12% (+945) YoY NEW(+14.2K)	All Managers (Combined)	$101.5K	0.0% ($101.5K/$994.4M)	QoQ +18.02% (+$15.5K) YoY NEW(+$101.5K)
MEDICAL PROPERTIES TRUST INC(MPWcusip58463J304)	16.8K	QoQ -1.48% (-253) YoY NEW(+16.8K)	All Managers (Combined)	$101.2K	0.0% ($101.2K/$994.4M)	QoQ +50.39% (-$33.9K) YoY NEW(+$101.2K)
Enel Chile S.A.(ENICcusip29278D105)	27.7K	QoQ -2.32% (-659) YoY NEW(+27.7K)	All Managers (Combined)	$90.4K	0.0% ($90.4K/$994.4M)	QoQ +10.89% (-$8.9K) YoY NEW(+$90.4K)
GrowGeneration Corp.(GRWGcusip39986L109)	80.7K	QoQ -0.03% (-31) YoY NEW(+80.7K)	All Managers (Combined)	$87.1K	0.0% ($87.1K/$994.4M)	QoQ -36.11% (-$49.3K) YoY NEW(+$87.1K)
Lloyds Banking Group plc(LYGcusip539439109)	21.3K	QoQ +16.86% (+3.1K) YoY +47.34% (+6.9K)	All Managers (Combined)	$81.5K	0.0% ($81.5K/$994.4M)	QoQ +64.12% (+$31.9K) YoY +117.32% (+$44.0K)
AMBEV S.A.(ABEVcusip02319V103)	32.6K	QoQ -1.27% (-422) YoY NEW(+32.6K)	All Managers (Combined)	$76.0K	0.0% ($76.0K/$994.4M)	QoQ +24.33% (-$14.9K) YoY NEW(+$76.0K)
NATIONAL STEEL CO(SIDcusip20440W105)	42.9K	QoQ +18.65% (+6.7K) YoY NEW(+42.9K)	All Managers (Combined)	$71.6K	0.0% ($71.6K/$994.4M)	QoQ +37.59% (+$19.6K) YoY NEW(+$71.6K)
Nextdoor Holdings, Inc.(KINDcusip65345M108)	21.3K	QoQ 0.00% (-0) YoY NEW(+21.3K)	All Managers (Combined)	$32.5K	0.0% ($32.5K/$994.4M)	QoQ -35.44% (-$17.9K) YoY NEW(+$32.5K)
MacKenzie Realty Capital, Inc.(MKZRcusip55453W105)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$994.4M)	QoQ NEW(+$22.0K) YoY NEW(+$22.0K)
NETWORK-1 TECHNOLOGIES, INC.(NTIPcusip64121N109)	16.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$20.8K	0.0% ($20.8K/$994.4M)	QoQ -2.25% (-$480) YoY -37.19% (-$12.3K)
Polestar Automotive Holding UK PLC(PSNYcusip731105201)	16.3K	QoQ NEW(+16.3K) YoY NEW(+16.3K)	All Managers (Combined)	$17.2K	0.0% ($17.2K/$994.4M)	QoQ NEW(+$17.2K) YoY NEW(+$17.2K)
AMARIN CORP PLC\UK(AMRNcusip023111206)	21.9K	QoQ +0.45% (-100) YoY +46.00% (-6.9K)	All Managers (Combined)	$9.8K	0.0% ($9.8K/$994.4M)	QoQ -7.18% (-$760) YoY -26.56% (-$3.5K)
FIBROGEN INC(FGENcusip31572Q808)	20.6K	QoQ 0.00% (-0) YoY NEW(+20.6K)	All Managers (Combined)	$6.4K	0.0% ($6.4K/$994.4M)	QoQ -41.47% (-$4.5K) YoY NEW(+$6.4K)
(cusip87200P117)✕	17.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$255	0.0% ($255/$994.4M)	QoQ -16.66% (-$51) YoY -89.65% (-$2.2K)