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,
  "MOG-A",
  "GOOGL",
  "RUSHA",
  "AXP",
  null,
  null,
  "T",
  "BLK",
  null,
  "AMRN",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  "ARCC",
  null,
  "BIDU",
  "BSX",
  null,
  null,
  "DBEF",
  "COF",
  null,
  "DUK",
  "EIM",
  "RGTI",
  null,
  null,
  null,
  "SLP",
  null,
  "FCX",
  null,
  null,
  "GD",
  "TSLX",
  "GILD",
  "HON",
  "HD",
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  "INTU",
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  null,
  "BEN",
  null,
  null,
  "UNP",
  "QCOM",
  "FBRT",
  "ISRG",
  null,
  "EMXC",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "OIA",
  "HEFA",
  "NTIP",
  null,
  "IVW",
  "IJH",
  "QUBT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BBN",
  null,
  "TEI",
  "DSM",
  null,
  null,
  "NDMO",
  null,
  "KMI",
  null,
  "LHX",
  "LRCX",
  "GBAB",
  "IWS",
  "LIN",
  null,
  null,
  null,
  null,
  null,
  "MPC",
  "MMC",
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EXC",
  "EVR",
  null,
  "GE",
  "HIG",
  "NVS",
  null,
  "OXY",
  "ODFL",
  null,
  "ORLY",
  "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",
  null,
  "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",
  "AVB",
  "FI",
  "F",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  "GSLC",
  "AEP",
  "SID",
  "ENIC",
  "SGOL",
  "FGEN",
  null,
  null,
  null,
  "AOS",
  "FDS",
  "NVO",
  "VIGI",
  "AMZN",
  "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",
  "DVY",
  "SCHG",
  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 • $994,407.612K total value

518 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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PROSPERITY BANCSHARES INC

PB|743606105

Shares:63.3K

Value:$4.5M

SPDR GOLD TRUST

GLD|78463V107

Shares:15.0K

Value:$4.3M

EXXON MOBIL CORP

XOM|30231G102

Shares:35.9K

Value:$4.3M

AbbVie Inc.

ABBV|00287Y109

Shares:20.2K

Value:$4.2M

ELI LILLY & Co

LLY|532457108

Shares:4.8K

Value:$3.9M

Mastercard Inc

MA|57636Q104

Shares:7.1K

Value:$3.9M

922908736

VUG|922908736

Shares:10.5K

Value:$3.9M

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.1K

Value:$3.9M

Broadcom Inc.

AVGO|11135F101

Shares:23.1K

Value:$3.9M

MCDONALDS CORP

MCD|580135101

Shares:12.1K

Value:$3.8M

46432F842

IEFA|46432F842

Shares:50.0K

Value:$3.8M

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:15.0K

Value:$3.7M

Tesla, Inc.

TSLA|88160R101

Shares:14.1K

Value:$3.6M

316188309

Shares:79.4K

Value:$3.6M

464287804

IJR|464287804

Shares:34.1K

Value:$3.6M

Walmart Inc.

WMT|931142103

Shares:39.8K

Value:$3.5M

921937819

BIV|921937819

Shares:45.2K

Value:$3.5M

JOHNSON & JOHNSON

JNJ|478160104

Shares:19.7K

Value:$3.3M

CHEVRON CORP

CVX|166764100

Shares:19.0K

Value:$3.2M

922907746

VTEB|922907746

Shares:63.3K

Value:$3.1M

Instrument	Shares		Other Manager	Value
PROSPERITY BANCSHARES INC(PBcusip743606105)	63.3K	QoQ NEW(+63.3K) YoY NEW(+63.3K)	All Managers (Combined)	$4.5M	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
SPDR GOLD TRUST(GLDcusip78463V107)	15.0K	QoQ -8.22% (-1.3K) YoY +302.38% (+11.3K)	All Managers (Combined)	$4.3M	QoQ +9.20% (-$365.0K) YoY +463.59% (+$3.6M)
EXXON MOBIL CORP(XOMcusip30231G102)	35.9K	QoQ +18.18% (+5.5K) YoY +302.86% (+27.0K)	All Managers (Combined)	$4.3M	QoQ +30.67% (+$1.0M) YoY +312.18% (+$3.2M)
AbbVie Inc.(ABBVcusip00287Y109)	20.2K	QoQ +14.14% (+2.5K) YoY +455.78% (+16.6K)	All Managers (Combined)	$4.2M	QoQ +34.59% (+$1.1M) YoY +539.54% (+$3.6M)
ELI LILLY & Co(LLYcusip532457108)	4.8K	QoQ +26.28% (+990) YoY +515.39% (+4.0K)	All Managers (Combined)	$3.9M	QoQ +35.09% (+$1.0M) YoY +553.17% (+$3.3M)
Mastercard Inc(MAcusip57636Q104)	7.1K	QoQ +20.49% (+1.2K) YoY +439.78% (+5.8K)	All Managers (Combined)	$3.9M	QoQ +25.43% (+$793.2K) YoY +514.41% (+$3.3M)
(VUGcusip922908736)	10.5K	QoQ +11.90% (+1.1K) YoY NEW(+10.5K)	All Managers (Combined)	$3.9M	QoQ +1.09% (+$42.2K) YoY NEW(+$3.9M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.1K	QoQ +19.04% (+656) YoY +1169.34% (+3.8K)	All Managers (Combined)	$3.9M	QoQ +22.88% (+$722.2K) YoY +1538.02% (+$3.6M)
Broadcom Inc.(AVGOcusip11135F101)	23.1K	QoQ +24.76% (-4.6K) YoY +3094.33% (+22.4K)	All Managers (Combined)	$3.9M	QoQ -9.89% (-$425.5K) YoY +303.38% (+$2.9M)
MCDONALDS CORP(MCDcusip580135101)	12.1K	QoQ +9.74% (+1.1K) YoY +954.56% (+11.0K)	All Managers (Combined)	$3.8M	QoQ +18.25% (+$585.4K) YoY +1068.35% (+$3.5M)
(IEFAcusip46432F842)	50.0K	QoQ +426.95% (+40.5K) YoY +1225.70% (+46.2K)	All Managers (Combined)	$3.8M	QoQ +467.21% (+$3.1M) YoY +1251.24% (+$3.5M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	15.0K	QoQ +5.96% (+842) YoY +312.02% (+11.3K)	All Managers (Combined)	$3.7M	QoQ +19.85% (+$616.7K) YoY +436.58% (+$3.0M)
Tesla, Inc.(TSLAcusip88160R101)	14.1K	QoQ +55.88% (+5.0K) YoY +260.24% (+10.2K)	All Managers (Combined)	$3.6M	QoQ +0.03% (+$1.3K) YoY +431.08% (+$3.0M)
(cusip316188309)✕	79.4K	QoQ +34.41% (+20.3K) YoY +1665.50% (+74.9K)	All Managers (Combined)	$3.6M	QoQ +36.75% (+$974.5K) YoY +1678.74% (+$3.4M)
(IJRcusip464287804)	34.1K	QoQ +46.60% (+10.8K) YoY +694.38% (+29.8K)	All Managers (Combined)	$3.6M	QoQ +33.05% (+$885.2K) YoY +651.63% (+$3.1M)
Walmart Inc.(WMTcusip931142103)	39.8K	QoQ +17.42% (+5.9K) YoY +107.65% (+20.6K)	All Managers (Combined)	$3.5M	QoQ +14.09% (+$431.6K) YoY +202.98% (+$2.3M)
(BIVcusip921937819)	45.2K	QoQ +71.22% (+18.8K) YoY NEW(+45.2K)	All Managers (Combined)	$3.5M	QoQ +75.44% (+$1.5M) YoY NEW(+$3.5M)
JOHNSON & JOHNSON(JNJcusip478160104)	19.7K	QoQ +16.85% (+2.8K) YoY +418.34% (+15.9K)	All Managers (Combined)	$3.3M	QoQ +34.01% (+$828.8K) YoY +443.49% (+$2.7M)
CHEVRON CORP(CVXcusip166764100)	19.0K	QoQ +34.23% (+4.8K) YoY +577.88% (+16.2K)	All Managers (Combined)	$3.2M	QoQ +55.03% (+$1.1M) YoY +618.89% (+$2.7M)
(VTEBcusip922907746)	63.3K	QoQ +18.04% (+9.7K) YoY +226.05% (+43.9K)	All Managers (Combined)	$3.1M	QoQ +16.84% (+$452.9K) YoY +219.73% (+$2.2M)