Savvy-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Savvy-Advisors
Data Enrichment
66% identified
340 identified178 unidentified

Holdings

518 positions • $994.4M total value
Manager:
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PROSPERITY BANCSHARES INC
Shares:63.3K
Value:$4.5M
% of Portfolio:0.5% ($4.5M/$994.4M)
SPDR GOLD TRUST
Shares:15.0K
Value:$4.3M
% of Portfolio:0.4% ($4.3M/$994.4M)
EXXON MOBIL CORP
Shares:35.9K
Value:$4.3M
% of Portfolio:0.4% ($4.3M/$994.4M)
AbbVie Inc.
Shares:20.2K
Value:$4.2M
% of Portfolio:0.4% ($4.2M/$994.4M)
ELI LILLY & Co
Shares:4.8K
Value:$3.9M
% of Portfolio:0.4% ($3.9M/$994.4M)
Mastercard Inc
Shares:7.1K
Value:$3.9M
% of Portfolio:0.4% ($3.9M/$994.4M)
922908736
Shares:10.5K
Value:$3.9M
% of Portfolio:0.4% ($3.9M/$994.4M)
COSTCO WHOLESALE CORP /NEW
Shares:4.1K
Value:$3.9M
% of Portfolio:0.4% ($3.9M/$994.4M)
Broadcom Inc.
Shares:23.1K
Value:$3.9M
% of Portfolio:0.4% ($3.9M/$994.4M)
MCDONALDS CORP
Shares:12.1K
Value:$3.8M
% of Portfolio:0.4% ($3.8M/$994.4M)
46432F842
Shares:50.0K
Value:$3.8M
% of Portfolio:0.4% ($3.8M/$994.4M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:15.0K
Value:$3.7M
% of Portfolio:0.4% ($3.7M/$994.4M)
Tesla, Inc.
Shares:14.1K
Value:$3.6M
% of Portfolio:0.4% ($3.6M/$994.4M)
316188309
Shares:79.4K
Value:$3.6M
% of Portfolio:0.4% ($3.6M/$994.4M)
464287804
Shares:34.1K
Value:$3.6M
% of Portfolio:0.4% ($3.6M/$994.4M)
Walmart Inc.
Shares:39.8K
Value:$3.5M
% of Portfolio:0.4% ($3.5M/$994.4M)
921937819
Shares:45.2K
Value:$3.5M
% of Portfolio:0.3% ($3.5M/$994.4M)
JOHNSON & JOHNSON
Shares:19.7K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$994.4M)
CHEVRON CORP
Shares:19.0K
Value:$3.2M
% of Portfolio:0.3% ($3.2M/$994.4M)
922907746
Shares:63.3K
Value:$3.1M
% of Portfolio:0.3% ($3.1M/$994.4M)