Savvy-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NLY",
  null,
  null,
  null,
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  null,
  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,
  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,
  null,
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  null,
  null,
  null,
  null,
  null,
  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,
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  null,
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  null,
  null,
  null,
  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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  "LRCX",
  "GBAB",
  "IWS",
  "LIN",
  null,
  null,
  null,
  null,
  null,
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  "MMC",
  null,
  null,
  "MA",
  "MDT",
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  null,
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  null,
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  "KR",
  "ORCL",
  "NOC",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
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  null,
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  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "PGR",
  "IEMG",
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  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "GEHC",
  "PLTR",
  "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",
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  "REGN",
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  null,
  null,
  "ROK",
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  "SPGI",
  "RY",
  null,
  null,
  null,
  null,
  "SCHX",
  "NOW",
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  "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,
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  "VCIT",
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  null,
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  "VIG",
  null,
  "PSNY",
  "LYG",
  null,
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  "TSM",
  null,
  null,
  null,
  "FSK",
  null,
  "VYM",
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  "VRTX",
  null,
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  "AJG",
  "WM",
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  "ENIC",
  "SGOL",
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  null,
  null,
  null,
  "AOS",
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  "NVO",
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  "MSI",
  "SCHB",
  null,
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  "IVE",
  null,
  null,
  null,
  null,
  null,
  null,
  "ELS",
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  null,
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  "VEU",
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  null,
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  "VUG",
  "VLO",
  "VEA",
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  "VMI",
  null,
  null,
  "VXUS",
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  "VTWO",
  "BNDX",
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  "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",
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  null,
  "SCHF",
  null,
  "SCHA",
  "MSCI",
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  "SO",
  "PB",
  "PSX",
  "CRM",
  "SCI",
  "SPOT",
  null,
  null,
  "IXUS",
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  "LYB",
  null,
  null,
  null,
  "GEV",
  "MCK",
  null,
  "SPYV",
  null,
  null,
  "ESGU",
  null,
  "PSA",
  null,
  "KMB",
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  "ADP",
  "AZO",
  "BAC",
  null,
  "BRK-B",
  "BDX",
  null,
  null,
  "MVF",
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  "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",
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  "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

Page 4 of 26

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HOME DEPOT, INC.

HD|437076102

Shares:8.2K

Value:$3.0M

% of Portfolio:0.3% ($3.0M/$994.4M)

25434V401

Shares:48.6K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$994.4M)

78464A409

SPYG|78464A409

Shares:35.8K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$994.4M)

74348A210

Shares:136.3K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$994.4M)

46435G250

Shares:59.6K

Value:$2.8M

% of Portfolio:0.3% ($2.8M/$994.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:20.7K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$994.4M)

808524771

FNDX|808524771

Shares:112.8K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$994.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:5.0K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$994.4M)

132061300

Shares:96.9K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$994.4M)

921937827

BSV|921937827

Shares:33.0K

Value:$2.6M

% of Portfolio:0.3% ($2.6M/$994.4M)

464287614

IWF|464287614

Shares:6.8K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$994.4M)

46434G764

EMXC|46434G764

Shares:43.8K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$994.4M)

808524805

SCHF|808524805

Shares:116.3K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$994.4M)

COCA COLA CO

KO|191216100

Shares:32.1K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$994.4M)

25434V708

DFAC|25434V708

Shares:68.6K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$994.4M)

Prologis, Inc.

PLD|74340W103

Shares:20.0K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$994.4M)

921946810

VIGI|921946810

Shares:26.9K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$994.4M)

Philip Morris International Inc.

PM|718172109

Shares:13.8K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$994.4M)

46434V456

Shares:53.7K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$994.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:12.2K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$994.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	8.2K	QoQ +13.95% (+1.0K) YoY +284.86% (+6.1K)	All Managers (Combined)	$3.0M	0.3% ($3.0M/$994.4M)	QoQ +7.36% (+$206.0K) YoY +267.78% (+$2.2M)
(cusip25434V401)✕	48.6K	QoQ NEW(+48.6K) YoY NEW(+48.6K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$994.4M)	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
(SPYGcusip78464A409)	35.8K	QoQ +6.42% (-2.2K) YoY +66.33% (+14.3K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$994.4M)	QoQ -2.69% (-$79.7K) YoY +82.74% (+$1.3M)
(cusip74348A210)✕	136.3K	QoQ +15.40% (+18.2K) YoY NEW(+136.3K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$994.4M)	QoQ +27.78% (+$614.8K) YoY NEW(+$2.8M)
(cusip46435G250)✕	59.6K	QoQ +118.71% (+32.4K) YoY +657.63% (+51.8K)	All Managers (Combined)	$2.8M	0.3% ($2.8M/$994.4M)	QoQ +119.09% (+$1.5M) YoY +663.67% (+$2.4M)
ABBOTT LABORATORIES(ABTcusip002824100)	20.7K	QoQ +2.11% (+428) YoY +514.20% (+17.3K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$994.4M)	QoQ +19.75% (+$452.3K) YoY +616.76% (+$2.4M)
(FNDXcusip808524771)	112.8K	QoQ +1.46% (+1.6K) YoY +394.84% (+90.0K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$994.4M)	QoQ +1.16% (+$30.7K) YoY +73.36% (+$1.1M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	5.0K	QoQ +14.68% (+639) YoY +443.09% (+4.1K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$994.4M)	QoQ +18.73% (+$412.5K) YoY +474.91% (+$2.2M)
(cusip132061300)✕	96.9K	QoQ -7.90% (-8.3K) YoY NEW(+96.9K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$994.4M)	QoQ -1.61% (-$42.9K) YoY NEW(+$2.6M)
(BSVcusip921937827)	33.0K	QoQ +42.82% (+9.9K) YoY +392.21% (+26.3K)	All Managers (Combined)	$2.6M	0.3% ($2.6M/$994.4M)	QoQ +44.69% (+$799.1K) YoY +402.55% (+$2.1M)
(IWFcusip464287614)	6.8K	QoQ +17.19% (+992) YoY +133.49% (+3.9K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$994.4M)	QoQ +5.37% (+$124.6K) YoY +150.14% (+$1.5M)
(EMXCcusip46434G764)	43.8K	QoQ +58.77% (+16.2K) YoY +865.96% (+39.2K)	All Managers (Combined)	$2.4M	0.2% ($2.4M/$994.4M)	QoQ +57.74% (+$882.6K) YoY +824.35% (+$2.2M)
(SCHFcusip808524805)	116.3K	QoQ +14.72% (+14.9K) YoY +129.45% (+65.6K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$994.4M)	QoQ +22.66% (+$424.9K) YoY +16.31% (+$322.6K)
COCA COLA CO(KOcusip191216100)	32.1K	QoQ -0.66% (-216) YoY +465.63% (+26.4K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$994.4M)	QoQ +14.26% (-$287.0K) YoY +562.18% (+$2.0M)
(DFACcusip25434V708)	68.6K	QoQ +11.87% (+7.3K) YoY +446.78% (+56.1K)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$994.4M)	QoQ +6.70% (+$142.3K) YoY +464.59% (+$1.9M)
Prologis, Inc.(PLDcusip74340W103)	20.0K	QoQ -10.94% (-2.5K) YoY NEW(+20.0K)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$994.4M)	QoQ -5.81% (-$138.3K) YoY NEW(+$2.2M)
(VIGIcusip921946810)	26.9K	QoQ -4.18% (-1.2K) YoY NEW(+26.9K)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$994.4M)	QoQ -0.65% (-$14.7K) YoY NEW(+$2.2M)
Philip Morris International Inc.(PMcusip718172109)	13.8K	QoQ +34.90% (+3.6K) YoY +448.01% (+11.3K)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$994.4M)	QoQ +77.92% (+$960.8K) YoY +849.41% (+$2.0M)
(cusip46434V456)✕	53.7K	QoQ +7.00% (+3.5K) YoY NEW(+53.7K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$994.4M)	QoQ +14.40% (+$268.2K) YoY NEW(+$2.1M)
Palo Alto Networks Inc(PANWcusip697435105)	12.2K	QoQ +22.51% (+2.2K) YoY NEW(+12.2K)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$994.4M)	QoQ +14.89% (+$269.4K) YoY NEW(+$2.1M)