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

Page 5 of 26

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92189F437

Shares:71.6K

Value:$2.1M

464288158

Shares:19.2K

Value:$2.0M

46432F339

QUAL|46432F339

Shares:11.8K

Value:$2.0M

69374H881

Shares:36.9K

Value:$2.0M

921937793

BLV|921937793

Shares:28.0K

Value:$2.0M

INTUIT INC.

INTU|461202103

Shares:3.2K

Value:$2.0M

921946406

VYM|921946406

Shares:14.9K

Value:$1.9M

25434V732

Shares:68.3K

Value:$1.8M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:29.3K

Value:$1.8M

00162Q783

Shares:77.9K

Value:$1.8M

922908637

VV|922908637

Shares:6.9K

Value:$1.8M

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:39.2K

Value:$1.8M

808524854

Shares:70.9K

Value:$1.8M

464287309

IVW|464287309

Shares:18.4K

Value:$1.7M

464287507

IJH|464287507

Shares:29.1K

Value:$1.7M

Walt Disney Co

DIS|254687106

Shares:17.2K

Value:$1.7M

PEPSICO INC

PEP|713448108

Shares:11.3K

Value:$1.7M

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:27.6K

Value:$1.7M

46137V464

Shares:14.7K

Value:$1.7M

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:3.0K

Value:$1.6M

Instrument	Shares		Other Manager	Value
(cusip92189F437)✕	71.6K	QoQ +10.44% (+6.8K) YoY NEW(+71.6K)	All Managers (Combined)	$2.1M	QoQ +11.17% (+$207.9K) YoY NEW(+$2.1M)
(cusip464288158)✕	19.2K	QoQ +13.67% (+2.3K) YoY -9.88% (-2.1K)	All Managers (Combined)	$2.0M	QoQ +13.80% (+$245.5K) YoY -9.13% (-$203.5K)
(QUALcusip46432F339)	11.8K	QoQ +137.40% (+6.8K) YoY +862.78% (+10.6K)	All Managers (Combined)	$2.0M	QoQ +127.80% (+$1.1M) YoY +901.08% (+$1.8M)
(cusip69374H881)✕	36.9K	QoQ +74.80% (+15.8K) YoY +163.95% (+22.9K)	All Managers (Combined)	$2.0M	QoQ +69.48% (+$827.3K) YoY +148.74% (+$1.2M)
(BLVcusip921937793)	28.0K	QoQ -3.81% (-1.1K) YoY NEW(+28.0K)	All Managers (Combined)	$2.0M	QoQ -1.01% (-$20.2K) YoY NEW(+$2.0M)
INTUIT INC.(INTUcusip461202103)	3.2K	QoQ +4.47% (+136) YoY NEW(+3.2K)	All Managers (Combined)	$2.0M	QoQ +2.06% (+$39.4K) YoY NEW(+$2.0M)
(VYMcusip921946406)	14.9K	QoQ +6.82% (+949) YoY +133.32% (+8.5K)	All Managers (Combined)	$1.9M	QoQ +7.96% (+$141.4K) YoY +148.68% (+$1.1M)
(cusip25434V732)✕	68.3K	QoQ -28.75% (-27.5K) YoY NEW(+68.3K)	All Managers (Combined)	$1.8M	QoQ -28.01% (-$703.1K) YoY NEW(+$1.8M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	29.3K	QoQ +6.32% (+1.7K) YoY +82.32% (+13.2K)	All Managers (Combined)	$1.8M	QoQ +10.82% (+$176.4K) YoY +125.42% (+$1.0M)
(cusip00162Q783)✕	77.9K	QoQ +0.09% (-71) YoY NEW(+77.9K)	All Managers (Combined)	$1.8M	QoQ -0.03% (-$597) YoY NEW(+$1.8M)
(VVcusip922908637)	6.9K	QoQ +106.73% (+3.6K) YoY +291.75% (+5.2K)	All Managers (Combined)	$1.8M	QoQ +97.03% (+$877.8K) YoY +319.98% (+$1.4M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	39.2K	QoQ +0.80% (+313) YoY +67.86% (+15.9K)	All Managers (Combined)	$1.8M	QoQ +14.34% (+$223.1K) YoY +81.47% (+$798.7K)
(cusip808524854)✕	70.9K	QoQ +14.81% (+9.1K) YoY +841.71% (+63.3K)	All Managers (Combined)	$1.8M	QoQ +17.50% (+$262.5K) YoY +377.29% (+$1.4M)
(IVWcusip464287309)	18.4K	QoQ +269.56% (+13.5K) YoY +460.80% (+15.2K)	All Managers (Combined)	$1.7M	QoQ +237.90% (+$1.2M) YoY +516.53% (+$1.4M)
(IJHcusip464287507)	29.1K	QoQ +62.81% (+11.2K) YoY +141.49% (+17.1K)	All Managers (Combined)	$1.7M	QoQ +52.46% (+$585.0K) YoY +131.99% (+$967.3K)
Walt Disney Co(DIScusip254687106)	17.2K	QoQ +12.06% (-1.9K) YoY +342.92% (+13.3K)	All Managers (Combined)	$1.7M	QoQ -0.66% (-$11.3K) YoY +257.31% (+$1.2M)
PEPSICO INC(PEPcusip713448108)	11.3K	QoQ +81.41% (+5.1K) YoY NEW(+11.3K)	All Managers (Combined)	$1.7M	QoQ +78.89% (+$744.4K) YoY NEW(+$1.7M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	27.6K	QoQ +6.34% (+1.6K) YoY NEW(+27.6K)	All Managers (Combined)	$1.7M	QoQ +14.67% (+$215.2K) YoY NEW(+$1.7M)
(cusip46137V464)✕	14.7K	QoQ +4.78% (-669) YoY +30.25% (+3.4K)	All Managers (Combined)	$1.7M	QoQ -3.50% (-$60.5K) YoY +29.00% (+$374.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	3.0K	QoQ +4.56% (-130) YoY +462.07% (+2.4K)	All Managers (Combined)	$1.6M	QoQ -0.25% (-$4.2K) YoY +634.84% (+$1.4M)