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
Filing Details
13F-HR • 2025-03-31- 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% identified340 identified178 unidentified
Holdings
518 positions • $994.4M total value
Manager:
Search and click to pin securities to the top
Page 5 of 26
92189F437
Shares:71.6K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$994.4M)
464288158
Shares:19.2K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$994.4M)
69374H881
Shares:36.9K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$994.4M)
25434V732
Shares:68.3K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$994.4M)
00162Q783
Shares:77.9K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$994.4M)
808524854
Shares:70.9K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$994.4M)
46137V464
Shares:14.7K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$994.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip92189F437)✕ | 71.6K | YoY NEW(+71.6K) | All Managers (Combined) | $2.1M | 0.2% ($2.1M/$994.4M) | YoY NEW(+$2.1M) |
(cusip464288158)✕ | 19.2K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$994.4M) | ||
| 11.8K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$994.4M) | |||
(cusip69374H881)✕ | 36.9K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$994.4M) | ||
| 28.0K | YoY NEW(+28.0K) | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$994.4M) | YoY NEW(+$2.0M) | |
INTUIT INC.(INTUcusip461202103) | 3.2K | QoQ +4.47% (+136)YoY NEW(+3.2K) | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$994.4M) | YoY NEW(+$2.0M) |
| 14.9K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$994.4M) | |||
(cusip25434V732)✕ | 68.3K | YoY NEW(+68.3K) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$994.4M) | YoY NEW(+$1.8M) |
| 29.3K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$994.4M) | |||
(cusip00162Q783)✕ | 77.9K | QoQ +0.09% (-71)YoY NEW(+77.9K) | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$994.4M) | YoY NEW(+$1.8M) |
| 6.9K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$994.4M) | |||
| 39.2K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$994.4M) | |||
(cusip808524854)✕ | 70.9K | All Managers (Combined) | $1.8M | 0.2% ($1.8M/$994.4M) | ||
| 18.4K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$994.4M) | |||
| 29.1K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$994.4M) | |||
Walt Disney Co(DIScusip254687106) | 17.2K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$994.4M) | ||
PEPSICO INC(PEPcusip713448108) | 11.3K | YoY NEW(+11.3K) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$994.4M) | YoY NEW(+$1.7M) |
| 27.6K | YoY NEW(+27.6K) | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$994.4M) | YoY NEW(+$1.7M) | |
(cusip46137V464)✕ | 14.7K | All Managers (Combined) | $1.7M | 0.2% ($1.7M/$994.4M) | ||
| 3.0K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$994.4M) |