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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SCHWAB CHARLES CORP
Shares:20.8K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$994.4M)
CONOCOPHILLIPS
Shares:15.5K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$994.4M)
464289438
Shares:7.6K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$994.4M)
GENERAL ELECTRIC CO
Shares:8.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$994.4M)
85208P303
Shares:48.2K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$994.4M)
Salesforce, Inc.
Shares:5.8K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$994.4M)
808524607
Shares:66.6K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$994.4M)
92206C870
Shares:18.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$994.4M)
AT&T INC.
Shares:54.0K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$994.4M)
922042858
Shares:33.6K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$994.4M)
46434G103
Shares:28.1K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$994.4M)
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
Shares:96.9K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$994.4M)
T-Mobile US, Inc.
Shares:5.6K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$994.4M)
464287432
Shares:16.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$994.4M)
78464A854
Shares:22.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$994.4M)
464288281
Shares:16.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$994.4M)
INTEL CORP
Shares:64.2K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$994.4M)
ORACLE CORP
Shares:10.4K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$994.4M)
PROGRESSIVE CORP/OH/
Shares:5.1K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$994.4M)
NETFLIX INC
Shares:1.6K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$994.4M)