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 6 of 26

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SCHWAB CHARLES CORP

SCHW|808513105

Shares:20.8K

Value:$1.6M

CONOCOPHILLIPS

COP|20825C104

Shares:15.5K

Value:$1.6M

464289438

Shares:7.6K

Value:$1.6M

GENERAL ELECTRIC CO

GE|369604301

Shares:8.0K

Value:$1.6M

85208P303

Shares:48.2K

Value:$1.6M

Salesforce, Inc.

CRM|79466L302

Shares:5.8K

Value:$1.6M

808524607

SCHA|808524607

Shares:66.6K

Value:$1.6M

92206C870

VCIT|92206C870

Shares:18.8K

Value:$1.5M

AT&T INC.

T|00206R102

Shares:54.0K

Value:$1.5M

922042858

VWO|922042858

Shares:33.6K

Value:$1.5M

46434G103

IEMG|46434G103

Shares:28.1K

Value:$1.5M

Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

GBAB|401664107

Shares:96.9K

Value:$1.5M

T-Mobile US, Inc.

TMUS|872590104

Shares:5.6K

Value:$1.5M

464287432

Shares:16.2K

Value:$1.5M

78464A854

SPLG|78464A854

Shares:22.4K

Value:$1.5M

464288281

Shares:16.2K

Value:$1.5M

INTEL CORP

INTC|458140100

Shares:64.2K

Value:$1.5M

ORACLE CORP

ORCL|68389X105

Shares:10.4K

Value:$1.5M

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:5.1K

Value:$1.4M

NETFLIX INC

NFLX|64110L106

Shares:1.6K

Value:$1.4M

Instrument	Shares		Other Manager	Value
SCHWAB CHARLES CORP(SCHWcusip808513105)	20.8K	QoQ +7.10% (+1.4K) YoY +633.58% (+17.9K)	All Managers (Combined)	$1.6M	QoQ +13.28% (+$190.7K) YoY +693.81% (+$1.4M)
CONOCOPHILLIPS(COPcusip20825C104)	15.5K	QoQ -2.00% (-316) YoY +267.25% (+11.3K)	All Managers (Combined)	$1.6M	QoQ +3.78% (-$59.2K) YoY +203.02% (+$1.1M)
(cusip464289438)✕	7.6K	QoQ -2.72% (-214) YoY NEW(+7.6K)	All Managers (Combined)	$1.6M	QoQ -12.78% (-$236.4K) YoY NEW(+$1.6M)
GENERAL ELECTRIC CO(GEcusip369604301)	8.0K	QoQ +10.06% (+728) YoY +399.24% (+6.4K)	All Managers (Combined)	$1.6M	QoQ +32.09% (+$387.0K) YoY +469.26% (+$1.3M)
(cusip85208P303)✕	48.2K	QoQ NEW(+48.2K) YoY NEW(+48.2K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Salesforce, Inc.(CRMcusip79466L302)	5.8K	QoQ +21.49% (-1.0K) YoY +319.88% (+4.4K)	All Managers (Combined)	$1.6M	QoQ -2.48% (-$39.8K) YoY +274.14% (+$1.1M)
(SCHAcusip808524607)	66.6K	QoQ +4.39% (-2.8K) YoY +148.63% (+39.8K)	All Managers (Combined)	$1.6M	QoQ -5.41% (-$89.3K) YoY +18.30% (+$241.5K)
(VCITcusip92206C870)	18.8K	QoQ -30.39% (-8.2K) YoY +291.81% (+14.0K)	All Managers (Combined)	$1.5M	QoQ -29.10% (-$631.3K) YoY +297.88% (+$1.2M)
AT&T INC.(Tcusip00206R102)	54.0K	QoQ +4.28% (+2.2K) YoY NEW(+54.0K)	All Managers (Combined)	$1.5M	QoQ +29.52% (+$347.9K) YoY NEW(+$1.5M)
(VWOcusip922042858)	33.6K	QoQ +134.01% (+19.2K) YoY +236.10% (+23.6K)	All Managers (Combined)	$1.5M	QoQ +140.50% (+$887.8K) YoY +264.18% (+$1.1M)
(IEMGcusip46434G103)	28.1K	QoQ +85.51% (+13.0K) YoY +318.99% (+21.4K)	All Managers (Combined)	$1.5M	QoQ +91.73% (+$726.9K) YoY +338.27% (+$1.2M)
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust(GBABcusip401664107)	96.9K	QoQ +10.78% (+9.4K) YoY NEW(+96.9K)	All Managers (Combined)	$1.5M	QoQ +13.33% (+$177.2K) YoY NEW(+$1.5M)
T-Mobile US, Inc.(TMUScusip872590104)	5.6K	QoQ +64.61% (+2.2K) YoY NEW(+5.6K)	All Managers (Combined)	$1.5M	QoQ +98.92% (+$737.3K) YoY NEW(+$1.5M)
(cusip464287432)✕	16.2K	QoQ +72.89% (+6.8K) YoY NEW(+16.2K)	All Managers (Combined)	$1.5M	QoQ +80.21% (+$657.5K) YoY NEW(+$1.5M)
(SPLGcusip78464A854)	22.4K	QoQ +10.30% (+2.1K) YoY +58.36% (+8.3K)	All Managers (Combined)	$1.5M	QoQ +5.21% (+$73.1K) YoY +69.25% (+$603.5K)
(cusip464288281)✕	16.2K	QoQ +138.84% (+9.4K) YoY +410.91% (+13.0K)	All Managers (Combined)	$1.5M	QoQ +143.00% (+$863.7K) YoY +416.07% (+$1.2M)
INTEL CORP(INTCcusip458140100)	64.2K	QoQ +4.35% (+2.7K) YoY +433.64% (+52.2K)	All Managers (Combined)	$1.5M	QoQ +18.20% (+$224.6K) YoY +174.36% (+$927.1K)
ORACLE CORP(ORCLcusip68389X105)	10.4K	QoQ +9.97% (-944) YoY +126.44% (+5.8K)	All Managers (Combined)	$1.5M	QoQ -7.74% (-$122.2K) YoY +152.03% (+$878.1K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	5.1K	QoQ +30.10% (+1.2K) YoY NEW(+5.1K)	All Managers (Combined)	$1.4M	QoQ +53.67% (+$504.9K) YoY NEW(+$1.4M)
NETFLIX INC(NFLXcusip64110L106)	1.6K	QoQ +40.65% (+448) YoY +245.98% (+1.1K)	All Managers (Combined)	$1.4M	QoQ +47.10% (+$462.9K) YoY +431.24% (+$1.2M)