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 7 of 26

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Spotify Technology S.A.

SPOT|L8681T102

Shares:2.6K

Value:$1.4M

CATERPILLAR INC

CAT|149123101

Shares:4.3K

Value:$1.4M

MORGAN STANLEY

MS|617446448

Shares:12.0K

Value:$1.4M

46641Q670

Shares:29.6K

Value:$1.4M

WASTE MANAGEMENT INC

WM|94106L109

Shares:5.9K

Value:$1.4M

RTX Corp

RTX|75513E101

Shares:10.3K

Value:$1.4M

808524862

Shares:54.9K

Value:$1.3M

025072877

Shares:15.2K

Value:$1.3M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:31.7K

Value:$1.3M

DEERE & CO

DE|244199105

Shares:2.8K

Value:$1.3M

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:6.2K

Value:$1.3M

92206C409

Shares:16.6K

Value:$1.3M

464288877

Shares:21.4K

Value:$1.3M

46434V787

Shares:56.1K

Value:$1.3M

33734H106

Shares:28.0K

Value:$1.2M

72201R585

Shares:47.3K

Value:$1.2M

AVALONBAY COMMUNITIES INC

AVB|053484101

Shares:5.8K

Value:$1.2M

464287408

IVE|464287408

Shares:6.5K

Value:$1.2M

922908629

VO|922908629

Shares:4.7K

Value:$1.2M

EQUITY LIFESTYLE PROPERTIES INC

ELS|29472R108

Shares:18.3K

Value:$1.2M

Instrument	Shares		Other Manager	Value
Spotify Technology S.A.(SPOTcusipL8681T102)	2.6K	QoQ +407.73% (+2.1K) YoY NEW(+2.6K)	All Managers (Combined)	$1.4M	QoQ +524.23% (+$1.2M) YoY NEW(+$1.4M)
CATERPILLAR INC(CATcusip149123101)	4.3K	QoQ +5.61% (-227) YoY +140.39% (+2.5K)	All Managers (Combined)	$1.4M	QoQ -3.97% (-$58.2K) YoY +116.39% (+$757.0K)
MORGAN STANLEY(MScusip617446448)	12.0K	QoQ +3.98% (-460) YoY NEW(+12.0K)	All Managers (Combined)	$1.4M	QoQ -3.50% (-$50.9K) YoY NEW(+$1.4M)
(cusip46641Q670)✕	29.6K	QoQ NEW(+29.6K) YoY NEW(+29.6K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
WASTE MANAGEMENT INC(WMcusip94106L109)	5.9K	QoQ +9.70% (+522) YoY +279.72% (+4.3K)	All Managers (Combined)	$1.4M	QoQ +25.85% (+$280.7K) YoY +312.46% (+$1.0M)
RTX Corp(RTXcusip75513E101)	10.3K	QoQ +20.34% (+1.7K) YoY +69.56% (+4.2K)	All Managers (Combined)	$1.4M	QoQ +37.75% (+$372.1K) YoY +130.28% (+$768.1K)
(cusip808524862)✕	54.9K	QoQ +5.62% (+2.9K) YoY +164.52% (+34.2K)	All Managers (Combined)	$1.3M	QoQ +6.85% (+$85.8K) YoY +33.54% (+$335.9K)
(cusip025072877)✕	15.2K	QoQ +12.61% (+1.7K) YoY NEW(+15.2K)	All Managers (Combined)	$1.3M	QoQ +1.69% (+$22.1K) YoY NEW(+$1.3M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	31.7K	QoQ +113.95% (+16.9K) YoY +338.94% (+24.4K)	All Managers (Combined)	$1.3M	QoQ +103.14% (+$670.8K) YoY +383.03% (+$1.0M)
DEERE & CO(DEcusip244199105)	2.8K	QoQ +11.85% (+298) YoY NEW(+2.8K)	All Managers (Combined)	$1.3M	QoQ +23.92% (+$254.7K) YoY NEW(+$1.3M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	6.2K	QoQ -8.57% (-579) YoY NEW(+6.2K)	All Managers (Combined)	$1.3M	QoQ -14.28% (-$218.1K) YoY NEW(+$1.3M)
(cusip92206C409)✕	16.6K	QoQ -14.09% (-2.7K) YoY +168.80% (+10.4K)	All Managers (Combined)	$1.3M	QoQ -13.06% (-$196.5K) YoY +174.49% (+$830.8K)
(cusip464288877)✕	21.4K	QoQ +267.40% (+15.6K) YoY +233.00% (+15.0K)	All Managers (Combined)	$1.3M	QoQ +312.70% (+$957.6K) YoY +260.79% (+$913.5K)
(cusip46434V787)✕	56.1K	QoQ -13.04% (-8.4K) YoY +17.98% (+8.6K)	All Managers (Combined)	$1.3M	QoQ -12.02% (-$172.1K) YoY +18.32% (+$194.9K)
(cusip33734H106)✕	28.0K	QoQ +9.27% (+2.4K) YoY -18.92% (-6.5K)	All Managers (Combined)	$1.2M	QoQ +11.65% (+$130.2K) YoY -14.39% (-$209.8K)
(cusip72201R585)✕	47.3K	QoQ +1.57% (+732) YoY NEW(+47.3K)	All Managers (Combined)	$1.2M	QoQ +3.25% (+$39.3K) YoY NEW(+$1.2M)
AVALONBAY COMMUNITIES INC(AVBcusip053484101)	5.8K	QoQ +3.61% (+202) YoY NEW(+5.8K)	All Managers (Combined)	$1.2M	QoQ +1.09% (+$13.5K) YoY NEW(+$1.2M)
(IVEcusip464287408)	6.5K	QoQ +89.14% (+3.1K) YoY +239.01% (+4.6K)	All Managers (Combined)	$1.2M	QoQ +88.84% (+$581.2K) YoY +245.85% (+$878.1K)
(VOcusip922908629)	4.7K	QoQ +20.85% (+819) YoY +59.90% (+1.8K)	All Managers (Combined)	$1.2M	QoQ +18.31% (+$190.0K) YoY +65.50% (+$485.8K)
EQUITY LIFESTYLE PROPERTIES INC(ELScusip29472R108)	18.3K	QoQ -6.40% (-1.3K) YoY NEW(+18.3K)	All Managers (Combined)	$1.2M	QoQ -6.26% (-$81.4K) YoY NEW(+$1.2M)