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

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025072802

Shares:17.4K

Value:$1.2M

921908844

VIG|921908844

Shares:6.2K

Value:$1.2M

78468R663

Shares:12.9K

Value:$1.2M

46434G848

Shares:32.9K

Value:$1.2M

464287655

IWM|464287655

Shares:5.9K

Value:$1.2M

Blackstone Inc.

BX|09260D107

Shares:8.4K

Value:$1.2M

92206C706

VGIT|92206C706

Shares:19.7K

Value:$1.2M

464288851

Shares:12.3K

Value:$1.2M

381430529

Shares:11.6K

Value:$1.2M

Accenture plc

ACN|G1151C101

Shares:3.7K

Value:$1.1M

316092808

Shares:7.0K

Value:$1.1M

33733E104

Shares:12.3K

Value:$1.1M

Palantir Technologies Inc.

PLTR|69608A108

Shares:12.9K

Value:$1.1M

78468R721

Shares:24.1K

Value:$1.1M

09290C103

Shares:22.0K

Value:$1.1M

25434V500

Shares:17.7K

Value:$1.1M

132061706

Shares:33.3K

Value:$1.1M

Eaton Corp plc

ETN|G29183103

Shares:3.9K

Value:$1.1M

QUALCOMM INC/DE

QCOM|747525103

Shares:6.9K

Value:$1.1M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:9.5K

Value:$1.0M

Instrument	Shares		Other Manager	Value
(cusip025072802)✕	17.4K	QoQ +17.20% (+2.6K) YoY +254.35% (+12.5K)	All Managers (Combined)	$1.2M	QoQ +25.60% (+$247.3K) YoY +275.23% (+$890.0K)
(VIGcusip921908844)	6.2K	QoQ +42.70% (+1.9K) YoY +171.31% (+3.9K)	All Managers (Combined)	$1.2M	QoQ +41.36% (+$353.8K) YoY +188.30% (+$789.7K)
(cusip78468R663)✕	12.9K	QoQ +197.63% (+8.6K) YoY NEW(+12.9K)	All Managers (Combined)	$1.2M	QoQ +198.59% (+$789.3K) YoY NEW(+$1.2M)
(cusip46434G848)✕	32.9K	QoQ -0.30% (-101) YoY NEW(+32.9K)	All Managers (Combined)	$1.2M	QoQ +2.22% (-$25.8K) YoY NEW(+$1.2M)
(IWMcusip464287655)	5.9K	QoQ +18.09% (+901) YoY +18.30% (+910)	All Managers (Combined)	$1.2M	QoQ +6.61% (+$72.8K) YoY +12.20% (+$127.6K)
Blackstone Inc.(BXcusip09260D107)	8.4K	QoQ +39.20% (+2.4K) YoY NEW(+8.4K)	All Managers (Combined)	$1.2M	QoQ +12.84% (+$133.2K) YoY NEW(+$1.2M)
(VGITcusip92206C706)	19.7K	QoQ NEW(+19.7K) YoY +228.62% (+13.7K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY +233.38% (+$817.3K)
(cusip464288851)✕	12.3K	QoQ NEW(+12.3K) YoY NEW(+12.3K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip381430529)✕	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Accenture plc(ACNcusipG1151C101)	3.7K	QoQ +17.28% (+539) YoY +232.54% (+2.6K)	All Managers (Combined)	$1.1M	QoQ +4.02% (+$44.2K) YoY +199.37% (+$760.2K)
(cusip316092808)✕	7.0K	QoQ -7.48% (-566) YoY +112.36% (+3.7K)	All Managers (Combined)	$1.1M	QoQ -19.30% (-$269.7K) YoY +119.77% (+$614.5K)
(cusip33733E104)✕	12.3K	QoQ -6.70% (-883) YoY +4.86% (+570)	All Managers (Combined)	$1.1M	QoQ -4.76% (-$55.2K) YoY +9.74% (+$97.9K)
Palantir Technologies Inc.(PLTRcusip69608A108)	12.9K	QoQ +8.94% (+1.1K) YoY NEW(+12.9K)	All Managers (Combined)	$1.1M	QoQ +21.58% (+$193.2K) YoY NEW(+$1.1M)
(cusip78468R721)✕	24.1K	QoQ -0.70% (-170) YoY -1.86% (-457)	All Managers (Combined)	$1.1M	QoQ -1.89% (-$21.0K) YoY -4.83% (-$55.2K)
(cusip09290C103)✕	22.0K	QoQ NEW(+22.0K) YoY NEW(+22.0K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip25434V500)✕	17.7K	QoQ NEW(+17.7K) YoY NEW(+17.7K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip132061706)✕	33.3K	QoQ -0.51% (-171) YoY NEW(+33.3K)	All Managers (Combined)	$1.1M	QoQ +0.88% (-$9.3K) YoY NEW(+$1.1M)
Eaton Corp plc(ETNcusipG29183103)	3.9K	QoQ +7.68% (-277) YoY NEW(+3.9K)	All Managers (Combined)	$1.1M	QoQ -11.80% (-$141.2K) YoY NEW(+$1.1M)
QUALCOMM INC/DE(QCOMcusip747525103)	6.9K	QoQ +72.06% (+2.9K) YoY NEW(+6.9K)	All Managers (Combined)	$1.1M	QoQ +72.06% (+$441.5K) YoY NEW(+$1.1M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	9.5K	QoQ +264.90% (+6.9K) YoY NEW(+9.5K)	All Managers (Combined)	$1.0M	QoQ +218.29% (+$715.4K) YoY NEW(+$1.0M)