Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 701 | CLX | CLOROX CO DEL | Consumer Defensive | 6,435.0 | $614K | 0.01% | NEW | — | $95.44 | +12.3% |
| 702 | ROST | ROSS STORES INC | Consumer Cyclical | 2,880.0 | $613K | 0.01% | NEW | — | $212.88 | +13.4% |
| 703 | BRBR | BELLRING BRANDS INC | Consumer Defensive | 47,378.0 | $613K | 0.01% | NEW | — | $12.94 | -20.4% |
| 704 | ETHA | ISHARES ETHEREUM TR | Financial Services | 51,517.0 | $613K | 0.01% | NEW | — | $11.89 | +54.0% |
| 705 | UAL | UNITED AIRLS HLDGS INC | Industrials | 4,504.0 | $612K | 0.01% | NEW | — | $135.99 | -16.9% |
| 706 | FNDE | SCHWAB STRATEGIC TR | — | 15,412.0 | $612K | 0.01% | NEW | — | $39.68 | +5.6% |
| 707 | PYPL | PAYPAL HLDGS INC | Financial Services | 14,145.0 | $611K | 0.01% | NEW | — | $43.18 | +42.8% |
| 708 | NRG | NRG ENERGY INC | Utilities | 4,156.0 | $607K | 0.01% | NEW | — | $146.06 | -21.5% |
| 709 | — | BLACKROCK ETF TRUST | — | 16,570.0 | $606K | 0.01% | NEW | — | $36.60 | — |
| 710 | MLPB | UBS AG LONDON BRANCH | Financial Services | 21,043.0 | $606K | 0.01% | NEW | — | $28.80 | +7.2% |
| 711 | MOH | MOLINA HEALTHCARE INC | Healthcare | 2,638.0 | $603K | 0.01% | NEW | — | $228.70 | -12.3% |
| 712 | GRMN | GARMIN LTD | Technology | 2,539.0 | $603K | 0.01% | NEW | — | $237.56 | +24.1% |
| 713 | IGV | ISHARES TR | — | 6,656.0 | $603K | 0.01% | NEW | — | $90.60 | +13.5% |
| 714 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,826.0 | $603K | 0.01% | NEW | — | $330.17 | +10.2% |
| 715 | CALI | BLACKROCK ETF TRUST II | — | 11,884.0 | $601K | 0.01% | NEW | — | $50.54 | -0.3% |
| 716 | LLY PUT | ELI LILLY & CO | Healthcare | 500.0 | $600K | 0.01% | NEW | — | $1199.43 | +5.4% |
| 717 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,900.0 | $598K | 0.01% | NEW | — | $314.64 | +11.2% |
| 718 | INCY | INCYTE CORP | Healthcare | 5,248.0 | $595K | 0.01% | NEW | — | $113.36 | +13.3% |
| 719 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 6,516.0 | $594K | 0.01% | NEW | — | $91.19 | -17.0% |
| 720 | AIQ | GLOBAL X FDS | — | 9,052.0 | $594K | 0.01% | NEW | — | $65.61 | -3.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
37.3%
Financial Services
20.3%
Healthcare
8.0%
Consumer Cyclical
7.7%
Industrials
7.4%
Communication Services
5.6%
Consumer Defensive
5.5%
Energy
3.1%
Utilities
2.3%
Real Estate
1.4%