Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 741 | HTD | HANCOCK JOHN TAX-ADVANTAGED | Financial Services | 21,541.0 | $549K | 0.01% | NEW | — | $25.49 | +0.1% |
| 742 | HSBC | HSBC HLDGS PLC | Financial Services | 5,771.0 | $549K | 0.01% | NEW | — | $95.09 | +7.6% |
| 743 | YUM | YUM BRANDS INC | Consumer Cyclical | 3,427.0 | $548K | 0.01% | NEW | — | $159.88 | -8.7% |
| 744 | QBTS | D-WAVE QUANTUM INC | Technology | 22,828.0 | $548K | 0.01% | NEW | — | $23.99 | -19.5% |
| 745 | HOOD | ROBINHOOD MKTS INC | Financial Services | 5,448.0 | $546K | 0.01% | NEW | — | $100.29 | -4.5% |
| 746 | SNOW | SNOWFLAKE INC | Technology | 2,135.0 | $543K | 0.01% | NEW | — | $254.50 | +27.7% |
| 747 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 4,752.0 | $543K | 0.01% | NEW | — | $114.18 | +4.6% |
| 748 | IWN | ISHARES TR | — | 2,449.0 | $542K | 0.01% | NEW | — | $221.19 | +2.0% |
| 749 | NULG | NUSHARES ETF TR | — | 4,623.0 | $541K | 0.01% | NEW | — | $117.05 | -1.9% |
| 750 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 8,444.0 | $540K | 0.01% | NEW | — | $64.01 | +16.6% |
| 751 | DDOG | DATADOG INC | Technology | 2,062.0 | $537K | 0.01% | NEW | — | $260.36 | -10.3% |
| 752 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 70,696.0 | $534K | 0.01% | NEW | — | $7.56 | -22.2% |
| 753 | VSGX | VANGUARD WORLD FD | — | 6,471.0 | $533K | 0.01% | NEW | — | $82.33 | +0.5% |
| 754 | BKLN | INVESCO EXCH TRADED FD TR II | — | 26,063.0 | $531K | 0.01% | NEW | — | $20.37 | +1.0% |
| 755 | ACP | ABRDN INCOME CREDIT STRATEGI | Financial Services | 102,002.0 | $530K | 0.01% | NEW | — | $5.20 | -0.2% |
| 756 | QS CALL | QUANTUMSCAPE CORP | Consumer Cyclical | 70,000.0 | $529K | 0.01% | NEW | — | $7.56 | -22.2% |
| 757 | CGGR | CAPITAL GROUP GROWTH ETF | — | 11,203.0 | $529K | 0.01% | NEW | — | $47.20 | -0.6% |
| 758 | DFEV | DIMENSIONAL ETF TRUST | — | 12,352.0 | $527K | 0.01% | NEW | — | $42.67 | -2.3% |
| 759 | SONY | SONY GROUP CORP | Technology | 26,108.0 | $524K | 0.01% | NEW | — | $20.06 | +17.1% |
| 760 | BRO | BROWN & BROWN INC | Financial Services | 8,122.0 | $521K | 0.01% | NEW | — | $64.15 | +11.4% |
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
36.4%
Financial Services
19.8%
Communication Services
7.8%
Healthcare
7.8%
Consumer Cyclical
7.5%
Industrials
7.2%
Consumer Defensive
5.4%
Energy
3.1%
Utilities
2.2%
Real Estate
1.4%