Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 761 | FAST | FASTENAL CO | Industrials | 10,796.0 | $519K | 0.01% | NEW | — | $48.03 | +5.5% |
| 762 | INFL | LISTED FDS TR | — | 10,388.0 | $518K | 0.01% | NEW | — | $49.88 | +9.8% |
| 763 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,237.0 | $514K | 0.01% | NEW | — | $415.35 | +14.0% |
| 764 | CGMU | CAPITAL GRP FIXED INCM ETF T | — | 18,649.0 | $512K | 0.01% | NEW | — | $27.47 | -1.3% |
| 765 | CRWV | COREWEAVE INC | Technology | 5,132.0 | $511K | 0.01% | NEW | — | $99.53 | -9.8% |
| 766 | DHR | DANAHER CORP DEL | Healthcare | 2,681.0 | $511K | 0.01% | NEW | — | $190.47 | +13.4% |
| 767 | AZN | ASTRAZENECA PLC | Healthcare | 2,691.0 | $510K | 0.01% | NEW | — | $189.62 | -13.2% |
| 768 | FANG | DIAMONDBACK ENERGY INC | Energy | 2,890.0 | $508K | 0.01% | NEW | — | $175.78 | +20.0% |
| 769 | AMP | AMERIPRISE FINL INC | Financial Services | 1,105.0 | $507K | 0.01% | NEW | — | $458.81 | +19.3% |
| 770 | VTR | VENTAS INC | Real Estate | 5,703.0 | $506K | 0.01% | NEW | — | $88.80 | +4.4% |
| 771 | LNG | CHENIERE ENERGY INC | Energy | 2,117.0 | $506K | 0.01% | NEW | — | $239.04 | +16.8% |
| 772 | WDAY | WORKDAY INC | Technology | 4,128.0 | $505K | 0.01% | NEW | — | $122.42 | +61.2% |
| 773 | DABS | DOUBLELINE ETF TRUST | — | 9,949.0 | $504K | 0.01% | NEW | — | $50.68 | -0.5% |
| 774 | OKE | ONEOK INC NEW | Energy | 5,791.0 | $503K | 0.01% | NEW | — | $86.93 | +8.8% |
| 775 | FSLR | FIRST SOLAR INC | Energy | 2,128.0 | $502K | 0.01% | NEW | — | $235.96 | -9.3% |
| 776 | FNDA | SCHWAB STRATEGIC TR | — | 13,154.0 | $501K | 0.01% | NEW | — | $38.06 | -1.6% |
| 777 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 4,533.0 | $498K | 0.01% | NEW | — | $109.78 | -1.0% |
| 778 | HAL | HALLIBURTON CO | Energy | 14,636.0 | $497K | 0.01% | NEW | — | $33.95 | +5.2% |
| 779 | OKTA | OKTA INC | Technology | 3,629.0 | $495K | 0.01% | NEW | — | $136.45 | -1.7% |
| 780 | — | BLACKROCK ETF TRUST II | — | 9,938.0 | $495K | 0.01% | NEW | — | $49.80 | — |
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%