Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 801 | CCJ | CAMECO CORP | Energy | 4,640.0 | $473K | 0.01% | NEW | — | $101.87 | -4.3% |
| 802 | TBUX | T ROWE PRICE EXCHANGE-TRADED | — | 9,489.0 | $472K | 0.01% | NEW | — | $49.77 | +0.3% |
| 803 | NKE | NIKE INC | Consumer Cyclical | 11,467.0 | $471K | 0.01% | NEW | — | $41.05 | -0.4% |
| 804 | ARW | ARROW ELECTRS INC | Technology | 2,201.0 | $470K | 0.01% | NEW | — | $213.41 | -2.9% |
| 805 | EEFT | EURONET WORLDWIDE INC | Technology | 6,415.0 | $470K | 0.01% | NEW | — | $73.19 | -4.8% |
| 806 | WAB | WABTEC | Industrials | 1,741.0 | $469K | 0.01% | NEW | — | $269.61 | +8.1% |
| 807 | HMOP | HARTFORD FDS EXCHANGE TRADED | — | 11,925.0 | $467K | 0.01% | NEW | — | $39.15 | -1.2% |
| 808 | — | BLACKROCK INCOME TR INC | — | 43,539.0 | $467K | 0.01% | NEW | — | $10.72 | — |
| 809 | SANM | SANMINA CORP | Technology | 1,844.0 | $467K | 0.01% | NEW | — | $253.08 | -23.8% |
| 810 | FLDR | FIDELITY MERRIMACK STR TR | — | 9,297.0 | $466K | 0.01% | NEW | — | $50.11 | +0.0% |
| 811 | IXN | ISHARES TR | — | 3,222.0 | $465K | 0.01% | NEW | — | $144.46 | -3.4% |
| 812 | MSCI | MSCI INC | Financial Services | 831.0 | $465K | 0.01% | NEW | — | $560.05 | +2.0% |
| 813 | AMLP | ALPS ETF TR | — | 8,954.0 | $464K | 0.01% | NEW | — | $51.85 | +5.7% |
| 814 | POWL | POWELL INDS INC | Industrials | 1,618.0 | $463K | 0.01% | NEW | — | $286.36 | -30.9% |
| 815 | OIA | INVESCO MUNI INCOME OPP TRST | Financial Services | 74,600.0 | $463K | 0.01% | NEW | — | $6.21 | -2.3% |
| 816 | — | BLOCK INC | — | 6,092.0 | $463K | 0.01% | NEW | — | $75.99 | — |
| 817 | MET | METLIFE INC | Financial Services | 5,442.0 | $460K | 0.01% | NEW | — | $84.60 | +12.0% |
| 818 | SFLR | INNOVATOR ETFS TRUST | — | 11,879.0 | $458K | 0.01% | NEW | — | $38.58 | +1.3% |
| 819 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 10,288.0 | $458K | 0.01% | NEW | — | $44.48 | +2.1% |
| 820 | IYT | ISHARES TR | — | 5,255.0 | $456K | 0.01% | NEW | — | $86.76 | +0.9% |
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%