Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 981 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 2,371.0 | $312K | 0.01% | NEW | — | $131.43 | -0.3% |
| 982 | DFIP | DIMENSIONAL ETF TRUST | — | 7,486.0 | $309K | 0.01% | NEW | — | $41.26 | -2.3% |
| 983 | GRNJ | TIDAL TRUST III | — | 9,808.0 | $308K | 0.01% | NEW | — | $31.44 | -2.5% |
| 984 | VFLO | VICTORY PORTFOLIOS II | — | 6,708.0 | $307K | 0.01% | NEW | — | $45.75 | +17.6% |
| 985 | SWK | STANLEY BLACK & DECKER INC | Industrials | 3,257.0 | $307K | 0.01% | NEW | — | $94.11 | +4.9% |
| 986 | IPAC | ISHARES TR | — | 3,739.0 | $306K | 0.01% | NEW | — | $81.93 | +3.6% |
| 987 | ACGL | ARCH CAP GROUP LTD | Financial Services | 3,149.0 | $306K | 0.01% | NEW | — | $97.06 | +2.1% |
| 988 | CHE | CHEMED CORP NEW | Healthcare | 655.0 | $305K | 0.01% | NEW | — | $465.74 | +14.2% |
| 989 | BE | BLOOM ENERGY CORP | Industrials | 1,007.0 | $305K | 0.01% | NEW | — | $302.70 | -30.8% |
| 990 | KEY | KEYCORP | Financial Services | 13,217.0 | $305K | 0.01% | NEW | — | $23.05 | -0.9% |
| 991 | REMX | VANECK ETF TRUST | — | 3,441.0 | $305K | 0.01% | NEW | — | $88.51 | -13.4% |
| 992 | AUSF | GLOBAL X FDS | — | 6,228.0 | $304K | 0.01% | NEW | — | $48.86 | +6.8% |
| 993 | FLRG | FIDELITY COVINGTON TRUST | — | 7,406.0 | $304K | 0.01% | NEW | — | $41.02 | +3.9% |
| 994 | AON | AON PLC | Financial Services | 913.0 | $303K | 0.01% | NEW | — | $331.72 | +4.0% |
| 995 | SRLN | SSGA ACTIVE ETF TR | — | 7,497.0 | $302K | 0.01% | NEW | — | $40.29 | +0.6% |
| 996 | COHR | COHERENT CORP | Technology | 762.0 | $301K | 0.01% | NEW | — | $394.63 | -22.0% |
| 997 | BWA | BORGWARNER INC | Consumer Cyclical | 4,523.0 | $300K | 0.01% | NEW | — | $66.40 | +2.9% |
| 998 | UBS | UBS GROUP AG | Financial Services | 6,059.0 | $300K | 0.01% | NEW | — | $49.56 | +6.9% |
| 999 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 1,201.0 | $300K | 0.01% | NEW | — | $249.98 | -3.1% |
| 1000 | XSOE | WISDOMTREE TR | — | 6,052.0 | $298K | 0.01% | NEW | — | $49.18 | -5.3% |
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%