Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 | AXON | AXON ENTERPRISE INC | Industrials | 529.0 | $297K | 0.01% | NEW | — | $560.61 | +10.6% |
| 1002 | ADM | ARCHER DANIELS MIDLAND CO | Consumer Defensive | 3,877.0 | $296K | 0.01% | NEW | — | $76.39 | +8.2% |
| 1003 | VOX | VANGUARD WORLD FD | — | 1,606.0 | $295K | 0.01% | NEW | — | $183.95 | +0.4% |
| 1004 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 3,629.0 | $295K | 0.01% | NEW | — | $81.16 | -6.8% |
| 1005 | HSY | HERSHEY CO | Consumer Defensive | 1,674.0 | $294K | 0.01% | NEW | — | $175.49 | +4.4% |
| 1006 | MDA | MDA SPACE LTD | Technology | 7,106.0 | $293K | 0.01% | NEW | — | $41.28 | -17.9% |
| 1007 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 10,979.0 | $293K | 0.01% | NEW | — | $26.66 | +6.8% |
| 1008 | GL | GLOBE LIFE INC | Financial Services | 1,637.0 | $293K | 0.01% | NEW | — | $178.72 | -0.0% |
| 1009 | ATI | ATI INC | Industrials | 1,480.0 | $292K | 0.01% | NEW | — | $197.15 | +14.9% |
| 1010 | FNV | FRANCO NEV CORP | Basic Materials | 1,399.0 | $292K | 0.01% | NEW | — | $208.51 | +12.1% |
| 1011 | CGBL | CAPITAL GROUP CORE BALANCED | — | 7,670.0 | $291K | 0.01% | NEW | — | $37.96 | +0.3% |
| 1012 | ORI | OLD REP INTL CORP | Financial Services | 7,110.0 | $291K | 0.01% | NEW | — | $40.92 | +3.9% |
| 1013 | AMD CALL | ADVANCED MICRO DEVICES INC | Technology | 500.0 | $290K | 0.01% | NEW | — | $580.91 | -16.7% |
| 1014 | VGIT | VANGUARD SCOTTSDALE FDS | — | 4,912.0 | $290K | 0.01% | NEW | — | $58.97 | -1.0% |
| 1015 | — | CENCORA INC | — | 1,023.0 | $290K | 0.01% | NEW | — | $283.00 | — |
| 1016 | FCOM | FIDELITY COVINGTON TRUST | — | 4,153.0 | $289K | 0.01% | NEW | — | $69.48 | +0.4% |
| 1017 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 821.0 | $287K | 0.01% | NEW | — | $350.07 | -3.0% |
| 1018 | APA | APA CORPORATION | Energy | 8,800.0 | $287K | 0.01% | NEW | — | $32.57 | +29.9% |
| 1019 | SYF | SYNCHRONY FINANCIAL | Financial Services | 3,750.0 | $285K | 0.01% | NEW | — | $76.05 | +6.7% |
| 1020 | STT | STATE STR CORP | Financial Services | 1,675.0 | $284K | 0.01% | NEW | — | $169.62 | +13.4% |
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%