Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1081 | CRCL | CIRCLE INTERNET GROUP INC | Financial Services | 3,977.0 | $249K | 0.01% | NEW | — | $62.63 | +14.5% |
| 1082 | ARTY | ISHARES TR | — | 3,266.0 | $249K | 0.01% | NEW | — | $76.16 | -3.4% |
| 1083 | INTA | INTAPP INC | Technology | 9,863.0 | $249K | 0.01% | NEW | — | $25.21 | +57.6% |
| 1084 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 370.0 | $247K | 0.01% | NEW | — | $667.53 | -0.4% |
| 1085 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 2,819.0 | $245K | 0.01% | NEW | — | $87.04 | +4.0% |
| 1086 | USFR | WISDOMTREE TR | — | 4,861.0 | $245K | 0.01% | NEW | — | $50.35 | +0.2% |
| 1087 | — | FIRST TR EXCHNG TRADED FD VI | — | 10,047.0 | $244K | 0.01% | NEW | — | $24.29 | — |
| 1088 | HMC | HONDA MOTOR CO LTD | Consumer Cyclical | 8,986.0 | $244K | 0.01% | NEW | — | $27.11 | +17.9% |
| 1089 | HFXI | NEW YORK LIFE INVESTMENTS ET | — | 6,393.0 | $244K | 0.01% | NEW | — | $38.09 | -0.6% |
| 1090 | AR | ANTERO RESOURCES CORP | Energy | 6,923.0 | $243K | 0.01% | NEW | — | $35.14 | +5.4% |
| 1091 | RWL | INVESCO EXCH TRADED FD TR II | — | 1,901.0 | $243K | 0.01% | NEW | — | $127.75 | +5.3% |
| 1092 | HBM | HUDBAY MINERALS INC | Basic Materials | 10,257.0 | $242K | 0.01% | NEW | — | $23.61 | +11.9% |
| 1093 | ARES | ARES MANAGEMENT CORPORATION | Financial Services | 2,169.0 | $241K | 0.01% | NEW | — | $111.33 | +26.0% |
| 1094 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 7,087.0 | $241K | 0.01% | NEW | — | $34.00 | -1.9% |
| 1095 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 4,357.0 | $240K | 0.01% | NEW | — | $55.08 | +2.3% |
| 1096 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 7,316.0 | $239K | 0.01% | NEW | — | $32.73 | -5.9% |
| 1097 | GNR | SPDR INDEX SHS FDS | — | 3,556.0 | $239K | 0.01% | NEW | — | $67.32 | +11.8% |
| 1098 | LUV | SOUTHWEST AIRLS CO | Industrials | 4,637.0 | $238K | 0.01% | NEW | — | $51.42 | -17.4% |
| 1099 | MDYV | SPDR SERIES TRUST | — | 2,509.0 | $238K | 0.01% | NEW | — | $94.85 | +1.0% |
| 1100 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 1,153.0 | $238K | 0.01% | NEW | — | $206.00 | +6.2% |
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%