Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1141 | CMS | CMS ENERGY CORP | Utilities | 2,854.0 | $218K | 0.01% | NEW | — | $76.50 | -16.3% |
| 1142 | FERG | FERGUSON ENTERPRISES INC | Industrials | 918.0 | $218K | 0.01% | NEW | — | $237.32 | -5.4% |
| 1143 | SSO | PROSHARES TR | — | 3,206.0 | $216K | 0.01% | NEW | — | $67.38 | +4.7% |
| 1144 | JXN | JACKSON FINANCIAL INC | Financial Services | 2,106.0 | $216K | 0.01% | NEW | — | $102.41 | +28.8% |
| 1145 | BBY | BEST BUY INC | Consumer Cyclical | 2,832.0 | $215K | 0.01% | NEW | — | $75.88 | +16.7% |
| 1146 | FEM | FIRST TR EXCH TRD ALPHDX FD | — | 6,717.0 | $215K | 0.01% | NEW | — | $31.99 | +1.8% |
| 1147 | MAA | MID-AMER APT CMNTYS INC | Real Estate | 1,543.0 | $214K | 0.01% | NEW | — | $138.94 | -17.3% |
| 1148 | CVNA | CARVANA CO | Consumer Cyclical | 3,216.0 | $212K | 0.00% | NEW | — | $65.82 | -1.7% |
| 1149 | PFIX | SIMPLIFY EXCHANGE TRADED FUN | — | 4,882.0 | $212K | 0.00% | NEW | — | $43.36 | +48.1% |
| 1150 | NVG | NUVEEN AMT FREE MUN CR INC F | Financial Services | 16,524.0 | $212K | 0.00% | NEW | — | $12.80 | -15.9% |
| 1151 | — | BLACKROCK ETF TRUST | — | 3,668.0 | $211K | 0.00% | NEW | — | $57.65 | — |
| 1152 | — | BARON ETF TR | — | 8,665.0 | $211K | 0.00% | NEW | — | $24.40 | — |
| 1153 | BSJS | INVESCO EXCH TRD SLF IDX FD | — | 9,720.0 | $211K | 0.00% | NEW | — | $21.75 | -1.1% |
| 1154 | JMOM | J P MORGAN EXCHANGE TRADED F | — | 2,472.0 | $211K | 0.00% | NEW | — | $85.45 | -0.4% |
| 1155 | DTM | DT MIDSTREAM INC | Energy | 1,439.0 | $211K | 0.00% | NEW | — | $146.71 | -17.7% |
| 1156 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 6,976.0 | $211K | 0.00% | NEW | — | $30.20 | -10.3% |
| 1157 | DOCT | FIRST TR EXCHNG TRADED FD VI | — | 4,512.0 | $211K | 0.00% | NEW | — | $46.68 | +3.1% |
| 1158 | SDOG | ALPS ETF TR | — | 3,078.0 | $210K | 0.00% | NEW | — | $68.22 | +0.8% |
| 1159 | PAYC | PAYCOM SOFTWARE INC | Technology | 1,669.0 | $210K | 0.00% | NEW | — | $125.68 | +77.7% |
| 1160 | PWV | INVESCO EXCHANGE TRADED FD T | — | 2,763.0 | $209K | 0.00% | NEW | — | $75.77 | +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
37.3%
Financial Services
20.3%
Healthcare
8.0%
Consumer Cyclical
7.7%
Industrials
7.4%
Communication Services
5.6%
Consumer Defensive
5.5%
Energy
3.1%
Utilities
2.3%
Real Estate
1.4%