Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1181 | — | LITHIUM ARGENTINA AG | — | 24,482.0 | $202K | 0.00% | NEW | — | $8.27 | — |
| 1182 | DNOV | FIRST TR EXCHNG TRADED FD VI | — | 3,941.0 | $202K | 0.00% | NEW | — | $51.35 | +2.6% |
| 1183 | KVYO | KLAVIYO INC | Technology | 13,402.0 | $202K | 0.00% | NEW | — | $15.10 | +7.2% |
| 1184 | TRP | TC ENERGY CORP | Energy | 3,048.0 | $202K | 0.00% | NEW | — | $66.29 | -11.6% |
| 1185 | UMAY | INNOVATOR ETFS TRUST | — | 5,312.0 | $202K | 0.00% | NEW | — | $38.00 | +2.1% |
| 1186 | ILPT | INDUSTRIAL LOGISTICS PPTYS T | Real Estate | 22,700.0 | $201K | 0.00% | NEW | — | $8.87 | -21.4% |
| 1187 | EMGF | ISHARES INC | — | 2,743.0 | $201K | 0.00% | NEW | — | $73.25 | -2.4% |
| 1188 | — | LIBERTY MEDIA CORP DEL | — | 2,292.0 | $201K | 0.00% | NEW | — | $87.54 | — |
| 1189 | TECK | TECK RESOURCES LTD | Basic Materials | 3,365.0 | $200K | 0.00% | NEW | — | $59.46 | +9.7% |
| 1190 | DIV | GLOBAL X FDS | — | 10,440.0 | $199K | 0.00% | NEW | — | $19.05 | -1.1% |
| 1191 | GLO | CLOUGH GLOBAL OPPORTUNITIES | Financial Services | 32,430.0 | $198K | 0.00% | NEW | — | $6.12 | -11.9% |
| 1192 | ENVX | ENOVIX CORPORATION | Industrials | 32,019.0 | $194K | 0.00% | NEW | — | $6.07 | -54.2% |
| 1193 | LYG | LLOYDS BANKING GROUP PLC | Financial Services | 33,024.0 | $193K | 0.00% | NEW | — | $5.83 | -7.0% |
| 1194 | FORM CALL | FORMFACTOR INC | Technology | 1,200.0 | $192K | 0.00% | NEW | — | $159.93 | -7.2% |
| 1195 | — | MSC INCOME FUND INC | — | 16,479.0 | $191K | 0.00% | NEW | — | $11.57 | — |
| 1196 | ESPR | ESPERION THERAPEUTICS INC NE | Healthcare | 60,000.0 | $190K | 0.00% | NEW | — | $3.16 | +0.6% |
| 1197 | SLP | SIMULATIONS PLUS INC | Healthcare | 10,287.0 | $188K | 0.00% | NEW | — | $18.31 | +1.0% |
| 1198 | CBRL | CRACKER BARREL OLD CTRY STOR | Consumer Cyclical | 3,472.0 | $185K | 0.00% | NEW | — | $53.30 | -3.0% |
| 1199 | VCV | INVESCO CALIF VALUE MUN INCO | Financial Services | 17,030.0 | $184K | 0.00% | NEW | — | $10.79 | -16.2% |
| 1200 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 18,961.0 | $182K | 0.00% | NEW | — | $9.58 | +12.3% |
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
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%