Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1241 | CTMX | CYTOMX THERAPEUTICS INC. | Healthcare | 17,700.0 | $66K | 0.00% | NEW | — | $3.75 | -29.9% |
| 1242 | PCF | HIGH INCOME SECS FD | Financial Services | 11,460.0 | $63K | 0.00% | NEW | — | $5.47 | -6.6% |
| 1243 | HIO | WESTERN ASSET HIGH INCOME OP | Financial Services | 16,446.0 | $60K | 0.00% | NEW | — | $3.64 | -10.2% |
| 1244 | NXDR | NEXTDOOR HOLDINGS INC | Communication Services | 21,266.0 | $48K | 0.00% | NEW | — | $2.27 | +9.3% |
| 1245 | IRWD | IRONWOOD PHARMACEUTICALS INC | Healthcare | 10,332.0 | $43K | 0.00% | NEW | — | $4.21 | -10.7% |
| 1246 | SOXS | DIREXION SHARES ETF TRUST | — | 10,375.0 | $34K | 0.00% | NEW | — | $3.24 | +880.2% |
| 1247 | CYH | COMMUNITY HEALTH SYS INC NEW | Healthcare | 10,028.0 | $33K | 0.00% | NEW | — | $3.34 | -17.7% |
| 1248 | CRM CALL | SALESFORCE INC | Technology | 200.0 | $31K | 0.00% | NEW | — | $156.66 | +51.1% |
| 1249 | PINS CALL | PINTEREST INC | Communication Services | 1,200.0 | $25K | 0.00% | NEW | — | $21.03 | -7.5% |
| 1250 | VOD | VODAFONE GROUP PLC | Communication Services | 1,830.0 | $24K | 0.00% | NEW | — | $13.23 | +23.9% |
| 1251 | NTIP | NETWORK-1 TECHNOLOGIES INC | Industrials | 16,000.0 | $24K | — | NEW | — | $1.47 | +8.8% |
| 1252 | MSTU | ETF OPPORTUNITIES TRUST | — | 13,510.0 | $22K | — | NEW | — | $1.62 | +2583.4% |
| 1253 | — | AI FINL CORP | — | 35,112.0 | $21K | — | NEW | — | $0.59 | — |
| 1254 | NVDA CALL | NVIDIA CORPORATION | Technology | 100.0 | $20K | — | NEW | — | $200.09 | +15.4% |
| 1255 | CBRL CALL | CRACKER BARREL OLD CTRY STOR | Consumer Cyclical | 300.0 | $16K | — | NEW | — | $53.30 | -3.0% |
| 1256 | GEVO | GEVO INC | Basic Materials | 10,200.0 | $15K | — | NEW | — | $1.50 | -12.3% |
| 1257 | HCWC | HEALTHY CHOICE WELLNESS CORP | Consumer Defensive | 53,004.0 | $10K | — | NEW | — | $0.19 | +5740.1% |
| 1258 | — | ACTINIUM PHARMACEUTICALS INC | — | 10,000.0 | $10K | — | NEW | — | $0.98 | — |
| 1259 | RMTI | ROCKWELL MED INC | Healthcare | 10,000.0 | $6K | — | NEW | — | $0.55 | +1456.8% |
| 1260 | RGTI CALL | RIGETTI COMPUTING INC | Technology | 100.0 | $2K | — | NEW | — | $19.32 | -19.2% |
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
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%