Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | PGR | PROGRESSIVE CORP | Financial Services | 13,702.0 | $3.0M | 0.06% | NEW | — | $218.46 | -6.7% |
| 242 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 160,566.0 | $3.0M | 0.06% | NEW | — | $18.57 | -0.1% |
| 243 | BSCU | INVESCO EXCH TRD SLF IDX FD | — | 179,007.0 | $3.0M | 0.06% | NEW | — | $16.64 | -0.4% |
| 244 | IQDG | WISDOMTREE TR | — | 68,368.0 | $2.9M | 0.06% | NEW | — | $43.08 | +3.4% |
| 245 | XMMO | INVESCO EXCHANGE TRADED FD T | — | 17,286.0 | $2.9M | 0.06% | NEW | — | $170.14 | -2.2% |
| 246 | SCHP | SCHWAB STRATEGIC TR | — | 110,536.0 | $2.9M | 0.06% | NEW | — | $26.50 | -2.3% |
| 247 | SDY | SPDR SERIES TRUST | — | 19,233.0 | $2.9M | 0.06% | NEW | — | $152.18 | +3.1% |
| 248 | SCHA | SCHWAB STRATEGIC TR | — | 80,834.0 | $2.9M | 0.06% | NEW | — | $36.13 | -0.9% |
| 249 | JIVE | J P MORGAN EXCHANGE TRADED F | — | 31,706.0 | $2.9M | 0.06% | NEW | — | $91.95 | +6.5% |
| 250 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 142,531.0 | $2.9M | 0.06% | NEW | — | $20.36 | +0.1% |
| 251 | BSCV | INVESCO EXCH TRD SLF IDX FD | — | 176,932.0 | $2.9M | 0.06% | NEW | — | $16.39 | -0.6% |
| 252 | BSCW | INVESCO EXCH TRD SLF IDX FD | — | 141,206.0 | $2.9M | 0.06% | NEW | — | $20.51 | -1.0% |
| 253 | BSCX | INVESCO EXCH TRD SLF IDX FD | — | 136,118.0 | $2.9M | 0.06% | NEW | — | $21.06 | -1.4% |
| 254 | CAIE | CALAMOS ETF TR | — | 105,307.0 | $2.9M | 0.06% | NEW | — | $27.21 | +0.2% |
| 255 | GD | GENERAL DYNAMICS CORP | Industrials | 8,046.0 | $2.9M | 0.06% | NEW | — | $354.24 | +10.4% |
| 256 | BSCY | INVESCO EXCH TRD SLF IDX FD | — | 137,380.0 | $2.8M | 0.06% | NEW | — | $20.66 | -1.8% |
| 257 | DIVO | AMPLIFY ETF TR | — | 61,334.0 | $2.8M | 0.06% | NEW | — | $45.70 | +5.9% |
| 258 | BSCZ | INVESCO EXCH TRD SLF IDX FD | — | 136,922.0 | $2.8M | 0.06% | NEW | — | $20.47 | -2.1% |
| 259 | DIS | DISNEY WALT CO | Communication Services | 28,946.0 | $2.8M | 0.06% | NEW | — | $96.25 | +7.5% |
| 260 | SCHZ | SCHWAB STRATEGIC TR | — | 120,235.0 | $2.8M | 0.06% | NEW | — | $23.13 | -1.7% |
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%