Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | GILD | GILEAD SCIENCES INC | Healthcare | 15,259.0 | $1.9M | 0.04% | NEW | — | $126.34 | +13.5% |
| 342 | — | AMRIZE LTD | — | 36,152.0 | $1.9M | 0.04% | NEW | — | $53.30 | — |
| 343 | VLO | VALERO ENERGY CORP | Energy | 7,284.0 | $1.9M | 0.04% | NEW | — | $260.44 | +34.4% |
| 344 | DSI | ISHARES TR | — | 13,227.0 | $1.9M | 0.04% | NEW | — | $142.39 | +2.7% |
| 345 | EEFT CALL | EURONET WORLDWIDE INC | Technology | 25,600.0 | $1.9M | 0.04% | NEW | — | $73.19 | -5.4% |
| 346 | LOW | LOWES COS INC | Consumer Cyclical | 8,498.0 | $1.9M | 0.04% | NEW | — | $220.48 | -2.2% |
| 347 | BAI | BLACKROCK ETF TRUST | — | 35,474.0 | $1.9M | 0.04% | NEW | — | $52.72 | -14.3% |
| 348 | MP | MP MATERIALS CORP | Basic Materials | 33,365.0 | $1.9M | 0.04% | NEW | — | $56.01 | +1.2% |
| 349 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 10,291.0 | $1.9M | 0.04% | NEW | — | $181.14 | +7.8% |
| 350 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 10,695.0 | $1.9M | 0.04% | NEW | — | $174.26 | +7.8% |
| 351 | SHY | ISHARES TR | — | 22,488.0 | $1.8M | 0.04% | NEW | — | $82.11 | -0.1% |
| 352 | HYG | ISHARES TR | — | 22,951.0 | $1.8M | 0.04% | NEW | — | $79.97 | -0.6% |
| 353 | SHOP | SHOPIFY INC | Technology | 16,071.0 | $1.8M | 0.04% | NEW | — | $114.18 | +28.4% |
| 354 | USB | US BANCORP | Financial Services | 30,348.0 | $1.8M | 0.04% | NEW | — | $60.40 | +7.3% |
| 355 | GLDM | WORLD GOLD TR | Financial Services | 23,046.0 | $1.8M | 0.04% | NEW | — | $79.42 | +8.3% |
| 356 | ARCC | ARES CAPITAL CORP | Financial Services | 98,491.0 | $1.8M | 0.04% | NEW | — | $18.53 | +6.2% |
| 357 | STIP | ISHARES TR | — | 17,833.0 | $1.8M | 0.04% | NEW | — | $102.16 | -1.3% |
| 358 | MOAT | VANECK ETF TRUST | — | 17,501.0 | $1.8M | 0.04% | NEW | — | $103.96 | +7.7% |
| 359 | ADI | ANALOG DEVICES INC | Technology | 4,577.0 | $1.8M | 0.04% | NEW | — | $397.13 | -5.2% |
| 360 | KR | KROGER CO | Consumer Defensive | 32,605.0 | $1.8M | 0.04% | NEW | — | $55.53 | +1.5% |
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%