Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 501 | AMT | AMERICAN TOWER CORP | Real Estate | 6,629.0 | $1.1M | 0.02% | NEW | — | $163.56 | +6.7% |
| 502 | SHV | ISHARES TR | — | 9,806.0 | $1.1M | 0.02% | NEW | — | $110.35 | -0.1% |
| 503 | SPTL | SPDR SERIES TRUST | — | 41,156.0 | $1.1M | 0.02% | NEW | — | $26.23 | -3.3% |
| 504 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 57,091.0 | $1.1M | 0.02% | NEW | — | $18.87 | +14.6% |
| 505 | MDYG | SPDR SERIES TRUST | — | 9,604.0 | $1.1M | 0.02% | NEW | — | $112.09 | -1.1% |
| 506 | BNS | BANK NOVA SCOTIA B C | Financial Services | 12,379.0 | $1.1M | 0.02% | NEW | — | $86.84 | +1.0% |
| 507 | SKOR | FLEXSHARES TR | — | 22,122.0 | $1.1M | 0.02% | NEW | — | $48.54 | -1.0% |
| 508 | SPGI | S&P GLOBAL INC | Financial Services | 2,629.0 | $1.1M | 0.02% | NEW | — | $407.29 | +4.8% |
| 509 | POWI | POWER INTEGRATIONS INC | Technology | 12,721.0 | $1.1M | 0.02% | NEW | — | $83.76 | -33.4% |
| 510 | ARGT | GLOBAL X FDS | — | 11,651.0 | $1.1M | 0.02% | NEW | — | $91.30 | +0.1% |
| 511 | B | BARRICK MNG CORP | Basic Materials | 28,864.0 | $1.1M | 0.02% | NEW | — | $36.73 | +22.9% |
| 512 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 4,291.0 | $1.1M | 0.02% | NEW | — | $246.24 | +0.1% |
| 513 | — | J P MORGAN EXCHANGE TRADED F | — | 20,859.0 | $1.1M | 0.02% | NEW | — | $50.57 | — |
| 514 | FBCG | FIDELITY COVINGTON TRUST | — | 16,955.0 | $1.1M | 0.02% | NEW | — | $62.11 | -0.5% |
| 515 | OGE | OGE ENERGY CORP | Utilities | 21,573.0 | $1.0M | 0.02% | NEW | — | $48.66 | -3.6% |
| 516 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 2,084.0 | $1.0M | 0.02% | NEW | — | $501.31 | +22.4% |
| 517 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 22,922.0 | $1.0M | 0.02% | NEW | — | $45.52 | +16.4% |
| 518 | — | VANGUARD MUN BD FDS | — | 9,901.0 | $1.0M | 0.02% | NEW | — | $104.77 | — |
| 519 | GRNY | TIDAL TRUST I | — | 37,307.0 | $1.0M | 0.02% | NEW | — | $27.65 | +0.1% |
| 520 | VBK | VANGUARD INDEX FDS | — | 2,820.0 | $1.0M | 0.02% | NEW | — | $365.64 | -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%