Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 521 | COPX | GLOBAL X FDS | — | 13,324.0 | $1.0M | 0.02% | NEW | — | $76.97 | +14.7% |
| 522 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 10,887.0 | $1.0M | 0.02% | NEW | — | $93.92 | +8.5% |
| 523 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 5,332.0 | $1.0M | 0.02% | NEW | — | $191.76 | -4.7% |
| 524 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 32,086.0 | $1.0M | 0.02% | NEW | — | $31.86 | +16.6% |
| 525 | DVN | DEVON ENERGY CORP NEW | Energy | 24,739.0 | $1.0M | 0.02% | NEW | — | $41.32 | +16.6% |
| 526 | IDVO | AMPLIFY ETF TR | — | 24,310.0 | $1.0M | 0.02% | NEW | — | $42.00 | +2.0% |
| 527 | SPG | SIMON PPTY GROUP INC NEW | Real Estate | 4,558.0 | $1.0M | 0.02% | NEW | — | $223.65 | -0.2% |
| 528 | ELS | EQUITY LIFESTYLE PROPERTIES | Real Estate | 15,782.0 | $1.0M | 0.02% | NEW | — | $64.45 | +2.0% |
| 529 | EPS | WISDOMTREE TR | — | 13,064.0 | $1.0M | 0.02% | NEW | — | $77.79 | +4.0% |
| 530 | AFL | AFLAC INC | Financial Services | 8,653.0 | $1.0M | 0.02% | NEW | — | $117.26 | -0.6% |
| 531 | — | BONDBLOXX ETF TRUST | — | 20,322.0 | $1.0M | 0.02% | NEW | — | $49.88 | — |
| 532 | HELO | J P MORGAN EXCHANGE TRADED F | — | 14,956.0 | $1.0M | 0.02% | NEW | — | $67.58 | +3.0% |
| 533 | FCAL | FIRST TR EXCH TRADED FD III | — | 20,320.0 | $1.0M | 0.02% | NEW | — | $49.65 | -1.8% |
| 534 | NTRS | NORTHERN TR CORP | Financial Services | 5,751.0 | $1000K | 0.02% | NEW | — | $173.84 | +6.7% |
| 535 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 6,781.0 | $991K | 0.02% | NEW | — | $146.11 | -0.8% |
| 536 | SPHY | SPDR SERIES TRUST | — | 42,185.0 | $989K | 0.02% | NEW | — | $23.44 | -0.6% |
| 537 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 19,507.0 | $971K | 0.02% | NEW | — | $49.78 | -0.1% |
| 538 | AJG | GALLAGHER ARTHUR J & CO | Financial Services | 4,209.0 | $966K | 0.02% | NEW | — | $229.60 | +12.1% |
| 539 | SPOT PUT | SPOTIFY TECHNOLOGY S A | Communication Services | 2,100.0 | $964K | 0.02% | NEW | — | $459.13 | +16.2% |
| 540 | SPMD | SPDR SERIES TRUST | — | 14,261.0 | $963K | 0.02% | NEW | — | $67.56 | -0.1% |
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%