Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 561 | FITB | FIFTH THIRD BANCORP | Financial Services | 15,669.0 | $883K | 0.02% | NEW | — | $56.37 | -3.3% |
| 562 | RIGS | ALPS ETF TR | — | 38,694.0 | $882K | 0.02% | NEW | — | $22.79 | -1.1% |
| 563 | CFG | CITIZENS FINL GROUP INC | Financial Services | 12,581.0 | $882K | 0.02% | NEW | — | $70.07 | -0.5% |
| 564 | MCK | MCKESSON CORP | Healthcare | 1,158.0 | $875K | 0.02% | NEW | — | $755.63 | +11.0% |
| 565 | CME | CME GROUP INC | Financial Services | 3,953.0 | $873K | 0.02% | NEW | — | $220.85 | +22.6% |
| 566 | ECL | ECOLAB INC | Basic Materials | 3,127.0 | $871K | 0.02% | NEW | — | $278.62 | +1.0% |
| 567 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 17,190.0 | $871K | 0.02% | NEW | — | $50.66 | -1.8% |
| 568 | CRS | CARPENTER TECHNOLOGY CORP | Industrials | 1,408.0 | $869K | 0.02% | NEW | — | $616.86 | -20.7% |
| 569 | BIIB | BIOGEN INC | Healthcare | 3,996.0 | $863K | 0.02% | NEW | — | $216.07 | -0.8% |
| 570 | — | EA SERIES TRUST | — | 14,426.0 | $862K | 0.02% | NEW | — | $59.75 | — |
| 571 | DGRO | ISHARES TR | — | 11,366.0 | $861K | 0.02% | NEW | — | $75.79 | +4.5% |
| 572 | SCZ | ISHARES TR | — | 10,456.0 | $860K | 0.02% | NEW | — | $82.27 | +4.5% |
| 573 | IWP | ISHARES TR | — | 5,872.0 | $860K | 0.02% | NEW | — | $146.41 | -2.9% |
| 574 | — | TECHNIPFMC PLC | — | 12,947.0 | $858K | 0.02% | NEW | — | $66.30 | — |
| 575 | BAB | INVESCO EXCH TRADED FD TR II | — | 31,890.0 | $856K | 0.02% | NEW | — | $26.84 | -1.5% |
| 576 | STNG | SCORPIO TANKERS INC | Energy | 12,315.0 | $853K | 0.02% | NEW | — | $69.26 | +13.2% |
| 577 | VSCO | VICTORIAS SECRET AND CO | Consumer Cyclical | 10,214.0 | $853K | 0.02% | NEW | — | $83.48 | +9.6% |
| 578 | IUSV | ISHARES TR | — | 7,722.0 | $851K | 0.02% | NEW | — | $110.14 | +3.8% |
| 579 | IWS | ISHARES TR | — | 5,158.0 | $849K | 0.02% | NEW | — | $164.60 | +3.9% |
| 580 | F | FORD MTR CO | Consumer Cyclical | 61,064.0 | $849K | 0.02% | NEW | — | $13.90 | +0.8% |
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%