Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 581 | RDIV | INVESCO EXCH TRADED FD TR II | — | 14,614.0 | $848K | 0.02% | NEW | — | $58.00 | +9.7% |
| 582 | EVSD | MORGAN STANLEY ETF TRUST | — | 16,624.0 | $845K | 0.02% | NEW | — | $50.86 | +0.1% |
| 583 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 8,793.0 | $845K | 0.02% | NEW | — | $96.12 | -50.7% |
| 584 | ACWX | ISHARES TR | — | 11,064.0 | $842K | 0.02% | NEW | — | $76.11 | +1.4% |
| 585 | SPLV | INVESCO EXCH TRADED FD TR II | — | 11,186.0 | $838K | 0.02% | NEW | — | $74.90 | +1.5% |
| 586 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 22,923.0 | $837K | 0.02% | NEW | — | $36.53 | +2.0% |
| 587 | BBN | BLACKROCK TAX MUNICPAL BD TR | Financial Services | 51,486.0 | $833K | 0.02% | NEW | — | $16.17 | -2.1% |
| 588 | ESGD | ISHARES TR | — | 8,072.0 | $830K | 0.02% | NEW | — | $102.80 | +3.4% |
| 589 | O | REALTY INCOME CORP | Real Estate | 13,390.0 | $830K | 0.02% | NEW | — | $61.96 | +1.8% |
| 590 | VMI | VALMONT INDS INC | Industrials | 1,436.0 | $830K | 0.02% | NEW | — | $577.73 | -16.2% |
| 591 | EME | EMCOR GROUP INC | Industrials | 993.0 | $824K | 0.02% | NEW | — | $829.89 | -3.5% |
| 592 | IONQ | IONQ INC | Technology | 15,396.0 | $820K | 0.02% | NEW | — | $53.26 | -22.1% |
| 593 | PCG | PG&E CORP | Utilities | 48,584.0 | $817K | 0.02% | NEW | — | $16.82 | +8.0% |
| 594 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 3,847.0 | $815K | 0.02% | NEW | — | $211.97 | +14.8% |
| 595 | CLM | CORNERSTONE STRATEGIC INVEST | Financial Services | 107,590.0 | $813K | 0.02% | NEW | — | $7.56 | -8.9% |
| 596 | INSW | INTERNATIONAL SEAWAYS INC | Energy | 10,600.0 | $812K | 0.02% | NEW | — | $76.59 | +27.9% |
| 597 | VTC | VANGUARD SCOTTSDALE FDS | — | 10,564.0 | $811K | 0.02% | NEW | — | $76.80 | -2.1% |
| 598 | ACN | ACCENTURE PLC IRELAND | Technology | 6,493.0 | $808K | 0.02% | NEW | — | $124.44 | +47.4% |
| 599 | FESM | FIDELITY COVINGTON TRUST | — | 16,729.0 | $808K | 0.02% | NEW | — | $48.29 | -1.2% |
| 600 | JOET | VIRTUS ETF TR II | — | 17,432.0 | $807K | 0.02% | NEW | — | $46.28 | +0.4% |
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%