Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 721 | APLD | APPLIED DIGITAL CORP | Technology | 15,899.0 | $593K | 0.01% | NEW | — | $37.30 | -23.2% |
| 722 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 18,742.0 | $592K | 0.01% | NEW | — | $31.61 | +10.9% |
| 723 | FTCB | FIRST TR EXCHANGE-TRADED FD | — | 28,098.0 | $586K | 0.01% | NEW | — | $20.86 | -1.2% |
| 724 | HAP | VANECK ETF TRUST | — | 8,505.0 | $584K | 0.01% | NEW | — | $68.61 | +11.1% |
| 725 | SLB | SLB LIMITED | Energy | 12,519.0 | $582K | 0.01% | NEW | — | $46.49 | +15.2% |
| 726 | RUSHA | RUSH ENTERPRISES INC | Consumer Cyclical | 7,971.0 | $582K | 0.01% | NEW | — | $72.98 | +5.7% |
| 727 | VOOG | VANGUARD ADMIRAL FDS INC | — | 7,037.0 | $581K | 0.01% | NEW | — | $82.62 | +0.7% |
| 728 | CALF | PACER FDS TR | — | 11,459.0 | $580K | 0.01% | NEW | — | $50.61 | +13.2% |
| 729 | Q | QNITY ELECTRONICS INC | Technology | 3,533.0 | $577K | 0.01% | NEW | — | $163.32 | -18.2% |
| 730 | WCC | WESCO INTL INC | Industrials | 1,662.0 | $574K | 0.01% | NEW | — | $345.34 | -2.1% |
| 731 | SPYI | NEOS ETF TRUST | — | 10,754.0 | $571K | 0.01% | NEW | — | $53.09 | +0.4% |
| 732 | ED | CONSOLIDATED EDISON INC | Utilities | 5,122.0 | $567K | 0.01% | NEW | — | $110.64 | -2.1% |
| 733 | XLI | SELECT SECTOR SPDR TR | — | 3,055.0 | $566K | 0.01% | NEW | — | $185.24 | -3.0% |
| 734 | ADX | ADAMS DIVERSIFIED EQUITY FD | Financial Services | 22,104.0 | $565K | 0.01% | NEW | — | $25.55 | +1.1% |
| 735 | EOG | EOG RES INC | Energy | 4,337.0 | $563K | 0.01% | NEW | — | $129.73 | +17.3% |
| 736 | EBAY | EBAY INC. | Consumer Cyclical | 5,020.0 | $561K | 0.01% | NEW | — | $111.75 | -6.4% |
| 737 | MLPX | GLOBAL X FDS | — | 7,555.0 | $557K | 0.01% | NEW | — | $73.66 | +2.3% |
| 738 | GAUG | FIRST TR EXCHNG TRADED FD VI | — | 13,417.0 | $556K | 0.01% | NEW | — | $41.42 | +1.4% |
| 739 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1,672.0 | $553K | 0.01% | NEW | — | $330.46 | -0.3% |
| 740 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 2,266.0 | $550K | 0.01% | NEW | — | $242.64 | +21.2% |
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%