Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 961 | NULV | NUSHARES ETF TR | — | 6,482.0 | $324K | 0.01% | NEW | — | $49.99 | +6.4% |
| 962 | MPLX | MPLX LP | Energy | 5,737.0 | $323K | 0.01% | NEW | — | $56.33 | +5.4% |
| 963 | GEN | GEN DIGITAL INC | Technology | 12,953.0 | $322K | 0.01% | NEW | — | $24.89 | +11.1% |
| 964 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 1,098.0 | $322K | 0.01% | NEW | — | $293.12 | +3.4% |
| 965 | GSK | GSK PLC | Healthcare | 6,137.0 | $322K | 0.01% | NEW | — | $52.42 | -2.4% |
| 966 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 7,589.0 | $321K | 0.01% | NEW | — | $42.33 | -4.1% |
| 967 | EA | ELECTRONIC ARTS INC | Communication Services | 1,560.0 | $320K | 0.01% | NEW | — | $205.10 | +2.2% |
| 968 | XLC | SELECT SECTOR SPDR TR | — | 2,977.0 | $319K | 0.01% | NEW | — | $107.11 | +3.1% |
| 969 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 727.0 | $318K | 0.01% | NEW | — | $437.64 | -16.5% |
| 970 | GH | GUARDANT HEALTH INC | Healthcare | 2,120.0 | $318K | 0.01% | NEW | — | $150.03 | +6.7% |
| 971 | TRGP | TARGA RES CORP | Energy | 1,184.0 | $317K | 0.01% | NEW | — | $268.05 | +11.1% |
| 972 | PPL | PPL CORP | Utilities | 8,726.0 | $317K | 0.01% | NEW | — | $36.35 | -2.0% |
| 973 | VTRS | VIATRIS INC | Healthcare | 19,917.0 | $316K | 0.01% | NEW | — | $15.88 | +1.8% |
| 974 | IGHG | PROSHARES TR | — | 4,037.0 | $316K | 0.01% | NEW | — | $78.34 | -0.8% |
| 975 | FNOV | FIRST TR EXCHNG TRADED FD VI | — | 5,396.0 | $316K | 0.01% | NEW | — | $58.49 | +2.0% |
| 976 | SCMB | SCHWAB STRATEGIC TR | — | 12,200.0 | $315K | 0.01% | NEW | — | $25.82 | -2.1% |
| 977 | TEL | TE CONNECTIVITY PLC | Technology | 1,562.0 | $315K | 0.01% | NEW | — | $201.64 | +1.6% |
| 978 | NOBL | PROSHARES TR | — | 5,585.0 | $314K | 0.01% | NEW | — | $56.16 | +3.5% |
| 979 | AZO | AUTOZONE INC | Consumer Cyclical | 98.0 | $313K | 0.01% | NEW | — | $3195.94 | -3.8% |
| 980 | TAGG | T ROWE PRICE EXCHANGE-TRADED | — | 7,341.0 | $312K | 0.01% | NEW | — | $42.47 | -1.4% |
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%