Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1041 | ERIE | ERIE INDTY CO | Financial Services | 1,140.0 | $273K | 0.01% | NEW | — | $239.75 | +7.8% |
| 1042 | UMAR | INNOVATOR ETFS TRUST | — | 6,448.0 | $272K | 0.01% | NEW | — | $42.25 | +1.6% |
| 1043 | — | TOTALENERGIES SE | — | 3,487.0 | $271K | 0.01% | NEW | — | $77.77 | — |
| 1044 | QGRO | AMERICAN CENTY ETF TR | — | 2,297.0 | $271K | 0.01% | NEW | — | $118.05 | +0.9% |
| 1045 | UNM | UNUM GROUP | Financial Services | 3,020.0 | $270K | 0.01% | NEW | — | $89.39 | +1.4% |
| 1046 | EWJ | ISHARES INC | — | 2,891.0 | $270K | 0.01% | NEW | — | $93.27 | +2.4% |
| 1047 | DASH | DOORDASH INC | Communication Services | 1,458.0 | $269K | 0.01% | NEW | — | $184.53 | +17.9% |
| 1048 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 1,731.0 | $269K | 0.01% | NEW | — | $155.15 | +21.0% |
| 1049 | ZTS | ZOETIS INC | Healthcare | 3,736.0 | $268K | 0.01% | NEW | — | $71.86 | +3.4% |
| 1050 | RBRK | RUBRIK INC. | Technology | 3,330.0 | $267K | 0.01% | NEW | — | $80.28 | +26.2% |
| 1051 | ABM | ABM INDS INC | Industrials | 6,005.0 | $266K | 0.01% | NEW | — | $44.24 | +7.2% |
| 1052 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 1,626.0 | $265K | 0.01% | NEW | — | $162.97 | +14.8% |
| 1053 | SNPS | SYNOPSYS INC | Technology | 593.0 | $265K | 0.01% | NEW | — | $446.07 | -8.7% |
| 1054 | SMMD | ISHARES TR | — | 2,885.0 | $264K | 0.01% | NEW | — | $91.64 | +0.4% |
| 1055 | VRSN | VERISIGN INC | Technology | 1,050.0 | $264K | 0.01% | NEW | — | $251.57 | +11.3% |
| 1056 | XERS | XERIS BIOPHARMA HOLDINGS INC | Healthcare | 33,288.0 | $264K | 0.01% | NEW | — | $7.92 | +10.9% |
| 1057 | VFMF | VANGUARD WELLINGTON FD | — | 1,489.0 | $264K | 0.01% | NEW | — | $176.97 | +5.3% |
| 1058 | IVZ | INVESCO LTD | Financial Services | 9,976.0 | $263K | 0.01% | NEW | — | $26.39 | +23.3% |
| 1059 | ASX | ASE TECHNOLOGY HLDG CO LTD | Technology | 5,821.0 | $263K | 0.01% | NEW | — | $45.12 | -19.9% |
| 1060 | NXPI | NXP SEMICONDUCTORS N V | Technology | 931.0 | $262K | 0.01% | NEW | — | $281.16 | -19.0% |
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%