Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 861 | CHTR | CHARTER COMMUNICATIONS INC | Communication Services | 2,866.0 | $408K | 0.01% | NEW | — | $142.21 | +5.6% |
| 862 | TD | TORONTO DOMINION BK ONT | Financial Services | 3,348.0 | $407K | 0.01% | NEW | — | $121.42 | -3.5% |
| 863 | PCAR | PACCAR INC | Industrials | 3,381.0 | $406K | 0.01% | NEW | — | $120.14 | +9.1% |
| 864 | PFFD | GLOBAL X FDS | — | 21,703.0 | $406K | 0.01% | NEW | — | $18.69 | -1.6% |
| 865 | DFGP | DIMENSIONAL ETF TRUST | — | 7,432.0 | $405K | 0.01% | NEW | — | $54.46 | -2.2% |
| 866 | AFRM | AFFIRM HLDGS INC | Technology | 4,961.0 | $405K | 0.01% | NEW | — | $81.55 | -5.5% |
| 867 | EAT | BRINKER INTL INC | Consumer Cyclical | 2,408.0 | $405K | 0.01% | NEW | — | $168.00 | +46.5% |
| 868 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 2,417.0 | $403K | 0.01% | NEW | — | $166.69 | +15.2% |
| 869 | SAN | BANCO SANTANDER SA | Financial Services | 29,179.0 | $403K | 0.01% | NEW | — | $13.80 | +5.7% |
| 870 | EQL | ALPS ETF TR | — | 7,969.0 | $402K | 0.01% | NEW | — | $50.45 | +3.7% |
| 871 | — | EXPAND ENERGY CORPORATION | — | 4,408.0 | $402K | 0.01% | NEW | — | $91.19 | — |
| 872 | FORM | FORMFACTOR INC | Technology | 2,508.0 | $401K | 0.01% | NEW | — | $159.93 | -28.6% |
| 873 | SNA | SNAP ON INC | Industrials | 997.0 | $401K | 0.01% | NEW | — | $402.30 | -2.2% |
| 874 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 3,043.0 | $400K | 0.01% | NEW | — | $131.60 | +2.9% |
| 875 | ETHE | GRAYSCALE ETHEREUM STAKING E | Financial Services | 31,291.0 | $399K | 0.01% | NEW | — | $12.76 | +52.4% |
| 876 | BUL | PACER FDS TR | — | 6,749.0 | $398K | 0.01% | NEW | — | $58.96 | +10.5% |
| 877 | RGTI | RIGETTI COMPUTING INC | Technology | 20,541.0 | $397K | 0.01% | NEW | — | $19.32 | -7.3% |
| 878 | SYY | SYSCO CORP | Consumer Defensive | 4,700.0 | $393K | 0.01% | NEW | — | $83.58 | +0.6% |
| 879 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 2,955.0 | $392K | 0.01% | NEW | — | $132.53 | +2.7% |
| 880 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 3,171.0 | $390K | 0.01% | NEW | — | $123.09 | +31.0% |
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
37.3%
Financial Services
20.3%
Healthcare
8.0%
Consumer Cyclical
7.7%
Industrials
7.4%
Communication Services
5.6%
Consumer Defensive
5.5%
Energy
3.1%
Utilities
2.3%
Real Estate
1.4%