Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 641 | CIEN | CIENA CORP | Technology | 1,507.0 | $739K | 0.02% | NEW | — | $490.56 | -19.3% |
| 642 | DTCR | GLOBAL X FDS | — | 24,329.0 | $739K | 0.02% | NEW | — | $30.37 | -6.8% |
| 643 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 11,899.0 | $735K | 0.02% | NEW | — | $61.76 | -9.0% |
| 644 | ELV | ELEVANCE HEALTH INC FORMERLY | Healthcare | 1,892.0 | $732K | 0.02% | NEW | — | $386.82 | +3.5% |
| 645 | FISV CALL | FISERV INC | Technology | 14,800.0 | $726K | 0.01% | NEW | — | $49.05 | +7.2% |
| 646 | MCO | MOODYS CORP | Financial Services | 1,598.0 | $724K | 0.01% | NEW | — | $453.03 | +11.1% |
| 647 | ALL | ALLSTATE CORP | Financial Services | 3,034.0 | $722K | 0.01% | NEW | — | $237.90 | +6.7% |
| 648 | VONV | VANGUARD SCOTTSDALE FDS | — | 6,677.0 | $710K | 0.01% | NEW | — | $106.31 | +6.1% |
| 649 | DOW | DOW HLDGS INC | Basic Materials | 25,934.0 | $710K | 0.01% | NEW | — | $27.36 | +18.2% |
| 650 | TER | TERADYNE INC | Technology | 1,466.0 | $709K | 0.01% | NEW | — | $483.85 | -22.3% |
| 651 | EPD | ENTERPRISE PRODS PARTNERS L | — | 19,110.0 | $702K | 0.01% | NEW | — | $36.76 | — |
| 652 | GSLC | GOLDMAN SACHS ETF TR | — | 4,944.0 | $702K | 0.01% | NEW | — | $141.89 | +3.0% |
| 653 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 26,996.0 | $701K | 0.01% | NEW | — | $25.95 | +31.3% |
| 654 | BKAG | BNY MELLON ETF TRUST | — | 16,647.0 | $698K | 0.01% | NEW | — | $41.95 | -1.6% |
| 655 | KVUE | KENVUE INC | Consumer Defensive | 36,439.0 | $696K | 0.01% | NEW | — | $19.11 | -0.3% |
| 656 | DEHP | DIMENSIONAL ETF TRUST | — | 16,176.0 | $692K | 0.01% | NEW | — | $42.77 | -3.6% |
| 657 | ETH | GRAYSCALE ETHEREUM STAKING | Financial Services | 45,992.0 | $691K | 0.01% | NEW | — | $15.03 | +53.3% |
| 658 | SUSC | ISHARES TR | — | 29,786.0 | $690K | 0.01% | NEW | — | $23.15 | -2.2% |
| 659 | — | ISHARES TR | — | 30,065.0 | $688K | 0.01% | NEW | — | $22.89 | — |
| 660 | MGV | VANGUARD WORLD FD | — | 4,158.0 | $680K | 0.01% | NEW | — | $163.45 | +2.9% |
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%