Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 661 | MTZ | MASTEC INC | Industrials | 1,631.0 | $679K | 0.01% | NEW | — | $416.06 | -36.0% |
| 662 | SPYD | SPDR SERIES TRUST | — | 14,223.0 | $679K | 0.01% | NEW | — | $47.71 | +5.7% |
| 663 | VYMI | VANGUARD WHITEHALL FDS | — | 6,905.0 | $678K | 0.01% | NEW | — | $98.20 | +7.2% |
| 664 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 13,900.0 | $676K | 0.01% | NEW | — | $48.66 | +9.1% |
| 665 | AVAV | AEROVIRONMENT INC | Industrials | 4,088.0 | $675K | 0.01% | NEW | — | $165.06 | -2.9% |
| 666 | EBND | SPDR SERIES TRUST | — | 32,173.0 | $673K | 0.01% | NEW | — | $20.92 | +1.5% |
| 667 | GCOW | PACER FDS TR | — | 15,512.0 | $672K | 0.01% | NEW | — | $43.30 | +10.6% |
| 668 | IXJ | ISHARES TR | — | 6,815.0 | $670K | 0.01% | NEW | — | $98.38 | +8.6% |
| 669 | ACWI | ISHARES TR | — | 4,246.0 | $666K | 0.01% | NEW | — | $156.97 | +2.4% |
| 670 | IDXX | IDEXX LABS INC | Healthcare | 1,265.0 | $666K | 0.01% | NEW | — | $526.44 | +5.8% |
| 671 | VTWO | VANGUARD SCOTTSDALE FDS | — | 5,457.0 | $663K | 0.01% | NEW | — | $121.43 | -0.1% |
| 672 | BLCR | BLACKROCK ETF TRUST | — | 13,127.0 | $661K | 0.01% | NEW | — | $50.37 | -2.5% |
| 673 | VOD CALL | VODAFONE GROUP PLC | Communication Services | 50,000.0 | $661K | 0.01% | NEW | — | $13.22 | +20.7% |
| 674 | NET | CLOUDFLARE INC | Technology | 2,693.0 | $661K | 0.01% | NEW | — | $245.28 | +19.5% |
| 675 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 6,863.0 | $659K | 0.01% | NEW | — | $95.98 | +24.3% |
| 676 | BKLC | BNY MELLON ETF TRUST | — | 4,591.0 | $658K | 0.01% | NEW | — | $47.80 | +2.4% |
| 677 | AEIS | ADVANCED ENERGY INDS | Industrials | 1,760.0 | $656K | 0.01% | NEW | — | $372.89 | -23.3% |
| 678 | DHI | D R HORTON INC | Consumer Cyclical | 4,024.0 | $655K | 0.01% | NEW | — | $162.88 | -8.9% |
| 679 | DFIS | DIMENSIONAL ETF TRUST | — | 18,637.0 | $653K | 0.01% | NEW | — | $35.03 | +7.2% |
| 680 | EVR | EVERCORE INC | Financial Services | 1,907.0 | $651K | 0.01% | NEW | — | $341.41 | -14.5% |
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%