Portfolio (Quarterly)
Guide ↗
Savvy Advisors, Inc.
· CIK 0002003633| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 901 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 7,762.0 | $364K | 0.01% | NEW | — | $46.94 | -1.2% |
| 902 | IJJ | ISHARES TR | — | 2,465.0 | $364K | 0.01% | NEW | — | $147.73 | +0.8% |
| 903 | — | CARNIVAL CORP LTD | — | 12,734.0 | $364K | 0.01% | NEW | — | $28.57 | — |
| 904 | DSM | BNY MELLON STRATEGIC MUN BD | Financial Services | 59,072.0 | $363K | 0.01% | NEW | — | $6.15 | -4.6% |
| 905 | ET | ENERGY TRANSFER L P | Energy | 18,835.0 | $360K | 0.01% | NEW | — | $19.12 | +10.8% |
| 906 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 3,041.0 | $359K | 0.01% | NEW | — | $118.19 | -4.5% |
| 907 | MKSI | MKS INC. | Technology | 808.0 | $359K | 0.01% | NEW | — | $444.80 | -36.7% |
| 908 | MMIN | NEW YORK LIFE INVTS ACTIVE E | — | 14,841.0 | $359K | 0.01% | NEW | — | $24.21 | -2.3% |
| 909 | NVT | NVENT ELEC PLC | Industrials | 2,116.0 | $359K | 0.01% | NEW | — | $169.63 | -7.5% |
| 910 | GABC | GERMAN AMERN BANCORP INC | Financial Services | 7,558.0 | $359K | 0.01% | NEW | — | $47.46 | +4.3% |
| 911 | — | FIDELITY COVINGTON TRUST | — | 4,643.0 | $359K | 0.01% | NEW | — | $77.25 | — |
| 912 | CCI | CROWN CASTLE INC | Real Estate | 4,728.0 | $358K | 0.01% | NEW | — | $75.72 | -1.4% |
| 913 | PINS | PINTEREST INC | Communication Services | 16,981.0 | $357K | 0.01% | NEW | — | $21.03 | +11.2% |
| 914 | SCHJ | SCHWAB STRATEGIC TR | — | 14,481.0 | $357K | 0.01% | NEW | — | $24.66 | -0.4% |
| 915 | QTUM | ETF SER SOLUTIONS | — | 2,158.0 | $357K | 0.01% | NEW | — | $165.39 | -9.2% |
| 916 | IYH | ISHARES TR | — | 5,322.0 | $357K | 0.01% | NEW | — | $67.01 | +10.9% |
| 917 | FOCT | FIRST TR EXCHNG TRADED FD VI | — | 6,816.0 | $356K | 0.01% | NEW | — | $52.29 | +2.4% |
| 918 | VWOB | VANGUARD WHITEHALL FDS | — | 5,297.0 | $356K | 0.01% | NEW | — | $67.23 | -1.7% |
| 919 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 15,943.0 | $355K | 0.01% | NEW | — | $22.27 | +6.9% |
| 920 | BUD | ANHEUSER BUSCH INBEV SA NV | Consumer Defensive | 4,304.0 | $355K | 0.01% | NEW | — | $82.40 | -5.2% |
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%