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Size ($ in 1000's)
At 12/31/2023: $103,017
At 09/30/2023: $0
Savvy Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Savvy Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Savvy Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Savvy Advisors Inc..
In the Savvy Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Savvy Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Savvy Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| AMGEN INC |
39,297 |
+39,297 |
$11,318 | | AMGN | 39,297 | +39,297 | $11,318 | | VANGUARD INDEX FDS (VOO) |
11,763 |
+11,763 |
$5,138 | | VOO | 11,763 | +11,763 | $5,138 | | SCHWAB STRATEGIC TR |
73,664 |
+73,664 |
$4,155 | | SCHX | 73,664 | +73,664 | $4,155 | | MICROSOFT CORP |
8,453 |
+8,453 |
$3,179 | | MSFT | 8,453 | +8,453 | $3,179 | | ISHARES TR (IUSB) |
59,346 |
+59,346 |
$2,734 | | IUSB | 59,346 | +59,346 | $2,734 | | INVESCO QQQ TR |
6,294 |
+6,294 |
$2,577 | | QQQ | 6,294 | +6,294 | $2,577 | | J P MORGAN EXCHANGE TRADED F (JQUA) |
41,649 |
+41,649 |
$1,993 | | JQUA | 41,649 | +41,649 | $1,993 | | ISHARES TR (STIP) |
18,801 |
+18,801 |
$1,854 | | STIP | 18,801 | +18,801 | $1,854 | | APPLE INC |
9,165 |
+9,165 |
$1,765 | | AAPL | 9,165 | +9,165 | $1,765 | | FIRST TR VALUE LINE DIVID IN (FVD) |
33,503 |
+33,503 |
$1,359 | | FVD | 33,503 | +33,503 | $1,359 | | ISHARES TR (IVLU) |
47,865 |
+47,865 |
$1,269 | | IVLU | 47,865 | +47,865 | $1,269 | | NVIDIA CORPORATION |
2,517 |
+2,517 |
$1,246 | | NVDA | 2,517 | +2,517 | $1,246 | | ISHARES TR (AGG) |
12,521 |
+12,521 |
$1,243 | | AGG | 12,521 | +12,521 | $1,243 | | SCHWAB STRATEGIC TR |
31,956 |
+31,956 |
$1,181 | | SCHF | 31,956 | +31,956 | $1,181 | | SPDR SER TR (TFI) |
24,549 |
+24,549 |
$1,154 | | TFI | 24,549 | +24,549 | $1,154 | | ISHARES TR (EFG) |
11,072 |
+11,072 |
$1,072 | | EFG | 11,072 | +11,072 | $1,072 | | SCHWAB STRATEGIC TR |
22,325 |
+22,325 |
$1,055 | | SCHA | 22,325 | +22,325 | $1,055 | | VANGUARD SCOTTSDALE FDS (VMBS) |
22,657 |
+22,657 |
$1,050 | | VMBS | 22,657 | +22,657 | $1,050 | | ISHARES TR (TFLO) |
18,748 |
+18,748 |
$946 | | TFLO | 18,748 | +18,748 | $946 | | AMAZON COM INC |
6,136 |
+6,136 |
$932 | | AMZN | 6,136 | +6,136 | $932 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
11,479 |
+11,479 |
$919 | | FTCS | 11,479 | +11,479 | $919 | | VERIZON COMMUNICATIONS INC |
23,927 |
+23,927 |
$902 | | VZ | 23,927 | +23,927 | $902 | | SCHWAB STRATEGIC TR |
17,115 |
+17,115 |
$893 | | SCHP | 17,115 | +17,115 | $893 | | SPDR SER TR (SPLG) |
15,525 |
+15,525 |
$868 | | SPLG | 15,525 | +15,525 | $868 | | TESLA INC |
3,433 |
+3,433 |
$853 | | TSLA | 3,433 | +3,433 | $853 | | VANGUARD TAX MANAGED FDS (VEA) |
17,505 |
+17,505 |
$838 | | VEA | 17,505 | +17,505 | $838 | | ISHARES TR (IWF) |
2,685 |
+2,685 |
$814 | | IWF | 2,685 | +2,685 | $814 | | ISHARES TR (SUB) |
7,722 |
+7,722 |
$814 | | SUB | 7,722 | +7,722 | $814 | | SCHWAB STRATEGIC TR |
10,149 |
+10,149 |
$764 | | SCHM | 10,149 | +10,149 | $764 | | INVESCO EXCHANGE TRADED FD T (XMMO) |
8,300 |
+8,300 |
$745 | | XMMO | 8,300 | +8,300 | $745 | | DOW INC |
13,426 |
+13,426 |
$736 | | DOW | 13,426 | +13,426 | $736 | | INVESCO EXCH TRADED FD TR II (BKLN) |
34,018 |
+34,018 |
$720 | | BKLN | 34,018 | +34,018 | $720 | | ISHARES TR (IWM) |
3,579 |
+3,579 |
$718 | | IWM | 3,579 | +3,579 | $718 | | SPDR GOLD TR (GLD) |
3,701 |
+3,701 |
$708 | | GLD | 3,701 | +3,701 | $708 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
13,616 |
+13,616 |
$704 | | RDVY | 13,616 | +13,616 | $704 | | EXXON MOBIL CORP |
7,014 |
+7,014 |
$701 | | XOM | 7,014 | +7,014 | $701 | | VANECK ETF TRUST (FLTR) |
27,120 |
+27,120 |
$682 | | FLTR | 27,120 | +27,120 | $682 |  BERKSHIRE HATHAWAY INC DEL |
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$673 | | BRK.B | 1,887 | +1,887 | $673 | | JPMORGAN CHASE & CO |
3,886 |
+3,886 |
$661 | | JPM | 3,886 | +3,886 | $661 | | SPDR SER TR (SPTL) |
22,499 |
+22,499 |
$653 | | SPTL | 22,499 | +22,499 | $653 | | PACER FDS TR |
12,483 |
+12,483 |
$649 | | COWZ | 12,483 | +12,483 | $649 | | SCHWAB STRATEGIC TR |
7,716 |
+7,716 |
$640 | | SCHG | 7,716 | +7,716 | $640 | | ISHARES TR (EFA) |
8,239 |
+8,239 |
$621 | | EFA | 8,239 | +8,239 | $621 | | SPDR INDEX SHS FDS (SPEM) |
16,854 |
+16,854 |
$597 | | SPEM | 16,854 | +16,854 | $597 | | CISCO SYS INC |
11,796 |
+11,796 |
$596 | | CSCO | 11,796 | +11,796 | $596 | | VISA INC |
2,270 |
+2,270 |
$591 | | V | 2,270 | +2,270 | $591 | | INTEL CORP |
11,750 |
+11,750 |
$590 | | INTC | 11,750 | +11,750 | $590 | | VANGUARD INDEX FDS (VNQ) |
6,668 |
+6,668 |
$589 | | VNQ | 6,668 | +6,668 | $589 | | SCHWAB STRATEGIC TR |
7,521 |
+7,521 |
$573 | | SCHD | 7,521 | +7,521 | $573 | | SPDR SER TR (SPMD) |
11,671 |
+11,671 |
$569 | | SPMD | 11,671 | +11,671 | $569 |
See Full List: All Stocks Held By Savvy Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Savvy Advisors Inc.
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