SEC 13F Intelligence

Managers / Q4 2024 · view latest →

Savvy Advisors, Inc.

CIK 0002003633 · 111 WEST 33RD STREET, UNIT 1410, NEW YORK, NY, 10001 · 516-748-7863

Reported Value
$832M
Q4 2024
Positions
453
Filings on Record
10
2019–present window
Filed
Feb 13, 2025
original filing

Summary

Savvy Advisors, Inc. reported $832M in U.S.-listed holdings across 453 positions for Q4 2024.

Its largest position, NVDA, represents 10.4% of the portfolio.

Compared with Q3 2024, the fund opened 133 new positions and exited 34.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $103MQ4 ’23Q1 ’24: $173MQ2 ’24: $307MQ2 ’24Q3 ’24: $492MQ4 ’24: $832MQ4 ’24Q1 ’25: $994MQ2 ’25: $1.5BQ2 ’25Q3 ’25: $2.2BQ4 ’25: $3.1BQ4 ’25Q1 ’26: $3.7Bfilingsflow.com

Portfolio Composition

By security type
ETP: 56.1%Common Stock: 40.9%REIT: 1.1%Other: 0.6%Closed-End Fund: 0.6%Other: 0.6%
  • ETP · 56.1% · $467M
  • Common Stock · 40.9% · $340M
  • REIT · 1.1% · $9M
  • Other · 0.6% · $5M
  • Closed-End Fund · 0.6% · $5M
  • Other · 0.6% · $5M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.7B1,142May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.1B1,033Jan 20, 202613F-HRchanges · EDGAR ↗
Q3 2025$2.2B820Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.5B648Aug 4, 202513F-HRchanges · EDGAR ↗
Q1 2025$994M518May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$832M453Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$492M351Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$307M300Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$173M223May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$103M157Feb 8, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.