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  Name: Savvy Advisors Inc.
  City: NEW YORK
  State: NY
  Zip: 10003
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $173,490,000
  Total Value Change : $70,473,000
  Securities Held Change : 66
   
All Securities Held : 223
  New Positions : 71
  Closed Positions : 5
  Increased Positions : 95
  Unchanged Positions : 15
  Decreased Positions : 42

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TFI)1 Year Chart         TFI Spdr Brcly Cap Muni Bond 31 - $45.36 $1,141,000 24,549 0.66% -13,000 0 0.004    Closed - End Fund - E...
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 79 - $61.47 $576,000 9,441 0.33% 50,000 0 0.005    Closed - End Fund - Debt
   (ESML)1 Year Chart         ESML iShares MSCI USA Sml-Cp ESG... 128 - $0.00 $378,000 9,387 0.22% 21,000 0 0.01    N/A
   (FIW)1 Year Chart         FIW First Trust ISE Water 133 - $105.27 $369,000 3,611 0.21% 27,000 0 0    Closed - End Fund - Debt
   (GNR)1 Year Chart         GNR Spdr S&Amp;P Global Natural... 161 - $59.25 $291,000 5,016 0.17% 7,000 0 0.001    Closed - End Fund - E...
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 176 - $0.00 $272,000 6,532 0.16% 17,000 0 0    N/A
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... 188 - $104.35 $239,000 2,305 0.14% 23,000 0 0.002    N/A
   (FAUG)1 Year Chart         FAUG Ft Cboe Vest Us Equity Buff... 190 - $0.00 $236,000 5,497 0.14% 13,000 0 0.07    N/A
   (DTH)1 Year Chart         DTH WisdomTree Defa High-Yieldi... 192 - $40.55 $232,000 5,843 0.13% 5,000 0 0.013    Closed - End Fund - E...
   (SCHZ)1 Year Chart         SCHZ Schwab Us Aggregate Bond 198 - $45.36 $219,000 4,765 0.13% -3,000 0 0.004    N/A
   (FDEC)1 Year Chart         FDEC Ft Cboe Vest Us Equity Buff... 203 - $0.00 $216,000 5,230 0.12% 12,000 0 0    N/A
   (BBD)1 Year Chart         BBD Banco Bradesco S.A. (ADR) 217 - $2.51 $29,000 10,096 0.02% -6,000 0 0    Foreign Regional Banks
   (MOND)1 Year Chart         MOND Mondee Holdings Ord Shs Cla... 219 - $0.00 $23,000 10,000 0.01% -5,000 0 0    N/A
   (NVX)1 Year Chart         NVX Novonix Ads 218 - $2.14 $23,000 10,330 0.01% 3,000 0 0.115    N/A
   (KULR)1 Year Chart         KULR Kulr Technology Group 221 - $0.37 $5,000 11,915 0% 3,000 0 0.013    N/A

      15 Records Found
  1    
Page 1 of 1
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