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 | $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 | $569 |
See Full List: All Stocks Held By Savvy Advisors Inc.
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By Savvy Advisors Inc.
Size ($ 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 |