Savvy Advisors 13F annual report
Savvy Advisors is an investment fund managing more than $302 billion ran by Amir Har-el. There are currently 195 companies in Mr. Har-el’s portfolio. The largest investments include Vanguard Index Fds and AMGEN, together worth $43.1 billion.
$302 billion Assets Under Management (AUM)
As of 7th August 2024, Savvy Advisors’s top holding is 101,540 shares of Vanguard Index Fds currently worth over $30.2 billion and making up 10.0% of the portfolio value.
In addition, the fund holds 41,302 shares of AMGEN worth $12.9 billion, whose value grew 11.5% in the past six months.
The third-largest holding is Ishares Tr worth $53.5 billion and the next is Microsoft worth $8.16 billion, with 18,264 shares owned.
Currently, Savvy Advisors's portfolio is worth at least $302 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Savvy Advisors
The Savvy Advisors office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Amir Har-el serves as the Head of Operations at Savvy Advisors.
Recent trades
In the most recent 13F filing, Savvy Advisors revealed that it had opened a new position in
Cambria Etf Tr and bought 123,461 shares worth $3.51 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
45,831 additional shares.
This makes their stake in Vanguard Index Fds total 101,540 shares worth $30.2 billion.
On the other hand, there are companies that Savvy Advisors is getting rid of from its portfolio.
Savvy Advisors closed its position in Vanguard Bd Index Fds on 14th August 2024.
It sold the previously owned 6,764 shares for $491 million.
Amir Har-el also disclosed a decreased stake in First Tr Value Line Divid In by 0.3%.
This leaves the value of the investment at $1.01 billion and 24,840 shares.
One of the smaller hedge funds
The two most similar investment funds to Savvy Advisors are Chan Zuckerberg Initiative and Keystone Planning. They manage $302 billion and $302 billion respectively.
Amir Har-el investment strategy
Savvy Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 10.6% of
the total portfolio value.
The fund focuses on investments in the United States as
41.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
38% of the total holdings value.
On the other hand, small-cap stocks make up only 3.6% of the portfolio.
The average market cap of the portfolio companies is close to $187 billion.
The complete list of Savvy Advisors trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Index Fds |
82.27%
101,540
|
$30,210,051,000 | 10.00% |
| AMGEN Inc. |
4.83%
41,302
|
$12,904,810,000 | 4.27% |
| Ishares Tr |
40.68%
789,326
|
$53,537,275,000 | 17.72% |
| Microsoft Corporation |
73.96%
18,264
|
$8,163,029,000 | 2.70% |
| NVIDIA Corp |
1,591.62%
60,154
|
$7,431,394,000 | 2.46% |
| Procter And Gamble Co |
1,159.41%
41,951
|
$6,918,562,000 | 2.29% |
| Vanguard Tax-managed Fds |
356.77%
125,671
|
$6,210,680,000 | 2.06% |
| Apple Inc |
100.32%
28,562
|
$6,015,777,000 | 1.99% |
| J P Morgan Exchange Traded F |
67.39%
114,462
|
$6,077,013,000 | 2.01% |
| Schwab Strategic Tr |
20.07%
336,618
|
$19,011,053,000 | 6.29% |
| Amazon.com Inc. |
213.39%
23,260
|
$4,494,995,000 | 1.49% |
| Ishares Inc |
821.78%
61,925
|
$3,314,845,000 | 1.10% |
| Select Sector Spdr Tr |
42.35%
23,487
|
$4,177,786,000 | 1.38% |
| Vanguard Scottsdale Fds |
17.12%
78,863
|
$4,320,428,000 | 1.43% |
| Cambria Etf Tr |
Opened
123,461
|
$3,513,780,000 | 1.16% |
| Broadcom Inc |
108.84%
1,512
|
$2,426,856,000 | 0.80% |
| Vanguard Index Fds |
Opened
5,906
|
$2,209,337,000 | 0.73% |
| Meta Platforms Inc |
108.93%
4,306
|
$2,171,206,000 | 0.72% |
| Jpmorgan Chase Co. |
49.47%
10,729
|
$2,170,045,000 | 0.72% |
| Berkshire Hathaway Inc. |
84.53%
4,818
|
$1,959,962,000 | 0.65% |
| Intel Corp. |
425.15%
63,212
|
$1,957,687,000 | 0.65% |
| Spdr Ser Tr |
9.63%
152,708
|
$6,864,502,000 | 2.27% |
| Alphabet Inc |
146.40%
18,694
|
$3,416,498,000 | 1.13% |
| Walmart Inc |
35.04%
25,881
|
$1,752,432,000 | 0.58% |
| Spdr Sp 500 Etf Tr |
118.48%
3,133
|
$1,705,264,000 | 0.56% |
| Vanguard Bd Index Fds |
228.63%
22,064
|
$1,692,309,000 | 0.56% |
| Spdr Index Shs Fds |
47.38%
49,301
|
$1,950,633,000 | 0.65% |
| Eli Lilly Co |
133.38%
1,804
|
$1,633,637,000 | 0.54% |
| Vanguard Bd Index Fds |
Opened
38,942
|
$2,814,095,000 | 0.93% |
| Prologis Inc |
Opened
12,932
|
$1,452,403,000 | 0.48% |
| Home Depot, Inc. |
91.92%
4,084
|
$1,405,918,000 | 0.47% |
| Exxon Mobil Corp. |
32.68%
11,824
|
$1,361,192,000 | 0.45% |
| Invesco Exchange Traded Fd T |
2.58%
13,179
|
$1,582,738,000 | 0.52% |
| Emerson Elec Co |
Opened
11,275
|
$1,242,082,000 | 0.41% |
| Tesla Inc |
55.34%
6,060
|
$1,199,153,000 | 0.40% |
| Ishares Tr |
Opened
59,314
|
$4,225,118,000 | 1.40% |
| Etfs Gold Tr |
2.43%
51,741
|
$1,149,690,000 | 0.38% |
| Visa Inc |
40.75%
4,183
|
$1,097,911,000 | 0.36% |
| Mastercard Incorporated |
84.95%
2,445
|
$1,078,762,000 | 0.36% |
| Abbvie Inc |
64.60%
5,993
|
$1,027,855,000 | 0.34% |
| Verizon Communications Inc |
6.44%
24,868
|
$1,025,540,000 | 0.34% |
| J P Morgan Exchange Traded F |
Opened
20,121
|
$1,021,040,000 | 0.34% |
| Vanguard Whitehall Fds |
17.33%
14,776
|
$1,440,661,000 | 0.48% |
| First Tr Value Line Divid In |
28.02%
24,840
|
$1,012,228,000 | 0.34% |
| First Tr Exchange-traded Fd |
4.22%
29,543
|
$2,149,804,000 | 0.71% |
| Spdr Gold Tr |
20.04%
4,481
|
$963,460,000 | 0.32% |
| Vanguard Charlotte Fds |
Opened
19,763
|
$961,850,000 | 0.32% |
| Pacer Fds Tr |
24.34%
17,359
|
$945,892,000 | 0.31% |
| Thermo Fisher Scientific Inc. |
Opened
1,705
|
$942,865,000 | 0.31% |
| Oracle Corp. |
44.85%
6,660
|
$940,352,000 | 0.31% |
| Ishares Gold Tr |
29.82%
21,167
|
$930,006,000 | 0.31% |
| Cisco Sys Inc |
20.43%
19,326
|
$918,162,000 | 0.30% |
| Vanguard Wellington Fd |
Opened
8,892
|
$889,822,000 | 0.29% |
| Ishares Inc |
Opened
21,793
|
$889,808,000 | 0.29% |
| Advanced Micro Devices Inc. |
Opened
5,443
|
$882,909,000 | 0.29% |
| Schwab Strategic Tr |
Opened
37,894
|
$1,855,642,000 | 0.61% |
| Columbia Etf Tr Ii |
78.04%
26,398
|
$842,624,000 | 0.28% |
| Avalonbay Cmntys Inc |
Opened
4,011
|
$829,836,000 | 0.27% |
| RTX Corp |
33.61%
8,077
|
$810,864,000 | 0.27% |
| Unitedhealth Group Inc |
72.80%
1,588
|
$808,559,000 | 0.27% |
| Blackrock Etf Trust Ii |
9.74%
39,700
|
$1,094,760,000 | 0.36% |
| Adobe Inc |
146.23%
1,406
|
$781,089,000 | 0.26% |
| Fidelity Covington Trust |
17.81%
18,564
|
$1,528,503,000 | 0.51% |
| Merck Co Inc |
115.26%
6,135
|
$759,513,000 | 0.25% |
| NextEra Energy Inc |
65.67%
9,930
|
$703,174,000 | 0.23% |
| Salesforce Inc |
92.07%
2,666
|
$685,446,000 | 0.23% |
| International Business Machs |
6.91%
3,884
|
$671,783,000 | 0.22% |
| Dow Inc |
6.12%
12,644
|
$670,764,000 | 0.22% |
| Invesco Exch Trd Slf Idx Fd |
Opened
43,260
|
$904,018,000 | 0.30% |
| Caterpillar Inc. |
12.85%
2,003
|
$667,269,000 | 0.22% |
| Conocophillips |
38.13%
5,821
|
$665,806,000 | 0.22% |
| Chevron Corp. |
48.63%
4,166
|
$651,661,000 | 0.22% |
| Johnson Johnson |
14.64%
4,355
|
$636,593,000 | 0.21% |
| Abbott Labs |
81.81%
6,118
|
$635,718,000 | 0.21% |
| Costco Whsl Corp New |
128.79%
739
|
$627,995,000 | 0.21% |
| Vanguard Mun Bd Fds |
35.98%
12,434
|
$623,092,000 | 0.21% |
| Vanguard Scottsdale Fds |
Opened
8,005
|
$605,979,000 | 0.20% |
| Disney Walt Co |
56.92%
6,101
|
$605,761,000 | 0.20% |
| Accenture Plc Ireland |
79.18%
1,971
|
$598,021,000 | 0.20% |
| First Tr Exchng Traded Fd Vi |
8.73%
58,881
|
$2,419,944,000 | 0.80% |
| Pfizer Inc. |
9.45%
21,281
|
$595,445,000 | 0.20% |
| Vanguard Intl Equity Index F |
34.16%
13,403
|
$586,515,000 | 0.19% |
| Dominos Pizza Inc |
7.29%
1,119
|
$577,891,000 | 0.19% |
| Phillips 66 |
52.26%
4,012
|
$566,374,000 | 0.19% |
| Agnc Invt Corp |
Opened
59,035
|
$563,194,000 | 0.19% |
| Waste Mgmt Inc Del |
68.85%
2,624
|
$559,808,000 | 0.19% |
| Annaly Capital Management In |
Opened
29,256
|
$557,619,000 | 0.18% |
| Dimensional Etf Trust |
19.40%
26,899
|
$990,625,000 | 0.33% |
| Marriott Intl Inc New |
14.51%
2,155
|
$521,014,000 | 0.17% |
| Citigroup Inc |
11.68%
8,192
|
$519,864,000 | 0.17% |
| Vanguard Specialized Funds |
23.33%
2,833
|
$517,074,000 | 0.17% |
| Blackrock Etf Trust |
Opened
8,338
|
$495,338,000 | 0.16% |
| Vanguard Bd Index Fds |
Closed
6,764
|
$491,296,000 | |
| Coca-Cola Co |
33.43%
7,571
|
$481,884,000 | 0.16% |
| Texas Instrs Inc |
23.67%
2,466
|
$479,750,000 | 0.16% |
| ServiceNow Inc |
Opened
602
|
$473,575,000 | 0.16% |
| Automatic Data Processing In |
46.13%
1,961
|
$468,064,000 | 0.15% |
| Constellation Energy Corp |
2.39%
2,309
|
$462,423,000 | 0.15% |
| Spdr Index Shs Fds |
Opened
13,096
|
$459,408,000 | 0.15% |
| Arm Holdings Plc |
1.42%
2,780
|
$454,864,000 | 0.15% |
| Netflix Inc. |
48.21%
664
|
$448,120,000 | 0.15% |
| CVR Partners LP |
No change
5,917
|
$447,680,000 | 0.15% |
| T Rowe Price Etf Inc |
21.82%
10,372
|
$434,644,000 | 0.14% |
| VanEck ETF Trust |
6.47%
16,185
|
$412,890,000 | 0.14% |
| Mcdonalds Corp |
40.66%
1,619
|
$412,586,000 | 0.14% |
| Super Micro Computer Inc |
8.76%
500
|
$409,675,000 | 0.14% |
| Invesco Exch Traded Fd Tr Ii |
39.49%
15,479
|
$684,692,000 | 0.23% |
| Bank America Corp |
39.08%
10,032
|
$398,962,000 | 0.13% |
| Northern Lts Fd Tr Iv |
Opened
10,403
|
$395,106,000 | 0.13% |
| Philip Morris International Inc |
50.83%
3,804
|
$385,459,000 | 0.13% |
| Starbucks Corp. |
63.25%
4,904
|
$381,779,000 | 0.13% |
| Vanguard Admiral Fds Inc |
Opened
3,758
|
$372,456,000 | 0.12% |
| Vistra Corp |
Opened
4,307
|
$370,316,000 | 0.12% |
| Intuit Inc |
Opened
560
|
$368,201,000 | 0.12% |
| Stryker Corp. |
Opened
1,070
|
$363,911,000 | 0.12% |
| Nike, Inc. |
Opened
4,813
|
$362,782,000 | 0.12% |
| T Rowe Price Etf Inc |
Opened
7,323
|
$361,976,000 | 0.12% |
| Goldman Sachs Group, Inc. |
47.92%
784
|
$354,559,000 | 0.12% |
| American Elec Pwr Co Inc |
Opened
4,007
|
$351,574,000 | 0.12% |
| Vanguard Scottsdale Fds |
Closed
11,514
|
$671,489,000 | |
| Eaton Corp Plc |
Opened
1,098
|
$344,278,000 | 0.11% |
| Ecolab, Inc. |
51.57%
1,446
|
$344,148,000 | 0.11% |
| Wisdomtree Tr |
Closed
6,819
|
$342,928,000 | |
| Taiwan Semiconductor Mfg Ltd |
Opened
1,973
|
$342,927,000 | 0.11% |
| Indexiq Active Etf Tr |
Opened
14,189
|
$340,820,000 | 0.11% |
| Nu Hldgs Ltd |
20.70%
26,428
|
$340,657,000 | 0.11% |
| T-Mobile US, Inc. |
Opened
1,926
|
$339,323,000 | 0.11% |
| Smith A O Corp |
5.13%
4,100
|
$335,298,000 | 0.11% |
| Linde Plc. |
Opened
745
|
$327,096,000 | 0.11% |
| American Centy Etf Tr |
0.73%
4,874
|
$316,537,000 | 0.10% |
| Novo-nordisk A S |
Opened
2,204
|
$314,599,000 | 0.10% |
| American Express Co. |
32.97%
1,351
|
$312,846,000 | 0.10% |
| Lockheed Martin Corp. |
47.11%
662
|
$309,220,000 | 0.10% |
| Freeport-McMoRan Inc |
7.22%
6,324
|
$307,355,000 | 0.10% |
| Union Pac Corp |
Opened
1,347
|
$304,674,000 | 0.10% |
| Parker-Hannifin Corp. |
3.91%
584
|
$295,393,000 | 0.10% |
| GE Aerospace |
15.75%
1,845
|
$293,320,000 | 0.10% |
| Exelon Corp. |
1.08%
8,465
|
$292,974,000 | 0.10% |
| Nasdaq Inc |
Opened
4,762
|
$286,958,000 | 0.09% |
| Franklin Templeton Etf Tr |
0.91%
9,167
|
$286,560,000 | 0.09% |
| Intercontinental Exchange In |
Opened
2,092
|
$286,337,000 | 0.09% |
| Pepsico Inc |
Opened
1,729
|
$285,133,000 | 0.09% |
| Palo Alto Networks Inc |
Opened
839
|
$284,429,000 | 0.09% |
| Ford Mtr Co Del |
2.06%
22,405
|
$280,964,000 | 0.09% |
| Synopsys, Inc. |
11.32%
472
|
$280,868,000 | 0.09% |
| CVS Health Corp |
Closed
3,486
|
$278,043,000 | |
| Boeing Co. |
4.78%
1,512
|
$275,199,000 | 0.09% |
| Goldman Sachs Etf Tr |
8.29%
2,496
|
$266,947,000 | 0.09% |
| Ishares Inc |
Closed
4,531
|
$260,850,000 | |
| Qualcomm, Inc. |
Opened
1,305
|
$259,868,000 | 0.09% |
| Franklin Resources, Inc. |
14.33%
11,574
|
$258,679,000 | 0.09% |
| Nushares Etf Tr |
0.63%
6,491
|
$255,356,000 | 0.08% |
| Colgate-Palmolive Co. |
Opened
2,584
|
$250,751,000 | 0.08% |
| Paychex Inc. |
Opened
2,097
|
$248,669,000 | 0.08% |
| Wisdomtree Tr |
No change
11,075
|
$470,806,000 | 0.16% |
| Lam Research Corp. |
Opened
230
|
$245,287,000 | 0.08% |
| Marsh Mclennan Cos Inc |
Opened
1,161
|
$244,694,000 | 0.08% |
| Flexshares Tr |
Closed
5,929
|
$243,504,000 | |
| Kinder Morgan Inc |
Opened
12,228
|
$242,970,000 | 0.08% |
| Crowdstrike Holdings Inc |
Opened
634
|
$242,942,000 | 0.08% |
| Equity Residential |
0.92%
3,499
|
$242,621,000 | 0.08% |
| Winnebago Inds Inc |
Closed
3,277
|
$242,498,000 | |
| Blackrock Inc. |
Opened
307
|
$241,360,000 | 0.08% |
| Zoetis Inc |
Opened
1,378
|
$238,890,000 | 0.08% |
| Motorola Solutions Inc |
Opened
619
|
$238,846,000 | 0.08% |
| Schwab Charles Corp |
14.09%
3,231
|
$238,092,000 | 0.08% |
| Edison Intl |
Opened
3,297
|
$236,758,000 | 0.08% |
| American Tower Corp. |
Opened
1,212
|
$235,596,000 | 0.08% |
| Comcast Corp New |
Opened
5,969
|
$233,746,000 | 0.08% |
| Pnc Finl Svcs Group Inc |
Opened
1,495
|
$232,443,000 | 0.08% |
| Gallagher Arthur J Co |
Opened
894
|
$231,752,000 | 0.08% |
| Morgan Stanley |
Opened
2,356
|
$228,980,000 | 0.08% |
| Aflac Inc. |
1.67%
2,563
|
$228,902,000 | 0.08% |
| Applied Matls Inc |
Opened
966
|
$227,966,000 | 0.08% |
| Enterprise Prods Partners L |
Opened
7,816
|
$226,508,000 | 0.07% |
| Prudential Finl Inc |
Opened
1,924
|
$225,474,000 | 0.07% |
| Abrdn Silver Etf Trust |
Opened
8,000
|
$222,720,000 | 0.07% |
| Vanguard World Fd |
No change
1,609
|
$222,364,000 | 0.07% |
| United Parcel Service, Inc. |
Opened
1,621
|
$221,832,000 | 0.07% |
| Vanguard Intl Equity Index F |
Opened
2,987
|
$221,576,000 | 0.07% |
| Illinois Tool Wks Inc |
19.41%
935
|
$221,558,000 | 0.07% |
| Dbx Etf Tr |
15.18%
5,315
|
$220,254,000 | 0.07% |
| Morgan Stanley Etf Trust |
Opened
7,904
|
$220,112,000 | 0.07% |
| Fidelity Covington Trust |
Opened
4,214
|
$220,097,000 | 0.07% |
| Danaher Corp. |
Opened
865
|
$216,169,000 | 0.07% |
| Flexshares Tr |
0.99%
1,305
|
$214,628,000 | 0.07% |
| Spdr Ser Tr |
Closed
4,011
|
$213,948,000 | |
| Leidos Holdings Inc |
Opened
1,437
|
$209,630,000 | 0.07% |
| Blackstone Inc |
Opened
1,687
|
$208,851,000 | 0.07% |
| First Tr Exch Trd Alphdx Fd |
Opened
8,712
|
$208,565,000 | 0.07% |
| KraneShares Trust |
31.67%
7,132
|
$207,969,000 | 0.07% |
| Dimensional Etf Trust |
Opened
3,910
|
$205,935,000 | 0.07% |
| Fidelity Merrimack Str Tr |
Closed
4,499
|
$203,850,000 | |
| General Mls Inc |
Opened
3,222
|
$203,824,000 | 0.07% |
| Roper Technologies Inc |
Opened
359
|
$202,373,000 | 0.07% |
| Diamondback Energy Inc |
Opened
1,006
|
$201,391,000 | 0.07% |
| Invesco Exchange Traded Fd T |
Opened
3,165
|
$201,104,000 | 0.07% |
| GrowGeneration Corp |
Opened
76,693
|
$164,890,000 | 0.05% |
| Lloyds Banking Group plc |
26.72%
18,356
|
$50,112,000 | 0.02% |
| Oramed Pharmaceuticals, Inc |
No change
18,810
|
$48,342,000 | 0.02% |
| Banco Bradesco S.A. |
Closed
10,096
|
$28,875,000 | |
| Network-1 Technologies Inc |
No change
16,000
|
$28,480,000 | 0.01% |
| Mondee Holdings Inc |
No change
10,000
|
$24,000,000 | 0.01% |
| Novonix Limited |
Closed
10,330
|
$23,139,000 | |
| Amarin Corp Plc |
No change
15,000
|
$10,320,000 | 0.00% |
| KULR Technology Group, Inc. |
No change
11,915
|
$4,706,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 206 holdings | |||
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