Skip to main content

Savvy Advisors, Inc.

CIK
2003633
City
NEW YORK
State / Country
NY

Top Portfolio Positions

605 positions · $1,270,324,045 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

10 quarters · across all stocks

Holdings in SGOL

Export CSV

Shares Held

Position Value (USD)

10 quarters on record
Report Date Value (USD) Shares
2026-03-31 $15,563,634 348,804
2025-12-31 $18,901,359 460,111
2025-09-30 $17,654,554 479,613
2025-06-30 $15,311,408 485,460
2025-03-31 $14,548,223 487,868
2024-12-31 $10,766,890 429,816
2024-09-30 $1,447,312 57,593
2024-06-30 $1,149,685 51,741
2024-03-31 $1,072,874 50,512
2023-12-31 $468,074 23,712