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Savvy Advisors, Inc.

Position in WSO — Watsco Inc

CIK 2003633 NEW YORK, NY

Position in WSO

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$228,368
New position
Shares Held
548
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#575
of 780 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

Savvy Advisors, Inc. holds $3,071,134 across 6 Industrial Distribution names. WSO ranks #5 (7.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 WSO
Watsco Inc
This page
548 $228,368

All Filings in WSO

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $228,368 548