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.

Limited to 30 biggest holdings

$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