Waverly Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$8.2B
Holdings
1,109
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,109 positions)
| Stock | Value |
|---|---|
XMVMINVESCO EXCHANGE TRADED FD T | $326K |
CDWCDW CORP | $326K |
HLNHALEON PLC | $325K |
ITGARTNER INC | $323K |
BSCWINVESCO EXCH TRD SLF IDX FD | $321K |
UTHUNITED THERAPEUTICS CORP DEL | $320K |
SCHKSCHWAB STRATEGIC TR | $317K |
REGLPROSHARES TR | $315K |
SYRESPYRE THERAPEUTICS INC | $314K |
PSTGPURE STORAGE INC | $313K |
HYTBLACKROCK CORPOR HI YLD FD I | $312K |
BSCXINVESCO EXCH TRD SLF IDX FD | $312K |
BTCGRAYSCALE BITCOIN MINI TR ET | $310K |
GOFGUGGENHEIM STRATEGIC OPPORTU | $309K |
SWSMURFIT WESTROCK PLC | $308K |
VOOVVANGUARD ADMIRAL FDS INC | $307K |
IDXXIDEXX LABS INC | $307K |
FDEMFIDELITY COVINGTON TRUST | $307K |
DOVDOVER CORP | $306K |
MTBM & T BK CORP | $303K |
STTSTATE STR CORP | $302K |
SJMSMUCKER J M CO | $301K |
HLTHILTON WORLDWIDE HLDGS INC | $300K |
ORIOLD REP INTL CORP | $299K |
HMCHONDA MOTOR LTD | $298K |
JJACOBS SOLUTIONS INC | $298K |
SPRETIDAL ETF TR | $298K |
JKHYHENRY JACK & ASSOC INC | $297K |
KEYSKEYSIGHT TECHNOLOGIES INC | $297K |
WRBBERKLEY W R CORP | $294K |
NBHNEUBERGER BERMAN MUN FD INC | $293K |
FAIFIRST TR EXCHANGE TRADED FD | $290K |
HEDJWISDOMTREE TR | $289K |
PWRQUANTA SVCS INC | $287K |
WBDWARNER BROS DISCOVERY INC | $284K |
AEEAMEREN CORP | $283K |
BALLBALL CORP | $283K |
XHBSPDR SER TR | $282K |
UCONFIRST TR EXCHNG TRADED FD VI | $282K |
VODVODAFONE GROUP PLC NEW | $282K |
MSCIMSCI INC | $282K |
SPHQINVESCO EXCHANGE TRADED FD T | $279K |
DNPDNP SELECT INCOME FD INC | $278K |
VWOBVANGUARD WHITEHALL FDS | $278K |
XOPSPDR SER TR | $277K |
IBHIISHARES TR | $277K |
DTDWISDOMTREE TR | $276K |
HUMHUMANA INC | $276K |
ARMKARAMARK | $276K |
NPKNATIONAL PRESTO INDS INC | $276K |
IHEISHARES TR | $276K |
AIGAMERICAN INTL GROUP INC | $275K |
ADTNADTRAN HOLDINGS INC | $275K |
KBIAKB FINL GROUP INC | $274K |
BHKBLACKROCK CORE BD TR | $274K |
FNDCSCHWAB STRATEGIC TR | $272K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $272K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $272K |
BITBBITWISE BITCOIN ETF TR | $271K |
RNAAVIDITY BIOSCIENCES INC | $270K |
NTNXNUTANIX INC | $269K |
GBXGREENBRIER COS INC | $268K |
VENVENTAS INC | $268K |
ALLEALLEGION PLC | $265K |
OZKBANK OZK LITTLE ROCK ARK | $265K |
QDPLPACER FDS TR | $265K |
DFSEURDISCOVER FINL SVCS | $264K |
SDOGALPS ETF TR | $264K |
FRMEFIRST MERCHANTS CORP | $263K |
ROKUROKU INC | $263K |
ELLAUDER ESTEE COS INC | $262K |
STEWSRH TOTAL RETURN FUND INC | $260K |
VTWVVANGUARD SCOTTSDALE FDS | $260K |
CAGCONAGRA BRANDS INC | $260K |
ACVFETF OPPORTUNITIES TRUST | $259K |
AKAMAKAMAI TECHNOLOGIES INC | $258K |
CCOCAMECO CORP | $258K |
THCTENET HEALTHCARE CORP | $258K |
FNBF N B CORP | $258K |
ADSKAUTODESK INC | $257K |
BIBLNORTHERN LTS FD TR IV | $256K |
PCEFINVESCO EXCH TRADED FD TR II | $256K |
PHGKONINKLIJKE PHILIPS N V | $256K |
VSGXVANGUARD WORLD FD | $254K |
GNTXGENTEX CORP | $254K |
MCHPMICROCHIP TECHNOLOGY INC. | $254K |
FDNFIRST TR EXCHANGE-TRADED FD | $253K |
WBAWALGREENS BOOTS ALLIANCE INC | $252K |
BTZBLACKROCK CR ALLOCATION INCO | $252K |
ABGCENCORA INC | $250K |
EHCENCOMPASS HEALTH CORP | $249K |
TELTE CONNECTIVITY PLC | $248K |
SRESEMPRA | $247K |
TMPTOMPKINS FINL CORP | $247K |
BSMRINVESCO EXCH TRD SLF IDX FD | $242K |
EQTEQT CORP | $242K |
WTWWILLIS TOWERS WATSON PLC LTD | $241K |
EWCISHARES INC | $241K |
MBBISHARES TR | $241K |
LYBLYONDELLBASELL INDUSTRIES N | $241K |