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 |
|---|---|
NUENUCOR CORP | $8.6M |
PANWPALO ALTO NETWORKS INC | $8.5M |
PGRPROGRESSIVE CORP | $8.5M |
DIHPDIMENSIONAL ETF TRUST | $8.5M |
ULUNILEVER PLC | $8.3M |
EQIXEQUINIX INC | $8.2M |
XLVSELECT SECTOR SPDR TR | $8.2M |
PNRPENTAIR PLC | $8.2M |
PEYINVESCO EXCHANGE TRADED FD T | $8.1M |
VNLAJANUS DETROIT STR TR | $8.1M |
TCAFT ROWE PRICE ETF INC | $8.1M |
EVSDMORGAN STANLEY ETF TRUST | $8.0M |
SCHZSCHWAB STRATEGIC TR | $7.9M |
CATCATERPILLAR INC | $7.8M |
DPZDOMINOS PIZZA INC | $7.8M |
CWISPDR INDEX SHS FDS | $7.7M |
INTUINTUIT | $7.7M |
LMTLOCKHEED MARTIN CORP | $7.7M |
NINISOURCE INC | $7.7M |
WELLWELLTOWER INC | $7.6M |
MGKVANGUARD WORLD FD | $7.5M |
SCZISHARES TR | $7.3M |
MAMASTERCARD INCORPORATED | $7.3M |
ORLYOREILLY AUTOMOTIVE INC | $7.3M |
KRKROGER CO | $7.2M |
FNDASCHWAB STRATEGIC TR | $7.2M |
MDTMEDTRONIC PLC | $7.1M |
TLTISHARES TR | $7.1M |
BJBJS WHSL CLUB HLDGS INC | $7.0M |
PATKPATRICK INDS INC | $7.0M |
GSGOLDMAN SACHS GROUP INC | $6.9M |
JSCPJ P MORGAN EXCHANGE TRADED F | $6.8M |
VBKVANGUARD INDEX FDS | $6.8M |
DHRDANAHER CORPORATION | $6.6M |
BURLBURLINGTON STORES INC | $6.6M |
IXUSISHARES TR | $6.6M |
AVDEAMERICAN CENTY ETF TR | $6.5M |
DFIVDIMENSIONAL ETF TRUST | $6.5M |
TYLTYLER TECHNOLOGIES INC | $6.4M |
BSXBOSTON SCIENTIFIC CORP | $6.4M |
ARISUSDARIS WATER SOLUTIONS INC | $6.4M |
PCYINVESCO EXCH TRADED FD TR II | $6.4M |
BINCBLACKROCK ETF TRUST II | $6.4M |
DYNFBLACKROCK ETF TRUST | $6.3M |
SCHWSCHWAB CHARLES CORP | $6.3M |
NVONOVO-NORDISK A S | $6.3M |
QCOMQUALCOMM INC | $6.3M |
PSXPHILLIPS 66 | $6.2M |
COWZPACER FDS TR | $6.2M |
MRVLMARVELL TECHNOLOGY INC | $6.1M |
MDYSPDR S&P MIDCAP 400 ETF TR | $6.1M |
USFRWISDOMTREE TR | $6.1M |
SPEMSPDR INDEX SHS FDS | $6.1M |
AGGYWISDOMTREE TR | $6.1M |
DFLVDIMENSIONAL ETF TRUST | $6.0M |
TJXTJX COS INC NEW | $6.0M |
SHYISHARES TR | $6.0M |
ISRGINTUITIVE SURGICAL INC | $6.0M |
LINLINDE PLC | $6.0M |
RJFRAYMOND JAMES FINL INC | $5.9M |
VTVANGUARD INTL EQUITY INDEX F | $5.8M |
GTLSCHART INDS INC | $5.8M |
XLISELECT SECTOR SPDR TR | $5.8M |
VYMIVANGUARD WHITEHALL FDS | $5.8M |
VNQVANGUARD INDEX FDS | $5.8M |
AMTAMERICAN TOWER CORP NEW | $5.7M |
NFLXNETFLIX INC | $5.7M |
CMECME GROUP INC | $5.7M |
AROCARCHROCK INC | $5.7M |
RTXRTX CORPORATION | $5.6M |
TRVCCITIGROUP INC | $5.6M |
PAGPPLAINS GP HLDGS L P | $5.6M |
EMXCISHARES INC | $5.6M |
DFISDIMENSIONAL ETF TRUST | $5.6M |
HYDBISHARES TR | $5.5M |
CBSEELEVATION SERIES TRUST | $5.5M |
DSGDESCARTES SYS GROUP INC | $5.5M |
MASMASCO CORP | $5.5M |
SUBISHARES TR | $5.5M |
AMANTERO MIDSTREAM CORP | $5.5M |
SCHPSCHWAB STRATEGIC TR | $5.4M |
PLTRPALANTIR TECHNOLOGIES INC | $5.4M |
NEARISHARES U S ETF TR | $5.4M |
DFEVDIMENSIONAL ETF TRUST | $5.4M |
STESTERIS PLC | $5.4M |
ITA*ISHARES TR | $5.4M |
HASIHA SUSTAINABLE INFRA CAP INC | $5.3M |
SLQDISHARES TR | $5.2M |
PKWINVESCO EXCHANGE TRADED FD T | $5.2M |
VGKVANGUARD INTL EQUITY INDEX F | $5.2M |
FBNDFIDELITY MERRIMACK STR TR | $5.1M |
SONYSONY GROUP CORP | $5.1M |
APDAIR PRODS & CHEMS INC | $5.1M |
INFYINFOSYS LTD | $5.1M |
GDGENERAL DYNAMICS CORP | $5.1M |
CLXCLOROX CO DEL | $5.1M |
MUMICRON TECHNOLOGY INC | $5.0M |
CIBRFIRST TR EXCHANGE TRADED FD | $5.0M |
XLCSELECT SECTOR SPDR TR | $5.0M |
4I1PHILIP MORRIS INTL INC | $4.9M |