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)

StockValue
XLFISELECT SECTOR SPDR TR
$4.9M
GPNGLOBAL PMTS INC
$4.8M
IJJISHARES TR
$4.8M
PFFISHARES TR
$4.8M
VMCVULCAN MATLS CO
$4.7M
TOTLSSGA ACTIVE ETF TR
$4.7M
SPSMSPDR SER TR
$4.7M
LOWLOWES COS INC
$4.6M
NEENEXTERA ENERGY INC
$4.6M
GEGE AEROSPACE
$4.6M
HQYHEALTHEQUITY INC
$4.6M
DKNGDRAFTKINGS INC NEW
$4.5M
NOCNORTHROP GRUMMAN CORP
$4.5M
SPTSSPDR SER TR
$4.5M
SRLNSSGA ACTIVE ETF TR
$4.5M
DFAIDIMENSIONAL ETF TRUST
$4.5M
COPCONOCOPHILLIPS
$4.5M
QQQMINVESCO EXCH TRADED FD TR II
$4.4M
VCRMVANGUARD MUN BD FDS
$4.4M
ARCCARES CAPITAL CORP
$4.4M
SSBKSOUTHERN STS BANCSHARES INC
$4.4M
SUNSUNOCO LP/SUNOCO FIN CORP
$4.3M
DGRWWISDOMTREE TR
$4.3M
DEODIAGEO PLC
$4.3M
IGIBISHARES TR
$4.3M
DTEDTE ENERGY CO
$4.3M
ADPAUTOMATIC DATA PROCESSING IN
$4.3M
PHMPULTE GROUP INC
$4.3M
MMM3M CO
$4.2M
INTCINTEL CORP
$4.2M
GLPGLOBAL PARTNERS LP
$4.2M
NKENIKE INC
$4.2M
NVTNVENT ELECTRIC PLC
$4.1M
KELKELLANOVA
$4.1M
BXBLACKSTONE INC
$4.1M
XLYSELECT SECTOR SPDR TR
$4.0M
CMCSACOMCAST CORP NEW
$4.0M
SLYVSPDR SER TR
$4.0M
EESWISDOMTREE TR
$3.9M
ICSHISHARES TR
$3.9M
SDYSPDR SER TR
$3.9M
ATDATI INC
$3.9M
CITHE CIGNA GROUP
$3.9M
INDAISHARES TR
$3.8M
CYBRCYBERARK SOFTWARE LTD
$3.8M
HYGISHARES TR
$3.8M
DFUSDIMENSIONAL ETF TRUST
$3.8M
GILDGILEAD SCIENCES INC
$3.7M
SPYDSPDR SER TR
$3.7M
KMIKINDER MORGAN INC DEL
$3.6M
XLRESELECT SECTOR SPDR TR
$3.6M
PXFINVESCO EXCH TRADED FD TR II
$3.6M
TIPISHARES TR
$3.6M
DFNMDIMENSIONAL ETF TRUST
$3.6M
BIPBROOKFIELD INFRAST PARTNERS
$3.6M
SPMBSPDR SER TR
$3.5M
PFEPFIZER INC
$3.5M
USRTISHARES TR
$3.5M
NSYNICE LTD
$3.5M
NEMNEWMONT CORP
$3.5M
VHTVANGUARD WORLD FD
$3.4M
GLWCORNING INC
$3.4M
ETNEATON CORP PLC
$3.4M
AQLTISHARES TR
$3.3M
AVSDAMERICAN CENTY ETF TR
$3.3M
UCBUNITED CMNTY BKS BLAIRSVLE G
$3.3M
METMETLIFE INC
$3.3M
DYHTARGET CORP
$3.3M
AOMISHARES TR
$3.3M
VLTOVERALTO CORP
$3.3M
LHXL3HARRIS TECHNOLOGIES INC
$3.3M
MGMTUNIFIED SER TR
$3.3M
DESWISDOMTREE TR
$3.3M
DEMWISDOMTREE TR
$3.3M
TFCTRUIST FINL CORP
$3.2M
CDNSCADENCE DESIGN SYSTEM INC
$3.2M
BABOEING CO
$3.2M
CTRACOTERRA ENERGY INC
$3.2M
SPLVINVESCO EXCH TRADED FD TR II
$3.2M
HALHALLIBURTON CO
$3.2M
MOALTRIA GROUP INC
$3.2M
VIGIVANGUARD WHITEHALL FDS
$3.1M
SPYINEOS ETF TRUST
$3.1M
VFHVANGUARD WORLD FD
$3.1M
FUTYFIDELITY COVINGTON TRUST
$3.1M
FHLCFIDELITY COVINGTON TRUST
$3.1M
USMVISHARES TR
$3.1M
ALSALLSTATE CORP
$3.1M
2L9BLUEPRINT MEDICINES CORP
$3.1M
PNCPNC FINL SVCS GROUP INC
$3.1M
BABAALIBABA GROUP HLDG LTD
$3.0M
FVDFIRST TR VALUE LINE DIVID IN
$3.0M
MPCMARATHON PETE CORP
$3.0M
BIVVANGUARD BD INDEX FDS
$3.0M
PLDPROLOGIS INC.
$3.0M
IXNISHARES TR
$3.0M
FXHFIRST TR EXCHANGE TRADED FD
$2.9M
VXFVANGUARD INDEX FDS
$2.9M
IAGGISHARES TR
$2.9M
SHVISHARES TR
$2.9M
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