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 |
|---|---|
SHVISHARES TR | $2.9M |
BKHBLACK HILLS CORP | $2.9M |
EMREMERSON ELEC CO | $2.9M |
KKRKKR & CO INC | $2.9M |
NLYANNALY CAPITAL MANAGEMENT IN | $2.9M |
EEMISHARES TR | $2.8M |
IBBISHARES TR | $2.8M |
FLOTISHARES TR | $2.8M |
FMBFIRST TR EXCH TRADED FD III | $2.8M |
XLFSELECT SECTOR SPDR TR | $2.8M |
XLUSELECT SECTOR SPDR TR | $2.7M |
ELVELEVANCE HEALTH INC | $2.7M |
FIWFIRST TR EXCHANGE-TRADED FD | $2.7M |
MOATVANECK ETF TRUST | $2.7M |
FNDESCHWAB STRATEGIC TR | $2.7M |
BSCQINVESCO EXCH TRD SLF IDX FD | $2.7M |
IRMIRON MTN INC DEL | $2.7M |
PULSPGIM ETF TR | $2.7M |
SMMUPIMCO ETF TR | $2.7M |
FCNCAFIRST CTZNS BANCSHARES INC N | $2.6M |
SMHVANECK ETF TRUST | $2.6M |
CWBSPDR SER TR | $2.6M |
AQLTISHARES TR | $2.6M |
PKGPACKAGING CORP AMER | $2.6M |
ADMARCHER DANIELS MIDLAND CO | $2.6M |
JPIBJ P MORGAN EXCHANGE TRADED F | $2.6M |
RGENREPLIGEN CORP | $2.6M |
VBRVANGUARD INDEX FDS | $2.6M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $2.6M |
GPCGENUINE PARTS CO | $2.5M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $2.5M |
BSCRINVESCO EXCH TRD SLF IDX FD | $2.5M |
BBSIBARRETT BUSINESS SVCS INC | $2.5M |
ONEWONEWATER MARINE INC | $2.5M |
CSXCSX CORP | $2.4M |
XMHQINVESCO EXCHANGE TRADED FD T | $2.4M |
JQUAJ P MORGAN EXCHANGE TRADED F | $2.4M |
VGLTVANGUARD SCOTTSDALE FDS | $2.4M |
DONSPDR DOW JONES INDL AVERAGE | $2.4M |
CITCINTAS CORP | $2.4M |
BMYBRISTOL-MYERS SQUIBB CO | $2.4M |
MCKMCKESSON CORP | $2.4M |
SCHYSCHWAB STRATEGIC TR | $2.4M |
GRMNGARMIN LTD | $2.4M |
NGLNGL ENERGY PARTNERS LP | $2.4M |
TXNTEXAS INSTRS INC | $2.3M |
FDSFACTSET RESH SYS INC | $2.3M |
SPGIS&P GLOBAL INC | $2.3M |
PFMINVESCO EXCHANGE TRADED FD T | $2.3M |
CBCHUBB LIMITED | $2.3M |
IYWISHARES TR | $2.3M |
VTIPVANGUARD MALVERN FDS | $2.3M |
IDV*ISHARES TR | $2.3M |
SPTISPDR SER TR | $2.2M |
NSCNORFOLK SOUTHN CORP | $2.2M |
IXCISHARES TR | $2.2M |
XLESELECT SECTOR SPDR TR | $2.2M |
SONOSONOS INC | $2.2M |
JMBSJANUS DETROIT STR TR | $2.2M |
VTHRVANGUARD SCOTTSDALE FDS | $2.2M |
USBUS BANCORP DEL | $2.2M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $2.2M |
SNPSSYNOPSYS INC | $2.2M |
WMBWILLIAMS COS INC | $2.2M |
MUNIPIMCO ETF TR | $2.1M |
TTTRANE TECHNOLOGIES PLC | $2.1M |
SYU1SYNOVUS FINL CORP | $2.1M |
BKNGBOOKING HOLDINGS INC | $2.1M |
AEPAMERICAN ELEC PWR CO INC | $2.1M |
IYJISHARES TR | $2.1M |
SDVYFIRST TR EXCHANGE-TRADED FD | $2.1M |
VGTVANGUARD WORLD FD | $2.1M |
FSKFS KKR CAP CORP | $2.1M |
DFAUDIMENSIONAL ETF TRUST | $2.1M |
VPUVANGUARD WORLD FD | $2.0M |
IVOOVANGUARD ADMIRAL FDS INC | $2.0M |
WTRGESSENTIAL UTILS INC | $2.0M |
PXHINVESCO EXCH TRADED FD TR II | $2.0M |
BDVGLITMAN GREGORY FDS TR | $2.0M |
QSRRESTAURANT BRANDS INTL INC | $2.0M |
ANGLVANECK ETF TRUST | $2.0M |
UBERUBER TECHNOLOGIES INC | $2.0M |
MARMARRIOTT INTL INC NEW | $2.0M |
SPHDINVESCO EXCH TRADED FD TR II | $1.9M |
IDUISHARES TR | $1.9M |
PYPLPAYPAL HLDGS INC | $1.9M |
PDPINVESCO EXCHANGE TRADED FD T | $1.9M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.9M |
JMUBJ P MORGAN EXCHANGE TRADED F | $1.9M |
CVSCVS HEALTH CORP | $1.9M |
BKBANK NEW YORK MELLON CORP | $1.9M |
VRPINVESCO EXCH TRADED FD TR II | $1.8M |
VPLVANGUARD INTL EQUITY INDEX F | $1.8M |
SPTLSPDR SER TR | $1.8M |
XARSPDR SER TR | $1.8M |
DOLWISDOMTREE TR | $1.8M |
GEVGE VERNOVA INC | $1.8M |
DGDOLLAR GEN CORP NEW | $1.8M |
RIORIO TINTO PLC | $1.8M |
SCHRSCHWAB STRATEGIC TR | $1.8M |