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
TPDSOMNIGROUP INTERNATIONAL INC
$672K
FGDFIRST TR EXCHANGE TRADED FD
$670K
PREFPRINCIPAL EXCHANGE TRADED FD
$665K
PRAPROASSURANCE CORP
$664K
MPWRMONOLITHIC PWR SYS INC
$663K
DFUVDIMENSIONAL ETF TRUST
$661K
DGXQUEST DIAGNOSTICS INC
$659K
SOXXISHARES TR
$653K
FT2FIRST HORIZON CORPORATION
$653K
SLBSCHLUMBERGER LTD
$650K
AONAON PLC
$647K
BFORALPS ETF TR
$644K
KDPKEURIG DR PEPPER INC
$642K
MINOPIMCO ETF TR
$641K
MLB1MERCADOLIBRE INC
$634K
CNRCANADIAN NATL RY CO
$633K
SUREADVISORSHARES TR
$633K
OXYOCCIDENTAL PETE CORP
$632K
BOXXEA SERIES TRUST
$630K
AJGGALLAGHER ARTHUR J & CO
$630K
CLOIVANECK ETF TRUST
$627K
IPINTERNATIONAL PAPER CO
$626K
IGFISHARES TR
$626K
FXGFIRST TR EXCHANGE TRADED FD
$625K
WPCWP CAREY INC
$625K
FOXFFOX FACTORY HLDG CORP
$618K
ABCBAMERIS BANCORP
$615K
TEQIT ROWE PRICE ETF INC
$612K
XELXCEL ENERGY INC
$603K
ACWXISHARES TR
$603K
FANGDIAMONDBACK ENERGY INC
$594K
XLBSELECT SECTOR SPDR TR
$588K
SUSUNCOR ENERGY INC NEW
$581K
SIXGETF SER SOLUTIONS
$579K
LRCXLAM RESEARCH CORP
$577K
DHID R HORTON INC
$576K
VTESVANGUARD WELLINGTON FD
$569K
ESGDISHARES TR
$566K
SKYYFIRST TR EXCHANGE TRADED FD
$565K
ROKROCKWELL AUTOMATION INC
$562K
WECWEC ENERGY GROUP INC
$562K
IQVIQVIA HLDGS INC
$561K
BSCPINVESCO EXCH TRD SLF IDX FD
$559K
FDLFIRST TR MORNINGSTAR DIVID L
$556K
ZTSZOETIS INC
$556K
BAXBAXTER INTL INC
$552K
MSOSADVISORSHARES TR
$552K
HSYHERSHEY CO
$550K
FLRNSPDR SER TR
$546K
SNYSANOFI
$546K
AXONAXON ENTERPRISE INC
$546K
ROMPROSHARES TR
$545K
FCXFREEPORT-MCMORAN INC
$544K
BROBROWN & BROWN INC
$541K
FASTFASTENAL CO
$539K
DFASDIMENSIONAL ETF TRUST
$532K
HCAHCA HEALTHCARE INC
$529K
IEURISHARES TR
$527K
CAHCARDINAL HEALTH INC
$524K
RDVIFIRST TR EXCHANGE-TRADED FD
$521K
CRSPCRISPR THERAPEUTICS AG
$519K
GSKGSK PLC
$518K
UBSUBS GROUP AG
$517K
KHCKRAFT HEINZ CO
$513K
FNDFSCHWAB STRATEGIC TR
$512K
URIUNITED RENTALS INC
$508K
ODFLOLD DOMINION FREIGHT LINE IN
$508K
LVLNSPDR SER TR
$507K
SPXCSPX TECHNOLOGIES INC
$506K
USFDUS FOODS HLDG CORP
$506K
COFCAPITAL ONE FINL CORP
$504K
FIXCOMFORT SYS USA INC
$502K
DUSADAVIS FUNDAMENTAL ETF TR
$500K
AVESAMERICAN CENTY ETF TR
$496K
SSNCSS&C TECHNOLOGIES HLDGS INC
$495K
SUXTD SYNNEX CORPORATION
$488K
PHOINVESCO EXCHANGE TRADED FD T
$488K
KLACKLA CORP
$488K
BSMQINVESCO EXCH TRD SLF IDX FD
$488K
ISPYPROSHARES TR
$486K
CEMBISHARES INC
$485K
CBRECBRE GROUP INC
$483K
VFMOVANGUARD WELLINGTON FD
$483K
RYNRAYONIER INC
$481K
ROLROLLINS INC
$481K
SJNKSPDR SER TR
$480K
TQQQPROSHARES TR
$478K
GEHCGE HEALTHCARE TECHNOLOGIES I
$478K
AMLPALPS ETF TR
$478K
FERGFERGUSON ENTERPRISES INC
$477K
FTNTFORTINET INC
$476K
GBILGOLDMAN SACHS ETF TR
$475K
AVYAVERY DENNISON CORP
$475K
HUMAHUMACYTE INC
$474K
AIVLWISDOMTREE TR
$473K
SHPROSHARES TR
$473K
BAMBROOKFIELD ASSET MANAGMT LTD
$470K
BCXBLACKROCK RES & COMMODITIES
$469K
MCOMOODYS CORP
$469K
EOGEOG RES INC
$469K
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