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 |
|---|---|
THOTHOR INDS INC | $466K |
SLYGSPDR SER TR | $464K |
CPRTCOPART INC | $461K |
IVTINVENTRUST PPTYS CORP | $461K |
PRUPRUDENTIAL FINL INC | $460K |
GVIISHARES TR | $458K |
FTCSFIRST TR EXCHANGE-TRADED FD | $453K |
GRXGABELLI HLTHCARE & WELLNESS | $452K |
EBAEBAY INC. | $451K |
OTISOTIS WORLDWIDE CORP | $451K |
ALCALCON AG | $451K |
DFSIDIMENSIONAL ETF TRUST | $440K |
TRYBARINGS BDC INC | $440K |
INGING GROEP N.V. | $440K |
IYTISHARES TR | $438K |
MFCMANULIFE FINL CORP | $435K |
HWMHOWMET AEROSPACE INC | $434K |
PCHPOTLATCHDELTIC CORPORATION | $434K |
QQQINVESCO EXCH TRD SLF IDX FD | $433K |
CCLCARNIVAL CORP | $429K |
CSHINEOS ETF TRUST | $429K |
AYIACUITY INC | $427K |
FXLFIRST TR EXCHANGE TRADED FD | $427K |
PRPERMIAN RESOURCES CORP | $424K |
XFRAXBLACKROCK FLOATING RATE INCO | $422K |
RXSTRXSIGHT INC | $420K |
KK0NEXTNAV INC | $418K |
FPWRFIRST TR EXCHANGE-TRADED FD | $416K |
KVUEKENVUE INC | $416K |
APOAPOLLO GLOBAL MGMT INC | $407K |
PVALPUTNAM ETF TRUST | $406K |
BRBROADRIDGE FINL SOLUTIONS IN | $406K |
BSCTINVESCO EXCH TRD SLF IDX FD | $405K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $404K |
RCLROYAL CARIBBEAN GROUP | $401K |
LNTALLIANT ENERGY CORP | $401K |
WDAYWORKDAY INC | $400K |
XHESPDR SER TR | $399K |
FXUFIRST TR EXCHANGE TRADED FD | $397K |
PNWPINNACLE WEST CAP CORP | $394K |
QGROAMERICAN CENTY ETF TR | $392K |
SPIPSPDR SER TR | $391K |
WABWABTEC | $391K |
GLDMWORLD GOLD TR | $391K |
TYTRI CONTL CORP | $390K |
PFLDETF SER SOLUTIONS | $389K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $389K |
ABNBAIRBNB INC | $386K |
FEFIRSTENERGY CORP | $385K |
ECFELLSWORTH GROWTH & INCOME FD | $384K |
RPMRPM INTL INC | $383K |
HBANHUNTINGTON BANCSHARES INC | $383K |
SERSERINA THERAPEUTICS INC | $383K |
DRIDARDEN RESTAURANTS INC | $380K |
SYLDCAMBRIA ETF TR | $380K |
RFVINVESCO EXCHANGE TRADED FD T | $376K |
ATOATMOS ENERGY CORP | $375K |
OWLBLUE OWL CAPITAL INC | $375K |
DFCFDIMENSIONAL ETF TRUST | $374K |
BKRBAKER HUGHES COMPANY | $374K |
STZCONSTELLATION BRANDS INC | $373K |
7HPHP INC | $373K |
VGITVANGUARD SCOTTSDALE FDS | $373K |
BSCUINVESCO EXCH TRD SLF IDX FD | $372K |
BSCSINVESCO EXCH TRD SLF IDX FD | $370K |
VMBSVANGUARD SCOTTSDALE FDS | $367K |
APHAMPHENOL CORP NEW | $366K |
GMFSPDR INDEX SHS FDS | $364K |
VIOGVANGUARD ADMIRAL FDS INC | $363K |
VONVVANGUARD SCOTTSDALE FDS | $363K |
GISGENERAL MLS INC | $361K |
GNRCGENERAC HLDGS INC | $359K |
IGMISHARES TR | $357K |
PMBSPIMCO ETF TR | $355K |
DUOLDUOLINGO INC | $355K |
JDJD.COM INC | $355K |
CHKPCHECK POINT SOFTWARE TECH LT | $354K |
FTLSFIRST TR EXCH TRADED FD III | $353K |
SUSBISHARES TR | $351K |
OCULOCULAR THERAPEUTIX INC | $350K |
MEARISHARES U S ETF TR | $347K |
CWEN/ACLEARWAY ENERGY INC | $346K |
EFXEQUIFAX INC | $346K |
SMLVSPDR SER TR | $346K |
WYWEYERHAEUSER CO MTN BE | $344K |
MHKMOHAWK INDS INC | $344K |
IVOGVANGUARD ADMIRAL FDS INC | $343K |
PCARPACCAR INC | $342K |
SYFSYNCHRONY FINANCIAL | $341K |
LENLENNAR CORP | $338K |
BSCVINVESCO EXCH TRD SLF IDX FD | $336K |
TMDXTRANSMEDICS GROUP INC | $336K |
ROSTROSS STORES INC | $335K |
LVHILEGG MASON ETF INVT | $335K |
YUMCYUM CHINA HLDGS INC | $333K |
BLDRBUILDERS FIRSTSOURCE INC | $331K |
SILASILA REALTY TRUST INC | $330K |
T7DTRANSDIGM GROUP INC | $329K |
PPGPPG INDS INC | $328K |
SAPSAP SE | $327K |