Waverly Advisors, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$5.1M
Holdings
802
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (802 positions)
| Stock | Value |
|---|---|
DFAIDIMENSIONAL ETF TRUST | $5K |
ISRGINTUITIVE SURGICAL INC | $5K |
CIBRFIRST TR EXCHANGE TRADED FD | $4K |
CLXCLOROX CO DEL | $4K |
CTRACOTERRA ENERGY INC | $4K |
SPSMSPDR SER TR | $4K |
EAELECTRONIC ARTS INC | $4K |
FBNDFIDELITY MERRIMACK STR TR | $4K |
DYHTARGET CORP | $4K |
VMCVULCAN MATLS CO | $4K |
IXCISHARES TR | $4K |
TIPISHARES TR | $4K |
SPTSSPDR SER TR | $4K |
OXYOCCIDENTAL PETE CORP | $4K |
INTCINTEL CORP | $4K |
IJRISHARES TR | $4K |
INFYINFOSYS LTD | $4K |
ETENERGY TRANSFER L P | $4K |
LOWLOWES COS INC | $4K |
SRLNSSGA ACTIVE ETF TR | $4K |
SDYSPDR SER TR | $4K |
SLVISHARES SILVER TR | $4K |
SPLVINVESCO EXCH TRADED FD TR II | $4K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4K |
DEMWISDOMTREE TR | $4K |
SMHVANECK ETF TRUST | $4K |
KRKROGER CO | $4K |
IXNISHARES TR | $4K |
VXFVANGUARD INDEX FDS | $4K |
XLFISELECT SECTOR SPDR TR | $4K |
IGIBISHARES TR | $4K |
DFNMDIMENSIONAL ETF TRUST | $4K |
USRTISHARES TR | $3K |
GSGOLDMAN SACHS GROUP INC | $3K |
DFUSDIMENSIONAL ETF TRUST | $3K |
PXFINVESCO EXCH TRADED FD TR II | $3K |
IWOISHARES TR | $3K |
INTUINTUIT | $3K |
LINLINDE PLC | $3K |
SSBKSOUTHERN STS BANCSHARES INC | $3K |
IWRISHARES TR | $3K |
AVSDAMERICAN CENTY ETF TR | $3K |
XLYSELECT SECTOR SPDR TR | $3K |
WFCWELLS FARGO CO NEW | $3K |
ITWILLINOIS TOOL WKS INC | $3K |
VXUSVANGUARD STAR FDS | $3K |
IPINTERNATIONAL PAPER CO | $3K |
EPDENTERPRISE PRODS PARTNERS L | $3K |
HONHONEYWELL INTL INC | $3K |
UCBUNITED CMNTY BKS BLAIRSVLE G | $3K |
IBBISHARES TR | $3K |
SCHPSCHWAB STRATEGIC TR | $3K |
AOMISHARES TR | $3K |
SCHWSCHWAB CHARLES CORP | $3K |
IRMIRON MTN INC DEL | $3K |
PLTRPALANTIR TECHNOLOGIES INC | $3K |
DISDISNEY WALT CO | $3K |
NEENEXTERA ENERGY INC | $3K |
FXHFIRST TR EXCHANGE TRADED FD | $3K |
EMXCISHARES INC | $3K |
FVDFIRST TR VALUE LINE DIVID IN | $3K |
CWBSPDR SER TR | $3K |
VIGIVANGUARD WHITEHALL FDS | $3K |
CRMSALESFORCE INC | $3K |
XLUSELECT SECTOR SPDR TR | $3K |
SCHASCHWAB STRATEGIC TR | $3K |
VTEBVANGUARD MUN BD FDS | $3K |
BIVVANGUARD BD INDEX FDS | $3K |
BXBLACKSTONE INC | $3K |
RTXRTX CORPORATION | $3K |
ADBEADOBE INC | $3K |
FIWFIRST TR EXCHANGE-TRADED FD | $3K |
VBRVANGUARD INDEX FDS | $3K |
MGMTUNIFIED SER TR | $3K |
VKTXVIKING THERAPEUTICS INC | $3K |
FSKFS KKR CAP CORP | $3K |
BLKCHFBLACKROCK INC | $2K |
MUMICRON TECHNOLOGY INC | $2K |
SONYSONY GROUP CORP | $2K |
NSCNORFOLK SOUTHN CORP | $2K |
ESMLISHARES TR | $2K |
FNDESCHWAB STRATEGIC TR | $2K |
SCHYSCHWAB STRATEGIC TR | $2K |
PFMINVESCO EXCHANGE TRADED FD T | $2K |
NEMNEWMONT CORP | $2K |
FCNCAFIRST CTZNS BANCSHARES INC N | $2K |
ETNEATON CORP PLC | $2K |
DFISDIMENSIONAL ETF TRUST | $2K |
4I1PHILIP MORRIS INTL INC | $2K |
SCHRSCHWAB STRATEGIC TR | $2K |
VTIPVANGUARD MALVERN FDS | $2K |
KKRKKR & CO INC | $2K |
IDV*ISHARES TR | $2K |
GBTCGRAYSCALE BITCOIN TR BTC | $2K |
PKGPACKAGING CORP AMER | $2K |
XRSFXRIVERNORTH CAP AND INCM FD I | $2K |
MMM3M CO | $2K |
DHRDANAHER CORPORATION | $2K |
AVDEAMERICAN CENTY ETF TR | $2K |
SMMUPIMCO ETF TR | $2K |