Waverly Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$9.1B
Holdings
1,184
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,184 positions)
| Stock | Value |
|---|---|
AVSUAMERICAN CENTY ETF TR | $9.2M |
TCAFT ROWE PRICE ETF INC | $9.2M |
DIHPDIMENSIONAL ETF TRUST | $9.1M |
AMGNAMGEN INC | $9.1M |
CWISPDR INDEX SHS FDS | $9.0M |
ROPROPER TECHNOLOGIES INC | $9.0M |
VRTXVERTEX PHARMACEUTICALS INC | $9.0M |
MDLZMONDELEZ INTL INC | $8.9M |
GSGOLDMAN SACHS GROUP INC | $8.9M |
HELOJ P MORGAN EXCHANGE TRADED F | $8.8M |
DPZDOMINOS PIZZA INC | $8.8M |
UNHUNITEDHEALTH GROUP INC | $8.7M |
NINISOURCE INC | $8.5M |
LMTLOCKHEED MARTIN CORP | $8.5M |
DYNFBLACKROCK ETF TRUST | $8.5M |
SCHWSCHWAB CHARLES CORP | $8.3M |
VNLAJANUS DETROIT STR TR | $8.2M |
ULUNILEVER PLC | $8.2M |
PGRPROGRESSIVE CORP | $8.1M |
SCZISHARES TR | $8.0M |
SCHZSCHWAB STRATEGIC TR | $7.8M |
WELLWELLTOWER INC | $7.8M |
MRVLMARVELL TECHNOLOGY INC | $7.7M |
FNDASCHWAB STRATEGIC TR | $7.7M |
EQIXEQUINIX INC | $7.7M |
XLVSELECT SECTOR SPDR TR | $7.7M |
PLTRPALANTIR TECHNOLOGIES INC | $7.7M |
KRKROGER CO | $7.6M |
IXUSISHARES TR | $7.6M |
PATKPATRICK INDS INC | $7.6M |
TYLTYLER TECHNOLOGIES INC | $7.6M |
XLCSELECT SECTOR SPDR TR | $7.5M |
MAMASTERCARD INCORPORATED | $7.4M |
CMECME GROUP INC | $7.4M |
PEYINVESCO EXCHANGE TRADED FD T | $7.4M |
MGKVANGUARD WORLD FD | $7.4M |
AMTAMERICAN TOWER CORP NEW | $7.4M |
MUMICRON TECHNOLOGY INC | $7.3M |
VBKVANGUARD INDEX FDS | $7.3M |
BSXBOSTON SCIENTIFIC CORP | $7.1M |
XLISELECT SECTOR SPDR TR | $7.0M |
EVSDMORGAN STANLEY ETF TRUST | $7.0M |
ORLYOREILLY AUTOMOTIVE INC | $7.0M |
MDTMEDTRONIC PLC | $6.9M |
SPEMSPDR INDEX SHS FDS | $6.9M |
ISRGINTUITIVE SURGICAL INC | $6.8M |
BURLBURLINGTON STORES INC | $6.8M |
BINCBLACKROCK ETF TRUST II | $6.8M |
TLTISHARES TR | $6.7M |
JSCPJ P MORGAN EXCHANGE TRADED F | $6.7M |
SMHVANECK ETF TRUST | $6.7M |
DFIVDIMENSIONAL ETF TRUST | $6.7M |
CBSEELEVATION SERIES TRUST | $6.7M |
VTVANGUARD INTL EQUITY INDEX F | $6.7M |
GTLSCHART INDS INC | $6.6M |
MDYSPDR S&P MIDCAP 400 ETF TR | $6.6M |
RJFRAYMOND JAMES FINL INC | $6.5M |
QCOMQUALCOMM INC | $6.5M |
VYMIVANGUARD WHITEHALL FDS | $6.5M |
DHRDANAHER CORPORATION | $6.5M |
QQQMINVESCO EXCH TRADED FD TR II | $6.5M |
DFAIDIMENSIONAL ETF TRUST | $6.4M |
COWZPACER FDS TR | $6.4M |
PCYINVESCO EXCH TRADED FD TR II | $6.4M |
ATDATI INC | $6.4M |
BXBLACKSTONE INC | $6.3M |
AGGYWISDOMTREE TR | $6.3M |
RTXRTX CORPORATION | $6.3M |
STESTERIS PLC | $6.1M |
CIBRFIRST TR EXCHANGE TRADED FD | $6.0M |
LINLINDE PLC | $6.0M |
4I1PHILIP MORRIS INTL INC | $5.9M |
SHYISHARES TR | $5.9M |
USFRWISDOMTREE TR | $5.9M |
DFLVDIMENSIONAL ETF TRUST | $5.9M |
GDGENERAL DYNAMICS CORP | $5.8M |
NVTNVENT ELECTRIC PLC | $5.8M |
DFISDIMENSIONAL ETF TRUST | $5.8M |
HQYHEALTHEQUITY INC | $5.7M |
PSXPHILLIPS 66 | $5.7M |
GEGE AEROSPACE | $5.7M |
VNQVANGUARD INDEX FDS | $5.7M |
VGKVANGUARD INTL EQUITY INDEX F | $5.6M |
DSGDESCARTES SYS GROUP INC | $5.6M |
PKWINVESCO EXCHANGE TRADED FD T | $5.6M |
NEARISHARES U S ETF TR | $5.6M |
SONYSONY GROUP CORP | $5.6M |
DFEVDIMENSIONAL ETF TRUST | $5.5M |
XLFISELECT SECTOR SPDR TR | $5.5M |
HYDBISHARES TR | $5.5M |
HASIHA SUSTAINABLE INFRA CAP INC | $5.5M |
SUBISHARES TR | $5.4M |
TJXTJX COS INC NEW | $5.4M |
DFAUDIMENSIONAL ETF TRUST | $5.4M |
INFYINFOSYS LTD | $5.4M |
XLYSELECT SECTOR SPDR TR | $5.4M |
EMXCISHARES INC | $5.4M |
PHMPULTE GROUP INC | $5.3M |
VMCVULCAN MATLS CO | $5.3M |
XLESELECT SECTOR SPDR TR | $5.3M |