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 |
|---|---|
MSIMOTOROLA SOLUTIONS INC | $1.1M |
BDXBECTON DICKINSON & CO | $1.1M |
EDCONSOLIDATED EDISON INC | $1.1M |
VKTXVIKING THERAPEUTICS INC | $1.1M |
SHOPSHOPIFY INC | $1.1M |
FFBCFIRST FINL BANCORP OH | $1.1M |
JCIJOHNSON CTLS INTL PLC | $1.1M |
NXPINXP SEMICONDUCTORS N V | $1.1M |
VPLVANGUARD INTL EQUITY INDEX F | $1.0M |
ESGVVANGUARD WORLD FD | $1.0M |
FIXDFIRST TR EXCHNG TRADED FD VI | $1.0M |
RSGREPUBLIC SVCS INC | $1.0M |
DDOMINION ENERGY INC | $1.0M |
PWBINVESCO EXCHANGE TRADED FD T | $1.0M |
HYDVANECK ETF TRUST | $1.0M |
GLDMWORLD GOLD TR | $1.0M |
A4SAMERIPRISE FINL INC | $1.0M |
GLGLOBE LIFE INC | $1.0M |
CMGCHIPOTLE MEXICAN GRILL INC | $991K |
FDVVFIDELITY COVINGTON TRUST | $990K |
DHSWISDOMTREE TR | $986K |
BDJBLACKROCK ENHANCED EQUITY DI | $985K |
ILCVISHARES TR | $984K |
VCRVANGUARD WORLD FD | $982K |
FIXCOMFORT SYS USA INC | $980K |
UYGPROSHARES TR | $979K |
EEMAISHARES INC | $962K |
CTVACORTEVA INC | $954K |
PHPARKER-HANNIFIN CORP | $947K |
CHTRCHARTER COMMUNICATIONS INC N | $946K |
PPLPPL CORP | $946K |
FFAFIRST TR ENHANCED EQUITY INC | $943K |
SLVISHARES SILVER TR | $941K |
DALDELTA AIR LINES INC DEL | $939K |
IFRAISHARES TR | $933K |
PECOPHILLIPS EDISON & CO INC | $930K |
SPGPINVESCO EXCHANGE TRADED FD T | $930K |
DONWISDOMTREE TR | $915K |
EWJISHARES INC | $911K |
VLOVALERO ENERGY CORP | $910K |
PALCPACER FDS TR | $909K |
BILSPDR SERIES TRUST | $904K |
SPGMSPDR INDEX SHS FDS | $903K |
AXONAXON ENTERPRISE INC | $886K |
RSPUINVESCO EXCHANGE TRADED FD T | $885K |
CHRWC H ROBINSON WORLDWIDE INC | $881K |
MRSHMARSH & MCLENNAN COS INC | $878K |
JMSTJ P MORGAN EXCHANGE TRADED F | $876K |
GWWGRAINGER W W INC | $875K |
YUMYUM BRANDS INC | $875K |
AOKISHARES TR | $871K |
SCHISCHWAB STRATEGIC TR | $869K |
CPCANADIAN PACIFIC KANSAS CITY | $868K |
XGDVXGABELLI DIVID & INCOME TR | $863K |
LAMRLAMAR ADVERTISING CO NEW | $861K |
IAU*ISHARES GOLD TR | $859K |
TMFGRBB FD INC | $853K |
ACWXISHARES TR | $851K |
PLXSPLEXUS CORP | $847K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $846K |
MPWRMONOLITHIC PWR SYS INC | $844K |
MLB1MERCADOLIBRE INC | $839K |
NVONOVO-NORDISK A S | $838K |
FFORD MTR CO | $832K |
XLRESELECT SECTOR SPDR TR | $823K |
TQQQPROSHARES TR | $820K |
ABEVAMBEV SA | $818K |
VGSHVANGUARD SCOTTSDALE FDS | $816K |
SHWSHERWIN WILLIAMS CO | $815K |
TTDTHE TRADE DESK INC | $814K |
FGDFIRST TR EXCHANGE TRADED FD | $814K |
LHLABCORP HOLDINGS INC | $810K |
FITBFIFTH THIRD BANCORP | $800K |
CSQCALAMOS STRATEGIC TOTAL RETU | $796K |
WATWATERS CORP | $795K |
IQLTISHARES TR | $790K |
SUSAISHARES TR | $786K |
SOXXISHARES TR | $786K |
AMLPALPS ETF TR | $786K |
EMBISHARES TR | $784K |
FERGFERGUSON ENTERPRISES INC | $781K |
BIPCBROOKFIELD INFRASTRUCTURE CO | $780K |
EZMWISDOMTREE TR | $780K |
DFATDIMENSIONAL ETF TRUST | $776K |
SSENTINELONE INC | $771K |
ETRENTERGY CORP NEW | $767K |
STIPISHARES TR | $765K |
ALLYALLY FINL INC | $749K |
CRSPCRISPR THERAPEUTICS AG | $749K |
FTSMFIRST TR EXCHANGE-TRADED FD | $747K |
ROKROCKWELL AUTOMATION INC | $741K |
ESGUISHARES TR | $738K |
IEVISHARES TR | $735K |
VTESVANGUARD WELLINGTON FD | $735K |
DGXQUEST DIAGNOSTICS INC | $730K |
DDDUPONT DE NEMOURS INC | $729K |
RVTROYCE SMALL CAP TRUST INC | $728K |
PEOEXELON CORP | $727K |
WSMWILLIAMS SONOMA INC | $726K |
LRCXLAM RESEARCH CORP | $725K |