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 |
|---|---|
PWRQUANTA SVCS INC | $495K |
CBRECBRE GROUP INC | $495K |
LVHILEGG MASON ETF INVT | $495K |
BAXBAXTER INTL INC | $494K |
ISPYPROSHARES TR | $490K |
INGING GROEP N.V. | $488K |
AYIACUITY INC | $488K |
CEMBISHARES INC | $488K |
COWGPACER FDS TR | $488K |
DRIDARDEN RESTAURANTS INC | $487K |
BROBROWN & BROWN INC | $487K |
SLYGSPDR SERIES TRUST | $487K |
SNYSANOFI | $484K |
GPIXGOLDMAN SACHS ETF TR | $482K |
HLTHILTON WORLDWIDE HLDGS INC | $479K |
AIVLWISDOMTREE TR | $478K |
OWLBLUE OWL CAPITAL INC | $477K |
JJACOBS SOLUTIONS INC | $469K |
PRUPRUDENTIAL FINL INC | $469K |
PHOINVESCO EXCHANGE TRADED FD T | $468K |
BCXBLACKROCK RES & COMMODITIES | $466K |
CCOCAMECO CORP | $466K |
FTCSFIRST TR EXCHANGE-TRADED FD | $466K |
SYFSYNCHRONY FINANCIAL | $464K |
GVIISHARES TR | $461K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $460K |
SCMBSCHWAB STRATEGIC TR | $458K |
WDAYWORKDAY INC | $456K |
IYTISHARES TR | $455K |
XLGINVESCO EXCHANGE TRADED FD T | $455K |
NUKZEXCHANGE TRADED CONCEPTS TRU | $454K |
RYNRAYONIER INC | $451K |
RBLXROBLOX CORP | $450K |
GRIDFIRST TR EXCHANGE TRADED FD | $448K |
SHVISHARES TR | $447K |
SNOWSNOWFLAKE INC | $445K |
MFCMANULIFE FINL CORP | $442K |
HBANHUNTINGTON BANCSHARES INC | $441K |
APOAPOLLO GLOBAL MGMT INC | $438K |
CPRTCOPART INC | $437K |
ECFELLSWORTH GROWTH & INCOME FD | $435K |
DOWDOW INC | $435K |
ABNBAIRBNB INC | $432K |
ROSTROSS STORES INC | $431K |
FPWRFIRST TR EXCHANGE-TRADED FD | $431K |
WABWABTEC | $430K |
ALCALCON AG | $429K |
PVALPUTNAM ETF TRUST | $429K |
VRTVERTIV HOLDINGS CO | $428K |
DFASDIMENSIONAL ETF TRUST | $423K |
BSCTINVESCO EXCH TRD SLF IDX FD | $422K |
QQQINVESCO EXCH TRD SLF IDX FD | $422K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $422K |
IGMISHARES TR | $422K |
XFRAXBLACKROCK FLOATING RATE INCO | $420K |
PSTGPURE STORAGE INC | $419K |
CDWCDW CORP | $419K |
KBIAKB FINL GROUP INC | $419K |
ITGARTNER INC | $418K |
VFMOVANGUARD WELLINGTON FD | $416K |
SERSERINA THERAPEUTICS INC | $416K |
EZUISHARES INC | $415K |
BSCSINVESCO EXCH TRD SLF IDX FD | $415K |
BRBROADRIDGE FINL SOLUTIONS IN | $411K |
SUSUNCOR ENERGY INC NEW | $410K |
TYTRI CONTL CORP | $409K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $406K |
BTCGRAYSCALE BITCOIN MINI TR ET | $406K |
GMFSPDR INDEX SHS FDS | $405K |
TRYBARINGS BDC INC | $405K |
JPXAEROVIRONMENT INC | $403K |
RFVINVESCO EXCHANGE TRADED FD T | $403K |
BMTABRITISH AMERN TOB PLC | $402K |
FNDFSCHWAB STRATEGIC TR | $402K |
VIOGVANGUARD ADMIRAL FDS INC | $402K |
ADSKAUTODESK INC | $402K |
IVOGVANGUARD ADMIRAL FDS INC | $398K |
FXUFIRST TR EXCHANGE TRADED FD | $398K |
XHESPDR SERIES TRUST | $394K |
QGROAMERICAN CENTY ETF TR | $393K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $390K |
THCTENET HEALTHCARE CORP | $390K |
BSCUINVESCO EXCH TRD SLF IDX FD | $390K |
LNTALLIANT ENERGY CORP | $389K |
FEFIRSTENERGY CORP | $388K |
SYLDCAMBRIA ETF TR | $387K |
IVTINVENTRUST PPTYS CORP | $386K |
CSHINEOS ETF TRUST | $385K |
PRPERMIAN RESOURCES CORP | $383K |
T7DTRANSDIGM GROUP INC | $382K |
QBTSD-WAVE QUANTUM INC | $380K |
ATOATMOS ENERGY CORP | $378K |
DFCFDIMENSIONAL ETF TRUST | $376K |
VONVVANGUARD SCOTTSDALE FDS | $374K |
PCHPOTLATCHDELTIC CORPORATION | $374K |
ORIOLD REP INTL CORP | $374K |
KEYSKEYSIGHT TECHNOLOGIES INC | $373K |
XMVMINVESCO EXCHANGE TRADED FD T | $373K |
PNWPINNACLE WEST CAP CORP | $371K |
NTNXNUTANIX INC | $370K |