Waverly Advisors, LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$5.4B
Holdings
805
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (805 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $500.1M |
VUGVANGUARD INDEX FDS | $235.8M |
PRFINVESCO EXCHANGE TRADED FD T | $165.1M |
VIGVANGUARD SPECIALIZED FUNDS | $160.5M |
AAPLAPPLE INC | $129.2M |
VOEVANGUARD INDEX FDS | $110.1M |
IWBISHARES TR | $105.7M |
RSPINVESCO EXCHANGE TRADED FD T | $94.8M |
AVUVAMERICAN CENTY ETF TR | $84.3M |
VONEVANGUARD SCOTTSDALE FDS | $80.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $73.9M |
VOTVANGUARD INDEX FDS | $68.9M |
VTIVANGUARD INDEX FDS | $67.7M |
MSFTMICROSOFT CORP | $67.0M |
SPYSPDR S&P 500 ETF TR | $60.1M |
IWFISHARES TR | $57.7M |
PRFZINVESCO EXCHANGE TRADED FD T | $57.2M |
AVLVAMERICAN CENTY ETF TR | $56.5M |
IWVISHARES TR | $46.6M |
VTVVANGUARD INDEX FDS | $46.3M |
VEAVANGUARD TAX-MANAGED FDS | $45.2M |
SPABSPDR SER TR | $43.6M |
IJHISHARES TR | $42.0M |
AVUSAMERICAN CENTY ETF TR | $41.1M |
VYMVANGUARD WHITEHALL FDS | $41.0M |
NDQINVESCO QQQ TR | $40.1M |
SCHDSCHWAB STRATEGIC TR | $39.3M |
SGOVISHARES TR | $34.8M |
NVDANVIDIA CORPORATION | $33.4M |
VCITVANGUARD SCOTTSDALE FDS | $33.1M |
IVWISHARES TR | $31.5M |
SPYGSPDR SER TR | $29.7M |
ECLECOLAB INC | $29.5M |
AMZNAMAZON COM INC | $27.6M |
VOOVANGUARD INDEX FDS | $27.0M |
IWMISHARES TR | $26.7M |
JPMJPMORGAN CHASE & CO. | $26.1M |
GOOGLALPHABET INC | $26.0M |
KOCOCA COLA CO | $25.7M |
SPTMSPDR SER TR | $25.6M |
VCSHVANGUARD SCOTTSDALE FDS | $25.1M |
SCHBSCHWAB STRATEGIC TR | $24.9M |
MINTPIMCO ETF TR | $24.0M |
HDVISHARES TR | $23.9M |
ACNACCENTURE PLC IRELAND | $23.9M |
SPYVSPDR SER TR | $23.3M |
HDHOME DEPOT INC | $22.7M |
EFVISHARES TR | $22.5M |
IWDISHARES TR | $22.3M |
VUSBVANGUARD BD INDEX FDS | $21.3M |
ABBVABBVIE INC | $19.5M |
XOMEXXON MOBIL CORP | $19.4M |
PGPROCTER AND GAMBLE CO | $18.9M |
JPIEJ P MORGAN EXCHANGE TRADED F | $18.5M |
IVEISHARES TR | $18.2M |
SPYMSPDR SER TR | $18.2M |
JNJJOHNSON & JOHNSON | $18.1M |
VDCVANGUARD WORLD FD | $18.0M |
SCHGSCHWAB STRATEGIC TR | $17.9M |
IJSISHARES TR | $17.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $16.7M |
SPSBSPDR SER TR | $16.5M |
WMTWALMART INC | $16.0M |
SPMDSPDR SER TR | $15.8M |
CBLSLISTED FD TR | $15.5M |
LLYELI LILLY & CO | $15.4M |
DFSDDIMENSIONAL ETF TRUST | $15.3M |
EFGISHARES TR | $15.1M |
SOSOUTHERN CO | $15.0M |
SPDWSPDR INDEX SHS FDS | $15.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $14.8M |
AORISHARES TR | $14.7M |
EFAISHARES TR | $14.5M |
USTBVICTORY PORTFOLIOS II | $14.3M |
WMWASTE MGMT INC DEL | $14.1M |
VWOVANGUARD INTL EQUITY INDEX F | $14.0M |
IWSISHARES TR | $14.0M |
IWNISHARES TR | $13.9M |
DEDEERE & CO | $13.7M |
IEIISHARES TR | $13.5M |
AGGISHARES TR | $13.5M |
SPIBSPDR SER TR | $13.4M |
SCHFSCHWAB STRATEGIC TR | $13.4M |
PEPPEPSICO INC | $13.3M |
VTWOVANGUARD SCOTTSDALE FDS | $12.9M |
GOOGALPHABET INC | $12.9M |
VVISA INC | $12.9M |
EVSDMORGAN STANLEY ETF TRUST | $12.6M |
MUBISHARES TR | $12.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $12.5M |
GDXVANECK ETF TRUST | $12.4M |
ORCLORACLE CORP | $12.3M |
SCHMSCHWAB STRATEGIC TR | $12.3M |
XFEBFIRST TR EXCH TRADED FD III | $11.9M |
AVDVAMERICAN CENTY ETF TR | $11.9M |
AVEMAMERICAN CENTY ETF TR | $11.8M |
DGROISHARES TR | $11.7M |
SFBSSERVISFIRST BANCSHARES INC | $11.7M |
PSAPUBLIC STORAGE OPER CO | $11.7M |
MCXMCCORMICK & CO INC | $11.6M |
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