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 |
|---|---|
DHRDANAHER CORPORATION | $2.4M |
VTIPVANGUARD MALVERN FDS | $2.3M |
VHTVANGUARD WORLD FD | $2.3M |
SMMUPIMCO ETF TR | $2.3M |
AQLTISHARES TR | $2.3M |
IFRAISHARES TR | $2.3M |
SPYINEOS ETF TRUST | $2.3M |
EEMISHARES TR | $2.3M |
IYJISHARES TR | $2.3M |
SCHPSCHWAB STRATEGIC TR | $2.3M |
FDSFACTSET RESH SYS INC | $2.3M |
VKTXVIKING THERAPEUTICS INC | $2.3M |
JPIBJ P MORGAN EXCHANGE TRADED F | $2.3M |
VTHRVANGUARD SCOTTSDALE FDS | $2.3M |
GILDGILEAD SCIENCES INC | $2.3M |
IVOOVANGUARD ADMIRAL FDS INC | $2.2M |
HEFAISHARES TR | $2.2M |
VFHVANGUARD WORLD FD | $2.2M |
SLVISHARES SILVER TR | $2.2M |
XRSFXRIVERNORTH CAP AND INCM FD I | $2.2M |
MUMICRON TECHNOLOGY INC | $2.2M |
PXHINVESCO EXCH TRADED FD TR II | $2.1M |
GBTCGRAYSCALE BITCOIN TR BTC | $2.1M |
EMREMERSON ELEC CO | $2.1M |
DFAUDIMENSIONAL ETF TRUST | $2.0M |
USMVISHARES TR | $2.0M |
PDPINVESCO EXCHANGE TRADED FD T | $2.0M |
TXNTEXAS INSTRS INC | $2.0M |
MOALTRIA GROUP INC | $2.0M |
VRPINVESCO EXCH TRADED FD TR II | $2.0M |
SPTISPDR SER TR | $2.0M |
GRIDFIRST TR EXCHANGE TRADED FD | $2.0M |
CITHE CIGNA GROUP | $2.0M |
NFLXNETFLIX INC | $1.9M |
IDUISHARES TR | $1.9M |
BHPBHP GROUP LTD | $1.9M |
DOLWISDOMTREE TR | $1.9M |
GEGE AEROSPACE | $1.9M |
XMHQINVESCO EXCHANGE TRADED FD T | $1.9M |
RIORIO TINTO PLC | $1.9M |
AVDEAMERICAN CENTY ETF TR | $1.9M |
KMIKINDER MORGAN INC DEL | $1.9M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.8M |
BABOEING CO | $1.8M |
VPUVANGUARD WORLD FD | $1.8M |
CMCSACOMCAST CORP NEW | $1.8M |
VGTVANGUARD WORLD FD | $1.8M |
PGXINVESCO EXCH TRADED FD TR II | $1.8M |
CMECME GROUP INC | $1.8M |
ADPAUTOMATIC DATA PROCESSING IN | $1.8M |
SSBUSDSOUTHSTATE CORPORATION | $1.8M |
DISVDIMENSIONAL ETF TRUST | $1.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.8M |
PYPLPAYPAL HLDGS INC | $1.7M |
GQ9SPDR GOLD TR | $1.7M |
SHMSPDR SER TR | $1.7M |
JMBSJANUS DETROIT STR TR | $1.7M |
PZAINVESCO EXCH TRADED FD TR II | $1.7M |
WTRGESSENTIAL UTILS INC | $1.7M |
MUNIPIMCO ETF TR | $1.7M |
ELVELEVANCE HEALTH INC | $1.7M |
LMTLOCKHEED MARTIN CORP | $1.7M |
MDLZMONDELEZ INTL INC | $1.7M |
RKLBROCKET LAB USA INC | $1.7M |
DONSPDR DOW JONES INDL AVERAGE | $1.7M |
SHYGISHARES TR | $1.7M |
DKNGDRAFTKINGS INC NEW | $1.6M |
WMBWILLIAMS COS INC | $1.6M |
CSXCSX CORP | $1.6M |
DLSWISDOMTREE TR | $1.6M |
FTSLFIRST TR EXCHANGE-TRADED FD | $1.6M |
IEFISHARES TR | $1.6M |
PKWINVESCO EXCHANGE TRADED FD T | $1.6M |
JMUBJ P MORGAN EXCHANGE TRADED F | $1.6M |
IHIISHARES TR | $1.5M |
EMLPFIRST TR EXCHANGE-TRADED FD | $1.5M |
CMICUMMINS INC | $1.5M |
BKLNINVESCO EXCH TRADED FD TR II | $1.5M |
CBCHUBB LIMITED | $1.5M |
WELLWELLTOWER INC | $1.5M |
AMDADVANCED MICRO DEVICES INC | $1.5M |
SPTLSPDR SER TR | $1.5M |
AVMUAMERICAN CENTY ETF TR | $1.4M |
BKNGBOOKING HOLDINGS INC | $1.4M |
TDYTELEDYNE TECHNOLOGIES INC | $1.4M |
ITMVANECK ETF TRUST | $1.4M |
BLKBBLACKBAUD INC | $1.4M |
IJJISHARES TR | $1.4M |
RYROYAL BK CDA | $1.4M |
PFFDGLOBAL X FDS | $1.4M |
OREALTY INCOME CORP | $1.4M |
SYU1SYNOVUS FINL CORP | $1.4M |
SFNCSIMMONS 1ST NATL CORP | $1.4M |
HYDBISHARES TR | $1.4M |
FBTFIRST TR EXCHANGE-TRADED FD | $1.4M |
XARSPDR SER TR | $1.4M |
SPHDINVESCO EXCH TRADED FD TR II | $1.3M |
ROPROPER TECHNOLOGIES INC | $1.3M |
ORLYOREILLY AUTOMOTIVE INC | $1.3M |
APDAIR PRODS & CHEMS INC | $1.3M |