Waverly Advisors, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$5.4M

Holdings

805

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (805 positions)

StockValue
TRVCCITIGROUP INC
$1.2M
RFREGIONS FINANCIAL CORP NEW
$1.2M
VGSHVANGUARD SCOTTSDALE FDS
$1.1M
KMXCARMAX INC
$1.1M
NKENIKE INC
$1.1M
RNSTRENASANT CORP
$1.1M
DDDUPONT DE NEMOURS INC
$1.1M
CVSCVS HEALTH CORP
$1.1M
BNDXVANGUARD CHARLOTTE FDS
$1.1M
PWVINVESCO EXCHANGE TRADED FD T
$1.1M
DVNDEVON ENERGY CORP NEW
$1.1M
CHRWC H ROBINSON WORLDWIDE INC
$1.1M
IWYISHARES TR
$1.1M
XLESELECT SECTOR SPDR TR
$1.0M
ILCVISHARES TR
$1.0M
ONON SEMICONDUCTOR CORP
$1.0M
PAYXPAYCHEX INC
$1.0M
COPCONOCOPHILLIPS
$1.0M
FDXFEDEX CORP
$1.0M
VERBEURVERB TECHNOLOGY CO INC
$1.0M
TJXTJX COS INC NEW
$998K
DHSWISDOMTREE TR
$995K
DONWISDOMTREE TR
$989K
LHXL3HARRIS TECHNOLOGIES INC
$985K
ICLNISHARES TR
$983K
TRMKTRUSTMARK CORP
$983K
AOKISHARES TR
$978K
MIGAMICROSTRATEGY INC
$970K
EZMWISDOMTREE TR
$967K
VCRVANGUARD WORLD FD
$954K
MCKMCKESSON CORP
$954K
HYDVANECK ETF TRUST
$947K
QQQMINVESCO EXCH TRADED FD TR II
$927K
NVSNNOVARTIS AG
$918K
CRSPCRISPR THERAPEUTICS AG
$911K
8CWCROWN CASTLE INC
$910K
PPLPPL CORP
$898K
AFLAFLAC INC
$894K
MDTMEDTRONIC PLC
$893K
XLFSELECT SECTOR SPDR TR
$891K
EWJISHARES INC
$887K
PWBINVESCO EXCHANGE TRADED FD T
$886K
PECOPHILLIPS EDISON & CO INC
$883K
PLXSPLEXUS CORP
$878K
HAEHAEMONETICS CORP MASS
$877K
PAAPLAINS ALL AMERN PIPELINE L
$874K
EMBISHARES TR
$865K
ESGVVANGUARD WORLD FD
$858K
GSLCGOLDMAN SACHS ETF TR
$846K
ABEVAMBEV SA
$845K
BABAALIBABA GROUP HLDG LTD
$831K
DDOMINION ENERGY INC
$831K
SHYDVANECK ETF TRUST
$830K
WATWATERS CORP
$827K
PNCPNC FINL SVCS GROUP INC
$825K
LAMRLAMAR ADVERTISING CO NEW
$819K
UBERUBER TECHNOLOGIES INC
$814K
SKMSK TELECOM LTD
$812K
BIZDVANECK ETF TRUST
$811K
DFATDIMENSIONAL ETF TRUST
$808K
NVONOVO-NORDISK A S
$807K
ARKGARK ETF TR
$804K
TTTRANE TECHNOLOGIES PLC
$802K
YUMYUM BRANDS INC
$801K
VVVANGUARD INDEX FDS
$799K
RSPUINVESCO EXCHANGE TRADED FD T
$795K
TSCOTRACTOR SUPPLY CO
$791K
AMATAPPLIED MATLS INC
$779K
IVLUISHARES TR
$765K
MAAMID-AMER APT CMNTYS INC
$763K
AEPAMERICAN ELEC PWR CO INC
$761K
BSXBOSTON SCIENTIFIC CORP
$753K
SPGMSPDR INDEX SHS FDS
$748K
DGXQUEST DIAGNOSTICS INC
$745K
COWZPACER FDS TR
$740K
CEGCONSTELLATION ENERGY CORP
$739K
CNRCANADIAN NATL RY CO
$729K
LHLABCORP HOLDINGS INC
$724K
VSGXVANGUARD WORLD FD
$722K
STIPISHARES TR
$720K
SYKSTRYKER CORPORATION
$717K
IEVISHARES TR
$712K
CTVACORTEVA INC
$712K
CHTRCHARTER COMMUNICATIONS INC N
$712K
WPCWP CAREY INC
$710K
CARRCARRIER GLOBAL CORPORATION
$709K
MPCMARATHON PETE CORP
$702K
SCHISCHWAB STRATEGIC TR
$698K
TEQIT ROWE PRICE ETF INC
$693K
BMYBRISTOL-MYERS SQUIBB CO
$692K
ADIANALOG DEVICES INC
$692K
ROMPROSHARES TR
$684K
PSXPHILLIPS 66
$681K
SBIWESTERN ASSET INTER MUNI FD
$678K
DGDOLLAR GEN CORP NEW
$674K
FGDFIRST TR EXCHANGE TRADED FD
$673K
FXGFIRST TR EXCHANGE TRADED FD
$673K
USFDUS FOODS HLDG CORP
$666K
OKEONEOK INC NEW
$665K
DFUVDIMENSIONAL ETF TRUST
$664K
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