Waverly Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$10.0B
Holdings
1,277
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,277 positions)
| Stock | Value |
|---|---|
AURAURORA INNOVATION INC | $163K |
FVCBFVCBANKCORP INC | $159K |
SANBANCO SANTANDER S.A. | $156K |
PAXPATRIA INVESTMENTS LIMITED | $151K |
PBRPETROLEO BRASILEIRO SA PETRO | $149K |
RFMZRIVERNORTH FLEXIBLE MUNI INC | $146K |
PKSTPEAKSTONE REALTY TRUST | $145K |
XEXGXEATON VANCE TAX-MANAGED GLOB | $144K |
VALEVALE S A | $140K |
CLFCLEVELAND-CLIFFS INC NEW | $138K |
WENWENDYS CO | $136K |
AEGAEGON LTD | $134K |
FTFFRANKLIN LTD DURATION INCOME | $131K |
LBTYALIBERTY GLOBAL LTD | $129K |
UAAUNDER ARMOUR INC | $128K |
HIMXHIMAX TECHNOLOGIES INC | $123K |
BGCBGC GROUP INC | $115K |
JPCNUVEEN PFD & INCOME OPPORTUN | $115K |
IBRXIMMUNITYBIO INC | $110K |
ETJEATON VANCE RISK-MANAGED DIV | $104K |
VTRSVIATRIS INC | $99K |
ITUBITAU UNIBANCO HLDG S A | $99K |
ASGLIBERTY ALL-STAR GROWTH FD I | $98K |
SPYSPDR S&P 500 ETF TR | $98K |
MFMMFS MUN INCOME TR | $98K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $93K |
FUNDSPROTT FOCUS TR INC | $90K |
MVFBLACKROCK MUNIVEST FD INC | $88K |
CODACODA OCTOPUS GROUP INC | $80K |
MXCTGBXMAXCYTE INC | $79K |
ARCOARCOS DORADOS HOLDINGS INC | $74K |
MFGMIZUHO FINANCIAL GROUP INC | $74K |
NVTSNAVITAS SEMICONDUCTOR CORP | $73K |
MMTMFS MULTIMARKET INCOME TR | $70K |
MPTMEDICAL PPTYS TRUST INC | $67K |
PUMPPROPETRO HLDG CORP | $65K |
MNKDMANNKIND CORP | $65K |
SZ7AMERICAS GOLD AND SILVER COR | $62K |
NDQINVESCO QQQ TR | $60K |
PLUNPLUG POWER INC | $58K |
BBDBANCO BRADESCO S A | $53K |
CTSOCYTOSORBENTS CORP | $52K |
VOOVANGUARD INDEX FDS | $45K |
LLYELI LILLY & CO | $39K |
NFENEW FORTRESS ENERGY INC | $37K |
TDYTELEDYNE TECHNOLOGIES INC | $34K |
FCNCAFIRST CTZNS BANCSHARES INC D | $33K |
MLMMARTIN MARIETTA MATLS INC | $31K |
AZOAUTOZONE INC | $28K |
DHYCREDIT SUISSE HIGH YIELD CRE | $24K |
BLKBLACKROCK INC | $24K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $21K |
METAMETA PLATFORMS INC | $21K |
SABRSABRE CORP | $20K |
TRXTRX GOLD CORPORATION | $16K |
COSTCOSTCO WHSL CORP NEW | $16K |
GONGERON CORP | $15K |
GSGOLDMAN SACHS GROUP INC | $10K |
INTUINTUIT | $10K |
WWRWESTWATER RES INC | $9K |
NFLXNETFLIX INC | $9K |
MAMASTERCARD INCORPORATED | $8K |
EQIXEQUINIX INC | $8K |
MDYSPDR S&P MIDCAP 400 ETF TR | $7K |
TYLTYLER TECHNOLOGIES INC | $7K |
NOCNORTHROP GRUMMAN CORP | $6K |
ASMLASML HOLDING N V | $5K |
GEVGE VERNOVA INC | $5K |
VGTVANGUARD WORLD FD | $4K |
MCKMCKESSON CORP | $3K |
BKNGBOOKING HOLDINGS INC | $3K |
NOWSERVICENOW INC | $2K |
FIXCOMFORT SYS USA INC | $2K |
MKLMARKEL GROUP INC | $1K |
MPWRMONOLITHIC PWR SYS INC | $1K |
REGNREGENERON PHARMACEUTICALS | $1K |
GWWGRAINGER W W INC | $1K |
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