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 |
|---|---|
HELOJ P MORGAN EXCHANGE TRADED F | $10.0M |
KMBKIMBERLY-CLARK CORP | $10.0M |
QVALEA SERIES TRUST | $9.8M |
IGSBISHARES TR | $9.8M |
AVSUAMERICAN CENTY ETF TR | $9.8M |
INTUINTUIT | $9.8M |
CPAYCORPAY INC | $9.8M |
UNHUNITEDHEALTH GROUP INC | $9.8M |
QCOMQUALCOMM INC | $9.6M |
BMIBADGER METER INC | $9.6M |
CAIECALAMOS ETF TR | $9.5M |
PLTRPALANTIR TECHNOLOGIES INC | $9.4M |
NFLXNETFLIX INC | $9.3M |
MRVLMARVELL TECHNOLOGY INC | $9.3M |
AMGNAMGEN INC | $9.0M |
SCHWSCHWAB CHARLES CORP | $8.9M |
VHTVANGUARD WORLD FD | $8.7M |
FNDASCHWAB STRATEGIC TR | $8.7M |
MCXMCCORMICK & CO INC | $8.6M |
VNLAJANUS DETROIT STR TR | $8.6M |
DPZDOMINOS PIZZA INC | $8.6M |
IXUSISHARES TR | $8.5M |
PATKPATRICK INDS INC | $8.5M |
SPEMSPDR INDEX SHS FDS | $8.4M |
ORLYOREILLY AUTOMOTIVE INC | $8.4M |
BDYNBLACKROCK ETF TRUST | $8.4M |
SCZISHARES TR | $8.4M |
CLCOLGATE PALMOLIVE CO | $8.3M |
MAMASTERCARD INCORPORATED | $8.3M |
XLESELECT SECTOR SPDR TR | $8.3M |
XLCSELECT SECTOR SPDR TR | $8.2M |
MDLZMONDELEZ INTL INC | $8.2M |
BINCBLACKROCK ETF TRUST II | $8.2M |
PEYINVESCO EXCHANGE TRADED FD T | $8.2M |
ROPROPER TECHNOLOGIES INC | $8.1M |
XLISELECT SECTOR SPDR TR | $8.0M |
PLMRPALOMAR HLDGS INC | $8.0M |
SMHVANECK ETF TRUST | $7.9M |
VRTXVERTEX PHARMACEUTICALS INC | $7.9M |
EQIXEQUINIX INC | $7.9M |
TAT&T INC | $7.9M |
SNPSSYNOPSYS INC | $7.8M |
QQQMINVESCO EXCH TRADED FD TR II | $7.8M |
VTVANGUARD INTL EQUITY INDEX F | $7.8M |
VBKVANGUARD INDEX FDS | $7.8M |
NVTNVENT ELECTRIC PLC | $7.8M |
ULUNILEVER PLC | $7.6M |
BURLBURLINGTON STORES INC | $7.6M |
XLVSELECT SECTOR SPDR TR | $7.6M |
RJFRAYMOND JAMES FINL INC | $7.5M |
GEGE AEROSPACE | $7.5M |
CBSEELEVATION SERIES TRUST | $7.5M |
KRKROGER CO | $7.4M |
DFIVDIMENSIONAL ETF TRUST | $7.4M |
PGRPROGRESSIVE CORP | $7.4M |
RTXRTX CORPORATION | $7.4M |
BDVLBLACKROCK ETF TRUST | $7.3M |
WELLWELLTOWER INC | $7.3M |
INTCINTEL CORP | $7.3M |
AGGYWISDOMTREE TR | $7.3M |
MDYSPDR S&P MIDCAP 400 ETF TR | $7.3M |
XLUSELECT SECTOR SPDR TR | $7.2M |
AMTAMERICAN TOWER CORP NEW | $7.2M |
GDGENERAL DYNAMICS CORP | $7.1M |
PCYINVESCO EXCH TRADED FD TR II | $7.1M |
BSXBOSTON SCIENTIFIC CORP | $6.9M |
STESTERIS PLC | $6.9M |
PHMPULTE GROUP INC | $6.9M |
TYLTYLER TECHNOLOGIES INC | $6.9M |
JSCPJ P MORGAN EXCHANGE TRADED F | $6.7M |
TJXTJX COS INC NEW | $6.6M |
DGRWWISDOMTREE TR | $6.6M |
DHRDANAHER CORPORATION | $6.6M |
DFISDIMENSIONAL ETF TRUST | $6.5M |
HASIHA SUSTAINABLE INFRA CAP INC | $6.5M |
NEMNEWMONT CORP | $6.4M |
DIHPDIMENSIONAL ETF TRUST | $6.4M |
DFAIDIMENSIONAL ETF TRUST | $6.4M |
VMCVULCAN MATLS CO | $6.3M |
ISRGINTUITIVE SURGICAL INC | $6.3M |
LINLINDE PLC | $6.3M |
CIBRFIRST TR EXCHANGE TRADED FD | $6.3M |
DFLVDIMENSIONAL ETF TRUST | $6.3M |
EVSDMORGAN STANLEY ETF TRUST | $6.2M |
XLYSELECT SECTOR SPDR TR | $6.1M |
SCHZSCHWAB STRATEGIC TR | $6.1M |
SONYSONY GROUP CORP | $6.1M |
SPTSSPDR SERIES TRUST | $6.1M |
DFEVDIMENSIONAL ETF TRUST | $6.1M |
PKWINVESCO EXCHANGE TRADED FD T | $6.1M |
GLWCORNING INC | $5.9M |
NINISOURCE INC | $5.9M |
SHYISHARES TR | $5.9M |
DFAUDIMENSIONAL ETF TRUST | $5.8M |
VNQVANGUARD INDEX FDS | $5.8M |
AROCARCHROCK INC | $5.8M |
CYBRCYBERARK SOFTWARE LTD | $5.8M |
NOCNORTHROP GRUMMAN CORP | $5.7M |
VGKVANGUARD INTL EQUITY INDEX F | $5.7M |
XLFISELECT SECTOR SPDR TR | $5.7M |