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)

StockValue
TELTE CONNECTIVITY PLC
$395K
ALNYALNYLAM PHARMACEUTICALS INC
$394K
MSCIMSCI INC
$393K
FXUFIRST TR EXCHANGE TRADED FD
$392K
QQQINVESCO EXCH TRD SLF IDX FD
$390K
XFRAXBLACKROCK FLOATING RATE INCO
$389K
GPIQGOLDMAN SACHS ETF TR
$389K
AMEAMETEK INC
$386K
BSCVINVESCO EXCH TRD SLF IDX FD
$383K
XHESPDR SERIES TRUST
$382K
BWABORGWARNER INC
$380K
DFCFDIMENSIONAL ETF TRUST
$380K
VOOGVANGUARD ADMIRAL FDS INC
$380K
IONQIONQ INC
$380K
JBHTHUNT J B TRANS SVCS INC
$379K
TTDTHE TRADE DESK INC
$376K
MCOMOODYS CORP
$375K
RHCRH PLC
$373K
FTECFIDELITY COVINGTON TRUST
$372K
HCAHCA HEALTHCARE INC
$372K
BAXBAXTER INTL INC
$372K
DINOHF SINCLAIR CORP
$371K
CHWYCHEWY INC
$371K
CHKPCHECK POINT SOFTWARE TECH LT
$370K
SMIDSMITH MIDLAND CORP
$369K
TRYBARINGS BDC INC
$369K
SJMSMUCKER J M CO
$369K
VODVODAFONE GROUP PLC NEW
$367K
ALCALCON AG
$367K
ARMKARAMARK
$366K
PSNPARSONS CORP DEL
$366K
SERSERINA THERAPEUTICS INC
$362K
BIBLNORTHERN LTS FD TR IV
$361K
BPOPPOPULAR INC
$360K
HSTHOST HOTELS & RESORTS INC
$359K
RNAAVIDITY BIOSCIENCES INC
$358K
ALLEALLEGION PLC
$358K
HUBSHUBSPOT INC
$356K
HUMHUMANA INC
$356K
PEGPUBLIC SVC ENTERPRISE GRP IN
$355K
PRPERMIAN RESOURCES CORP
$355K
XOPSPDR SERIES TRUST
$355K
VUGVANGUARD INDEX FDS
$352K
HMCHONDA MOTOR LTD
$348K
ADTADT INC DEL
$348K
FYTFIRST TR EXCHANGE-TRADED ALP
$347K
EHCENCOMPASS HEALTH CORP
$345K
BSMRINVESCO EXCH TRD SLF IDX FD
$345K
BSCWINVESCO EXCH TRD SLF IDX FD
$342K
VOOVVANGUARD ADMIRAL FDS INC
$341K
SUSBISHARES TR
$341K
FDNFIRST TR EXCHANGE-TRADED FD
$340K
PNWPINNACLE WEST CAP CORP
$339K
GNTXGENTEX CORP
$339K
MTBM & T BK CORP
$336K
RSPTINVESCO EXCHANGE TRADED FD T
$335K
BSCXINVESCO EXCH TRD SLF IDX FD
$334K
REGLPROSHARES TR
$333K
USFDUS FOODS HLDG CORP
$332K
AEEAMEREN CORP
$332K
EX9EXELIXIS INC
$331K
SMLVSPDR SERIES TRUST
$329K
NGGNATIONAL GRID PLC
$329K
MNSTMONSTER BEVERAGE CORP NEW
$328K
FTNTFORTINET INC
$328K
BAPCREDICORP LTD
$328K
FAIFIRST TR EXCHANGE TRADED FD
$327K
STEWSRH TOTAL RETURN FUND INC
$326K
PPAINVESCO EXCHANGE TRADED FD T
$325K
MANHMANHATTAN ASSOCIATES INC
$325K
SRESEMPRA
$324K
ARKKARK ETF TR
$324K
AKAMAKAMAI TECHNOLOGIES INC
$323K
T7DTRANSDIGM GROUP INC
$322K
MOSMOSAIC CO NEW
$321K
WYWEYERHAEUSER CO MTN BE
$320K
VTWVVANGUARD SCOTTSDALE FDS
$320K
STZCONSTELLATION BRANDS INC
$319K
VGITVANGUARD SCOTTSDALE FDS
$318K
NETCLOUDFLARE INC
$317K
QDPLPACER FDS TR
$316K
AVYAVERY DENNISON CORP
$316K
RSPDINVESCO EXCHANGE TRADED FD T
$314K
SPOTSPOTIFY TECHNOLOGY S A
$314K
AXONAXON ENTERPRISE INC
$314K
MDBMONGODB INC
$313K
JHGJANUS HENDERSON GROUP PLC
$311K
SILASILA REALTY TRUST INC
$311K
GSSTGOLDMAN SACHS ETF TR
$311K
CSHINEOS ETF TRUST
$310K
NTRANATERA INC
$309K
KHCKRAFT HEINZ CO
$308K
MGAMAGNA INTL INC
$308K
BBVABANCO BILBAO VIZCAYA ARGENTA
$308K
SPIPSPDR SERIES TRUST
$305K
OMCOMNICOM GROUP INC
$304K
MGMMGM RESORTS INTERNATIONAL
$304K
GRXGABELLI HLTHCARE & WELLNESS
$304K
FNXFIRST TR EXCHANGE-TRADED ALP
$303K
DTDWISDOMTREE TR
$302K
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