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 |
|---|---|
APOAPOLLO GLOBAL MGMT INC | $302K |
LNTALLIANT ENERGY CORP | $301K |
ACVFETF OPPORTUNITIES TRUST | $300K |
EWCISHARES INC | $299K |
OGEOGE ENERGY CORP | $298K |
VONGVANGUARD SCOTTSDALE FDS | $298K |
GOFGUGGENHEIM STRATEGIC OPPORTU | $297K |
ADTNADTRAN HOLDINGS INC | $297K |
EXREXTRA SPACE STORAGE INC | $297K |
BLDRBUILDERS FIRSTSOURCE INC | $295K |
HLNHALEON PLC | $294K |
WRBBERKLEY W R CORP | $293K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $293K |
DNPDNP SELECT INCOME FD INC | $292K |
NBHNEUBERGER BERMAN MUN FD INC | $291K |
SDOGALPS ETF TR | $290K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $289K |
ESTCELASTIC N V | $289K |
IBHIISHARES TR | $288K |
TSNTYSON FOODS INC | $288K |
VSGXVANGUARD WORLD FD | $287K |
DLTRDOLLAR TREE INC | $287K |
GISGENERAL MLS INC | $286K |
DFAXDIMENSIONAL ETF TRUST | $286K |
FGMFIRST TR EXCH TRD ALPHDX FD | $286K |
TKOTKO GROUP HOLDINGS INC | $286K |
JBLJABIL INC | $285K |
IHEISHARES TR | $284K |
BMRNBIOMARIN PHARMACEUTICAL INC | $281K |
CFGCITIZENS FINL GROUP INC | $280K |
WDCWESTERN DIGITAL CORP | $279K |
FNFFIDELITY NATIONAL FINANCIAL | $278K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $278K |
PPGPPG INDS INC | $276K |
ABGCENCORA INC | $276K |
IYGISHARES TR | $275K |
SCISERVICE CORP INTL | $275K |
HYMBSPDR SERIES TRUST | $274K |
YUMCYUM CHINA HLDGS INC | $274K |
PHGKONINKLIJKE PHILIPS N V | $273K |
SFSTIFEL FINL CORP | $272K |
ITGARTNER INC | $272K |
NTRSNORTHERN TR CORP | $272K |
IXGISHARES TR | $271K |
NDAQNASDAQ INC | $271K |
WTWWILLIS TOWERS WATSON PLC LTD | $270K |
FYXFIRST TR EXCHANGE-TRADED ALP | $270K |
MTCHMATCH GROUP INC NEW | $270K |
EZPZFRANKLIN CRYPTO INDEX ETF | $268K |
NBISNEBIUS GROUP N.V. | $266K |
BAHBOOZ ALLEN HAMILTON HLDG COR | $266K |
SNDKSANDISK CORP | $264K |
DUSADAVIS FUNDAMENTAL ETF TR | $264K |
SGOLETFS GOLD TR | $264K |
TEAMATLASSIAN CORPORATION | $264K |
HYTBLACKROCK CORPOR HI YLD FD I | $263K |
HEIHEICO CORP NEW | $262K |
ILMNILLUMINA INC | $262K |
SJTSAN JUAN BASIN RTY TR | $262K |
XLGIXLAZARD GLOBAL TOTAL RETURN & | $262K |
MLIMUELLER INDS INC | $261K |
TTCTORO CO | $260K |
EPREPR PPTYS | $260K |
IVZINVESCO LTD | $256K |
TANINVESCO EXCH TRADED FD TR II | $255K |
ULTAULTA BEAUTY INC | $253K |
EQTEQT CORP | $253K |
PCEFINVESCO EXCH TRADED FD TR II | $253K |
APPAPPLOVIN CORP | $253K |
SHYGISHARES TR | $252K |
KDKYNDRYL HLDGS INC | $252K |
VCLTVANGUARD SCOTTSDALE FDS | $251K |
GSYINVESCO ACTIVELY MANAGED EXC | $251K |
FRMEFIRST MERCHANTS CORP | $251K |
KLMNINVESCO EXCH TRADED FD TR II | $250K |
IDAIDACORP INC | $248K |
GBXGREENBRIER COS INC | $248K |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $247K |
SGDMSPROTT ETF TRUST | $246K |
GWREGUIDEWIRE SOFTWARE INC | $245K |
FTHIFIRST TR EXCHANGE TRADED FD | $245K |
OSKOSHKOSH CORP | $244K |
SMDVPROSHARES TR | $244K |
JKHYHENRY JACK & ASSOC INC | $244K |
TXRHTEXAS ROADHOUSE INC | $243K |
SYMSYMBOTIC INC | $243K |
OVVOVINTIV INC | $243K |
UALUNITED AIRLS HLDGS INC | $243K |
STLDSTEEL DYNAMICS INC | $243K |
VSTVISTRA CORP | $242K |
AMGAFFILIATED MANAGERS GROUP IN | $242K |
BCSBARCLAYS PLC | $242K |
OHIOMEGA HEALTHCARE INVS INC | $241K |
SPYXSPDR SERIES TRUST | $240K |
XHBSPDR SERIES TRUST | $240K |
FMDEFIDELITY COVINGTON TRUST | $240K |
CPSDCALAMOS ETF TR | $240K |
JEFJEFFERIES FINL GROUP INC | $237K |
NTAPNETAPP INC | $236K |
BTZBLACKROCK CR ALLOCATION INCO | $236K |