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 |
|---|---|
XYLXYLEM INC | $235K |
MGCVANGUARD WORLD FD | $235K |
GDXJVANECK ETF TRUST | $235K |
TOLTOLL BROTHERS INC | $234K |
DBEFDBX ETF TR | $232K |
MCRMFS CHARTER INCOME TR | $232K |
CRCCANADIAN NAT RES LTD | $232K |
BALLBALL CORP | $232K |
BKAGBNY MELLON ETF TRUST | $232K |
PBTPERMIAN BASIN RTY TR | $231K |
PINSPINTEREST INC | $231K |
PNFPPINNACLE FINL PARTNERS INC | $231K |
DWASINVESCO EXCH TRADED FD TR II | $230K |
TMTOYOTA MOTOR CORP | $228K |
EVREVERCORE INC | $228K |
XBOEXBLACKROCK ENHANCED GLOBAL DI | $228K |
OLEDUNIVERSAL DISPLAY CORP | $227K |
LDOSLEIDOS HOLDINGS INC | $227K |
POOLPOOL CORP | $226K |
XSLVINVESCO EXCH TRADED FD TR II | $226K |
NFGNATIONAL FUEL GAS CO | $225K |
INGRINGREDION INC | $225K |
BHKBLACKROCK CORE BD TR | $224K |
MPMP MATERIALS CORP | $224K |
QTUMETF SER SOLUTIONS | $224K |
VOXVANGUARD WORLD FD | $224K |
GHCGRAHAM HLDGS CO | $224K |
CAVACAVA GROUP INC | $223K |
FMAOFARMERS & MERCHANTS BANCORP | $223K |
TERTERADYNE INC | $223K |
TFXTELEFLEX INCORPORATED | $222K |
CIENCIENA CORP | $222K |
IBTPISHARES TR | $222K |
FNBF N B CORP | $221K |
NNNNNN REIT INC | $220K |
CNPCENTERPOINT ENERGY INC | $220K |
LASRNLIGHT INC | $219K |
AWIARMSTRONG WORLD INDS INC NEW | $219K |
AIGAMERICAN INTL GROUP INC | $219K |
SMRNUSCALE PWR CORP | $219K |
SMMVISHARES TR | $218K |
NYTNEW YORK TIMES CO | $218K |
AMXAMERICA MOVIL SAB DE CV | $217K |
VRSKVERISK ANALYTICS INC | $217K |
ACAARCOSA INC | $216K |
IBLCISHARES TR | $216K |
BNTBROOKFIELD WEALTH SOL LTD | $216K |
RWJINVESCO EXCH TRADED FD TR II | $216K |
ESSESSEX PPTY TR INC | $216K |
HBC2HSBC HLDGS PLC | $215K |
DTDYNATRACE INC | $215K |
TEVATEVA PHARMACEUTICAL INDS LTD | $214K |
NRANRG ENERGY INC | $214K |
CHWCALAMOS GBL DYN INCOME FUND | $214K |
HIGHARTFORD INSURANCE GROUP INC | $213K |
HASHASBRO INC | $212K |
CPSNCALAMOS ETF TR | $212K |
AXTAAXALTA COATING SYS LTD | $212K |
CPSDCALAMOS ETF TR | $211K |
IDEVISHARES TR | $211K |
QABAFIRST TR EXCHANGE-TRADED FD | $210K |
CPSYCALAMOS ETF TR | $210K |
EXPDEXPEDITORS INTL WASH INC | $210K |
AESAES CORP | $209K |
NTRNUTRIEN LTD | $208K |
MTZMASTEC INC | $208K |
BBWIBATH & BODY WORKS INC | $208K |
AREALEXANDRIA REAL ESTATE EQ IN | $206K |
BSJQINVESCO EXCH TRD SLF IDX FD | $205K |
ASXASE TECHNOLOGY HLDG CO LTD | $205K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $204K |
ELLAUDER ESTEE COS INC | $204K |
ZBHZIMMER BIOMET HOLDINGS INC | $204K |
VMIVALMONT INDS INC | $203K |
JCPBJ P MORGAN EXCHANGE TRADED F | $203K |
KVUEKENVUE INC | $203K |
FLSFLOWSERVE CORP | $202K |
VIGVANGUARD SPECIALIZED FUNDS | $201K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $201K |
CCKCROWN HLDGS INC | $201K |
WYNNWYNN RESORTS LTD | $200K |
CAGCONAGRA BRANDS INC | $200K |
VLYVALLEY NATL BANCORP | $197K |
NWGNATWEST GROUP PLC | $194K |
DIALCOLUMBIA ETF TR I | $192K |
THQABRDN HEALTHCARE OPPORTUNITI | $189K |
IFNINDIA FD INC | $187K |
IQIINVESCO QUALITY MUN INCOME T | $182K |
VFCV F CORP | $182K |
AGNCAGNC INVT CORP | $181K |
ARDCARES DYNAMIC CR ALLOCATION F | $180K |
EIMEATON VANCE MUN BD FD | $176K |
MSFTMICROSOFT CORP | $176K |
NVDANVIDIA CORPORATION | $176K |
LBTYALIBERTY GLOBAL LTD | $174K |
RITMRITHM CAPITAL CORP | $173K |
IRTINDEPENDENCE RLTY TR INC | $172K |
PRFINVESCO EXCHANGE TRADED FD T | $170K |
BBAIBIGBEAR AI HLDGS INC | $166K |
AURAURORA INNOVATION INC | $163K |