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
UYGPROSHARES TR
$1.0M
PALCPACER FDS TR
$1.0M
CARRCARRIER GLOBAL CORPORATION
$1.0M
OKEONEOK INC NEW
$1.0M
ILCVISHARES TR
$1.0M
FERGFERGUSON ENTERPRISES INC
$1.0M
APHAMPHENOL CORP NEW
$1.0M
KLACKLA CORP
$997K
BDJBLACKROCK ENHANCED EQUITY DI
$996K
PHPARKER-HANNIFIN CORP
$992K
VDEVANGUARD WORLD FD
$991K
FFAFIRST TR ENHANCED EQUITY INC
$982K
VTESVANGUARD WELLINGTON FD
$977K
GLGLOBE LIFE INC
$973K
LDURPIMCO ETF TR
$968K
SPGMSPDR INDEX SHS FDS
$964K
DVNDEVON ENERGY CORP NEW
$959K
ABNBAIRBNB INC
$958K
RSGREPUBLIC SVCS INC
$958K
RSPUINVESCO EXCHANGE TRADED FD T
$954K
JMSTJ P MORGAN EXCHANGE TRADED F
$946K
DONWISDOMTREE TR
$940K
MRSHMARSH & MCLENNAN COS INC
$937K
LAMRLAMAR ADVERTISING CO NEW
$937K
LHLABCORP HOLDINGS INC
$935K
CRSPCRISPR THERAPEUTICS AG
$933K
EWJISHARES INC
$932K
PLXSPLEXUS CORP
$930K
SOXXISHARES TR
$930K
FT2FIRST HORIZON CORPORATION
$929K
CLOIVANECK ETF TRUST
$927K
IAGGISHARES TR
$914K
CPCANADIAN PACIFIC KANSAS CITY
$909K
DDDUPONT DE NEMOURS INC
$906K
AOKISHARES TR
$906K
BILSPDR SERIES TRUST
$905K
ACWXISHARES TR
$901K
FTCSFIRST TR EXCHANGE-TRADED FD
$901K
EMBISHARES TR
$900K
RBLXROBLOX CORP
$900K
CTVACORTEVA INC
$897K
ZTSZOETIS INC
$895K
SOUNSOUNDHOUND AI INC
$891K
FISVFISERV INC
$886K
ETRENTERGY CORP NEW
$885K
FGDFIRST TR EXCHANGE TRADED FD
$878K
URIUNITED RENTALS INC
$876K
WSMWILLIAMS SONOMA INC
$875K
YUMYUM BRANDS INC
$874K
FFORD MTR CO
$865K
FITBFIFTH THIRD BANCORP
$863K
ROKROCKWELL AUTOMATION INC
$861K
CHTRCHARTER COMMUNICATIONS INC N
$853K
TMFGRBB FD INC
$840K
PECOPHILLIPS EDISON & CO INC
$840K
SIXGETF SER SOLUTIONS
$840K
MLB1MERCADOLIBRE INC
$832K
VBILVANGUARD INSTL INDEX FD
$830K
SHWSHERWIN WILLIAMS CO
$826K
ABCBAMERIS BANCORP
$823K
TPDSOMNIGROUP INTERNATIONAL INC
$822K
EZMWISDOMTREE TR
$820K
CSQCALAMOS STRATEGIC TOTAL RETU
$819K
VGSHVANGUARD SCOTTSDALE FDS
$808K
BTCGRAYSCALE BITCOIN MINI TR ET
$803K
SUSAISHARES TR
$797K
QBTSD-WAVE QUANTUM INC
$794K
ESGUISHARES TR
$794K
OXYOCCIDENTAL PETE CORP
$793K
NUKZEXCHANGE TRADED CONCEPTS TRU
$777K
FCFFIRST COMWLTH FINL CORP PA
$776K
RVTROYCE SMALL CAP TRUST INC
$775K
XSMOINVESCO EXCHANGE TRADED FD T
$774K
ALLYALLY FINL INC
$773K
DGXQUEST DIAGNOSTICS INC
$765K
SUREADVISORSHARES TR
$764K
MEARISHARES U S ETF TR
$764K
IVVISHARES TR
$764K
ABEVAMBEV SA
$763K
ROMPROSHARES TR
$760K
WPCWP CAREY INC
$758K
HYDVANECK ETF TRUST
$758K
8CWCROWN CASTLE INC
$754K
SPXCSPX TECHNOLOGIES INC
$752K
KMXCARMAX INC
$752K
STIPISHARES TR
$751K
PG4PRINCIPAL FINANCIAL GROUP IN
$751K
DFATDIMENSIONAL ETF TRUST
$750K
XELXCEL ENERGY INC
$747K
PEOEXELON CORP
$747K
SUXTD SYNNEX CORPORATION
$739K
BSMQINVESCO EXCH TRD SLF IDX FD
$737K
XGDVXGABELLI DIVID & INCOME TR
$735K
AMLPALPS ETF TR
$730K
AVU0ADVERUM BIOTECHNOLOGIES INC
$729K
IEVISHARES TR
$727K
STXSEAGATE TECHNOLOGY HLDNGS PL
$724K
DFUVDIMENSIONAL ETF TRUST
$723K
NVONOVO-NORDISK A S
$722K
RINGISHARES INC
$717K
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