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 |
|---|---|
SLYGSPDR SERIES TRUST | $527K |
SCHHSCHWAB STRATEGIC TR | $526K |
EFAVISHARES TR | $525K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $524K |
WBDWARNER BROS DISCOVERY INC | $523K |
KK0NEXTNAV INC | $523K |
TEQIT ROWE PRICE ETF INC | $520K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $518K |
TPRTAPESTRY INC | $517K |
DFSIDIMENSIONAL ETF TRUST | $517K |
OMFLINVESCO EXCH TRD SLF IDX FD | $515K |
SCHISCHWAB STRATEGIC TR | $514K |
CMGCHIPOTLE MEXICAN GRILL INC | $510K |
VTEIVANGUARD MUN BD FDS | $507K |
FXGFIRST TR EXCHANGE TRADED FD | $507K |
XMVMINVESCO EXCHANGE TRADED FD T | $503K |
WDAYWORKDAY INC | $494K |
NBIXNEUROCRINE BIOSCIENCES INC | $494K |
WABWABTEC | $493K |
NTNXNUTANIX INC | $493K |
FISFIDELITY NATL INFORMATION SV | $491K |
VIOGVANGUARD ADMIRAL FDS INC | $491K |
HWMHOWMET AEROSPACE INC | $490K |
CEMBISHARES INC | $489K |
RFVINVESCO EXCHANGE TRADED FD T | $489K |
NLRVANECK ETF TRUST | $478K |
AIVLWISDOMTREE TR | $477K |
BSCTINVESCO EXCH TRD SLF IDX FD | $475K |
SPGSIMON PPTY GROUP INC NEW | $475K |
ORIOLD REP INTL CORP | $473K |
SNYSANOFI SA | $473K |
EYPTEYEPOINT PHARMACEUTICALS INC | $471K |
BCXBLACKROCK RES & COMMODITIES | $468K |
EMEEMCOR GROUP INC | $468K |
KDPKEURIG DR PEPPER INC | $468K |
FICOFAIR ISAAC CORP | $467K |
RDVIFIRST TR EXCHANGE-TRADED FD | $466K |
HUMAHUMACYTE INC | $465K |
OWLBLUE OWL CAPITAL INC | $463K |
VFMOVANGUARD WELLINGTON FD | $462K |
ECFELLSWORTH GROWTH & INCOME FD | $462K |
CDWCDW CORP | $462K |
PHOINVESCO EXCHANGE TRADED FD T | $461K |
BOTZGLOBAL X FDS | $461K |
IYTISHARES TR | $461K |
FEFIRSTENERGY CORP | $457K |
GVIISHARES TR | $457K |
FTITECHNIPFMC PLC | $457K |
DFASDIMENSIONAL ETF TRUST | $455K |
HBANHUNTINGTON BANCSHARES INC | $455K |
FPWRFIRST TR EXCHANGE-TRADED FD | $453K |
ZMZOOM COMMUNICATIONS INC | $452K |
BMTABRITISH AMERN TOB PLC | $450K |
SUSUNCOR ENERGY INC NEW | $449K |
CPRTCOPART INC | $447K |
RGLDROYAL GOLD INC | $447K |
AG8AGILENT TECHNOLOGIES INC | $447K |
BSCSINVESCO EXCH TRD SLF IDX FD | $447K |
INCYINCYTE CORP | $447K |
SCMBSCHWAB STRATEGIC TR | $446K |
TLHISHARES TR | $444K |
LYFTLYFT INC | $443K |
STTSTATE STR CORP | $443K |
EZUISHARES INC | $442K |
ATOATMOS ENERGY CORP | $439K |
FNDFSCHWAB STRATEGIC TR | $437K |
IDXXIDEXX LABS INC | $435K |
SYRESPYRE THERAPEUTICS INC | $435K |
MFCMANULIFE FINL CORP | $435K |
ARWARROW ELECTRS INC | $434K |
KEYSKEYSIGHT TECHNOLOGIES INC | $431K |
SPHQINVESCO EXCHANGE TRADED FD T | $431K |
SYLDCAMBRIA ETF TR | $428K |
UCONFIRST TR EXCHNG TRADED FD VI | $428K |
BSCPINVESCO EXCH TRD SLF IDX FD | $427K |
ODFLOLD DOMINION FREIGHT LINE IN | $423K |
TYTRI CONTL CORP | $422K |
ALABASTERA LABS INC | $422K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $419K |
BSCUINVESCO EXCH TRD SLF IDX FD | $419K |
KBIAKB FINL GROUP INC | $418K |
HPEHEWLETT PACKARD ENTERPRISE C | $417K |
PCARPACCAR INC | $417K |
CCOCAMECO CORP | $414K |
BRBROADRIDGE FINL SOLUTIONS IN | $413K |
QGROAMERICAN CENTY ETF TR | $412K |
DASHDOORDASH INC | $410K |
PEBOPEOPLES BANCORP INC | $410K |
VENVENTAS INC | $410K |
OKLOOKLO INC | $409K |
EIXEDISON INTL | $409K |
SCHKSCHWAB STRATEGIC TR | $408K |
RPMRPM INTL INC | $408K |
LENLENNAR CORP | $405K |
CNCCENTENE CORP DEL | $404K |
IVTINVENTRUST PPTYS CORP | $404K |
ZSZSCALER INC | $402K |
MOHMOLINA HEALTHCARE INC | $402K |
VONVVANGUARD SCOTTSDALE FDS | $401K |
ATRAPTARGROUP INC | $400K |