Waverly Advisors, LLC Q4 2021 Filing
Filed February 15, 2022
Portfolio Value
$1.2T
Holdings
201
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (201 positions)
| Stock | Value |
|---|---|
PRFINVESCO EXCHANGE TRADED FD T | $162.2M |
VUGVANGUARD INDEX FDS | $126.1M |
VOEVANGUARD INDEX FDS | $117.7M |
VEAVANGUARD TAX-MANAGED INTL FD | $90.2M |
VOTVANGUARD INDEX FDS | $80.5M |
VONEVANGUARD SCOTTSDALE FDS | $59.4M |
PXHINVESCO EXCH TRADED FD TR II | $52.5M |
PRFZINVESCO EXCHANGE TRADED FD T | $51.8M |
VTVVANGUARD INDEX FDS | $33.7M |
SPABSPDR SER TR | $27.6M |
MINTPIMCO ETF TR | $17.4M |
AAPLAPPLE INC | $15.4M |
VCITVANGUARD SCOTTSDALE FDS | $13.3M |
IWDISHARES TR | $12.7M |
IEMGISHARES INC | $12.6M |
VTWOVANGUARD SCOTTSDALE FDS | $12.0M |
SCZISHARES TR | $10.4M |
IVVISHARES TR | $10.2M |
SFBSSERVISFIRST BANCSHARES INC | $10.0M |
VOOVANGUARD INDEX FDS | $9.8M |
VBRVANGUARD INDEX FDS | $9.2M |
VWOVANGUARD INTL EQUITY INDEX F | $8.7M |
VTIVANGUARD INDEX FDS | $8.4M |
AGGISHARES TR | $8.2M |
IWFISHARES TR | $7.9M |
IWSISHARES TR | $7.7M |
SPYSPDR S&P 500 ETF TR | $6.4M |
IWNISHARES TR | $6.3M |
IWMISHARES TR | $6.2M |
VBKVANGUARD INDEX FDS | $6.1M |
IWVISHARES TR | $5.7M |
VOVANGUARD INDEX FDS | $5.3M |
MSFTMICROSOFT CORP | $4.7M |
AOAISHARES TR | $4.2M |
SCHZSCHWAB STRATEGIC TR | $4.2M |
AORISHARES TR | $3.9M |
PXFINVESCO EXCH TRADED FD TR II | $3.6M |
VMCVULCAN MATLS CO | $2.9M |
CIBRFIRST TR EXCHANGE TRADED FD | $2.7M |
GLGLOBE LIFE INC | $2.7M |
HDHOME DEPOT INC | $2.6M |
VBVANGUARD INDEX FDS | $2.5M |
AQLTISHARES TR | $2.5M |
EFAISHARES TR | $2.5M |
VTVANGUARD INTL EQUITY INDEX F | $2.5M |
AOMISHARES TR | $2.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.3M |
EEMISHARES TR | $2.2M |
SOSOUTHERN CO | $2.1M |
GPNGLOBAL PMTS INC | $2.1M |
FNDESCHWAB STRATEGIC TR | $2.0M |
AMZNAMAZON COM INC | $2.0M |
UNHUNITEDHEALTH GROUP INC | $2.0M |
JPMJPMORGAN CHASE & CO | $1.8M |
BABOEING CO | $1.7M |
NVDANVIDIA CORPORATION | $1.7M |
IVOOVANGUARD ADMIRAL FDS INC | $1.6M |
SCHRSCHWAB STRATEGIC TR | $1.5M |
JNJJOHNSON & JOHNSON | $1.4M |
RFREGIONS FINANCIAL CORP NEW | $1.4M |
VSSVANGUARD INTL EQUITY INDEX F | $1.4M |
MUBISHARES TR | $1.4M |
UCBUNITED CMNTY BKS BLAIRSVLE G | $1.4M |
IJJISHARES TR | $1.3M |
KOCOCA COLA CO | $1.3M |
EFVISHARES TR | $1.3M |
TAT&T INC | $1.2M |
GOOGLALPHABET INC | $1.2M |
ICLNISHARES TR | $1.2M |
FBTFIRST TR EXCHANGE-TRADED FD | $1.2M |
ADTNEURADTRAN INC | $1.2M |
GRIDFIRST TR EXCHANGE TRADED FD | $1.1M |
GOOGALPHABET INC | $1.1M |
SSBUSDSOUTHSTATE CORPORATION | $1.1M |
ARKGARK ETF TR | $1.1M |
XOMEXXON MOBIL CORP | $1.1M |
ESGRENSTAR GROUP LIMITED | $1.1M |
IXUSISHARES TR | $996K |
IVWISHARES TR | $981K |
DISDISNEY WALT CO | $977K |
BACBK OF AMERICA CORP | $960K |
PFEPFIZER INC | $912K |
OEFISHARES TR | $910K |
TMOTHERMO FISHER SCIENTIFIC INC | $892K |
WFCWELLS FARGO CO NEW | $865K |
PGPROCTER AND GAMBLE CO | $861K |
WMTWALMART INC | $853K |
ITOTISHARES TR | $846K |
AOKISHARES TR | $836K |
IWRISHARES TR | $820K |
CVXCHEVRON CORP NEW | $817K |
RSPINVESCO EXCHANGE TRADED FD T | $813K |
MAAMID-AMER APT CMNTYS INC | $798K |
MCDMCDONALDS CORP | $735K |
SJNKSPDR SER TR | $726K |
IWBISHARES TR | $723K |
WELLWELLTOWER INC | $720K |
INTCINTEL CORP | $712K |
IWPISHARES TR | $708K |
RYROYAL BK CDA | $702K |
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