Waverly Advisors, LLC Q4 2022 Filing
Filed February 15, 2023
Portfolio Value
$1.8B
Holdings
276
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (276 positions)
| Stock | Value |
|---|---|
PEPPEPSICO INC | $1.6M |
KELKELLOGG CO | $1.6M |
IVOOVANGUARD ADMIRAL FDS INC | $1.6M |
TAT&T INC | $1.6M |
FNDESCHWAB STRATEGIC TR | $1.6M |
BABOEING CO | $1.5M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
BMYBRISTOL-MYERS SQUIBB CO | $1.5M |
PGPROCTER AND GAMBLE CO | $1.5M |
WMTWALMART INC | $1.4M |
SCHXSCHWAB STRATEGIC TR | $1.4M |
APDAIR PRODS & CHEMS INC | $1.4M |
IWOISHARES TR | $1.4M |
GRIDFIRST TR EXCHANGE TRADED FD | $1.4M |
RFREGIONS FINANCIAL CORP NEW | $1.3M |
SCHRSCHWAB STRATEGIC TR | $1.3M |
UCBUNITED CMNTY BKS BLAIRSVLE G | $1.3M |
ICLNISHARES TR | $1.3M |
NVDANVIDIA CORPORATION | $1.3M |
LOWLOWES COS INC | $1.3M |
FBTFIRST TR EXCHANGE-TRADED FD | $1.2M |
GPNGLOBAL PMTS INC | $1.2M |
BIVVANGUARD BD INDEX FDS | $1.1M |
PGFINVESCO EXCHANGE TRADED FD T | $1.1M |
VBRVANGUARD INDEX FDS | $1.1M |
EFVISHARES TR | $1.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1M |
IJJISHARES TR | $1.1M |
GOOGALPHABET INC | $1.1M |
MOALTRIA GROUP INC | $1.0M |
ISCFISHARES TR | $1.0M |
MCDMCDONALDS CORP | $1.0M |
CATCATERPILLAR INC | $1.0M |
VUSBVANGUARD BD INDEX FDS | $1.0M |
SSBUSDSOUTHSTATE CORPORATION | $990K |
GSGOLDMAN SACHS GROUP INC | $968K |
DONSPDR DOW JONES INDL AVERAGE | $924K |
ESGRENSTAR GROUP LIMITED | $924K |
ARKKARK ETF TR | $917K |
DISDISNEY WALT CO | $861K |
ADTNADTRAN HOLDINGS INC | $861K |
IUSVISHARES TR | $829K |
BACVERIZON COMMUNICATIONS INC | $801K |
ARKGARK ETF TR | $766K |
VVISA INC | $761K |
IVWISHARES TR | $744K |
IXNISHARES TR | $699K |
LLYLILLY ELI & CO | $693K |
GLGLOBE LIFE INC | $682K |
4I1PHILIP MORRIS INTL INC | $662K |
RKLBROCKET LAB USA INC | $649K |
GDGENERAL DYNAMICS CORP | $641K |
ORCLORACLE CORP | $638K |
UNPUNION PAC CORP | $608K |
SONSONOCO PRODS CO | $580K |
WELLWELLTOWER INC | $579K |
IYWISHARES TR | $574K |
LITGLOBAL X FDS | $571K |
PSTGPURE STORAGE INC | $563K |
COPCONOCOPHILLIPS | $563K |
EPDENTERPRISE PRODS PARTNERS L | $562K |
RTXRAYTHEON TECHNOLOGIES CORP | $561K |
SPLVINVESCO EXCH TRADED FD TR II | $559K |
RNSTRENASANT CORP | $555K |
LAMRLAMAR ADVERTISING CO NEW | $555K |
BSVVANGUARD BD INDEX FDS | $554K |
MDLZMONDELEZ INTL INC | $546K |
ADPAUTOMATIC DATA PROCESSING IN | $544K |
INTCINTEL CORP | $537K |
PRAPROASSURANCE CORP | $524K |
CMCSACOMCAST CORP NEW | $512K |
GEGENERAL ELECTRIC CO | $508K |
VCSHVANGUARD SCOTTSDALE FDS | $507K |
NKENIKE INC | $505K |
TXNTEXAS INSTRS INC | $489K |
COSTCOSTCO WHSL CORP NEW | $487K |
ABCBAMERIS BANCORP | $472K |
OEFISHARES TR | $468K |
AOKISHARES TR | $467K |
TRVCCITIGROUP INC | $460K |
ITWILLINOIS TOOL WKS INC | $458K |
DFUVDIMENSIONAL ETF TRUST | $454K |
SBUXSTARBUCKS CORP | $454K |
SMBKSMARTFINANCIAL INC | $454K |
SPYGSPDR SER TR | $448K |
AVGOBROADCOM INC | $439K |
UPSUNITED PARCEL SERVICE INC | $431K |
SUBISHARES TR | $430K |
MAAMID-AMER APT CMNTYS INC | $429K |
NEENEXTERA ENERGY INC | $427K |
DFUSDIMENSIONAL ETF TRUST | $423K |
LMTLOCKHEED MARTIN CORP | $422K |
ELVELEVANCE HEALTH INC | $422K |
—INVESCO ACTIVELY MANAGED ETF | $421K |
AMATAPPLIED MATLS INC | $419K |
PDPINVESCO EXCHANGE TRADED FD T | $418K |
EMREMERSON ELEC CO | $416K |
WFCWELLS FARGO CO NEW | $415K |
ISRGINTUITIVE SURGICAL INC | $414K |
TSLATESLA INC | $414K |