Waverly Advisors, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$6.5B
Holdings
981
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (981 positions)
| Stock | Value |
|---|---|
MAMASTERCARD INCORPORATED | $3.0B |
TFLOISHARES TR | $3.0B |
SCHWSCHWAB CHARLES CORP | $3.0B |
TJXTJX COS INC NEW | $3.0B |
FXHFIRST TR EXCHANGE TRADED FD | $2.9B |
BIVVANGUARD BD INDEX FDS | $2.9B |
SMHVANECK ETF TRUST | $2.9B |
MDYSPDR S&P MIDCAP 400 ETF TR | $2.9B |
CSXCSX CORP | $2.9B |
IAGGISHARES TR | $2.9B |
USMVISHARES TR | $2.9B |
PKGPACKAGING CORP AMER | $2.9B |
IBBISHARES TR | $2.9B |
FVDFIRST TR VALUE LINE DIVID IN | $2.9B |
XLUSELECT SECTOR SPDR TR | $2.9B |
VFHVANGUARD WORLD FD | $2.8B |
VBRVANGUARD INDEX FDS | $2.8B |
ADBEADOBE INC | $2.8B |
GBTCGRAYSCALE BITCOIN TRUST ETF | $2.8B |
MPCMARATHON PETE CORP | $2.8B |
FIWFIRST TR EXCHANGE-TRADED FD | $2.8B |
XLFSELECT SECTOR SPDR TR | $2.7B |
MOATVANECK ETF TRUST | $2.7B |
ALSALLSTATE CORP | $2.7B |
CWBSPDR SER TR | $2.7B |
GILDGILEAD SCIENCES INC | $2.7B |
GQ9SPDR GOLD TR | $2.7B |
BSCQINVESCO EXCH TRD SLF IDX FD | $2.7B |
USBUS BANCORP DEL | $2.6B |
SPYINEOS ETF TRUST | $2.6B |
ADMARCHER DANIELS MIDLAND CO | $2.6B |
AQLTISHARES TR | $2.6B |
NLYANNALY CAPITAL MANAGEMENT IN | $2.6B |
PYPLPAYPAL HLDGS INC | $2.6B |
BKHBLACK HILLS CORP | $2.6B |
GPCGENUINE PARTS CO | $2.6B |
ITA*ISHARES TR | $2.5B |
CMECME GROUP INC | $2.5B |
BSCRINVESCO EXCH TRD SLF IDX FD | $2.5B |
ANGLVANECK ETF TRUST | $2.4B |
SMMUPIMCO ETF TR | $2.4B |
RJFRAYMOND JAMES FINL INC | $2.4B |
DHRDANAHER CORPORATION | $2.4B |
PFEPFIZER INC | $2.4B |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $2.4B |
FNDESCHWAB STRATEGIC TR | $2.4B |
NEMNEWMONT CORP | $2.4B |
JPIBJ P MORGAN EXCHANGE TRADED F | $2.4B |
FDSFACTSET RESH SYS INC | $2.3B |
TXNTEXAS INSTRS INC | $2.3B |
PFMINVESCO EXCHANGE TRADED FD T | $2.3B |
VTHRVANGUARD SCOTTSDALE FDS | $2.3B |
COWZPACER FDS TR | $2.3B |
SYU1SYNOVUS FINL CORP | $2.3B |
MOALTRIA GROUP INC | $2.3B |
IFRAISHARES TR | $2.3B |
FSKFS KKR CAP CORP | $2.3B |
BKNGBOOKING HOLDINGS INC | $2.3B |
TTTRANE TECHNOLOGIES PLC | $2.3B |
IVOOVANGUARD ADMIRAL FDS INC | $2.2B |
MARMARRIOTT INTL INC NEW | $2.2B |
DONSPDR DOW JONES INDL AVERAGE | $2.2B |
IYWISHARES TR | $2.2B |
IYJISHARES TR | $2.2B |
SPTISPDR SER TR | $2.2B |
ORLYOREILLY AUTOMOTIVE INC | $2.2B |
VTIPVANGUARD MALVERN FDS | $2.2B |
NSCNORFOLK SOUTHN CORP | $2.2B |
TRVCCITIGROUP INC | $2.2B |
VGTVANGUARD WORLD FD | $2.1B |
SCHASCHWAB STRATEGIC TR | $2.1B |
IXCISHARES TR | $2.1B |
SPGIS&P GLOBAL INC | $2.1B |
XMHQINVESCO EXCHANGE TRADED FD T | $2.1B |
MDTMEDTRONIC PLC | $2.1B |
CITCINTAS CORP | $2.1B |
SNPSSYNOPSYS INC | $2.1B |
XLESELECT SECTOR SPDR TR | $2.1B |
ROPROPER TECHNOLOGIES INC | $2.1B |
DFAUDIMENSIONAL ETF TRUST | $2.1B |
VHTVANGUARD WORLD FD | $2.1B |
MUNIPIMCO ETF TR | $2.0B |
PDPINVESCO EXCHANGE TRADED FD T | $2.0B |
ELVELEVANCE HEALTH INC | $2.0B |
IDV*ISHARES TR | $2.0B |
CBCHUBB LIMITED | $2.0B |
NOWSERVICENOW INC | $2.0B |
PXHINVESCO EXCH TRADED FD TR II | $2.0B |
VKTXVIKING THERAPEUTICS INC | $1.9B |
XRSFXRIVERNORTH CAP AND INCM FD I | $1.9B |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $1.9B |
SCHYSCHWAB STRATEGIC TR | $1.9B |
WMBWILLIAMS COS INC | $1.9B |
BABAALIBABA GROUP HLDG LTD | $1.9B |
JMUBJ P MORGAN EXCHANGE TRADED F | $1.9B |
METMETLIFE INC | $1.9B |
LHXL3HARRIS TECHNOLOGIES INC | $1.9B |
CMICUMMINS INC | $1.9B |
XARSPDR SER TR | $1.9B |
VRPINVESCO EXCH TRADED FD TR II | $1.9B |