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 |
|---|---|
JMBSJANUS DETROIT STR TR | $1.8M |
SSBUSDSOUTHSTATE CORPORATION | $1.8M |
IDUISHARES TR | $1.8M |
BMYBRISTOL-MYERS SQUIBB CO | $1.8M |
VPUVANGUARD WORLD FD | $1.8M |
VPLVANGUARD INTL EQUITY INDEX F | $1.8M |
SYKSTRYKER CORPORATION | $1.8M |
WELLWELLTOWER INC | $1.7M |
MDLZMONDELEZ INTL INC | $1.7M |
AVDEAMERICAN CENTY ETF TR | $1.7M |
VSSVANGUARD INTL EQUITY INDEX F | $1.7M |
WTRGESSENTIAL UTILS INC | $1.7M |
DOLWISDOMTREE TR | $1.7M |
REETISHARES TR | $1.7M |
PGXINVESCO EXCH TRADED FD TR II | $1.7M |
SHMSPDR SER TR | $1.7M |
TDYTELEDYNE TECHNOLOGIES INC | $1.7M |
MIGAMICROSTRATEGY INC | $1.7M |
SCHRSCHWAB STRATEGIC TR | $1.7M |
PPLTABRDN PLATINUM ETF TRUST | $1.6M |
EMLPFIRST TR EXCHANGE-TRADED FD | $1.6M |
FTSLFIRST TR EXCHANGE-TRADED FD | $1.6M |
RIORIO TINTO PLC | $1.6M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.6M |
GEVGE VERNOVA INC | $1.6M |
ENBENBRIDGE INC | $1.6M |
VRTXVERTEX PHARMACEUTICALS INC | $1.6M |
DKNGDRAFTKINGS INC NEW | $1.6M |
IOOISHARES TR | $1.6M |
DISVDIMENSIONAL ETF TRUST | $1.6M |
AZNASTRAZENECA PLC | $1.6M |
IHIISHARES TR | $1.6M |
PZAINVESCO EXCH TRADED FD TR II | $1.6M |
FISVFISERV INC | $1.5M |
RNSTRENASANT CORP | $1.5M |
SHYGISHARES TR | $1.5M |
BLKBBLACKBAUD INC | $1.5M |
ESMLISHARES TR | $1.5M |
BKLNINVESCO EXCH TRADED FD TR II | $1.5M |
BKBANK NEW YORK MELLON CORP | $1.5M |
GLWCORNING INC | $1.5M |
OREALTY INCOME CORP | $1.5M |
NKENIKE INC | $1.5M |
SPTLSPDR SER TR | $1.5M |
SFNCSIMMONS 1ST NATL CORP | $1.4M |
TTDTHE TRADE DESK INC | $1.4M |
AVMUAMERICAN CENTY ETF TR | $1.4M |
FNDXSCHWAB STRATEGIC TR | $1.4M |
DLSWISDOMTREE TR | $1.4M |
XLCSELECT SECTOR SPDR TR | $1.4M |
FDXFEDEX CORP | $1.4M |
LADLITHIA MTRS INC | $1.4M |
SPHDINVESCO EXCH TRADED FD TR II | $1.4M |
DGDOLLAR GEN CORP NEW | $1.4M |
ANETARISTA NETWORKS INC | $1.4M |
HUMAHUMACYTE INC | $1.4M |
UBERUBER TECHNOLOGIES INC | $1.4M |
RYROYAL BK CDA | $1.4M |
ITMVANECK ETF TRUST | $1.4M |
SCHPSCHWAB STRATEGIC TR | $1.4M |
HACKAMPLIFY ETF TR | $1.3M |
BIZDVANECK ETF TRUST | $1.3M |
ADXADAMS DIVERSIFIED EQUITY FD | $1.3M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.3M |
MCKMCKESSON CORP | $1.3M |
PFFDGLOBAL X FDS | $1.3M |
ESGRENSTAR GROUP LIMITED | $1.3M |
EWEDWARDS LIFESCIENCES CORP | $1.3M |
LDURPIMCO ETF TR | $1.3M |
TSCOTRACTOR SUPPLY CO | $1.3M |
IBITISHARES BITCOIN TRUST ETF | $1.3M |
VIOOVANGUARD ADMIRAL FDS INC | $1.3M |
FFBCFIRST FINL BANCORP OH | $1.3M |
AZOAUTOZONE INC | $1.3M |
PGRPROGRESSIVE CORP | $1.3M |
BHPBHP GROUP LTD | $1.2M |
TRMKTRUSTMARK CORP | $1.2M |
PAYXPAYCHEX INC | $1.2M |
KMXCARMAX INC | $1.2M |
ADIANALOG DEVICES INC | $1.2M |
VDEVANGUARD WORLD FD | $1.2M |
SHELSHELL PLC | $1.2M |
PANWPALO ALTO NETWORKS INC | $1.2M |
NVONOVO-NORDISK A S | $1.2M |
IUSVISHARES TR | $1.2M |
NXPINXP SEMICONDUCTORS N V | $1.2M |
IUSGISHARES TR | $1.1M |
RFREGIONS FINANCIAL CORP NEW | $1.1M |
GMGENERAL MTRS CO | $1.1M |
ISCFISHARES TR | $1.1M |
DDDUPONT DE NEMOURS INC | $1.1M |
AMTAMERICAN TOWER CORP NEW | $1.1M |
SSENTINELONE INC | $1.1M |
RWKINVESCO EXCH TRADED FD TR II | $1.1M |
AEPAMERICAN ELEC PWR CO INC | $1.1M |
PWVINVESCO EXCHANGE TRADED FD T | $1.1M |
QQQEDIREXION SHS ETF TR | $1.0M |
SHYDVANECK ETF TRUST | $1.0M |
VCRVANGUARD WORLD FD | $1.0M |
GSLCGOLDMAN SACHS ETF TR | $1.0M |