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 |
|---|---|
BNBROOKFIELD CORP | $1.0M |
ILCVISHARES TR | $1.0M |
MSOSADVISORSHARES TR | $1.0M |
FTAFIRST TR LRG CP VL ALPHADEX | $1.0M |
TMFGRBB FD INC | $1.0M |
BSXBOSTON SCIENTIFIC CORP | $998K |
TAPMOLSON COORS BEVERAGE CO | $998K |
HAEHAEMONETICS CORP MASS | $997K |
NVSNNOVARTIS AG | $997K |
CHRWC H ROBINSON WORLDWIDE INC | $994K |
ACWVISHARES INC | $993K |
CARRCARRIER GLOBAL CORPORATION | $989K |
PLXSPLEXUS CORP | $977K |
DHSWISDOMTREE TR | $976K |
DALDELTA AIR LINES INC DEL | $973K |
AOKISHARES TR | $966K |
MKLMARKEL GROUP INC | $965K |
MRSHMARSH & MCLENNAN COS INC | $964K |
EZMWISDOMTREE TR | $959K |
FFAFIRST TR ENHANCED EQUITY INC | $958K |
AMATAPPLIED MATLS INC | $955K |
BDJBLACKROCK ENHANCED EQUITY DI | $954K |
KHCKRAFT HEINZ CO | $946K |
LQDISHARES TR | $945K |
CEGCONSTELLATION ENERGY CORP | $945K |
PHYS/USPROTT PHYSICAL GOLD TR | $944K |
DONWISDOMTREE TR | $943K |
SHWSHERWIN WILLIAMS CO | $936K |
TRVTRAVELERS COMPANIES INC | $936K |
SHOPSHOPIFY INC | $934K |
MSIMOTOROLA SOLUTIONS INC | $931K |
CCEPCOCA-COLA EUROPACIFIC PARTNE | $927K |
PSLV/USPROTT PHYSICAL SILVER TR | $920K |
ACWXISHARES TR | $920K |
HALHALLIBURTON CO | $919K |
SPGMSPDR INDEX SHS FDS | $916K |
REGNREGENERON PHARMACEUTICALS | $912K |
DELLDELL TECHNOLOGIES INC | $898K |
FISFIDELITY NATL INFORMATION SV | $893K |
RSPUINVESCO EXCHANGE TRADED FD T | $893K |
OKEONEOK INC NEW | $889K |
PAAPLAINS ALL AMERN PIPELINE L | $881K |
AFLAFLAC INC | $880K |
PPLPPL CORP | $876K |
UYGPROSHARES TR | $876K |
WATWATERS CORP | $874K |
IJTISHARES TR | $873K |
SCHISCHWAB STRATEGIC TR | $872K |
FDVVFIDELITY COVINGTON TRUST | $868K |
XMLVINVESCO EXCH TRADED FD TR II | $863K |
DOWDOW INC | $859K |
FFORD MTR CO | $858K |
CVSCVS HEALTH CORP | $856K |
GWWGRAINGER W W INC | $856K |
PECOPHILLIPS EDISON & CO INC | $851K |
PSXPHILLIPS 66 | $836K |
EDCONSOLIDATED EDISON INC | $831K |
FITBFIFTH THIRD BANCORP | $831K |
DWDMORGAN STANLEY | $830K |
BNDXVANGUARD CHARLOTTE FDS | $825K |
PWBINVESCO EXCHANGE TRADED FD T | $819K |
CTVACORTEVA INC | $818K |
EWJISHARES INC | $812K |
EMBISHARES TR | $812K |
LIILENNOX INTL INC | $812K |
DFATDIMENSIONAL ETF TRUST | $809K |
RVTROYCE SMALL CAP TRUST INC | $802K |
DDOMINION ENERGY INC | $796K |
RSGREPUBLIC SVCS INC | $795K |
CSQCALAMOS STRATEGIC TOTAL RETU | $792K |
HYDVANECK ETF TRUST | $792K |
ONON SEMICONDUCTOR CORP | $789K |
A4SAMERIPRISE FINL INC | $788K |
CHTRCHARTER COMMUNICATIONS INC N | $788K |
BDXBECTON DICKINSON & CO | $787K |
JCIJOHNSON CTLS INTL PLC | $786K |
VLOVALERO ENERGY CORP | $771K |
CPCANADIAN PACIFIC KANSAS CITY | $762K |
LAMRLAMAR ADVERTISING CO NEW | $754K |
MAAMID-AMER APT CMNTYS INC | $739K |
USFDUS FOODS HLDG CORP | $737K |
LHLABCORP HOLDINGS INC | $734K |
IAU*ISHARES GOLD TR | $731K |
SYYSYSCO CORP | $728K |
CRWDCROWDSTRIKE HLDGS INC | $727K |
VVVANGUARD INDEX FDS | $719K |
DGXQUEST DIAGNOSTICS INC | $718K |
ESGVVANGUARD WORLD FD | $717K |
STIPISHARES TR | $716K |
DHID R HORTON INC | $714K |
ROMPROSHARES TR | $711K |
DESWISDOMTREE TR | $708K |
FICOFAIR ISAAC CORP | $705K |
BILSPDR SER TR | $700K |
AVKADVENT CONV & INCOME FD | $699K |
IVLUISHARES TR | $697K |
TPDTEMPUR SEALY INTL INC | $693K |
ALLYALLY FINL INC | $691K |
ETRENTERGY CORP NEW | $690K |
VGSHVANGUARD SCOTTSDALE FDS | $687K |