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	Shares	Value	% Portfolio
601	YUMYUM BRANDS INC	5,112	$686K	0.01%
602	ROKROCKWELL AUTOMATION INC	2,398	$685K	0.01%
603	BSVVANGUARD BD INDEX FDS	8,860	$685K	0.01%
604	SPGPINVESCO EXCHANGE TRADED FD T	6,525	$684K	0.01%
605	XGDVXGABELLI DIVID & INCOME TR	28,316	$684K	0.01%
606	BFORALPS ETF TR	9,275	$675K	0.01%
607	SKMSK TELECOM CO LTD	32,062	$675K	0.01%
608	SBIWESTERN ASSET INTER MUNI FD	86,525	$670K	0.01%
609	SKYYFIRST TR EXCHANGE TRADED FD	5,611	$668K	0.01%
610	ABCBAMERIS BANCORP	10,624	$665K	0.01%
611	MPWRMONOLITHIC PWR SYS INC	1,121	$663K	0.01%
612	DVNDEVON ENERGY CORP NEW	20,255	$663K	0.01%
613	SIXGETF SER SOLUTIONS	13,822	$659K	0.01%
614	DFUVDIMENSIONAL ETF TRUST	15,995	$655K	0.01%
615	UTFCOHEN & STEERS INFRASTRUCTUR	26,834	$645K	0.01%
616	IYRISHARES TR	6,899	$642K	0.01%
617	IVTINVENTRUST PPTYS CORP	21,304	$642K	0.01%
618	CNRCANADIAN NATL RY CO	6,275	$637K	0.01%
619	TEQIT ROWE PRICE ETF INC	15,700	$637K	0.01%
620	FIXCOMFORT SYS USA INC	1,497	$635K	0.01%
621	SUSAISHARES TR	5,204	$633K	0.01%
622	FXGFIRST TR EXCHANGE TRADED FD	9,862	$632K	0.01%
623	GLGLOBE LIFE INC	5,662	$631K	0.01%
624	IEVISHARES TR	12,112	$631K	0.01%
625	FGDFIRST TR EXCHANGE TRADED FD	28,267	$629K	0.01%
626	IQVIQVIA HLDGS INC	3,184	$626K	0.01%
627	ABEVAMBEV SA	337,674	$625K	0.01%
628	DUSADAVIS FUNDAMENTAL ETF TR	14,817	$624K	0.01%
629	MASMASCO CORP	8,529	$619K	0.01%
630	IGVISHARES TR	6,182	$619K	0.01%
631	IPINTERNATIONAL PAPER CO	11,498	$619K	0.01%
632	PG4PRINCIPAL FINANCIAL GROUP IN	7,993	$619K	0.01%
633	MINOPIMCO ETF TR	13,720	$618K	0.01%
634	CCLCARNIVAL CORP	24,721	$616K	0.01%
635	OXYOCCIDENTAL PETE CORP	12,463	$616K	0.01%
636	SUREADVISORSHARES TR	5,260	$612K	0.01%
637	CRSPCRISPR THERAPEUTICS AG	15,495	$610K	0.01%
638	8CWCROWN CASTLE INC	6,659	$604K	0.01%
639	AQLTISHARES TR	26,166	$601K	0.01%
640	TFISPDR SER TR	13,100	$598K	0.01%
641	AXONAXON ENTERPRISE INC	1,003	$596K	0.01%
642	KDPKEURIG DR PEPPER INC	18,470	$593K	0.01%
643	FANGDIAMONDBACK ENERGY INC	3,610	$591K	0.01%
644	SCHHSCHWAB STRATEGIC TR	28,071	$591K	0.01%
645	PHPARKER-HANNIFIN CORP	922	$586K	0.01%
646	BPBP PLC	19,496	$576K	0.01%
647	NOCNORTHROP GRUMMAN CORP	1,228	$576K	0.01%
648	VTESVANGUARD WELLINGTON FD	5,740	$575K	0.01%
649	TTENTOTALENERGIES SE	10,540	$574K	0.01%
650	SUSUNCOR ENERGY INC NEW	15,954	$569K	0.01%
651	FDLFIRST TR MORNINGSTAR DIVID L	14,108	$568K	0.01%
652	FTSMFIRST TR EXCHANGE-TRADED FD	9,474	$566K	0.01%
653	BSCPINVESCO EXCH TRD SLF IDX FD	27,166	$561K	0.01%
654	OZKBANK OZK LITTLE ROCK ARK	12,578	$560K	0.01%
655	SUXTD SYNNEX CORPORATION	4,724	$554K	0.01%
656	GBILGOLDMAN SACHS ETF TR	5,508	$550K	0.01%
657	QGROAMERICAN CENTY ETF TR	5,499	$548K	0.01%
658	XELXCEL ENERGY INC	8,096	$547K	0.01%
659	SPXCSPX TECHNOLOGIES INC	3,754	$546K	0.01%
660	AONAON PLC	1,500	$539K	0.01%
661	LVLNSPDR SER TR	8,926	$539K	0.01%
662	MLMMARTIN MARIETTA MATLS INC	1,041	$538K	0.01%
663	PALCPACER FDS TR	10,910	$537K	0.01%
664	WPCWP CAREY INC	9,846	$536K	0.01%
665	KK0NEXTNAV INC	34,352	$535K	0.01%
666	UBSUBS GROUP AG	17,620	$534K	0.01%
667	THOTHOR INDS INC	5,535	$530K	0.01%
668	RDVIFIRST TR EXCHANGE-TRADED FD	21,649	$525K	0.01%
669	BOXXEA SERIES TRUST	4,756	$524K	0.01%
670	LRCXLAM RESEARCH CORP	7,253	$524K	0.01%
671	VFMOVANGUARD WELLINGTON FD	3,182	$523K	0.01%
672	SLYGSPDR SER TR	5,754	$520K	0.01%
673	TRYBARINGS BDC INC	54,049	$517K	0.01%
674	AJGGALLAGHER ARTHUR J & CO	1,822	$517K	0.01%
675	SPYDSPDR SER TR	11,956	$517K	0.01%
676	IYTISHARES TR	7,641	$516K	0.01%
677	JMSTJ P MORGAN EXCHANGE TRADED F	10,146	$515K	0.01%
678	CEMBISHARES INC	11,505	$511K	0.01%
679	PHOINVESCO EXCHANGE TRADED FD T	7,714	$508K	0.01%
680	ODFLOLD DOMINION FREIGHT LINE IN	2,855	$504K	0.01%
681	DUOLDUOLINGO INC	1,544	$501K	0.01%
682	FXLFIRST TR EXCHANGE TRADED FD	3,361	$499K	0.01%
683	AVYAVERY DENNISON CORP	2,664	$499K	0.01%
684	CLOIVANECK ETF TRUST	9,444	$498K	0.01%
685	FASTFASTENAL CO	6,875	$494K	0.01%
686	ZTSZOETIS INC	3,034	$494K	0.01%
687	CPRTCOPART INC	8,593	$493K	0.01%
688	SMLVSPDR SER TR	3,854	$492K	0.01%
689	IEURISHARES TR	9,064	$489K	0.01%
690	FERGFERGUSON ENTERPRISES INC	2,804	$487K	0.01%
691	FLRNSPDR SER TR	15,772	$485K	0.01%
692	AVESAMERICAN CENTY ETF TR	10,488	$485K	0.01%
693	SLBSCHLUMBERGER LTD	12,495	$479K	0.01%
694	CBRECBRE GROUP INC	3,611	$474K	0.01%
695	GRXGABELLI HLTHCARE & WELLNESS	49,035	$473K	0.01%
696	SNYSANOFI	9,790	$472K	0.01%
697	MCOMOODYS CORP	995	$471K	0.01%
698	AKAMAKAMAI TECHNOLOGIES INC	4,911	$470K	0.01%
699	SJNKSPDR SER TR	18,526	$468K	0.01%
700	PRUPRUDENTIAL FINL INC	3,909	$463K	0.01%

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