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 |
|---|---|
AIVLWISDOMTREE TR | $460K |
WECWEC ENERGY GROUP INC | $454K |
GNRCGENERAC HLDGS INC | $454K |
PRAPROASSURANCE CORP | $452K |
AMLPALPS ETF TR | $452K |
XFRAXBLACKROCK FLOATING RATE INCO | $449K |
GSKGSK PLC | $448K |
GVIISHARES TR | $447K |
HSYHERSHEY CO | $446K |
KLACKLA CORP | $444K |
IAIISHARES TR | $442K |
HCAHCA HEALTHCARE INC | $439K |
BCXBLACKROCK RES & COMMODITIES | $433K |
WDAYWORKDAY INC | $432K |
SDOWPROSHARES TR | $431K |
XHESPDR SER TR | $430K |
ECFELLSWORTH GROWTH & INCOME FD | $430K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $429K |
HBANHUNTINGTON BANCSHARES INC | $428K |
DFSIDIMENSIONAL ETF TRUST | $425K |
FCXFREEPORT-MCMORAN INC | $424K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $423K |
CLOZSERIES PORTFOLIOS TR | $421K |
FXUFIRST TR EXCHANGE TRADED FD | $421K |
PSTGPURE STORAGE INC | $419K |
STESTERIS PLC | $416K |
SYLDCAMBRIA ETF TR | $413K |
ROLROLLINS INC | $411K |
MFCMANULIFE FINL CORP | $409K |
QQQINVESCO EXCH TRD SLF IDX FD | $408K |
TMPTOMPKINS FINL CORP | $408K |
RYNRAYONIER INC | $406K |
OTISOTIS WORLDWIDE CORP | $404K |
EOGEOG RES INC | $399K |
MRVLMARVELL TECHNOLOGY INC | $398K |
NINISOURCE INC | $398K |
PFLDETF SER SOLUTIONS | $398K |
INGING GROEP N.V. | $398K |
EBAEBAY INC. | $397K |
FEFIRSTENERGY CORP | $397K |
KVUEKENVUE INC | $396K |
MLB1MERCADOLIBRE INC | $394K |
VSGXVANGUARD WORLD FD | $388K |
SLVISHARES SILVER TR | $386K |
PVALPUTNAM ETF TRUST | $383K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $383K |
RFVINVESCO EXCHANGE TRADED FD T | $383K |
STZCONSTELLATION BRANDS INC | $382K |
SPIPSPDR SER TR | $381K |
CSHINEOS ETF TRUST | $381K |
SYFSYNCHRONY FINANCIAL | $380K |
PCHPOTLATCHDELTIC CORPORATION | $378K |
CDWCDW CORP | $374K |
BSCTINVESCO EXCH TRD SLF IDX FD | $372K |
BLDRBUILDERS FIRSTSOURCE INC | $371K |
MHKMOHAWK INDS INC | $369K |
FTNTFORTINET INC | $369K |
VGITVANGUARD SCOTTSDALE FDS | $368K |
WABWABTEC | $367K |
CAHCARDINAL HEALTH INC | $366K |
QSRRESTAURANT BRANDS INTL INC | $365K |
7HPHP INC | $365K |
DFASDIMENSIONAL ETF TRUST | $364K |
SOXXISHARES TR | $363K |
RPMRPM INTL INC | $363K |
ALCALCON AG | $361K |
LNTALLIANT ENERGY CORP | $361K |
IGMISHARES TR | $358K |
TYTRI CONTL CORP | $357K |
PRPERMIAN RESOURCES CORP | $355K |
PEOEXELON CORP | $354K |
DFCFDIMENSIONAL ETF TRUST | $354K |
VONVVANGUARD SCOTTSDALE FDS | $350K |
ABNBAIRBNB INC | $350K |
BSCUINVESCO EXCH TRD SLF IDX FD | $350K |
PNWPINNACLE WEST CAP CORP | $348K |
BSMQINVESCO EXCH TRD SLF IDX FD | $348K |
ITGARTNER INC | $348K |
RCLROYAL CARIBBEAN GROUP | $348K |
COFCAPITAL ONE FINL CORP | $347K |
SMMVISHARES TR | $346K |
PWRQUANTA SVCS INC | $345K |
MEARISHARES U S ETF TR | $345K |
BIPBROOKFIELD INFRAST PARTNERS | $344K |
BTCGRAYSCALE BITCOIN MINI TR ET | $343K |
SERSERINA THERAPEUTICS INC | $338K |
PCARPACCAR INC | $338K |
DRIDARDEN RESTAURANTS INC | $334K |
SWSMURFIT WESTROCK PLC | $334K |
VIOGVANGUARD ADMIRAL FDS INC | $334K |
BAXBAXTER INTL INC | $333K |
BSCSINVESCO EXCH TRD SLF IDX FD | $333K |
LENLENNAR CORP | $329K |
FNDFSCHWAB STRATEGIC TR | $329K |
BKRBAKER HUGHES COMPANY | $329K |
GLDMWORLD GOLD TR | $329K |
EFXEQUIFAX INC | $328K |
ELLAUDER ESTEE COS INC | $325K |
CCOCAMECO CORP | $323K |
HYTBLACKROCK CORPOR HI YLD FD I | $320K |