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)

StockValue
GBXGREENBRIER COS INC
$319K
TMFCRBB FD INC
$318K
INGRINGREDION INC
$317K
STTSTATE STR CORP
$317K
ETHEGRAYSCALE ETHEREUM TRUST ETF
$314K
HLTHILTON WORLDWIDE HLDGS INC
$314K
GNTXGENTEX CORP
$313K
MGAMAGNA INTL INC
$312K
MTBM & T BK CORP
$312K
BSCVINVESCO EXCH TRD SLF IDX FD
$312K
JDJD.COM INC
$310K
NPKNATIONAL PRESTO INDS INC
$309K
PMBSPIMCO ETF TR
$309K
PPGPPG INDS INC
$308K
WYWEYERHAEUSER CO MTN BE
$305K
GOFGUGGENHEIM STRATEGIC OPPORTU
$303K
FDEMFIDELITY COVINGTON TRUST
$303K
WTWWILLIS TOWERS WATSON PLC LTD
$302K
XYZBLOCK INC
$302K
BSCWINVESCO EXCH TRD SLF IDX FD
$299K
SPRETIDAL ETF TR
$299K
HLNHALEON PLC
$298K
VOOVVANGUARD ADMIRAL FDS INC
$297K
MCHPMICROCHIP TECHNOLOGY INC.
$296K
KEYSKEYSIGHT TECHNOLOGIES INC
$295K
XOPSPDR SER TR
$293K
BALLBALL CORP
$292K
APHAMPHENOL CORP NEW
$291K
BSCXINVESCO EXCH TRD SLF IDX FD
$290K
HMCHONDA MOTOR LTD
$289K
WCNWASTE CONNECTIONS INC
$289K
XHBSPDR SER TR
$289K
REGLPROSHARES TR
$288K
ESGUISHARES TR
$288K
CGDGCAPITAL GROUP DIVIDEND VALUE
$286K
SRESEMPRA
$286K
WBDWARNER BROS DISCOVERY INC
$286K
SJMSMUCKER J M CO
$285K
VTWVVANGUARD SCOTTSDALE FDS
$283K
HPEHEWLETT PACKARD ENTERPRISE C
$281K
ROKUROKU INC
$280K
TRGPTARGA RES CORP
$278K
XMVMINVESCO EXCHANGE TRADED FD T
$277K
ADSKAUTODESK INC
$277K
HWMHOWMET AEROSPACE INC
$274K
IDXXIDEXX LABS INC
$273K
FDNFIRST TR EXCHANGE-TRADED FD
$273K
JJACOBS SOLUTIONS INC
$271K
BHKBLACKROCK CORE BD TR
$271K
APOAPOLLO GLOBAL MGMT INC
$270K
BITBBITWISE BITCOIN ETF TR
$270K
BIBLNORTHERN LTS FD TR IV
$269K
ORIOLD REP INTL CORP
$267K
PCEFINVESCO EXCH TRADED FD TR II
$267K
PEGPUBLIC SVC ENTERPRISE GRP IN
$266K
DTDWISDOMTREE TR
$265K
ACVFETF OPPORTUNITIES TRUST
$264K
ADTNADTRAN HOLDINGS INC
$263K
FRMEFIRST MERCHANTS CORP
$260K
GISGENERAL MLS INC
$260K
RNAAVIDITY BIOSCIENCES INC
$259K
SDOGALPS ETF TR
$259K
MBBISHARES TR
$258K
DC4DEXCOM INC
$258K
IHEISHARES TR
$257K
TMUST-MOBILE US INC
$257K
ARMKARAMARK
$256K
NUKZEXCHANGE TRADED CONCEPTS TRU
$256K
ATOATMOS ENERGY CORP
$255K
DSIISHARES TR
$255K
SAPSAP SE
$254K
MCRMFS CHARTER INCOME TR
$251K
POOLPOOL CORP
$251K
CGXUCAPITAL GROUP INTL FOCUS EQT
$249K
FYTFIRST TR EXCHANGE-TRADED ALP
$248K
SMDVPROSHARES TR
$248K
T7DTRANSDIGM GROUP INC
$247K
BTZBLACKROCK CR ALLOCATION INCO
$247K
IVOGVANGUARD ADMIRAL FDS INC
$247K
XSLVINVESCO EXCH TRADED FD TR II
$245K
NFENEW FORTRESS ENERGY INC
$242K
BROBROWN & BROWN INC
$241K
STEWSRH TOTAL RETURN FUND INC
$241K
EWCISHARES INC
$238K
XLGIXLAZARD GLOBAL TOTAL RETURN &
$238K
ASMLASML HOLDING N V
$236K
HEDJWISDOMTREE TR
$235K
GMFSPDR INDEX SHS FDS
$234K
PSNPARSONS CORP DEL
$233K
HUBSHUBSPOT INC
$233K
ABGCENCORA INC
$232K
DOCUDOCUSIGN INC
$231K
GRMNGARMIN LTD
$231K
BAPCREDICORP LTD
$228K
STXSEAGATE TECHNOLOGY HLDNGS PL
$226K
IXGISHARES TR
$224K
ROSTROSS STORES INC
$222K
XBOEXBLACKROCK ENHANCED GLOBAL DI
$221K
EHCENCOMPASS HEALTH CORP
$219K
WRBBERKLEY W R CORP
$217K
PreviousPage 9 of 10Next