Waverly Advisors, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$12.3M
Holdings
1,474
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,474 positions)
| Stock | Value |
|---|---|
CDNSCADENCE DESIGN SYSTEM INC | $4K |
MMM3M CO | $4K |
MOALTRIA GROUP INC | $4K |
PSXPHILLIPS 66 | $4K |
SONOSONOS INC | $4K |
INDAISHARES TR | $4K |
DEODIAGEO PLC | $4K |
VBRVANGUARD INDEX FDS | $4K |
SRLNSSGA ACTIVE ETF TR | $4K |
PAGPPLAINS GP HLDGS L P | $4K |
MCKMCKESSON CORP | $4K |
KMIKINDER MORGAN INC DEL | $4K |
BBHLBBH TR | $4K |
NXPINXP SEMICONDUCTORS N V | $4K |
SUNCSUNOCOCORP LLC | $4K |
RKTROCKET COS INC | $4K |
DSGDESCARTES SYS GROUP INC | $4K |
EESWISDOMTREE TR | $4K |
IBITISHARES BITCOIN TRUST ETF | $3K |
ROUSLATTICE STRATEGIES TR | $3K |
VFHVANGUARD WORLD FD | $3K |
DTEDTE ENERGY CO | $3K |
ICEINTERCONTINENTAL EXCHANGE IN | $3K |
ATRAPTARGROUP INC | $3K |
NLYANNALY CAPITAL MANAGEMENT IN | $3K |
TNGYTORTOISE CAPITAL SERIES TRUS | $3K |
EMREMERSON ELEC CO | $3K |
AIQGLOBAL X FDS | $3K |
ARCCARES CAPITAL CORP | $3K |
CEGCONSTELLATION ENERGY CORP | $3K |
LQDISHARES TR | $3K |
VXFVANGUARD INDEX FDS | $3K |
NKENIKE INC | $3K |
MPCMARATHON PETE CORP | $3K |
BABAALIBABA GROUP HLDG LTD | $3K |
ADMARCHER DANIELS MIDLAND CO | $3K |
DEMWISDOMTREE TR | $3K |
TDYTELEDYNE TECHNOLOGIES INC | $3K |
AEPAMERICAN ELEC PWR CO INC | $3K |
VIGIVANGUARD WHITEHALL FDS | $3K |
JMBSJANUS DETROIT STR TR | $3K |
BSCRINVESCO EXCH TRD SLF IDX FD | $3K |
CWBSPDR SERIES TRUST | $3K |
IUSBISHARES TR | $3K |
ALBALBEMARLE CORP | $3K |
IYWISHARES TR | $3K |
FTECFIDELITY COVINGTON TRUST | $3K |
AVSDAMERICAN CENTY ETF TR | $3K |
MOATVANECK ETF TRUST | $3K |
HNMORMAT TECHNOLOGIES INC | $3K |
XLGINVESCO EXCHANGE TRADED FD T | $3K |
METMETLIFE INC | $3K |
SPLVINVESCO EXCH TRADED FD TR II | $3K |
SPTISPDR SERIES TRUST | $3K |
DYHTARGET CORP | $3K |
ICSHISHARES TR | $3K |
DOWDOW INC | $3K |
SDYSPDR SERIES TRUST | $3K |
CITHE CIGNA GROUP | $3K |
CMICUMMINS INC | $3K |
BSCQINVESCO EXCH TRD SLF IDX FD | $3K |
FCNCAFIRST CTZNS BANCSHARES INC D | $3K |
IXNISHARES TR | $3K |
GILDGILEAD SCIENCES INC | $3K |
GPNGLOBAL PMTS INC | $3K |
CSXCSX CORP | $3K |
SCHYSCHWAB STRATEGIC TR | $3K |
COFCAPITAL ONE FINL CORP | $3K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $3K |
FDXFEDEX CORP | $3K |
UCBUNITED CMNTY BKS BLAIRSVLE G | $3K |
EWUISHARES TR | $3K |
DISVDIMENSIONAL ETF TRUST | $3K |
MFCMANULIFE FINL CORP | $3K |
CRWDCROWDSTRIKE HLDGS INC | $3K |
ITA*ISHARES TR | $3K |
HYGISHARES TR | $3K |
IBBISHARES TR | $3K |
GISGENERAL MLS INC | $3K |
MGMTUNIFIED SER TR | $3K |
CTVACORTEVA INC | $3K |
APHAMPHENOL CORP NEW | $3K |
AOMISHARES TR | $3K |
BMYBRISTOL-MYERS SQUIBB CO | $3K |
LRCXLAM RESEARCH CORP | $3K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $3K |
FXHFIRST TR EXCHANGE TRADED FD | $3K |
SPYINEOS ETF TRUST | $3K |
USRTISHARES TR | $3K |
IYRISHARES TR | $2K |
ZBHZIMMER BIOMET HOLDINGS INC | $2K |
FIWFIRST TR EXCHANGE-TRADED FD | $2K |
TLTISHARES TR | $2K |
REGNREGENERON PHARMACEUTICALS | $2K |
IVOOVANGUARD ADMIRAL FDS INC | $2K |
DESWISDOMTREE TR | $2K |
WMBWILLIAMS COS INC | $2K |
IEURISHARES TR | $2K |
SMMUPIMCO ETF TR | $2K |
MLNVANECK ETF TRUST | $2K |