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 |
|---|---|
JPIBJ P MORGAN EXCHANGE TRADED F | $2K |
GMGENERAL MTRS CO | $2K |
JMUBJ P MORGAN EXCHANGE TRADED F | $2K |
6RJ0ROCKET LAB CORP | $2K |
OSKOSHKOSH CORP | $2K |
ANETARISTA NETWORKS INC | $2K |
SPGIS&P GLOBAL INC | $2K |
IDV*ISHARES TR | $2K |
WTRGESSENTIAL UTILS INC | $2K |
SPTLSPDR SERIES TRUST | $2K |
CCLCARNIVAL CORP | $2K |
MUNIPIMCO ETF TR | $2K |
DALDELTA AIR LINES INC DEL | $2K |
PHPARKER-HANNIFIN CORP | $2K |
CLXCLOROX CO DEL | $2K |
EWEDWARDS LIFESCIENCES CORP | $2K |
VLOVALERO ENERGY CORP | $2K |
PULSPGIM ETF TR | $2K |
SMIGETF SER SOLUTIONS | $2K |
DKNGDRAFTKINGS INC NEW | $2K |
DFNMDIMENSIONAL ETF TRUST | $2K |
QSRRESTAURANT BRANDS INTL INC | $2K |
PSFFPACER FDS TR | $2K |
BMTABRITISH AMERN TOB PLC | $2K |
FXOFIRST TR EXCHANGE TRADED FD | $2K |
RYROYAL BK CDA | $2K |
FMBFIRST TR EXCH TRADED FD III | $2K |
HOODROBINHOOD MKTS INC | $2K |
HYMBSPDR SERIES TRUST | $2K |
GRMNGARMIN LTD | $2K |
IOOISHARES TR | $2K |
RIORIO TINTO PLC | $2K |
VTHRVANGUARD SCOTTSDALE FDS | $2K |
FIXCOMFORT SYS USA INC | $2K |
NVSNNOVARTIS AG | $2K |
SDVYFIRST TR EXCHANGE-TRADED FD | $2K |
BKBANK NEW YORK MELLON CORP | $2K |
GPCGENUINE PARTS CO | $2K |
PDPINVESCO EXCHANGE TRADED FD T | $2K |
FLOTISHARES TR | $2K |
FIGRFIGURE TECHNOLOGY SOLUTIO | $2K |
GQGUADVISORS INNER CIRCLE FD III | $2K |
PFMINVESCO EXCHANGE TRADED FD T | $2K |
CITCINTAS CORP | $2K |
ITMVANECK ETF TRUST | $2K |
ELVELEVANCE HEALTH INC FORMERLY | $2K |
MARMARRIOTT INTL INC NEW | $2K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $2K |
DSIISHARES TR | $2K |
WCNWASTE CONNECTIONS INC | $2K |
VGUSVANGUARD INSTL INDEX FD | $2K |
ODFLOLD DOMINION FREIGHT LINE IN | $2K |
BPREBLUEROCK PVT REAL ESTATE FD | $2K |
VVVANGUARD INDEX FDS | $2K |
PKGPACKAGING CORP AMER | $2K |
FDSFACTSET RESH SYS INC | $2K |
BBSIBARRETT BUSINESS SVCS INC | $2K |
HSICHENRY SCHEIN INC | $2K |
XMHQINVESCO EXCHANGE TRADED FD T | $2K |
BNBROOKFIELD CORP | $2K |
AFLAFLAC INC | $2K |
PLDPROLOGIS INC. | $2K |
IRMIRON MTN INC DEL | $2K |
DFEMDIMENSIONAL ETF TRUST | $2K |
TFXTELEFLEX INCORPORATED | $2K |
DGDOLLAR GEN CORP NEW | $2K |
CTRACOTERRA ENERGY INC | $2K |
FDISFIDELITY COVINGTON TRUST | $2K |
SYU1SYNOVUS FINL CORP | $2K |
COWGPACER FDS TR | $2K |
IYJISHARES TR | $2K |
OREALTY INCOME CORP | $2K |
SECTNORTHERN LTS FD TR IV | $2K |
AQLTISHARES TR | $2K |
MRSHMARSH & MCLENNAN COS INC | $2K |
FFORD MTR CO | $2K |
FTSLFIRST TR EXCHANGE-TRADED FD | $2K |
GLPGLOBAL PARTNERS LP | $2K |
BDVGLITMAN GREGORY FDS TR | $2K |
FCXFREEPORT-MCMORAN INC | $2K |
GRIDFIRST TR EXCHANGE TRADED FD | $2K |
PSLV/USPROTT ASSET MANAGEMENT LP | $2K |
MCHIISHARES TR | $2K |
EMKTLAZARD ACTIVE ETF TR | $2K |
FNDESCHWAB STRATEGIC TR | $2K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $2K |
CEFZELEVATION SERIES TRUST | $2K |
FVDFIRST TR EXCHANGE-TRADED FD | $2K |
TTTRANE TECHNOLOGIES PLC | $2K |
SLVISHARES SILVER TR | $2K |
IDXXIDEXX LABS INC | $2K |
MAGSLISTED FDS TR | $2K |
MBBISHARES TR | $2K |
PXHINVESCO EXCH TRADED FD TR II | $2K |
GCOWPACER FDS TR | $2K |
VPUVANGUARD WORLD FD | $2K |
UBERUBER TECHNOLOGIES INC | $2K |
DONSPDR DOW JONES INDL AVERAGE | $2K |
LADLITHIA MTRS INC | $1K |
PFFDGLOBAL X FDS | $1K |