Waverly Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,171
Total Value: 8198989293
Accession Number: 0001398344-25-009517
Form Type: 13F-HR
CIK: 0001568787
Manager Name: Waverly Advisors, LLC

Data Enrichment

69% identified

808 identified363 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,171 positions • $8,198,989.293K total value

1,171 positions

Manager:

SEC FilingSEC DataHachi Filing

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NUCOR CORP

NUE|670346105

71178(+8.2%)

Value:

$8.6B(+11.6%)

Palo Alto Networks Inc

PANW|697435105

50030(+652.5%)

Value:

$8.5B(+605.8%)

PROGRESSIVE CORP/OH/

PGR|743315103

30137(+476.0%)

Value:

$8.5B(+580.4%)

25434V765

314013(+1.4%)

Value:

$8.5B(+8.3%)

UNILEVER PLC

UL|904767704

139967(-12.0%)

Value:

$8.3B(-7.6%)

EQUINIX INC

EQIX|29444U700

10101(+0.8%)

Value:

$8.2B(-12.8%)

81369Y209

56401(+11.1%)

Value:

$8.2B(+17.9%)

PENTAIR plc

PNR|G7S00T104

94113(-0.6%)

Value:

$8.2B(-13.6%)

46137V563

379526(-0.2%)

Value:

$8.1B(+0.8%)

47103U886

165199(+3.2%)

Value:

$8.1B(+3.7%)

87283Q867

251264

Value:

$8.1B

61774R825

158228(-15.2%)

Value:

$8.0B(-14.7%)

808524839

343005(+0.7%)

Value:

$7.9B(+2.8%)

CATERPILLAR INC

CAT|149123101

23798(+10.5%)

Value:

$7.8B(+0.5%)

DOMINOS PIZZA INC

DPZ|25754A201

16967

Value:

$7.8B

78463X848

259810(+11.6%)

Value:

$7.7B(+18.2%)

INTUIT INC.

INTU|461202103

12495(+39.0%)

Value:

$7.7B(+35.8%)

LOCKHEED MARTIN CORP

LMT|539830109

17141(+17.6%)

Value:

$7.7B(+8.1%)

NISOURCE INC.

NI|65473P105

190823(+1661.0%)

Value:

$7.7B(+1820.5%)

WELLTOWER INC.

WELL|95040Q104

49628(+259.5%)

Value:

$7.6B(+337.0%)

Instrument	Shares		Other Manager	Value
Nucor Corp(NUEcusip670346105)	71.2K	QoQ +8.23% (+5.4K) YoY NEW(+71.2K)	All Managers (Combined)	$8.6M	QoQ +11.59% (+$890.2K) YoY NEW(+$8.6M)
Palo Alto Networks Inc(PANWcusip697435105)	50.0K	QoQ +652.55% (+43.4K) YoY NEW(+50.0K)	All Managers (Combined)	$8.5M	QoQ +605.78% (+$7.3M) YoY NEW(+$8.5M)
Progressive Corp/Oh/(PGRcusip743315103)	30.1K	QoQ +476.01% (+24.9K) YoY NEW(+30.1K)	All Managers (Combined)	$8.5M	QoQ +580.39% (+$7.3M) YoY NEW(+$8.5M)
(cusip25434V765)✕	314.0K	QoQ +1.42% (+4.4K) YoY +3.33% (+10.1K)	All Managers (Combined)	$8.5M	QoQ +8.29% (+$648.3K) YoY +3.33% (+$273.2K)
Unilever Plc(ULcusip904767704)	140.0K	QoQ -12.03% (-19.1K) YoY +13515.46% (+138.9K)	All Managers (Combined)	$8.3M	QoQ -7.61% (-$686.8K) YoY +16049.77% (+$8.3M)
Equinix Inc(EQIXcusip29444U700)	10.1K	QoQ +0.77% (-78) YoY NEW(+10.1K)	All Managers (Combined)	$8.2M	QoQ -12.85% (-$1.2M) YoY NEW(+$8.2M)
(cusip81369Y209)✕	56.4K	QoQ +11.10% (+5.6K) YoY +72.14% (+23.6K)	All Managers (Combined)	$8.2M	QoQ +17.92% (+$1.3M) YoY +70.14% (+$3.4M)
Pentair Plc(PNRcusipG7S00T104)	94.1K	QoQ -0.58% (-557) YoY -4.68% (-4.6K)	All Managers (Combined)	$8.2M	QoQ -13.58% (-$1.3M) YoY -2.40% (-$202.8K)
(cusip46137V563)✕	379.5K	QoQ -0.21% (-825) YoY +7.50% (+26.5K)	All Managers (Combined)	$8.1M	QoQ +0.76% (-$62.2K) YoY +11.76% (+$858.0K)
(cusip47103U886)✕	165.2K	QoQ +3.21% (+5.1K) YoY +48.76% (+54.2K)	All Managers (Combined)	$8.1M	QoQ +3.72% (+$291.5K) YoY +50.75% (+$2.7M)
(cusip87283Q867)✕	251.3K	QoQ NEW(+251.3K) YoY NEW(+251.3K)	All Managers (Combined)	$8.1M	QoQ NEW(+$8.1M) YoY NEW(+$8.1M)
(cusip61774R825)✕	158.2K	QoQ -15.18% (-28.3K) YoY NEW(+158.2K)	All Managers (Combined)	$8.0M	QoQ -14.69% (-$1.4M) YoY NEW(+$8.0M)
(cusip808524839)✕	343.0K	QoQ +0.73% (+2.5K) YoY +80.11% (-152.6K)	All Managers (Combined)	$7.9M	QoQ +2.77% (+$214.4K) YoY -9.31% (-$815.9K)
Caterpillar Inc(CATcusip149123101)	23.8K	QoQ +10.53% (+2.3K) YoY +124.08% (+13.2K)	All Managers (Combined)	$7.8M	QoQ +0.49% (+$38.6K) YoY +101.69% (+$4.0M)
Dominos Pizza Inc(DPZcusip25754A201)	17.0K	QoQ NEW(+17.0K) YoY NEW(+17.0K)	All Managers (Combined)	$7.8M	QoQ NEW(+$7.8M) YoY NEW(+$7.8M)
(cusip78463X848)✕	259.8K	QoQ +11.61% (+27.0K) YoY +669.48% (+226.0K)	All Managers (Combined)	$7.7M	QoQ +18.16% (+$1.2M) YoY +701.46% (+$6.7M)
Intuit Inc.(INTUcusip461202103)	12.5K	QoQ +39.01% (+3.5K) YoY +2298.27% (+12.0K)	All Managers (Combined)	$7.7M	QoQ +35.80% (+$2.0M) YoY +2165.31% (+$7.3M)
Lockheed Martin Corp(LMTcusip539830109)	17.1K	QoQ +17.62% (+2.6K) YoY +4868.40% (+16.8K)	All Managers (Combined)	$7.7M	QoQ +8.13% (+$576.0K) YoY +4773.01% (+$7.5M)
Nisource Inc.(NIcusip65473P105)	190.8K	QoQ +1661.00% (+180.0K) YoY +1687.40% (+180.1K)	All Managers (Combined)	$7.7M	QoQ +1820.53% (+$7.3M) YoY +2490.62% (+$7.4M)
Welltower Inc.(WELLcusip95040Q104)	49.6K	QoQ +259.49% (+35.8K) YoY +323.95% (+37.9K)	All Managers (Combined)	$7.6M	QoQ +337.01% (+$5.9M) YoY +595.13% (+$6.5M)