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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921910816

MGK|921910816

24433(+7.9%)

Value:

$7.5B(-3.0%)

464288273

114861(-5.2%)

Value:

$7.3B(-0.8%)

Mastercard Inc

MA|57636Q104

13293(+134.2%)

Value:

$7.3B(+143.8%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

5078(+177.0%)

Value:

$7.3B(+234.7%)

KROGER CO

KR|501044101

106136(+1.4%)

Value:

$7.2B(+12.2%)

808524763

FNDA|808524763

261893(+4.8%)

Value:

$7.2B(-3.3%)

Medtronic plc

MDT|G5960L103

79200(+199.8%)

Value:

$7.1B(+237.2%)

464287432

77972(-17.9%)

Value:

$7.1B(-14.5%)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

61665

Value:

$7.0B

PATRICK INDUSTRIES INC

PATK|703343103

82971

Value:

$7.0B

GOLDMAN SACHS GROUP INC

GS|38141G104

12545(-0.2%)

Value:

$6.9B(-4.8%)

46641Q274

144672(+3.3%)

Value:

$6.8B(+4.6%)

922908595

VBK|922908595

26930(-5.2%)

Value:

$6.8B(-14.8%)

DANAHER CORP /DE/

DHR|235851102

32024(+202.2%)

Value:

$6.6B(+169.9%)

Burlington Stores, Inc.

BURL|122017106

27521

Value:

$6.6B

46432F834

IXUS|46432F834

93904(-0.8%)

Value:

$6.6B(+4.7%)

025072703

AVDE|025072703

98695(+253.7%)

Value:

$6.5B(+281.9%)

25434V807

164274(-1.0%)

Value:

$6.5B(+9.8%)

TYLER TECHNOLOGIES INC

TYL|902252105

11034

Value:

$6.4B

BOSTON SCIENTIFIC CORP

BSX|101137107

63518(+468.4%)

Value:

$6.4B(+542.0%)

Instrument	Shares		Other Manager	Value
(MGKcusip921910816)	24.4K	QoQ +7.88% (-1.8K) YoY +2886.91% (+23.6K)	All Managers (Combined)	$7.5M	QoQ -2.95% (-$230.1K) YoY +3119.43% (+$7.3M)
(cusip464288273)✕	114.9K	QoQ -5.19% (-6.3K) YoY -26.48% (-41.4K)	All Managers (Combined)	$7.3M	QoQ -0.85% (-$62.7K) YoY -26.25% (-$2.6M)
Mastercard Inc(MAcusip57636Q104)	13.3K	QoQ +134.19% (+7.6K) YoY +665.28% (+11.6K)	All Managers (Combined)	$7.3M	QoQ +143.80% (+$4.3M) YoY +771.43% (+$6.5M)
O Reilly Automotive Inc(ORLYcusip67103H107)	5.1K	QoQ +177.03% (+3.2K) YoY +532.37% (+4.3K)	All Managers (Combined)	$7.3M	QoQ +234.67% (+$5.1M) YoY +702.40% (+$6.4M)
Kroger Co(KRcusip501044101)	106.1K	QoQ +1.38% (+1.4K) YoY +47.94% (+34.4K)	All Managers (Combined)	$7.2M	QoQ +12.22% (+$782.6K) YoY +75.29% (+$3.1M)
(FNDAcusip808524763)	261.9K	QoQ +4.83% (-12.1K) YoY +129.73% (+147.9K)	All Managers (Combined)	$7.2M	QoQ -3.32% (-$246.5K) YoY +10.33% (+$672.0K)
Medtronic Plc(MDTcusipG5960L103)	79.2K	QoQ +199.78% (+52.8K) YoY +1200.06% (+73.1K)	All Managers (Combined)	$7.1M	QoQ +237.24% (+$5.0M) YoY +1240.49% (+$6.6M)
(cusip464287432)✕	78.0K	QoQ -17.93% (-17.0K) YoY +23385.54% (+77.6K)	All Managers (Combined)	$7.1M	QoQ -14.46% (-$1.2M) YoY +22494.45% (+$7.1M)
Bj'S Wholesale Club Holdings, Inc.(BJcusip05550J101)	61.7K	QoQ NEW(+61.7K) YoY NEW(+61.7K)	All Managers (Combined)	$7.0M	QoQ NEW(+$7.0M) YoY NEW(+$7.0M)
Patrick Industries Inc(PATKcusip703343103)	83.0K	QoQ NEW(+83.0K) YoY NEW(+83.0K)	All Managers (Combined)	$7.0M	QoQ NEW(+$7.0M) YoY NEW(+$7.0M)
Goldman Sachs Group Inc(GScusip38141G104)	12.5K	QoQ -0.16% (-21) YoY +69.91% (+5.2K)	All Managers (Combined)	$6.9M	QoQ -4.75% (-$342.4K) YoY +122.24% (+$3.8M)
(cusip46641Q274)✕	144.7K	QoQ +3.31% (+4.6K) YoY +43.59% (+43.9K)	All Managers (Combined)	$6.8M	QoQ +4.59% (+$300.3K) YoY +45.69% (+$2.1M)
(VBKcusip922908595)	26.9K	QoQ -5.23% (-1.5K) YoY +3.59% (+935)	All Managers (Combined)	$6.8M	QoQ -14.80% (-$1.2M) YoY +0.03% (+$2.6K)
Danaher Corp /De/(DHRcusip235851102)	32.0K	QoQ +202.22% (+21.4K) YoY +264.98% (+23.3K)	All Managers (Combined)	$6.6M	QoQ +169.88% (+$4.1M) YoY +199.61% (+$4.4M)
Burlington Stores, Inc.(BURLcusip122017106)	27.5K	QoQ NEW(+27.5K) YoY NEW(+27.5K)	All Managers (Combined)	$6.6M	QoQ NEW(+$6.6M) YoY NEW(+$6.6M)
(IXUScusip46432F834)	93.9K	QoQ -0.80% (-759) YoY +25.19% (+18.9K)	All Managers (Combined)	$6.6M	QoQ +4.70% (-$294.4K) YoY +28.78% (+$1.5M)
(AVDEcusip025072703)	98.7K	QoQ +253.66% (+70.8K) YoY +287.73% (+73.2K)	All Managers (Combined)	$6.5M	QoQ +281.90% (+$4.8M) YoY +303.12% (+$4.9M)
(cusip25434V807)✕	164.3K	QoQ -1.00% (-1.7K) YoY NEW(+164.3K)	All Managers (Combined)	$6.5M	QoQ +9.82% (-$578.3K) YoY NEW(+$6.5M)
Tyler Technologies Inc(TYLcusip902252105)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$6.4M	QoQ NEW(+$6.4M) YoY NEW(+$6.4M)
Boston Scientific Corp(BSXcusip101137107)	63.5K	QoQ +468.44% (+52.3K) YoY +636.35% (+54.9K)	All Managers (Combined)	$6.4M	QoQ +542.00% (+$5.4M) YoY +984.55% (+$5.8M)