Waverly Advisors, LLC

Filing Details

13F-HR2025-03-31
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
Manager Name
Waverly Advisors, LLC
Data Enrichment
69% identified
808 identified363 unidentified

Holdings

1,171 positions
Manager:
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Page 15 of 56
808524870
Shares:
200976(+284.3%)
Value:
$5.4B(+300.1%)
Palantir Technologies Inc.
Shares:
63960(-26.1%)
Value:
$5.4B(-17.6%)
46431W507
Shares:
105809(-1.3%)
Value:
$5.4B(-0.6%)
25434V740
Shares:
198255(-0.4%)
Value:
$5.4B(+2.8%)
STERIS plc
Shares:
23629(+1068.6%)
Value:
$5.4B(+1188.5%)
464288760
Shares:
34962(+100.8%)
Value:
$5.4B(+111.5%)
HA Sustainable Infrastructure Capital, Inc.
Shares:
182452
Value:
$5.3B
46434V100
Shares:
103768(+0.5%)
Value:
$5.2B(+1.6%)
46137V308
Shares:
45769(+10.0%)
Value:
$5.2B(+7.7%)
922042874
Shares:
73440(-1.6%)
Value:
$5.2B(+8.8%)
316188309
Shares:
112383(+5.1%)
Value:
$5.1B(+6.9%)
Sony Group Corp
Shares:
201059(+6.0%)
Value:
$5.1B(+27.2%)
Air Products & Chemicals, Inc.
Shares:
17293(-4.4%)
Value:
$5.1B(-2.8%)
Infosys Ltd
Shares:
278335(+7.4%)
Value:
$5.1B(-10.6%)
GENERAL DYNAMICS CORP
Shares:
18580(+9.4%)
Value:
$5.1B(+13.1%)
CLOROX CO /DE/
Shares:
34332(-1.2%)
Value:
$5.1B(-10.4%)
MICRON TECHNOLOGY INC
Shares:
58071(+0.0%)
Value:
$5.0B(+3.2%)
33734X846
Shares:
79836(+0.8%)
Value:
$5.0B(+0.1%)
81369Y852
Shares:
51614(+252.3%)
Value:
$5.0B(+251.0%)
Philip Morris International Inc.
Shares:
31127(+12.1%)
Value:
$4.9B(+47.9%)