Waverly Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001568787
- Manager Name
- Waverly Advisors, LLC
Data Enrichment
69% identified808 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%)
46431W507
Shares:
105809(-1.3%)
Value:
$5.4B(-0.6%)
25434V740
Shares:
198255(-0.4%)
Value:
$5.4B(+2.8%)
464288760
Shares:
34962(+100.8%)
Value:
$5.4B(+111.5%)
46434V100
Shares:
103768(+0.5%)
Value:
$5.2B(+1.6%)
46137V308
Shares:
45769(+10.0%)
Value:
$5.2B(+7.7%)
316188309
Shares:
112383(+5.1%)
Value:
$5.1B(+6.9%)
33734X846
Shares:
79836(+0.8%)
Value:
$5.0B(+0.1%)
81369Y852
Shares:
51614(+252.3%)
Value:
$5.0B(+251.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip808524870)✕ | 201.0K | All Managers (Combined) | $5.4M | ||
64.0K | All Managers (Combined) | $5.4M | |||
(cusip46431W507)✕ | 105.8K | All Managers (Combined) | $5.4M | ||
(cusip25434V740)✕ | 198.3K | QoQ -0.42% (-849)YoY NEW(+198.3K) | All Managers (Combined) | $5.4M | YoY NEW(+$5.4M) |
Steris Plc(STEcusipG8473T100) | 23.6K | YoY NEW(+23.6K) | All Managers (Combined) | $5.4M | YoY NEW(+$5.4M) |
(cusip464288760)✕ | 35.0K | All Managers (Combined) | $5.4M | ||
182.5K | QoQ NEW(+182.5K) YoY NEW(+182.5K) | All Managers (Combined) | $5.3M | QoQ NEW(+$5.3M) YoY NEW(+$5.3M) | |
(cusip46434V100)✕ | 103.8K | All Managers (Combined) | $5.2M | ||
(cusip46137V308)✕ | 45.8K | All Managers (Combined) | $5.2M | ||
73.4K | All Managers (Combined) | $5.2M | |||
(cusip316188309)✕ | 112.4K | All Managers (Combined) | $5.1M | ||
Sony Group Corp(SONYcusip835699307) | 201.1K | YoY NEW(+201.1K) | All Managers (Combined) | $5.1M | YoY NEW(+$5.1M) |
17.3K | All Managers (Combined) | $5.1M | |||
Infosys Ltd(INFYcusip456788108) | 278.3K | YoY NEW(+278.3K) | All Managers (Combined) | $5.1M | YoY NEW(+$5.1M) |
18.6K | All Managers (Combined) | $5.1M | |||
Clorox Co /De/(CLXcusip189054109) | 34.3K | All Managers (Combined) | $5.1M | ||
58.1K | All Managers (Combined) | $5.0M | |||
(cusip33734X846)✕ | 79.8K | All Managers (Combined) | $5.0M | ||
(cusip81369Y852)✕ | 51.6K | All Managers (Combined) | $5.0M | ||
31.1K | All Managers (Combined) | $4.9M |