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 16 of 56
81369Y308
Shares:
59978(+3.6%)
Value:
$4.9B(+7.7%)
464288687
Shares:
155608(-2.0%)
Value:
$4.8B(-4.2%)
78467V848
Shares:
116828
Value:
$4.7B
78468R853
Shares:
115115(+0.9%)
Value:
$4.7B(-8.5%)
78468R101
Shares:
154595(+24.9%)
Value:
$4.5B(+25.9%)
78467V608
Shares:
109138(+4.1%)
Value:
$4.5B(+2.6%)
25434V203
Shares:
143156(-0.6%)
Value:
$4.5B(+6.3%)
46138G649
Shares:
22866(+30.4%)
Value:
$4.4B(+19.6%)
922907712
Shares:
59190
Value:
$4.4B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip81369Y308)✕ | 60.0K | All Managers (Combined) | $4.9M | ||
49.5K | All Managers (Combined) | $4.8M | |||
40.2K | All Managers (Combined) | $4.8M | |||
(cusip464288687)✕ | 155.6K | All Managers (Combined) | $4.8M | ||
20.2K | All Managers (Combined) | $4.7M | |||
(cusip78467V848)✕ | 116.8K | QoQ NEW(+116.8K) YoY NEW(+116.8K) | All Managers (Combined) | $4.7M | QoQ NEW(+$4.7M) YoY NEW(+$4.7M) |
(cusip78468R853)✕ | 115.1K | All Managers (Combined) | $4.7M | ||
19.9K | All Managers (Combined) | $4.6M | |||
65.0K | All Managers (Combined) | $4.6M | |||
23.0K | All Managers (Combined) | $4.6M | |||
52.0K | QoQ NEW(+52.0K) YoY NEW(+52.0K) | All Managers (Combined) | $4.6M | QoQ NEW(+$4.6M) YoY NEW(+$4.6M) | |
Draftkings Inc.(DKNGcusip26142V105) | 136.9K | YoY NEW(+136.9K) | All Managers (Combined) | $4.5M | YoY NEW(+$4.5M) |
8.9K | All Managers (Combined) | $4.5M | |||
(cusip78468R101)✕ | 154.6K | All Managers (Combined) | $4.5M | ||
(cusip78467V608)✕ | 109.1K | All Managers (Combined) | $4.5M | ||
(cusip25434V203)✕ | 143.2K | All Managers (Combined) | $4.5M | ||
Conocophillips(COPcusip20825C104) | 42.4K | All Managers (Combined) | $4.5M | ||
(cusip46138G649)✕ | 22.9K | YoY NEW(+22.9K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) |
(cusip922907712)✕ | 59.2K | QoQ NEW(+59.2K) YoY NEW(+59.2K) | All Managers (Combined) | $4.4M | QoQ NEW(+$4.4M) YoY NEW(+$4.4M) |
198.1K | All Managers (Combined) | $4.4M |