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 16 of 56
81369Y308
Shares:
59978(+3.6%)
Value:
$4.9B(+7.7%)
GLOBAL PAYMENTS INC
Shares:
49501(-3.7%)
Value:
$4.8B(-15.9%)
464287705
Shares:
40193(+6.3%)
Value:
$4.8B(+1.8%)
464288687
Shares:
155608(-2.0%)
Value:
$4.8B(-4.2%)
Vulcan Materials CO
Shares:
20213(+16.6%)
Value:
$4.7B(+5.7%)
78467V848
Shares:
116828
Value:
$4.7B
78468R853
Shares:
115115(+0.9%)
Value:
$4.7B(-8.5%)
LOWES COMPANIES INC
Shares:
19865(+10.7%)
Value:
$4.6B(+4.6%)
NEXTERA ENERGY INC
Shares:
65049(+36.7%)
Value:
$4.6B(+35.1%)
GENERAL ELECTRIC CO
Shares:
22956(+8.5%)
Value:
$4.6B(+30.2%)
HEALTHEQUITY, INC.
Shares:
51986
Value:
$4.6B
DraftKings Inc.
Shares:
136890(+220.7%)
Value:
$4.5B(+186.3%)
NORTHROP GRUMMAN CORP /DE/
Shares:
8865(+621.9%)
Value:
$4.5B(+687.8%)
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%)
CONOCOPHILLIPS
Shares:
42448(+10.5%)
Value:
$4.5B(+17.0%)
46138G649
Shares:
22866(+30.4%)
Value:
$4.4B(+19.6%)
922907712
Shares:
59190
Value:
$4.4B
ARES CAPITAL CORP
Shares:
198128(+1.1%)
Value:
$4.4B(+2.3%)