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 17 of 56
Southern States Bancshares, Inc.
Shares:
122681(+1.4%)
Value:
$4.4B(+8.8%)
Sunoco LP
Shares:
74578
Value:
$4.3B
97717X669
Shares:
53955(+3.1%)
Value:
$4.3B(+1.7%)
DIAGEO PLC
Shares:
41118(-4.5%)
Value:
$4.3B(-21.2%)
464288638
Shares:
81770(+3.2%)
Value:
$4.3B(+5.3%)
DTE ENERGY CO
Shares:
30965(+6.1%)
Value:
$4.3B(+21.5%)
AUTOMATIC DATA PROCESSING INC
Shares:
13960(+16.3%)
Value:
$4.3B(+21.4%)
PULTEGROUP INC/MI/
Shares:
41426
Value:
$4.3B
Shares:
28797(+8.9%)
Value:
$4.2B(+23.9%)
INTEL CORP
Shares:
185801(+5.9%)
Value:
$4.2B(+20.0%)
GLOBAL PARTNERS LP
Shares:
78613
Value:
$4.2B
NIKE, Inc.
Shares:
65526(+234.5%)
Value:
$4.2B(+180.6%)
nVent Electric plc
Shares:
78868(-0.0%)
Value:
$4.1B(-23.1%)
KELLANOVA
Shares:
49836(-0.5%)
Value:
$4.1B(+1.4%)
Blackstone Inc.
Shares:
29138(+5.2%)
Value:
$4.1B(-14.7%)
81369Y407
Shares:
20423(+1.1%)
Value:
$4.0B(-11.0%)
COMCAST CORP
Shares:
109178(+21.3%)
Value:
$4.0B(+19.2%)
78464A300
Shares:
50972(-2.7%)
Value:
$4.0B(-12.6%)
97717W562
Shares:
79765(-0.3%)
Value:
$3.9B(-9.7%)
46434V878
Shares:
76639(-3.2%)
Value:
$3.9B(-2.7%)