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 17 of 56
97717X669
Shares:
53955(+3.1%)
Value:
$4.3B(+1.7%)
464288638
Shares:
81770(+3.2%)
Value:
$4.3B(+5.3%)
81369Y407
Shares:
20423(+1.1%)
Value:
$4.0B(-11.0%)
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%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
122.7K | All Managers (Combined) | $4.4M | |||
74.6K | QoQ NEW(+74.6K) YoY NEW(+74.6K) | All Managers (Combined) | $4.3M | QoQ NEW(+$4.3M) YoY NEW(+$4.3M) | |
(cusip97717X669)✕ | 54.0K | All Managers (Combined) | $4.3M | ||
Diageo Plc(DEOcusip25243Q205) | 41.1K | YoY NEW(+41.1K) | All Managers (Combined) | $4.3M | YoY NEW(+$4.3M) |
(cusip464288638)✕ | 81.8K | All Managers (Combined) | $4.3M | ||
Dte Energy Co(DTEcusip233331107) | 31.0K | YoY NEW(+31.0K) | All Managers (Combined) | $4.3M | YoY NEW(+$4.3M) |
14.0K | All Managers (Combined) | $4.3M | |||
41.4K | QoQ NEW(+41.4K) YoY NEW(+41.4K) | All Managers (Combined) | $4.3M | QoQ NEW(+$4.3M) YoY NEW(+$4.3M) | |
28.8K | All Managers (Combined) | $4.2M | |||
Intel Corp(INTCcusip458140100) | 185.8K | All Managers (Combined) | $4.2M | ||
78.6K | QoQ NEW(+78.6K) YoY NEW(+78.6K) | All Managers (Combined) | $4.2M | QoQ NEW(+$4.2M) YoY NEW(+$4.2M) | |
Nike, Inc.(NKEcusip654106103) | 65.5K | All Managers (Combined) | $4.2M | ||
78.9K | All Managers (Combined) | $4.1M | |||
49.8K | All Managers (Combined) | $4.1M | |||
Blackstone Inc.(BXcusip09260D107) | 29.1K | All Managers (Combined) | $4.1M | ||
(cusip81369Y407)✕ | 20.4K | All Managers (Combined) | $4.0M | ||
Comcast Corp(CMCSAcusip20030N101) | 109.2K | All Managers (Combined) | $4.0M | ||
(cusip78464A300)✕ | 51.0K | All Managers (Combined) | $4.0M | ||
(cusip97717W562)✕ | 79.8K | QoQ -0.25% (-200)YoY NEW(+79.8K) | All Managers (Combined) | $3.9M | YoY NEW(+$3.9M) |
(cusip46434V878)✕ | 76.6K | All Managers (Combined) | $3.9M |