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 18 of 56
46429B598
Shares:
74744
Value:
$3.8B
464288513
Shares:
48348(-1.3%)
Value:
$3.8B(-1.0%)
25434V401
Shares:
62220(+7.0%)
Value:
$3.8B(+1.5%)
78468R788
Shares:
82541(+590.4%)
Value:
$3.7B(+606.7%)
81369Y860
Shares:
85837
Value:
$3.6B
464287176
Shares:
32083(-1.9%)
Value:
$3.6B(+2.3%)
25434V849
Shares:
74791(-3.4%)
Value:
$3.6B(-3.8%)
78464A383
Shares:
160295(+10.8%)
Value:
$3.5B(+13.3%)
464288521
Shares:
60961(-3.0%)
Value:
$3.5B(-2.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
28.6K | QoQ -2.94% (-867)YoY -2.40% (-704) | All Managers (Combined) | $3.9M | ||
74.4K | QoQ NEW(+74.4K) YoY NEW(+74.4K) | All Managers (Combined) | $3.9M | QoQ NEW(+$3.9M) YoY NEW(+$3.9M) | |
Cigna Group(CIcusip125523100) | 11.7K | All Managers (Combined) | $3.9M | ||
(cusip46429B598)✕ | 74.7K | QoQ NEW(+74.7K) | All Managers (Combined) | $3.8M | QoQ NEW(+$3.8M) |
11.4K | QoQ NEW(+11.4K) YoY NEW(+11.4K) | All Managers (Combined) | $3.8M | QoQ NEW(+$3.8M) YoY NEW(+$3.8M) | |
(cusip464288513)✕ | 48.3K | All Managers (Combined) | $3.8M | ||
(cusip25434V401)✕ | 62.2K | All Managers (Combined) | $3.8M | ||
32.7K | All Managers (Combined) | $3.7M | |||
(cusip78468R788)✕ | 82.5K | All Managers (Combined) | $3.7M | ||
126.3K | All Managers (Combined) | $3.6M | |||
(cusip81369Y860)✕ | 85.8K | QoQ NEW(+85.8K) | All Managers (Combined) | $3.6M | QoQ NEW(+$3.6M) |
68.6K | All Managers (Combined) | $3.6M | |||
(cusip464287176)✕ | 32.1K | QoQ -1.90% (-623)YoY NEW(+32.1K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
(cusip25434V849)✕ | 74.8K | All Managers (Combined) | $3.6M | ||
119.2K | YoY NEW(+119.2K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) | |
(cusip78464A383)✕ | 160.3K | YoY NEW(+160.3K) | All Managers (Combined) | $3.5M | YoY NEW(+$3.5M) |
Pfizer Inc(PFEcusip717081103) | 138.7K | All Managers (Combined) | $3.5M | ||
(cusip464288521)✕ | 61.0K | All Managers (Combined) | $3.5M | ||
22.6K | QoQ NEW(+22.6K) YoY NEW(+22.6K) | All Managers (Combined) | $3.5M | QoQ NEW(+$3.5M) YoY NEW(+$3.5M) | |
71.5K | All Managers (Combined) | $3.5M |