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 18 of 56
78464A763
Shares:
28591(-2.9%)
Value:
$3.9B(-0.3%)
ATI INC
Shares:
74383
Value:
$3.9B
Cigna Group
Shares:
11727(+2.9%)
Value:
$3.9B(+22.6%)
46429B598
Shares:
74744
Value:
$3.8B
CyberArk Software Ltd.
Shares:
11381
Value:
$3.8B
464288513
Shares:
48348(-1.3%)
Value:
$3.8B(-1.0%)
25434V401
Shares:
62220(+7.0%)
Value:
$3.8B(+1.5%)
GILEAD SCIENCES, INC.
Shares:
32677(+12.0%)
Value:
$3.7B(+35.8%)
78468R788
Shares:
82541(+590.4%)
Value:
$3.7B(+606.7%)
KINDER MORGAN, INC.
Shares:
126301(+5.0%)
Value:
$3.6B(+9.3%)
81369Y860
Shares:
85837
Value:
$3.6B
46138E743
Shares:
68579(-2.1%)
Value:
$3.6B(+6.3%)
464287176
Shares:
32083(-1.9%)
Value:
$3.6B(+2.3%)
25434V849
Shares:
74791(-3.4%)
Value:
$3.6B(-3.8%)
Brookfield Infrastructure Partners L.P.
Shares:
119195(+1002.6%)
Value:
$3.6B(+933.2%)
78464A383
Shares:
160295(+10.8%)
Value:
$3.5B(+13.3%)
PFIZER INC
Shares:
138689(+51.6%)
Value:
$3.5B(+44.8%)
464288521
Shares:
60961(-3.0%)
Value:
$3.5B(-2.5%)
NICE Ltd.
Shares:
22562
Value:
$3.5B
NEWMONT Corp /DE/
Shares:
71532(+10.7%)
Value:
$3.5B(+43.6%)