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 19 of 56
464289446
Shares:
24365(+2.4%)
Value:
$3.3B(-2.8%)
025072299
Shares:
55609(-0.6%)
Value:
$3.3B(+7.0%)
464289875
Shares:
75044(+2.4%)
Value:
$3.3B(+3.4%)
90470L550
Shares:
84455(+3.7%)
Value:
$3.3B(-3.7%)
97717W604
Shares:
101947(+394.5%)
Value:
$3.3B(+360.1%)
97717W315
Shares:
77419(-1.1%)
Value:
$3.3B(+2.7%)
46138E354
Shares:
42570(-2.1%)
Value:
$3.2B(+4.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.0K | All Managers (Combined) | $3.4M | |||
Corning Inc /Ny(GLWcusip219350105) | 74.0K | All Managers (Combined) | $3.4M | ||
Eaton Corp Plc(ETNcusipG29183103) | 12.3K | All Managers (Combined) | $3.4M | ||
(cusip464289446)✕ | 24.4K | QoQ +2.38% (-567)YoY NEW(+24.4K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) |
(cusip025072299)✕ | 55.6K | All Managers (Combined) | $3.3M | ||
118.2K | All Managers (Combined) | $3.3M | |||
Metlife Inc(METcusip59156R108) | 41.4K | All Managers (Combined) | $3.3M | ||
Target Corp(TGTcusip87612E106) | 31.8K | All Managers (Combined) | $3.3M | ||
(cusip464289875)✕ | 75.0K | All Managers (Combined) | $3.3M | ||
Veralto Corp(VLTOcusip92338C103) | 33.8K | QoQ NEW(+33.8K) YoY NEW(+33.8K) | All Managers (Combined) | $3.3M | QoQ NEW(+$3.3M) YoY NEW(+$3.3M) |
15.7K | YoY NEW(+15.7K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) | |
(cusip90470L550)✕ | 84.5K | All Managers (Combined) | $3.3M | ||
(cusip97717W604)✕ | 101.9K | All Managers (Combined) | $3.3M | ||
(cusip97717W315)✕ | 77.4K | All Managers (Combined) | $3.3M | ||
78.6K | All Managers (Combined) | $3.2M | |||
12.6K | QoQ NEW(+12.6K) YoY NEW(+12.6K) | All Managers (Combined) | $3.2M | QoQ NEW(+$3.2M) YoY NEW(+$3.2M) | |
18.8K | All Managers (Combined) | $3.2M | |||
110.6K | All Managers (Combined) | $3.2M | |||
(cusip46138E354)✕ | 42.6K | All Managers (Combined) | $3.2M | ||
Halliburton Co(HALcusip406216101) | 124.6K | All Managers (Combined) | $3.2M |