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 20 of 56
78433H303
Shares:
65010(+27.0%)
Value:
$3.1B(+19.7%)
316092865
Shares:
60722
Value:
$3.1B
316092600
Shares:
45029
Value:
$3.1B
33734H106
Shares:
68174(+2.4%)
Value:
$3.0B(+4.7%)
464287291
Shares:
39336(-13.5%)
Value:
$3.0B(-22.7%)
33734X143
Shares:
28277(-0.2%)
Value:
$2.9B(-0.7%)
46435G672
Shares:
57755(-1.8%)
Value:
$2.9B(-1.7%)
464288679
Shares:
25968
Value:
$2.9B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
52.6K | All Managers (Combined) | $3.2M | |||
37.8K | All Managers (Combined) | $3.1M | |||
(cusip78433H303)✕ | 65.0K | YoY NEW(+65.0K) | All Managers (Combined) | $3.1M | YoY NEW(+$3.1M) |
26.0K | All Managers (Combined) | $3.1M | |||
(cusip316092865)✕ | 60.7K | QoQ NEW(+60.7K) YoY NEW(+60.7K) | All Managers (Combined) | $3.1M | QoQ NEW(+$3.1M) YoY NEW(+$3.1M) |
(cusip316092600)✕ | 45.0K | QoQ NEW(+45.0K) YoY NEW(+45.0K) | All Managers (Combined) | $3.1M | QoQ NEW(+$3.1M) YoY NEW(+$3.1M) |
32.8K | All Managers (Combined) | $3.1M | |||
Allstate Corp(ALLcusip020002101) | 14.8K | All Managers (Combined) | $3.1M | ||
34.7K | QoQ NEW(+34.7K) YoY NEW(+34.7K) | All Managers (Combined) | $3.1M | QoQ NEW(+$3.1M) YoY NEW(+$3.1M) | |
17.4K | All Managers (Combined) | $3.1M | |||
23.0K | QoQ +3.32% (+741)YoY NEW(+23.0K) | All Managers (Combined) | $3.0M | YoY NEW(+$3.0M) | |
(cusip33734H106)✕ | 68.2K | All Managers (Combined) | $3.0M | ||
20.9K | All Managers (Combined) | $3.0M | |||
39.4K | All Managers (Combined) | $3.0M | |||
Prologis, Inc.(PLDcusip74340W103) | 26.7K | YoY NEW(+26.7K) | All Managers (Combined) | $3.0M | YoY NEW(+$3.0M) |
(cusip464287291)✕ | 39.3K | All Managers (Combined) | $3.0M | ||
(cusip33734X143)✕ | 28.3K | QoQ -0.17% (-49)YoY -0.18% (-53) | All Managers (Combined) | $2.9M | |
16.9K | All Managers (Combined) | $2.9M | |||
(cusip46435G672)✕ | 57.8K | YoY NEW(+57.8K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) |
(cusip464288679)✕ | 26.0K | QoQ NEW(+26.0K) YoY NEW(+26.0K) | All Managers (Combined) | $2.9M | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) |