Waverly Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
808 identified363 unidentified

Holdings

1,171 positions
Manager:
SEC
Search and click to pin securities to the top
Page 20 of 56
ALTRIA GROUP, INC.
MO|02209S103
Shares:
52650(+20.1%)
Value:
$3.2B(+37.8%)
921946810
VIGI|921946810
Shares:
37756(-0.1%)
Value:
$3.1B(+3.6%)
78433H303
78433H303
Shares:
65010(+27.0%)
Value:
$3.1B(+19.7%)
92204A405
VFH|92204A405
Shares:
26049(+8.2%)
Value:
$3.1B(+9.5%)
316092865
316092865
Shares:
60722
Value:
$3.1B
316092600
316092600
Shares:
45029
Value:
$3.1B
46429B697
USMV|46429B697
Shares:
32829(-0.2%)
Value:
$3.1B(+5.3%)
ALLSTATE CORP
ALL|020002101
Shares:
14834(+5.8%)
Value:
$3.1B(+13.7%)
Blueprint Medicines Corp
BPMC|09627Y109
Shares:
34678
Value:
$3.1B
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
17352(+6.0%)
Value:
$3.1B(-3.4%)
Alibaba Group Holding Ltd
BABA|01609W102
Shares:
23040(+3.3%)
Value:
$3.0B(+61.1%)
33734H106
33734H106
Shares:
68174(+2.4%)
Value:
$3.0B(+4.7%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
20856(+4.1%)
Value:
$3.0B(+8.7%)
921937819
BIV|921937819
Shares:
39371(-0.2%)
Value:
$3.0B(+2.3%)
Prologis, Inc.
PLD|74340W103
Shares:
26667(+1258.5%)
Value:
$3.0B(+1336.8%)
464287291
464287291
Shares:
39336(-13.5%)
Value:
$3.0B(-22.7%)
33734X143
33734X143
Shares:
28277(-0.2%)
Value:
$2.9B(-0.7%)
922908652
VXF|922908652
Shares:
16880(+0.2%)
Value:
$2.9B(-9.1%)
46435G672
46435G672
Shares:
57755(-1.8%)
Value:
$2.9B(-1.7%)
464288679
464288679
Shares:
25968
Value:
$2.9B