Waverly-Advisors

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
Data Enrichment
69% identified
808 identified363 unidentified

Holdings

1,171 positions • $8.2B total value
Manager:
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BLACK HILLS CORP /SD/
Shares:47.3K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.2B)
EMERSON ELECTRIC CO
Shares:26.1K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.2B)
KKR & Co. Inc.
Shares:24.7K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.2B)
ANNALY CAPITAL MANAGEMENT INC
Shares:140.5K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.2B)
464287234
Shares:64.7K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.2B)
464287556
Shares:22.1K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.2B)
46429B655
Shares:54.8K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.2B)
33739N108
Shares:54.9K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.2B)
81369Y605
Shares:55.6K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.2B)
81369Y886
Shares:34.9K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
Elevance Health, Inc.
Shares:6.2K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
33733B100
Shares:26.9K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
92189F643
Shares:30.7K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
808524730
Shares:87.4K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
46138J791
Shares:137.7K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
IRON MOUNTAIN INC
Shares:31.2K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
69344A107
Shares:53.5K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
72201R874
Shares:53.2K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.2B)
FIRST CITIZENS BANCSHARES INC /DE/
Shares:1.4K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.2B)
92189F676
Shares:12.5K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.2B)