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 21 of 56
464287556
Shares:
22082(+0.3%)
Value:
$2.8B(-3.0%)
46429B655
Shares:
54783
Value:
$2.8B
33739N108
Shares:
54920
Value:
$2.8B
81369Y605
Shares:
55588(-1.7%)
Value:
$2.8B(+1.3%)
81369Y886
Shares:
34855(-7.6%)
Value:
$2.7B(-3.8%)
33733B100
Shares:
26858(-0.7%)
Value:
$2.7B(-2.0%)
92189F643
Shares:
30699(+5.3%)
Value:
$2.7B(-0.1%)
808524730
Shares:
87413(+5.3%)
Value:
$2.7B(+11.6%)
46138J791
Shares:
137678(+0.5%)
Value:
$2.7B(+0.8%)
69344A107
Shares:
53538
Value:
$2.7B
72201R874
Shares:
53160(+8.4%)
Value:
$2.7B(+8.8%)
92189F676
Shares:
12462(+2.5%)
Value:
$2.6B(-10.5%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 47.3K | YoY NEW(+47.3K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) | |
| 26.1K | All Managers (Combined) | $2.9M | |||
Kkr & Co. Inc.(KKRcusip48251W104) | 24.7K | All Managers (Combined) | $2.9M | ||
| 140.5K | QoQ 0.00% (-3)YoY NEW(+140.5K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) | |
| 64.7K | All Managers (Combined) | $2.8M | |||
(cusip464287556)✕ | 22.1K | All Managers (Combined) | $2.8M | ||
(cusip46429B655)✕ | 54.8K | QoQ NEW(+54.8K) | All Managers (Combined) | $2.8M | QoQ NEW(+$2.8M) |
(cusip33739N108)✕ | 54.9K | QoQ NEW(+54.9K) YoY NEW(+54.9K) | All Managers (Combined) | $2.8M | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
(cusip81369Y605)✕ | 55.6K | All Managers (Combined) | $2.8M | ||
(cusip81369Y886)✕ | 34.9K | All Managers (Combined) | $2.7M | ||
| 6.2K | All Managers (Combined) | $2.7M | |||
(cusip33733B100)✕ | 26.9K | All Managers (Combined) | $2.7M | ||
(cusip92189F643)✕ | 30.7K | All Managers (Combined) | $2.7M | ||
(cusip808524730)✕ | 87.4K | All Managers (Combined) | $2.7M | ||
(cusip46138J791)✕ | 137.7K | All Managers (Combined) | $2.7M | ||
| 31.2K | QoQ -0.10% (-34) | All Managers (Combined) | $2.7M | ||
(cusip69344A107)✕ | 53.5K | QoQ NEW(+53.5K) YoY NEW(+53.5K) | All Managers (Combined) | $2.7M | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) |
(cusip72201R874)✕ | 53.2K | All Managers (Combined) | $2.7M | ||
| 1.4K | QoQ 0.00% (-0)YoY +0.14% (+2) | All Managers (Combined) | $2.6M | ||
(cusip92189F676)✕ | 12.5K | All Managers (Combined) | $2.6M |