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 22 of 56
78464A359
Shares:
34285(-1.1%)
Value:
$2.6B(-2.7%)
46641Q852
Shares:
54495(+9.0%)
Value:
$2.6B(+10.4%)
389637109
Shares:
39478(+4.2%)
Value:
$2.6B(-8.2%)
46138J783
Shares:
127525(+0.9%)
Value:
$2.5B(+1.5%)
46137V472
Shares:
26394(+22.3%)
Value:
$2.4B(+13.7%)
46641Q761
Shares:
42755
Value:
$2.4B
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip78464A359)✕ | 34.3K | All Managers (Combined) | $2.6M | ||
| 19.5K | All Managers (Combined) | $2.6M | |||
| 13.2K | QoQ +1.93% (-251)YoY +6.75% (+836) | All Managers (Combined) | $2.6M | ||
| 54.4K | YoY NEW(+54.4K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) | |
(cusip46641Q852)✕ | 54.5K | All Managers (Combined) | $2.6M | ||
Repligen Corp(RGENcusip759916109) | 20.4K | QoQ NEW(+20.4K) YoY NEW(+20.4K) | All Managers (Combined) | $2.6M | QoQ NEW(+$2.6M) YoY NEW(+$2.6M) |
| 13.8K | All Managers (Combined) | $2.6M | |||
(cusip389637109)✕ | 39.5K | All Managers (Combined) | $2.6M | ||
Genuine Parts Co(GPCcusip372460105) | 21.4K | All Managers (Combined) | $2.5M | ||
| 32.7K | YoY NEW(+32.7K) | All Managers (Combined) | $2.5M | YoY NEW(+$2.5M) | |
(cusip46138J783)✕ | 127.5K | YoY NEW(+127.5K) | All Managers (Combined) | $2.5M | YoY NEW(+$2.5M) |
| 60.1K | QoQ NEW(+60.1K) YoY NEW(+60.1K) | All Managers (Combined) | $2.5M | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) | |
| 152.5K | QoQ NEW(+152.5K) YoY NEW(+152.5K) | All Managers (Combined) | $2.5M | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) | |
| 82.4K | All Managers (Combined) | $2.4M | |||
(cusip46137V472)✕ | 26.4K | All Managers (Combined) | $2.4M | ||
(cusip46641Q761)✕ | 42.8K | QoQ NEW(+42.8K) YoY NEW(+42.8K) | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) |
| 41.9K | QoQ NEW(+41.9K) YoY NEW(+41.9K) | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
| 5.7K | All Managers (Combined) | $2.4M | |||
Cintas Corp(CTAScusip172908105) | 11.7K | All Managers (Combined) | $2.4M | ||
| 39.4K | All Managers (Combined) | $2.4M |