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 23 of 56
46137V506
Shares:
50277(-0.9%)
Value:
$2.3B(-1.1%)
464287721
Shares:
16261(+18.2%)
Value:
$2.3B(+4.1%)
922020805
Shares:
45448(+1.5%)
Value:
$2.3B(+4.6%)
464288448
Shares:
72866(-1.4%)
Value:
$2.3B(+11.6%)
78464A672
Shares:
78646(+0.3%)
Value:
$2.2B(+2.9%)
464287341
Shares:
52718(-5.5%)
Value:
$2.2B(+4.1%)
81369Y506
Shares:
23631(-3.0%)
Value:
$2.2B(+5.8%)
47103U852
Shares:
48749(+17.0%)
Value:
$2.2B(+19.7%)
92206C599
Shares:
8925(+0.0%)
Value:
$2.2B(-5.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Mckesson Corp(MCKcusip58155Q103) | 3.6K | All Managers (Combined) | $2.4M | ||
94.5K | All Managers (Combined) | $2.4M | |||
Garmin Ltd(GRMNcusipH2906T109) | 11.0K | YoY NEW(+11.0K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) |
520.3K | QoQ NEW(+520.3K) YoY NEW(+520.3K) | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
13.0K | All Managers (Combined) | $2.3M | |||
5.1K | QoQ +4.47% (-219)YoY NEW(+5.1K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) | |
S&P Global Inc.(SPGIcusip78409V104) | 4.5K | All Managers (Combined) | $2.3M | ||
(cusip46137V506)✕ | 50.3K | All Managers (Combined) | $2.3M | ||
7.6K | All Managers (Combined) | $2.3M | |||
(cusip464287721)✕ | 16.3K | All Managers (Combined) | $2.3M | ||
(cusip922020805)✕ | 45.4K | All Managers (Combined) | $2.3M | ||
(cusip464288448)✕ | 72.9K | All Managers (Combined) | $2.3M | ||
(cusip78464A672)✕ | 78.6K | All Managers (Combined) | $2.2M | ||
9.4K | All Managers (Combined) | $2.2M | |||
(cusip464287341)✕ | 52.7K | All Managers (Combined) | $2.2M | ||
(cusip81369Y506)✕ | 23.6K | All Managers (Combined) | $2.2M | ||
206.9K | QoQ NEW(+206.9K) YoY NEW(+206.9K) | All Managers (Combined) | $2.2M | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) | |
(cusip47103U852)✕ | 48.7K | All Managers (Combined) | $2.2M | ||
(cusip92206C599)✕ | 8.9K | All Managers (Combined) | $2.2M | ||
Us Bancorp \De\(USBcusip902973304) | 52.1K | All Managers (Combined) | $2.2M |