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
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Page 23 of 56
MCKESSON CORP
MCK|58155Q103
Shares:
3567(+56.8%)
Value:
$2.4B(+85.1%)
808524672
SCHY|808524672
Shares:
94529(+14.0%)
Value:
$2.4B(+25.1%)
GARMIN LTD
GRMN|H2906T109
Shares:
11045(+886.2%)
Value:
$2.4B(+938.5%)
NGL Energy Partners LP
NGL|62913M107
Shares:
520259
Value:
$2.4B
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
13012(+4.8%)
Value:
$2.3B(+0.4%)
FACTSET RESEARCH SYSTEMS INC
FDS|303075105
Shares:
5110(+4.5%)
Value:
$2.3B(-1.1%)
S&P Global Inc.
SPGI|78409V104
Shares:
4545(+6.4%)
Value:
$2.3B(+8.5%)
46137V506
46137V506
Shares:
50277(-0.9%)
Value:
$2.3B(-1.1%)
Chubb Ltd
CB|H1467J104
Shares:
7585(+5.5%)
Value:
$2.3B(+15.3%)
464287721
464287721
Shares:
16261(+18.2%)
Value:
$2.3B(+4.1%)
922020805
922020805
Shares:
45448(+1.5%)
Value:
$2.3B(+4.6%)
464288448
464288448
Shares:
72866(-1.4%)
Value:
$2.3B(+11.6%)
78464A672
78464A672
Shares:
78646(+0.3%)
Value:
$2.2B(+2.9%)
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
9397(+2.1%)
Value:
$2.2B(+3.1%)
464287341
464287341
Shares:
52718(-5.5%)
Value:
$2.2B(+4.1%)
81369Y506
81369Y506
Shares:
23631(-3.0%)
Value:
$2.2B(+5.8%)
Sonos Inc
SONO|83570H108
Shares:
206865
Value:
$2.2B
47103U852
47103U852
Shares:
48749(+17.0%)
Value:
$2.2B(+19.7%)
92206C599
92206C599
Shares:
8925(+0.0%)
Value:
$2.2B(-5.0%)
US BANCORP \DE\
USB|902973304
Shares:
52148(-5.3%)
Value:
$2.2B(-16.4%)