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 24 of 56
72201R866
Shares:
41589(+5.2%)
Value:
$2.1B(+4.8%)
464287754
Shares:
16179(-1.5%)
Value:
$2.1B(-4.0%)
33741X102
Shares:
62784
Value:
$2.1B
25434V104
Shares:
53806(+5.3%)
Value:
$2.1B(+0.0%)
92204A876
Shares:
11882(+9.1%)
Value:
$2.0B(+14.0%)
46138E727
Shares:
93041(-2.4%)
Value:
$2.0B(+3.6%)
53700T751
Shares:
171670
Value:
$2.0B
92189F437
Shares:
68746(-19.5%)
Value:
$2.0B(-19.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
196.5K | All Managers (Combined) | $2.2M | |||
Synopsys Inc(SNPScusip871607107) | 5.1K | YoY NEW(+5.1K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
36.0K | All Managers (Combined) | $2.2M | |||
(cusip72201R866)✕ | 41.6K | All Managers (Combined) | $2.1M | ||
6.4K | QoQ +3.80% (-233)YoY NEW(+6.4K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
45.8K | All Managers (Combined) | $2.1M | |||
464 | QoQ +1.75% (-8) | All Managers (Combined) | $2.1M | ||
19.3K | All Managers (Combined) | $2.1M | |||
(cusip464287754)✕ | 16.2K | All Managers (Combined) | $2.1M | ||
(cusip33741X102)✕ | 62.8K | QoQ NEW(+62.8K) YoY NEW(+62.8K) | All Managers (Combined) | $2.1M | QoQ NEW(+$2.1M) YoY NEW(+$2.1M) |
3.8K | All Managers (Combined) | $2.1M | |||
98.8K | All Managers (Combined) | $2.1M | |||
(cusip25434V104)✕ | 53.8K | All Managers (Combined) | $2.1M | ||
(cusip92204A876)✕ | 11.9K | All Managers (Combined) | $2.0M | ||
20.5K | QoQ -3.71% (-792)YoY -3.71% (-792) | All Managers (Combined) | $2.0M | ||
51.2K | YoY NEW(+51.2K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) | |
(cusip46138E727)✕ | 93.0K | All Managers (Combined) | $2.0M | ||
(cusip53700T751)✕ | 171.7K | QoQ NEW(+171.7K) YoY NEW(+171.7K) | All Managers (Combined) | $2.0M | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
30.1K | All Managers (Combined) | $2.0M | |||
(cusip92189F437)✕ | 68.7K | All Managers (Combined) | $2.0M |