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 24 of 56
Nuveen AMT-Free Quality Municipal Income Fund
NEA|670657105
Shares:
196486(+15.3%)
Value:
$2.2B(+14.5%)
SYNOPSYS INC
SNPS|871607107
Shares:
5108(+18.5%)
Value:
$2.2B(+4.7%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
35978(+1.6%)
Value:
$2.2B(+12.2%)
72201R866
72201R866
Shares:
41589(+5.2%)
Value:
$2.1B(+4.8%)
Trane Technologies plc
TT|G8994E103
Shares:
6355(+3.8%)
Value:
$2.1B(-5.3%)
SYNOVUS FINANCIAL CORP
SNV|87161C501
Shares:
45788(+1.8%)
Value:
$2.1B(-7.1%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
464(+1.8%)
Value:
$2.1B(-5.6%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
19310(+66.2%)
Value:
$2.1B(+96.9%)
464287754
464287754
Shares:
16179(-1.5%)
Value:
$2.1B(-4.0%)
33741X102
33741X102
Shares:
62784
Value:
$2.1B
92204A702
VGT|92204A702
Shares:
3842(+11.4%)
Value:
$2.1B(-2.8%)
FS KKR Capital Corp
FSK|302635206
Shares:
98780(-5.5%)
Value:
$2.1B(-8.8%)
25434V104
25434V104
Shares:
53806(+5.3%)
Value:
$2.1B(+0.0%)
92204A876
92204A876
Shares:
11882(+9.1%)
Value:
$2.0B(+14.0%)
921932885
IVOO|921932885
Shares:
20507(-3.7%)
Value:
$2.0B(-9.9%)
Essential Utilities, Inc.
WTRG|29670G102
Shares:
51170(+9.3%)
Value:
$2.0B(+19.0%)
46138E727
46138E727
Shares:
93041(-2.4%)
Value:
$2.0B(+3.6%)
53700T751
53700T751
Shares:
171670
Value:
$2.0B
Restaurant Brands International Inc.
QSR|76131D103
Shares:
30096(+436.9%)
Value:
$2.0B(+448.9%)
92189F437
92189F437
Shares:
68746(-19.5%)
Value:
$2.0B(-19.0%)