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 26 of 56
25434V781
Shares:
59471(-0.2%)
Value:
$1.7B(+9.4%)
464288570
Shares:
16852(+628.3%)
Value:
$1.7B(+576.5%)
33738D101
Shares:
45163(-0.9%)
Value:
$1.7B(+4.2%)
46434V647
Shares:
69517(-1.9%)
Value:
$1.7B(-0.7%)
46138E511
Shares:
148224(+0.8%)
Value:
$1.7B(-1.9%)
78468R739
Shares:
34363(-3.2%)
Value:
$1.6B(-2.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
24.2K | All Managers (Combined) | $1.8M | |||
Cummins Inc(CMIcusip231021106) | 5.6K | All Managers (Combined) | $1.8M | ||
115.0K | All Managers (Combined) | $1.7M | |||
Fiserv Inc(FIcusip337738108) | 7.9K | All Managers (Combined) | $1.7M | ||
(cusip25434V781)✕ | 59.5K | All Managers (Combined) | $1.7M | ||
Southstate Corp(SSBcusip840441109) | 18.6K | All Managers (Combined) | $1.7M | ||
(cusip464288570)✕ | 16.9K | YoY NEW(+16.9K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
Enbridge Inc(ENBcusip29250N105) | 38.5K | All Managers (Combined) | $1.7M | ||
3.4K | QoQ -5.23% (-188)YoY +5.02% (+163) | All Managers (Combined) | $1.7M | ||
(cusip33738D101)✕ | 45.2K | All Managers (Combined) | $1.7M | ||
(cusip46434V647)✕ | 69.5K | YoY NEW(+69.5K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
(cusip46138E511)✕ | 148.2K | All Managers (Combined) | $1.7M | ||
8.3K | YoY NEW(+8.3K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) | |
Servicenow, Inc.(NOWcusip81762P102) | 2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
69.6K | YoY NEW(+69.6K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
14.6K | All Managers (Combined) | $1.6M | |||
Fedex Corp(FDXcusip31428X106) | 6.7K | All Managers (Combined) | $1.6M | ||
Realty Income Corp(Ocusip756109104) | 28.2K | QoQ +1.36% (+379)YoY NEW(+28.2K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
(cusip78468R739)✕ | 34.4K | All Managers (Combined) | $1.6M | ||
Totalenergies Se(TTEcusip89151E109) | 25.1K | All Managers (Combined) | $1.6M |