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 26 of 56
Edwards Lifesciences Corp
EW|28176E108
Shares:
24209(+39.8%)
Value:
$1.8B(+36.9%)
CUMMINS INC
CMI|231021106
Shares:
5595(+4.6%)
Value:
$1.8B(-5.9%)
RiverNorth Capital & Income Fund, Inc.
RSF|76882B108
Shares:
115032(-7.7%)
Value:
$1.7B(-9.1%)
FISERV INC
FI|337738108
Shares:
7901(+5.3%)
Value:
$1.7B(+13.3%)
25434V781
25434V781
Shares:
59471(-0.2%)
Value:
$1.7B(+9.4%)
SouthState Corp
SSB|840441109
Shares:
18631(+0.9%)
Value:
$1.7B(-5.8%)
464288570
464288570
Shares:
16852(+628.3%)
Value:
$1.7B(+576.5%)
ENBRIDGE INC
ENB|29250N105
Shares:
38468(+2.2%)
Value:
$1.7B(+6.7%)
TELEDYNE TECHNOLOGIES INC
TDY|879360105
Shares:
3404(-5.2%)
Value:
$1.7B(+1.6%)
33738D101
33738D101
Shares:
45163(-0.9%)
Value:
$1.7B(+4.2%)
46434V647
46434V647
Shares:
69517(-1.9%)
Value:
$1.7B(-0.7%)
46138E511
46138E511
Shares:
148224(+0.8%)
Value:
$1.7B(-1.9%)
Targa Resources Corp.
TRGP|87612G101
Shares:
8284(+432.0%)
Value:
$1.7B(+497.5%)
ServiceNow, Inc.
NOW|81762P102
Shares:
2070(+12.4%)
Value:
$1.6B(-15.6%)
808524771
FNDX|808524771
Shares:
69615(+15.9%)
Value:
$1.6B(+15.6%)
ROYAL BANK OF CANADA
RY|780087102
Shares:
14561(+28.5%)
Value:
$1.6B(+20.2%)
FEDEX CORP
FDX|31428X106
Shares:
6729(+33.7%)
Value:
$1.6B(+15.9%)
REALTY INCOME CORP
O|756109104
Shares:
28224(+1.4%)
Value:
$1.6B(+10.1%)
78468R739
78468R739
Shares:
34363(-3.2%)
Value:
$1.6B(-2.8%)
TotalEnergies SE
TTE|89151E109
Shares:
25080(+137.9%)
Value:
$1.6B(+182.4%)