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 27 of 56
PAYCHEX INC
PAYX|704326107
Shares:
10391(+17.9%)
Value:
$1.6B(+29.7%)
69374H709
69374H709
Shares:
43346
Value:
$1.6B
464288810
464288810
Shares:
26550(-0.8%)
Value:
$1.6B(+2.3%)
46438F101
46438F101
Shares:
33905(+42.1%)
Value:
$1.6B(+25.4%)
922042718
VSS|922042718
Shares:
13714(-7.7%)
Value:
$1.6B(-6.8%)
92189F411
92189F411
Shares:
94295(+17.7%)
Value:
$1.6B(+18.6%)
CIVITAS RESOURCES, INC.
CIVI|17888H103
Shares:
44791
Value:
$1.6B
33738D309
33738D309
Shares:
34096(-2.8%)
Value:
$1.6B(-4.1%)
46138E537
46138E537
Shares:
67259(+1.6%)
Value:
$1.5B(-0.8%)
Shell plc
SHEL|780259305
Shares:
21087(+8.7%)
Value:
$1.5B(+27.1%)
46435U713
46435U713
Shares:
34191(-30.7%)
Value:
$1.5B(-32.5%)
MICROSTRATEGY Inc
MSTR|594972408
Shares:
5300(-7.8%)
Value:
$1.5B(-8.2%)
NOVARTIS AG
NVS|66987V109
Shares:
13605(+32.8%)
Value:
$1.5B(+52.2%)
53656G498
53656G498
Shares:
32976
Value:
$1.5B
46138G508
46138G508
Shares:
73023(+2.2%)
Value:
$1.5B(+0.4%)
46434V407
46434V407
Shares:
35197(-1.6%)
Value:
$1.5B(-1.8%)
abrdn Platinum ETF Trust
PPLT|003260106
Shares:
16338(-17.4%)
Value:
$1.5B(-9.2%)
AUTOZONE INC
AZO|053332102
Shares:
391(-0.3%)
Value:
$1.5B(+18.9%)
Rocket Lab USA, Inc.
RKLB|773122106
Shares:
80919(-39.9%)
Value:
$1.4B(-57.8%)
464287572
464287572
Shares:
14987(-4.8%)
Value:
$1.4B(-9.0%)