Waverly-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Waverly-Advisors
Data Enrichment
69% identified
808 identified363 unidentified

Holdings

1,171 positions • $8.2B total value
Manager:
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PAYCHEX INC
Shares:10.4K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.2B)
69374H709
Shares:43.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.2B)
464288810
Shares:26.6K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.2B)
46438F101
Shares:33.9K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.2B)
922042718
Shares:13.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.2B)
92189F411
Shares:94.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.2B)
CIVITAS RESOURCES, INC.
Shares:44.8K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.2B)
33738D309
Shares:34.1K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.2B)
46138E537
Shares:67.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
Shell plc
Shares:21.1K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
46435U713
Shares:34.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
MICROSTRATEGY Inc
Shares:5.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
NOVARTIS AG
Shares:13.6K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
53656G498
Shares:33.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
46138G508
Shares:73.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
46434V407
Shares:35.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
abrdn Platinum ETF Trust
Shares:16.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
AUTOZONE INC
Shares:391
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.2B)
Rocket Lab USA, Inc.
Shares:80.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.2B)
464287572
Shares:15.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.2B)