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 27 of 56
69374H709
Shares:
43346
Value:
$1.6B
464288810
Shares:
26550(-0.8%)
Value:
$1.6B(+2.3%)
46438F101
Shares:
33905(+42.1%)
Value:
$1.6B(+25.4%)
92189F411
Shares:
94295(+17.7%)
Value:
$1.6B(+18.6%)
33738D309
Shares:
34096(-2.8%)
Value:
$1.6B(-4.1%)
46138E537
Shares:
67259(+1.6%)
Value:
$1.5B(-0.8%)
46435U713
Shares:
34191(-30.7%)
Value:
$1.5B(-32.5%)
53656G498
Shares:
32976
Value:
$1.5B
46138G508
Shares:
73023(+2.2%)
Value:
$1.5B(+0.4%)
46434V407
Shares:
35197(-1.6%)
Value:
$1.5B(-1.8%)
464287572
Shares:
14987(-4.8%)
Value:
$1.4B(-9.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Paychex Inc(PAYXcusip704326107) | 10.4K | All Managers (Combined) | $1.6M | ||
(cusip69374H709)✕ | 43.3K | QoQ NEW(+43.3K) YoY NEW(+43.3K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
(cusip464288810)✕ | 26.6K | All Managers (Combined) | $1.6M | ||
(cusip46438F101)✕ | 33.9K | All Managers (Combined) | $1.6M | ||
13.7K | All Managers (Combined) | $1.6M | |||
(cusip92189F411)✕ | 94.3K | All Managers (Combined) | $1.6M | ||
44.8K | QoQ NEW(+44.8K) YoY NEW(+44.8K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) | |
(cusip33738D309)✕ | 34.1K | All Managers (Combined) | $1.6M | ||
(cusip46138E537)✕ | 67.3K | All Managers (Combined) | $1.5M | ||
21.1K | All Managers (Combined) | $1.5M | |||
(cusip46435U713)✕ | 34.2K | All Managers (Combined) | $1.5M | ||
5.3K | All Managers (Combined) | $1.5M | |||
Novartis Ag(NVScusip66987V109) | 13.6K | All Managers (Combined) | $1.5M | ||
(cusip53656G498)✕ | 33.0K | QoQ NEW(+33.0K) YoY NEW(+33.0K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) YoY NEW(+$1.5M) |
(cusip46138G508)✕ | 73.0K | All Managers (Combined) | $1.5M | ||
(cusip46434V407)✕ | 35.2K | All Managers (Combined) | $1.5M | ||
16.3K | YoY NEW(+16.3K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
Autozone Inc(AZOcusip053332102) | 391 | QoQ -0.25% (-1) | All Managers (Combined) | $1.5M | |
80.9K | All Managers (Combined) | $1.4M | |||
(cusip464287572)✕ | 15.0K | QoQ -4.80% (-756)YoY NEW(+15.0K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |