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
Search and click to pin securities to the top
Page 28 of 56
97717W760
97717W760
Shares:
21753(-3.6%)
Value:
$1.4B(+1.1%)
RENASANT CORP
RNST|75970E107
Shares:
41743(-2.6%)
Value:
$1.4B(-7.6%)
46429B309
46429B309
Shares:
86255
Value:
$1.4B
025072695
025072695
Shares:
30875(+0.0%)
Value:
$1.4B(-1.4%)
TRACTOR SUPPLY CO /DE/
TSCO|892356106
Shares:
25345(+6.0%)
Value:
$1.4B(+10.1%)
Constellation Energy Corp
CEG|21037T109
Shares:
6878(+62.9%)
Value:
$1.4B(+46.8%)
33739Q408
33739Q408
Shares:
23132(+144.2%)
Value:
$1.4B(+144.4%)
ONEOK INC /NEW/
OKE|682680103
Shares:
13749(+55.4%)
Value:
$1.4B(+53.5%)
BROOKFIELD Corp /ON/
BN.TO|11271J107
Shares:
25924(+46.6%)
Value:
$1.4B(+33.7%)
464287739
IYR|464287739
Shares:
14069(+103.9%)
Value:
$1.3B(+109.8%)
BLACKBAUD INC
BLKB|09227Q100
Shares:
21525(+5.0%)
Value:
$1.3B(-11.9%)
MOLSON COORS BEVERAGE CO
TAP|60871R209
Shares:
21916(+25.9%)
Value:
$1.3B(+33.7%)
Enstar Group LTD
ESGR|G3075P101
Shares:
4003(+0.0%)
Value:
$1.3B(+3.2%)
92189H201
92189H201
Shares:
29193(-1.4%)
Value:
$1.3B(-2.6%)
SIMMONS FIRST NATIONAL CORP
SFNC|828730200
Shares:
64430(-0.0%)
Value:
$1.3B(-7.5%)
92204A306
VDE|92204A306
Shares:
10169(+0.8%)
Value:
$1.3B(+7.8%)
Robinhood Markets, Inc.
HOOD|770700102
Shares:
31120
Value:
$1.3B
72201R718
72201R718
Shares:
13476(+0.2%)
Value:
$1.3B(+1.2%)
032108664
032108664
Shares:
17956(-0.3%)
Value:
$1.3B(-3.9%)
46435U663
46435U663
Shares:
33566(-6.5%)
Value:
$1.3B(-14.6%)