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:
Search and click to pin securities to the top
Page 29 of 56
37954Y657
Shares:
66182(-0.4%)
Value:
$1.3B(-2.8%)
46434V266
Shares:
34570(-0.4%)
Value:
$1.2B(+3.9%)
921932828
Shares:
11898(+0.1%)
Value:
$1.1B(-8.9%)
33735J101
Shares:
14937(+13.3%)
Value:
$1.1B(+13.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
67.2K | YoY NEW(+67.2K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
11.5K | YoY NEW(+11.5K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
(cusip37954Y657)✕ | 66.2K | All Managers (Combined) | $1.3M | ||
5.4K | YoY NEW(+5.4K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) | |
4.7K | All Managers (Combined) | $1.2M | |||
15.9K | YoY NEW(+15.9K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) | |
26.2K | QoQ NEW(+26.2K) YoY NEW(+26.2K) | All Managers (Combined) | $1.2M | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) | |
656 | All Managers (Combined) | $1.2M | |||
Trade Desk, Inc.(TTDcusip88339J105) | 22.1K | YoY NEW(+22.1K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
13.1K | QoQ +3.32% (+423)YoY +3.88% (+491) | All Managers (Combined) | $1.2M | ||
Trustmark Corp(TRMKcusip898402102) | 35.0K | QoQ +0.03% (-13) | All Managers (Combined) | $1.2M | |
2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) | |
Carmax Inc(KMXcusip143130102) | 15.1K | All Managers (Combined) | $1.2M | ||
46.8K | QoQ 0.00% (-0)YoY NEW(+46.8K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) | |
(cusip46434V266)✕ | 34.6K | All Managers (Combined) | $1.2M | ||
4.0K | All Managers (Combined) | $1.2M | |||
23.1K | YoY NEW(+23.1K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) | |
(cusip921932828)✕ | 11.9K | QoQ +0.13% (-16)YoY +0.13% (-16) | All Managers (Combined) | $1.1M | |
(cusip33735J101)✕ | 14.9K | YoY NEW(+14.9K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
52.4K | All Managers (Combined) | $1.1M |