Waverly Advisors, LLC

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, LLC
Data Enrichment
69% identified
808 identified363 unidentified

Holdings

1,171 positions
Manager:
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Page 29 of 56
ADAMS DIVERSIFIED EQUITY FUND, INC.
Shares:
67201(+2.1%)
Value:
$1.3B(-4.0%)
CONSOLIDATED EDISON INC
Shares:
11500(+23.5%)
Value:
$1.3B(+53.0%)
37954Y657
Shares:
66182(-0.4%)
Value:
$1.3B(-2.8%)
BECTON DICKINSON & CO
Shares:
5443(+56.9%)
Value:
$1.2B(+58.4%)
TRAVELERS COMPANIES, INC.
Shares:
4686(+20.6%)
Value:
$1.2B(+32.4%)
Arista Networks, Inc.
Shares:
15944(+26.4%)
Value:
$1.2B(-11.4%)
ST JOE Co
Shares:
26177
Value:
$1.2B
MARKEL GROUP INC.
Shares:
656(+17.4%)
Value:
$1.2B(+27.1%)
Trade Desk, Inc.
Shares:
22149(+82.2%)
Value:
$1.2B(-15.2%)
464287663
Shares:
13132(+3.3%)
Value:
$1.2B(+3.0%)
TRUSTMARK CORP
Shares:
35032(+0.0%)
Value:
$1.2B(-2.5%)
Parker-Hannifin Corp
Shares:
1974(+114.1%)
Value:
$1.2B(+104.6%)
CARMAX INC
Shares:
15061(-0.2%)
Value:
$1.2B(-4.9%)
FIRST FINANCIAL BANCORP /OH/
Shares:
46782(+0.0%)
Value:
$1.2B(-7.1%)
46434V266
Shares:
34570(-0.4%)
Value:
$1.2B(+3.9%)
LITHIA MOTORS INC
Shares:
3963(+0.9%)
Value:
$1.2B(-17.1%)
CHIPOTLE MEXICAN GRILL INC
Shares:
23054(+6.1%)
Value:
$1.2B(-11.6%)
921932828
Shares:
11898(+0.1%)
Value:
$1.1B(-8.9%)
33735J101
Shares:
14937(+13.3%)
Value:
$1.1B(+13.7%)
REGIONS FINANCIAL CORP
Shares:
52365(+9.0%)
Value:
$1.1B(+0.7%)