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
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921946406
VYM|921946406
Shares:
334527(+2.5%)
Value:
$43.1B(+3.6%)
VISA INC.
V|92826C839
Shares:
115559(+90.9%)
Value:
$40.5B(+111.6%)
78464A649
78464A649
Shares:
1569119(+3.2%)
Value:
$40.1B(+5.5%)
025072885
025072885
Shares:
413864(-1.4%)
Value:
$38.2B(-6.0%)
464287309
IVW|464287309
Shares:
407890(+10.6%)
Value:
$37.9B(+1.1%)
92206C870
VCIT|92206C870
Shares:
452951(+1.4%)
Value:
$37.0B(+3.3%)
78464A854
SPLG|78464A854
Shares:
555872(+8.8%)
Value:
$36.6B(+3.8%)
Broadcom Inc.
AVGO|11135F101
Shares:
217985(+156.3%)
Value:
$36.5B(+85.1%)
464287598
IWD|464287598
Shares:
193497(+41.7%)
Value:
$36.4B(+44.1%)
922908363
VOO|922908363
Shares:
68962(+15.9%)
Value:
$35.4B(+10.5%)
Alphabet Inc.
GOOG|02079K107
Shares:
224424(+144.2%)
Value:
$35.1B(+100.3%)
464287655
IWM|464287655
Shares:
171937(+3.3%)
Value:
$34.3B(-6.7%)
922907746
VTEB|922907746
Shares:
671465(-0.4%)
Value:
$33.3B(-1.4%)
COCA COLA CO
KO|191216100
Shares:
456131(+10.3%)
Value:
$32.7B(+26.8%)
MCDONALDS CORP
MCD|580135101
Shares:
100818(+117.9%)
Value:
$31.5B(+134.8%)
AbbVie Inc.
ABBV|00287Y109
Shares:
149472(+30.7%)
Value:
$31.3B(+54.1%)
46434V621
DGRO|46434V621
Shares:
497787(+1.4%)
Value:
$30.8B(+2.1%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
184757(+123.4%)
Value:
$30.7B(+87.8%)
ELI LILLY & Co
LLY|532457108
Shares:
36803(+14.9%)
Value:
$30.4B(+23.0%)
464288877
464288877
Shares:
513678(-1.9%)
Value:
$30.3B(+10.2%)