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 3 of 56
78464A649
Shares:
1569119(+3.2%)
Value:
$40.1B(+5.5%)
025072885
Shares:
413864(-1.4%)
Value:
$38.2B(-6.0%)
464288877
Shares:
513678(-1.9%)
Value:
$30.3B(+10.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
334.5K | All Managers (Combined) | $43.1M | |||
115.6K | All Managers (Combined) | $40.5M | |||
(cusip78464A649)✕ | 1.6M | All Managers (Combined) | $40.1M | ||
(cusip025072885)✕ | 413.9K | All Managers (Combined) | $38.2M | ||
407.9K | All Managers (Combined) | $37.9M | |||
453.0K | All Managers (Combined) | $37.0M | |||
555.9K | All Managers (Combined) | $36.6M | |||
Broadcom Inc.(AVGOcusip11135F101) | 218.0K | All Managers (Combined) | $36.5M | ||
193.5K | All Managers (Combined) | $36.4M | |||
69.0K | All Managers (Combined) | $35.4M | |||
Alphabet Inc.(GOOGcusip02079K107) | 224.4K | All Managers (Combined) | $35.1M | ||
171.9K | All Managers (Combined) | $34.3M | |||
671.5K | All Managers (Combined) | $33.3M | |||
Coca Cola Co(KOcusip191216100) | 456.1K | All Managers (Combined) | $32.7M | ||
Mcdonalds Corp(MCDcusip580135101) | 100.8K | All Managers (Combined) | $31.5M | ||
Abbvie Inc.(ABBVcusip00287Y109) | 149.5K | All Managers (Combined) | $31.3M | ||
497.8K | All Managers (Combined) | $30.8M | |||
184.8K | All Managers (Combined) | $30.7M | |||
Eli Lilly & Co(LLYcusip532457108) | 36.8K | All Managers (Combined) | $30.4M | ||
(cusip464288877)✕ | 513.7K | All Managers (Combined) | $30.3M |