Waverly-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "OCUL",
  null,
  "VSGX",
  null,
  null,
  "HYT",
  "PKST",
  null,
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  "HOOD",
  "ESGR",
  "MPWR",
  "PLMR",
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  null,
  null,
  null,
  "PLXS",
  "NLY",
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  "RJF",
  "AES",
  null,
  "AKAM",
  null,
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  "HUM",
  null,
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  "RF",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  "ATI",
  null,
  null,
  "ALL",
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  null,
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  null,
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  null,
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  "LGI",
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  null,
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  null,
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  null,
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  null,
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  "JPM",
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  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: waverly-advisors
Manager Name: Waverly-Advisors

Data Enrichment

69% identified

808 identified363 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,171 positions • $8.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 56

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921946406

VYM|921946406

Shares:334.5K

Value:$43.1M

% of Portfolio:0.5% ($43.1M/$8.2B)

VISA INC.

V|92826C839

Shares:115.6K

Value:$40.5M

% of Portfolio:0.5% ($40.5M/$8.2B)

78464A649

Shares:1.6M

Value:$40.1M

% of Portfolio:0.5% ($40.1M/$8.2B)

025072885

Shares:413.9K

Value:$38.2M

% of Portfolio:0.5% ($38.2M/$8.2B)

464287309

IVW|464287309

Shares:407.9K

Value:$37.9M

% of Portfolio:0.5% ($37.9M/$8.2B)

92206C870

VCIT|92206C870

Shares:453.0K

Value:$37.0M

% of Portfolio:0.5% ($37.0M/$8.2B)

78464A854

SPLG|78464A854

Shares:555.9K

Value:$36.6M

% of Portfolio:0.4% ($36.6M/$8.2B)

Broadcom Inc.

AVGO|11135F101

Shares:218.0K

Value:$36.5M

% of Portfolio:0.4% ($36.5M/$8.2B)

464287598

IWD|464287598

Shares:193.5K

Value:$36.4M

% of Portfolio:0.4% ($36.4M/$8.2B)

922908363

VOO|922908363

Shares:69.0K

Value:$35.4M

% of Portfolio:0.4% ($35.4M/$8.2B)

Alphabet Inc.

GOOG|02079K107

Shares:224.4K

Value:$35.1M

% of Portfolio:0.4% ($35.1M/$8.2B)

464287655

IWM|464287655

Shares:171.9K

Value:$34.3M

% of Portfolio:0.4% ($34.3M/$8.2B)

922907746

VTEB|922907746

Shares:671.5K

Value:$33.3M

% of Portfolio:0.4% ($33.3M/$8.2B)

COCA COLA CO

KO|191216100

Shares:456.1K

Value:$32.7M

% of Portfolio:0.4% ($32.7M/$8.2B)

MCDONALDS CORP

MCD|580135101

Shares:100.8K

Value:$31.5M

% of Portfolio:0.4% ($31.5M/$8.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:149.5K

Value:$31.3M

% of Portfolio:0.4% ($31.3M/$8.2B)

46434V621

DGRO|46434V621

Shares:497.8K

Value:$30.8M

% of Portfolio:0.4% ($30.8M/$8.2B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:184.8K

Value:$30.7M

% of Portfolio:0.4% ($30.7M/$8.2B)

ELI LILLY & Co

LLY|532457108

Shares:36.8K

Value:$30.4M

% of Portfolio:0.4% ($30.4M/$8.2B)

464288877

Shares:513.7K

Value:$30.3M

% of Portfolio:0.4% ($30.3M/$8.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VYMcusip921946406)	334.5K	QoQ +2.46% (+8.0K) YoY +12.00% (+35.9K)	All Managers (Combined)	$43.1M	0.5% ($43.1M/$8.2B)	QoQ +3.56% (+$1.5M) YoY +19.38% (+$7.0M)
VISA INC.(Vcusip92826C839)	115.6K	QoQ +90.86% (+55.0K) YoY +239.52% (+81.5K)	All Managers (Combined)	$40.5M	0.5% ($40.5M/$8.2B)	QoQ +111.64% (+$21.4M) YoY +326.37% (+$31.0M)
(cusip78464A649)✕	1.6M	QoQ +3.22% (+49.1K) YoY +5.32% (+79.4K)	All Managers (Combined)	$40.1M	0.5% ($40.1M/$8.2B)	QoQ +5.50% (+$2.1M) YoY +6.41% (+$2.4M)
(cusip025072885)✕	413.9K	QoQ -1.35% (-5.7K) YoY +29.24% (+93.7K)	All Managers (Combined)	$38.2M	0.5% ($38.2M/$8.2B)	QoQ -5.98% (-$2.4M) YoY +33.40% (+$9.6M)
(IVWcusip464287309)	407.9K	QoQ +10.63% (+39.2K) YoY +1294.40% (+378.6K)	All Managers (Combined)	$37.9M	0.5% ($37.9M/$8.2B)	QoQ +1.15% (+$431.4K) YoY +1432.96% (+$35.4M)
(VCITcusip92206C870)	453.0K	QoQ +1.41% (+6.3K) YoY +39.37% (+128.0K)	All Managers (Combined)	$37.0M	0.5% ($37.0M/$8.2B)	QoQ +3.30% (+$1.2M) YoY +41.53% (+$10.9M)
(SPLGcusip78464A854)	555.9K	QoQ +8.77% (+44.8K) YoY +94.11% (+269.5K)	All Managers (Combined)	$36.6M	0.4% ($36.6M/$8.2B)	QoQ +3.75% (+$1.3M) YoY +107.45% (+$18.9M)
Broadcom Inc.(AVGOcusip11135F101)	218.0K	QoQ +156.27% (+132.9K) YoY +5977.08% (+214.4K)	All Managers (Combined)	$36.5M	0.4% ($36.5M/$8.2B)	QoQ +85.07% (+$16.8M) YoY +667.65% (+$31.7M)
(IWDcusip464287598)	193.5K	QoQ +41.74% (+57.0K) YoY +54.80% (+68.5K)	All Managers (Combined)	$36.4M	0.4% ($36.4M/$8.2B)	QoQ +44.06% (+$11.1M) YoY +62.62% (+$14.0M)
(VOOcusip922908363)	69.0K	QoQ +15.90% (+9.5K) YoY +58841.88% (+68.8K)	All Managers (Combined)	$35.4M	0.4% ($35.4M/$8.2B)	QoQ +10.54% (+$3.4M) YoY +62672.89% (+$35.4M)
Alphabet Inc.(GOOGcusip02079K107)	224.4K	QoQ +144.18% (+132.5K) YoY +297.50% (+168.0K)	All Managers (Combined)	$35.1M	0.4% ($35.1M/$8.2B)	QoQ +100.31% (+$17.6M) YoY +307.87% (+$26.5M)
(IWMcusip464287655)	171.9K	QoQ +3.31% (-5.5K) YoY +47.03% (+55.0K)	All Managers (Combined)	$34.3M	0.4% ($34.3M/$8.2B)	QoQ -6.72% (-$2.5M) YoY +39.48% (+$9.7M)
(VTEBcusip922907746)	671.5K	QoQ -0.37% (-2.5K) YoY +42183.69% (+669.9K)	All Managers (Combined)	$33.3M	0.4% ($33.3M/$8.2B)	QoQ -1.38% (-$469.3K) YoY +41364.64% (+$33.2M)
COCA COLA CO(KOcusip191216100)	456.1K	QoQ +10.26% (+42.4K) YoY +42.47% (+136.0K)	All Managers (Combined)	$32.7M	0.4% ($32.7M/$8.2B)	QoQ +26.83% (+$6.9M) YoY +66.79% (+$13.1M)
MCDONALDS CORP(MCDcusip580135101)	100.8K	QoQ +117.88% (+54.5K) YoY +598.28% (+86.4K)	All Managers (Combined)	$31.5M	0.4% ($31.5M/$8.2B)	QoQ +134.78% (+$18.1M) YoY +673.62% (+$27.4M)
AbbVie Inc.(ABBVcusip00287Y109)	149.5K	QoQ +30.72% (+35.1K) YoY +54.80% (+52.9K)	All Managers (Combined)	$31.3M	0.4% ($31.3M/$8.2B)	QoQ +54.13% (+$11.0M) YoY +78.11% (+$13.7M)
(DGROcusip46434V621)	497.8K	QoQ +1.39% (+6.8K) YoY +197.19% (+330.3K)	All Managers (Combined)	$30.8M	0.4% ($30.8M/$8.2B)	QoQ +2.11% (+$638.1K) YoY +216.23% (+$21.0M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	184.8K	QoQ +123.41% (+102.1K) YoY +2163.90% (+176.6K)	All Managers (Combined)	$30.7M	0.4% ($30.7M/$8.2B)	QoQ +87.78% (+$14.3M) YoY +2662.35% (+$29.6M)
ELI LILLY & Co(LLYcusip532457108)	36.8K	QoQ +14.95% (+4.8K) YoY +110.30% (+19.3K)	All Managers (Combined)	$30.4M	0.4% ($30.4M/$8.2B)	QoQ +22.98% (+$5.7M) YoY +123.26% (+$16.8M)
(cusip464288877)✕	513.7K	QoQ -1.86% (-9.8K) YoY +113.75% (+273.4K)	All Managers (Combined)	$30.3M	0.4% ($30.3M/$8.2B)	QoQ +10.23% (-$2.8M) YoY +131.59% (+$17.2M)