Waverly-Advisors

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
Data Enrichment
69% identified
808 identified363 unidentified

Holdings

1,171 positions • $8.2B total value
Manager:
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85207H104
Shares:47.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
Waste Connections, Inc.
Shares:5.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
AFLAC INC
Shares:10.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
92189F387
Shares:49.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
85207K107
Shares:95.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
46137V738
Shares:18.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
464287671
Shares:8.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
HEICO CORP
Shares:4.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
464287887
Shares:8.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
CrowdStrike Holdings, Inc.
Shares:3.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
Freshpet, Inc.
Shares:12.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.2B)
46138G672
Shares:9.7K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)
808524698
Shares:46.2K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:4.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)
25459Y207
Shares:11.9K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)
COCA-COLA EUROPACIFIC PARTNERS plc
Shares:11.9K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)
CARRIER GLOBAL Corp
Shares:16.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)
33740F805
Shares:23.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)
DuPont de Nemours, Inc.
Shares:13.8K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)
ASML HOLDING NV
Shares:1.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$8.2B)