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
Search and click to pin securities to the top
Page 30 of 56
85207H104
85207H104
Shares:
47205(+0.7%)
Value:
$1.1B(+20.4%)
Waste Connections, Inc.
WCN|94106B101
Shares:
5818(+245.5%)
Value:
$1.1B(+293.1%)
AFLAC INC
AFL|001055102
Shares:
10171(+19.5%)
Value:
$1.1B(+28.5%)
92189F387
92189F387
Shares:
49196(+7.0%)
Value:
$1.1B(+7.0%)
85207K107
85207K107
Shares:
95329(+0.0%)
Value:
$1.1B(+20.2%)
46137V738
46137V738
Shares:
18548(+0.1%)
Value:
$1.1B(+4.8%)
464287671
IUSG|464287671
Shares:
8623(+4.5%)
Value:
$1.1B(-4.7%)
HEICO CORP
HEI|422806109
Shares:
4053
Value:
$1.1B
464287887
IJT|464287887
Shares:
8675(+34.6%)
Value:
$1.1B(+23.8%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
3033(+42.8%)
Value:
$1.1B(+47.1%)
Freshpet, Inc.
FRPT|358039105
Shares:
12628
Value:
$1.1B
46138G672
46138G672
Shares:
9671(+4.5%)
Value:
$1.0B(-3.0%)
808524698
808524698
Shares:
46224(+16.9%)
Value:
$1.0B(+19.0%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
4252(-6.3%)
Value:
$1.0B(+7.6%)
25459Y207
25459Y207
Shares:
11876(+2.9%)
Value:
$1.0B(-0.1%)
COCA-COLA EUROPACIFIC PARTNERS plc
CCEP|G25839104
Shares:
11890(-1.5%)
Value:
$1.0B(+11.6%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
16269(+12.3%)
Value:
$1.0B(+4.3%)
33740F805
33740F805
Shares:
23486
Value:
$1.0B
DuPont de Nemours, Inc.
DD|26614N102
Shares:
13776(-6.2%)
Value:
$1.0B(-8.2%)
ASML HOLDING NV
ASML|N07059210
Shares:
1542(+353.5%)
Value:
$1.0B(+333.3%)