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:
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Page 31 of 56
97717W208
Shares:
10287(-1.6%)
Value:
$1.0B(+4.5%)
464288109
Shares:
12077(-3.6%)
Value:
$983.7M(-3.1%)
74933W635
Shares:
35487(+0.0%)
Value:
$982.2M(-2.3%)
464287242
Shares:
8802(-0.5%)
Value:
$956.7M(+1.2%)
46137V274
Shares:
13506(-0.5%)
Value:
$940.7M(+5.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip97717W208)✕ | 10.3K | All Managers (Combined) | $1.0M | ||
4.2K | All Managers (Combined) | $1.0M | |||
42.0K | YoY NEW(+42.0K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) | |
8.6K | All Managers (Combined) | $997.9K | |||
9.1K | All Managers (Combined) | $996.8K | |||
9.7K | QoQ +1.01% (+98)YoY NEW(+9.7K) | All Managers (Combined) | $995.2K | YoY NEW(+$995.2K) | |
27.5K | All Managers (Combined) | $993.5K | |||
Haemonetics Corp(HAEcusip405024100) | 15.6K | YoY NEW(+15.6K) | All Managers (Combined) | $992.9K | YoY NEW(+$992.9K) |
(cusip464288109)✕ | 12.1K | QoQ -3.64% (-457)YoY NEW(+12.1K) | All Managers (Combined) | $983.7K | YoY NEW(+$983.7K) |
(cusip74933W635)✕ | 35.5K | QoQ 0.00% (-0)YoY NEW(+35.5K) | All Managers (Combined) | $982.2K | YoY NEW(+$982.2K) |
17.4K | All Managers (Combined) | $975.1K | |||
113.1K | All Managers (Combined) | $972.6K | |||
9.9K | All Managers (Combined) | $971.0K | |||
26.5K | All Managers (Combined) | $966.2K | |||
77.6K | YoY NEW(+77.6K) | All Managers (Combined) | $964.3K | YoY NEW(+$964.3K) | |
(cusip464287242)✕ | 8.8K | All Managers (Combined) | $956.7K | ||
General Motors Co(GMcusip37045V100) | 20.3K | All Managers (Combined) | $954.4K | ||
Morgan Stanley(MScusip617446448) | 8.1K | All Managers (Combined) | $948.3K | ||
(cusip46137V274)✕ | 13.5K | QoQ -0.54% (-74)YoY NEW(+13.5K) | All Managers (Combined) | $940.7K | YoY NEW(+$940.7K) |
2.0K | YoY NEW(+2.0K) | All Managers (Combined) | $939.3K | YoY NEW(+$939.3K) |