Waverly Advisors, LLC

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, LLC
Data Enrichment
69% identified
808 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%)
REPUBLIC SERVICES, INC.
Shares:
4197(+6.3%)
Value:
$1.0B(+27.9%)
Viking Therapeutics, Inc.
Shares:
41984(-13.2%)
Value:
$1.0B(-47.9%)
464286525
Shares:
8575(-5.7%)
Value:
$997.9M(+0.5%)
381430503
Shares:
9055(+1.7%)
Value:
$996.8M(-2.8%)
C. H. ROBINSON WORLDWIDE, INC.
Shares:
9719(+1.0%)
Value:
$995.2M(+0.1%)
PPL Corp
Shares:
27514(+1.9%)
Value:
$993.5M(+13.3%)
HAEMONETICS CORP
Shares:
15624(+22.4%)
Value:
$992.9M(-0.4%)
464288109
Shares:
12077(-3.6%)
Value:
$983.7M(-3.1%)
74933W635
Shares:
35487(+0.0%)
Value:
$982.2M(-2.3%)
DOMINION ENERGY, INC
Shares:
17390(+17.6%)
Value:
$975.1M(+22.4%)
BlackRock Enhanced Equity Dividend Trust
Shares:
113091(-1.9%)
Value:
$972.6M(+1.9%)
921910733
Shares:
9913(+44.9%)
Value:
$971.0M(+35.4%)
Phillips Edison & Company, Inc.
Shares:
26479(+16.6%)
Value:
$966.2M(+13.6%)
AES CORP
Shares:
77640(+397.4%)
Value:
$964.3M(+380.0%)
464287242
Shares:
8802(-0.5%)
Value:
$956.7M(+1.2%)
General Motors Co
Shares:
20294(-4.1%)
Value:
$954.4M(-15.3%)
MORGAN STANLEY
Shares:
8128(+23.1%)
Value:
$948.3M(+14.2%)
46137V274
Shares:
13506(-0.5%)
Value:
$940.7M(+5.4%)
MARTIN MARIETTA MATERIALS INC
Shares:
1964(+88.7%)
Value:
$939.3M(+74.7%)