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 32 of 56
97717W505
Shares:
18494(+0.0%)
Value:
$915.8M(-2.8%)
74347X633
Shares:
10250(+0.0%)
Value:
$913.9M(+4.3%)
92204A108
Shares:
2752(+0.2%)
Value:
$895.8M(-13.1%)
316092840
Shares:
17974(+3.4%)
Value:
$891.5M(+2.7%)
46428Q109
Shares:
28718(+95.7%)
Value:
$890.0M(+130.3%)
97717W570
Shares:
14851(-3.2%)
Value:
$885.1M(-7.7%)
78463X475
Shares:
13694(-5.3%)
Value:
$854.8M(-6.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.1K | All Managers (Combined) | $932.2K | |||
Yum Brands Inc(YUMcusip988498101) | 5.9K | All Managers (Combined) | $926.1K | ||
7.6K | All Managers (Combined) | $921.4K | |||
Corteva, Inc.(CTVAcusip22052L104) | 14.6K | All Managers (Combined) | $918.8K | ||
(cusip97717W505)✕ | 18.5K | QoQ 0.00% (-0) | All Managers (Combined) | $915.8K | |
(cusip74347X633)✕ | 10.3K | QoQ 0.00% (+0)YoY NEW(+10.3K) | All Managers (Combined) | $913.9K | YoY NEW(+$913.9K) |
4.8K | YoY NEW(+4.8K) | All Managers (Combined) | $913.5K | YoY NEW(+$913.5K) | |
1.4K | All Managers (Combined) | $904.4K | |||
Shopify Inc.(SHOPcusip82509L107) | 9.4K | QoQ +7.11% (-625)YoY NEW(+9.4K) | All Managers (Combined) | $898.1K | YoY NEW(+$898.1K) |
(cusip92204A108)✕ | 2.8K | QoQ +0.21% (-6)YoY -5.75% (-168) | All Managers (Combined) | $895.8K | |
12.0K | All Managers (Combined) | $895.6K | |||
(cusip316092840)✕ | 18.0K | QoQ +3.42% (+596)YoY NEW(+18.0K) | All Managers (Combined) | $891.5K | YoY NEW(+$891.5K) |
46.1K | QoQ -0.23% (-109)YoY NEW(+46.1K) | All Managers (Combined) | $891.5K | YoY NEW(+$891.5K) | |
(cusip46428Q109)✕ | 28.7K | All Managers (Combined) | $890.0K | ||
(cusip97717W570)✕ | 14.9K | All Managers (Combined) | $885.1K | ||
2.3K | QoQ +2.21% (+51)YoY NEW(+2.3K) | All Managers (Combined) | $865.7K | YoY NEW(+$865.7K) | |
Ford Motor Co(Fcusip345370860) | 86.1K | All Managers (Combined) | $863.1K | ||
Waters Corp /De/(WATcusip941848103) | 2.3K | QoQ -1.10% (-26)YoY NEW(+2.3K) | All Managers (Combined) | $858.8K | YoY NEW(+$858.8K) |
6.5K | All Managers (Combined) | $858.4K | |||
(cusip78463X475)✕ | 13.7K | All Managers (Combined) | $854.8K |