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 33 of 56
464285204
Shares:
14488(-1.9%)
Value:
$854.2M(+16.8%)
46137V746
Shares:
8705(+8.1%)
Value:
$836.0M(+2.1%)
46137V431
Shares:
8185(+25.4%)
Value:
$817.5M(+19.5%)
464288281
Shares:
8940(-2.0%)
Value:
$809.9M(-0.3%)
464289883
Shares:
21338(-17.6%)
Value:
$803.0M(-16.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464285204)✕ | 14.5K | All Managers (Combined) | $854.2K | ||
1.7K | All Managers (Combined) | $838.9K | |||
17.2K | All Managers (Combined) | $837.5K | |||
(cusip46137V746)✕ | 8.7K | QoQ +8.13% (+655)YoY -3.12% (-281) | All Managers (Combined) | $836.0K | |
34.3K | YoY NEW(+34.3K) | All Managers (Combined) | $828.8K | YoY NEW(+$828.8K) | |
Exelon Corp(EXCcusip30161N101) | 17.9K | All Managers (Combined) | $826.9K | ||
12.0K | All Managers (Combined) | $825.9K | |||
836 | QoQ +2.95% (-24) | All Managers (Combined) | $825.8K | ||
16.0K | QoQ NEW(+16.0K) YoY NEW(+16.0K) | All Managers (Combined) | $822.4K | QoQ NEW(+$822.4K) YoY NEW(+$822.4K) | |
4.9K | All Managers (Combined) | $819.5K | |||
(cusip46137V431)✕ | 8.2K | YoY NEW(+8.2K) | All Managers (Combined) | $817.5K | YoY NEW(+$817.5K) |
13.8K | All Managers (Combined) | $812.1K | |||
(cusip464288281)✕ | 8.9K | All Managers (Combined) | $809.9K | ||
21.6K | All Managers (Combined) | $807.1K | |||
23.8K | All Managers (Combined) | $803.8K | |||
(cusip464289883)✕ | 21.3K | All Managers (Combined) | $803.0K | ||
Plexus Corp(PLXScusip729132100) | 6.2K | QoQ 0.00% (-0)YoY -0.25% (-16) | All Managers (Combined) | $799.9K | |
5.0K | QoQ NEW(+5.0K) YoY NEW(+5.0K) | All Managers (Combined) | $791.1K | QoQ NEW(+$791.1K) YoY NEW(+$791.1K) | |
9.2K | All Managers (Combined) | $788.1K | |||
Ambev S.A.(ABEVcusip02319V103) | 334.5K | YoY NEW(+334.5K) | All Managers (Combined) | $779.4K | YoY NEW(+$779.4K) |