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
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464285204
464285204
Shares:
14488(-1.9%)
Value:
$854.2M(+16.8%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
1733(+17.1%)
Value:
$838.9M(+6.5%)
92203J407
BNDX|92203J407
Shares:
17155(+2.0%)
Value:
$837.5M(+1.5%)
46137V746
46137V746
Shares:
8705(+8.1%)
Value:
$836.0M(+2.1%)
GABELLI DIVIDEND & INCOME TRUST
GDV|36242H104
Shares:
34345(+21.3%)
Value:
$828.8M(+21.2%)
EXELON CORP
EXC|30161N101
Shares:
17945(+90.7%)
Value:
$826.9M(+133.5%)
46434G822
EWJ|46434G822
Shares:
12047(-0.5%)
Value:
$825.9M(+1.7%)
W.W. GRAINGER, INC.
GWW|384802104
Shares:
836(+3.0%)
Value:
$825.8M(-3.5%)
Tarsus Pharmaceuticals, Inc.
TARS|87650L103
Shares:
16009
Value:
$822.4M
MID AMERICA APARTMENT COMMUNITIES INC.
MAA|59522J103
Shares:
4890(+2.3%)
Value:
$819.5M(+10.9%)
46137V431
46137V431
Shares:
8185(+25.4%)
Value:
$817.5M(+19.5%)
92206C102
VGSH|92206C102
Shares:
13837(+17.1%)
Value:
$812.1M(+18.2%)
464288281
464288281
Shares:
8940(-2.0%)
Value:
$809.9M(-0.3%)
DEVON ENERGY CORP/DE
DVN|25179M103
Shares:
21580(+6.5%)
Value:
$807.1M(+21.7%)
BP PLC
BP|055622104
Shares:
23789(+22.0%)
Value:
$803.8M(+39.5%)
464289883
464289883
Shares:
21338(-17.6%)
Value:
$803.0M(-16.9%)
PLEXUS CORP
PLXS|729132100
Shares:
6243(+0.0%)
Value:
$799.9M(-18.1%)
WILLIAMS SONOMA INC
WSM|969904101
Shares:
5004
Value:
$791.1M
ENTERGY CORP /DE/
ETR|29364G103
Shares:
9219(+1.3%)
Value:
$788.1M(+14.2%)
AMBEV S.A.
ABEV|02319V103
Shares:
334517(-0.9%)
Value:
$779.4M(+24.8%)