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 34 of 56
46641Q654
Shares:
15228(+50.1%)
Value:
$774.4M(+50.5%)
464288802
Shares:
6704(+28.8%)
Value:
$770.1M(+21.7%)
92189H409
Shares:
14963(-1.9%)
Value:
$765.8M(-3.2%)
25434V609
Shares:
14669(+0.9%)
Value:
$755.3M(-6.6%)
46429B747
Shares:
7269(+2.2%)
Value:
$752.2M(+5.1%)
46435G409
Shares:
24406(-5.0%)
Value:
$739.8M(+6.2%)
46138E206
Shares:
11777
Value:
$726.9M
46434V456
Shares:
18274
Value:
$725.3M
78468R663
Shares:
7878(+3.0%)
Value:
$722.6M(+3.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Sentinelone, Inc.(Scusip81730H109) | 42.8K | All Managers (Combined) | $778.8K | ||
8.5K | All Managers (Combined) | $777.6K | |||
9.9K | All Managers (Combined) | $776.2K | |||
(cusip46641Q654)✕ | 15.2K | All Managers (Combined) | $774.4K | ||
(cusip464288802)✕ | 6.7K | YoY NEW(+6.7K) | All Managers (Combined) | $770.1K | YoY NEW(+$770.1K) |
(cusip92189H409)✕ | 15.0K | All Managers (Combined) | $765.8K | ||
2.2K | All Managers (Combined) | $765.2K | |||
19.4K | QoQ -1.49% (-294)YoY NEW(+19.4K) | All Managers (Combined) | $758.8K | YoY NEW(+$758.8K) | |
10.8K | All Managers (Combined) | $758.6K | |||
9.5K | All Managers (Combined) | $757.4K | |||
(cusip25434V609)✕ | 14.7K | QoQ +0.94% (-138)YoY -0.21% (-32) | All Managers (Combined) | $755.3K | |
Globe Life Inc.(GLcusip37959E102) | 5.7K | QoQ +1.05% (+60)YoY +4.95% (+270) | All Managers (Combined) | $753.7K | |
(cusip46429B747)✕ | 7.3K | QoQ +2.16% (+154)YoY +2.36% (+168) | All Managers (Combined) | $752.2K | |
8.8K | All Managers (Combined) | $739.8K | |||
(cusip46435G409)✕ | 24.4K | YoY NEW(+24.4K) | All Managers (Combined) | $739.8K | YoY NEW(+$739.8K) |
7.1K | QoQ +5.93% (+395)YoY NEW(+7.1K) | All Managers (Combined) | $735.2K | YoY NEW(+$735.2K) | |
51.4K | QoQ +1.25% (-637)YoY NEW(+51.4K) | All Managers (Combined) | $731.8K | YoY NEW(+$731.8K) | |
(cusip46138E206)✕ | 11.8K | QoQ NEW(+11.8K) YoY NEW(+11.8K) | All Managers (Combined) | $726.9K | QoQ NEW(+$726.9K) YoY NEW(+$726.9K) |
(cusip46434V456)✕ | 18.3K | QoQ NEW(+18.3K) YoY NEW(+18.3K) | All Managers (Combined) | $725.3K | QoQ NEW(+$725.3K) YoY NEW(+$725.3K) |
(cusip78468R663)✕ | 7.9K | All Managers (Combined) | $722.6K |