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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33734X200
33734X200
Shares:
27686(-2.0%)
Value:
$670.0M(+6.6%)
74255Y888
74255Y888
Shares:
35574
Value:
$665.2M
PROASSURANCE CORP
PRA|74267C106
Shares:
28431(-0.0%)
Value:
$663.9M(+46.7%)
MONOLITHIC POWER SYSTEMS INC
MPWR|609839105
Shares:
1144(+2.0%)
Value:
$663.3M(+0.0%)
25434V724
25434V724
Shares:
16051(+0.3%)
Value:
$661.5M(+1.1%)
QUEST DIAGNOSTICS INC
DGX|74834L100
Shares:
3895(-18.2%)
Value:
$659.0M(-8.3%)
464287523
464287523
Shares:
3473(+106.0%)
Value:
$653.5M(+79.9%)
FIRST HORIZON CORP
FHN|320517105
Shares:
33604(+233.1%)
Value:
$652.6M(+221.2%)
SCHLUMBERGER LIMITED/NV
SLB|806857108
Shares:
15552(+24.5%)
Value:
$650.1M(+35.7%)
Aon plc
AON|G0403H108
Shares:
1622(+8.1%)
Value:
$647.3M(+20.1%)
00162Q726
00162Q726
Shares:
9275(+0.0%)
Value:
$644.1M(-4.6%)
Keurig Dr Pepper Inc.
KDP|49271V100
Shares:
18766(+1.6%)
Value:
$642.2M(+8.2%)
72201R635
72201R635
Shares:
14332(+4.5%)
Value:
$641.1M(+3.7%)
MERCADOLIBRE INC
MELI|58733R102
Shares:
325(+40.1%)
Value:
$633.7M(+60.7%)
CANADIAN NATIONAL RAILWAY CO
CNI|136375102
Shares:
6491(+3.4%)
Value:
$632.7M(-0.7%)
00768Y818
00768Y818
Shares:
5672(+7.8%)
Value:
$632.5M(+3.3%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
12813(+2.8%)
Value:
$632.5M(+2.7%)
02072L565
02072L565
Shares:
5649(+18.8%)
Value:
$629.8M(+20.1%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
1824(+0.1%)
Value:
$629.7M(+21.8%)
92189H748
92189H748
Shares:
11868(+25.7%)
Value:
$627.1M(+25.8%)