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 36 of 56
33734X200
Shares:
27686(-2.0%)
Value:
$670.0M(+6.6%)
74255Y888
Shares:
35574
Value:
$665.2M
25434V724
Shares:
16051(+0.3%)
Value:
$661.5M(+1.1%)
464287523
Shares:
3473(+106.0%)
Value:
$653.5M(+79.9%)
00162Q726
Shares:
9275(+0.0%)
Value:
$644.1M(-4.6%)
72201R635
Shares:
14332(+4.5%)
Value:
$641.1M(+3.7%)
00768Y818
Shares:
5672(+7.8%)
Value:
$632.5M(+3.3%)
02072L565
Shares:
5649(+18.8%)
Value:
$629.8M(+20.1%)
92189H748
Shares:
11868(+25.7%)
Value:
$627.1M(+25.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip33734X200)✕ | 27.7K | All Managers (Combined) | $670.0K | ||
(cusip74255Y888)✕ | 35.6K | QoQ NEW(+35.6K) YoY NEW(+35.6K) | All Managers (Combined) | $665.2K | QoQ NEW(+$665.2K) YoY NEW(+$665.2K) |
28.4K | QoQ -0.01% (-5)YoY -3.02% (-886) | All Managers (Combined) | $663.9K | ||
1.1K | QoQ +2.05% (+23)YoY NEW(+1.1K) | All Managers (Combined) | $663.3K | YoY NEW(+$663.3K) | |
(cusip25434V724)✕ | 16.1K | All Managers (Combined) | $661.5K | ||
3.9K | All Managers (Combined) | $659.0K | |||
(cusip464287523)✕ | 3.5K | All Managers (Combined) | $653.5K | ||
33.6K | YoY NEW(+33.6K) | All Managers (Combined) | $652.6K | YoY NEW(+$652.6K) | |
15.6K | All Managers (Combined) | $650.1K | |||
1.6K | All Managers (Combined) | $647.3K | |||
(cusip00162Q726)✕ | 9.3K | QoQ 0.00% (-0)YoY NEW(+9.3K) | All Managers (Combined) | $644.1K | YoY NEW(+$644.1K) |
18.8K | All Managers (Combined) | $642.2K | |||
(cusip72201R635)✕ | 14.3K | All Managers (Combined) | $641.1K | ||
325 | QoQ +40.08% (+93)YoY NEW(+325) | All Managers (Combined) | $633.7K | YoY NEW(+$633.7K) | |
6.5K | All Managers (Combined) | $632.7K | |||
(cusip00768Y818)✕ | 5.7K | QoQ +7.83% (+412)YoY NEW(+5.7K) | All Managers (Combined) | $632.5K | YoY NEW(+$632.5K) |
12.8K | All Managers (Combined) | $632.5K | |||
(cusip02072L565)✕ | 5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $629.8K | YoY NEW(+$629.8K) |
1.8K | QoQ +0.10% (+2)YoY NEW(+1.8K) | All Managers (Combined) | $629.7K | YoY NEW(+$629.7K) | |
(cusip92189H748)✕ | 11.9K | All Managers (Combined) | $627.1K |