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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Page 37 of 56
INTERNATIONAL PAPER CO /NEW/
IP|460146103
Shares:
11740(+2.1%)
Value:
$626.3M(+1.2%)
464288372
464288372
Shares:
11452
Value:
$626.1M
33734X119
33734X119
Shares:
9562(-3.0%)
Value:
$624.8M(-1.1%)
W. P. Carey Inc.
WPC|92936U109
Shares:
9900(+0.5%)
Value:
$624.8M(+16.5%)
FOX FACTORY HOLDING CORP
FOXF|35138V102
Shares:
26461
Value:
$617.6M
Ameris Bancorp
ABCB|03076K108
Shares:
10682(+0.5%)
Value:
$615.0M(-7.5%)
87283Q206
87283Q206
Shares:
14619(-6.9%)
Value:
$612.1M(-3.9%)
XCEL ENERGY INC
XEL|98389B100
Shares:
8525(+5.3%)
Value:
$603.5M(+10.4%)
464288240
464288240
Shares:
10872(-38.3%)
Value:
$602.9M(-34.5%)
Diamondback Energy, Inc.
FANG|25278X109
Shares:
3717(+3.0%)
Value:
$594.3M(+0.5%)
81369Y100
XLB|81369Y100
Shares:
6841
Value:
$588.2M
SUNCOR ENERGY INC
SU|867224107
Shares:
14997(-6.0%)
Value:
$580.7M(+2.0%)
26922A289
26922A289
Shares:
13613(-1.5%)
Value:
$578.5M(-12.2%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
7933(+9.4%)
Value:
$576.8M(+10.1%)
HORTON D R INC /DE/
DHI|23331A109
Shares:
4532(-11.2%)
Value:
$576.2M(-19.3%)
921935870
921935870
Shares:
5665(-1.3%)
Value:
$569.4M(-1.1%)
46435G516
ESGD|46435G516
Shares:
6931
Value:
$566.2M
33734X192
33734X192
Shares:
5528(-1.5%)
Value:
$565.1M(-15.4%)
ROCKWELL AUTOMATION, INC
ROK|773903109
Shares:
2177(-9.2%)
Value:
$562.5M(-17.9%)
WEC ENERGY GROUP, INC.
WEC|92939U106
Shares:
5155(+6.7%)
Value:
$561.8M(+23.6%)