Waverly-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Waverly-Advisors
Data Enrichment
69% identified
808 identified363 unidentified

Holdings

1,171 positions • $8.2B total value
Manager:
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IQVIA HOLDINGS INC.
Shares:3.2K
Value:$560.6K
% of Portfolio:0.0% ($560.6K/$8.2B)
46138J825
Shares:27.0K
Value:$558.9K
% of Portfolio:0.0% ($558.9K/$8.2B)
336917109
Shares:12.8K
Value:$556.3K
% of Portfolio:0.0% ($556.3K/$8.2B)
Zoetis Inc.
Shares:3.4K
Value:$556.3K
% of Portfolio:0.0% ($556.3K/$8.2B)
BAXTER INTERNATIONAL INC
Shares:16.1K
Value:$552.3K
% of Portfolio:0.0% ($552.3K/$8.2B)
00768Y453
Shares:211.6K
Value:$552.2K
% of Portfolio:0.0% ($552.2K/$8.2B)
HERSHEY CO
Shares:3.2K
Value:$549.7K
% of Portfolio:0.0% ($549.7K/$8.2B)
78468R200
Shares:17.7K
Value:$546.2K
% of Portfolio:0.0% ($546.2K/$8.2B)
Shares:9.8K
Value:$546.1K
% of Portfolio:0.0% ($546.1K/$8.2B)
AXON ENTERPRISE, INC.
Shares:1.0K
Value:$545.9K
% of Portfolio:0.0% ($545.9K/$8.2B)
74347R693
Shares:10.2K
Value:$545.0K
% of Portfolio:0.0% ($545.0K/$8.2B)
FREEPORT-MCMORAN INC
Shares:14.4K
Value:$543.9K
% of Portfolio:0.0% ($543.9K/$8.2B)
BROWN & BROWN, INC.
Shares:4.4K
Value:$541.3K
% of Portfolio:0.0% ($541.3K/$8.2B)
FASTENAL CO
Shares:7.0K
Value:$539.3K
% of Portfolio:0.0% ($539.3K/$8.2B)
25434V500
Shares:8.9K
Value:$532.0K
% of Portfolio:0.0% ($532.0K/$8.2B)
HCA Healthcare, Inc.
Shares:1.5K
Value:$529.4K
% of Portfolio:0.0% ($529.4K/$8.2B)
46434V738
Shares:8.8K
Value:$526.6K
% of Portfolio:0.0% ($526.6K/$8.2B)
CARDINAL HEALTH INC
Shares:3.8K
Value:$524.0K
% of Portfolio:0.0% ($524.0K/$8.2B)
33738D879
Shares:22.0K
Value:$520.8K
% of Portfolio:0.0% ($520.8K/$8.2B)
CRISPR Therapeutics AG
Shares:15.2K
Value:$518.9K
% of Portfolio:0.0% ($518.9K/$8.2B)