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 39 of 56
GSK plc
GSK|37733W204
Shares:
13379(+1.1%)
Value:
$518.3M(+15.8%)
UBS Group AG
UBS|H42097107
Shares:
16870(-4.3%)
Value:
$516.7M(-3.3%)
Kraft Heinz Co
KHC|500754106
Shares:
16873(-45.2%)
Value:
$513.4M(-45.7%)
808524755
FNDF|808524755
Shares:
14165(+42.8%)
Value:
$511.9M(+55.4%)
UNITED RENTALS, INC.
URI|911363109
Shares:
811
Value:
$508.3M
OLD DOMINION FREIGHT LINE, INC.
ODFL|679580100
Shares:
3069(+7.5%)
Value:
$507.7M(+0.8%)
78464A698
78464A698
Shares:
8927(+0.0%)
Value:
$507.5M(-5.8%)
SPX Technologies, Inc.
SPXC|78473E103
Shares:
3932(+4.7%)
Value:
$506.4M(-7.3%)
US Foods Holding Corp.
USFD|912008109
Shares:
7729(-29.2%)
Value:
$505.9M(-31.3%)
CAPITAL ONE FINANCIAL CORP
COF|14040H105
Shares:
2812(+44.6%)
Value:
$504.1M(+45.4%)
COMFORT SYSTEMS USA INC
FIX|199908104
Shares:
1557(+4.0%)
Value:
$501.9M(-20.9%)
23908L207
23908L207
Shares:
11823(-20.2%)
Value:
$500.3M(-19.8%)
025072372
025072372
Shares:
10509(+0.2%)
Value:
$495.6M(+2.3%)
SS&C Technologies Holdings Inc
SSNC|78467J100
Shares:
5928(+17.2%)
Value:
$495.2M(+29.2%)
TD SYNNEX CORP
SNX|87162W100
Shares:
4697(-0.6%)
Value:
$488.3M(-11.9%)
46137V142
46137V142
Shares:
7565(-1.9%)
Value:
$488.1M(-3.8%)
KLA CORP
KLAC|482480100
Shares:
718(+2.0%)
Value:
$488.1M(+10.0%)
46138J510
46138J510
Shares:
20660(+40.0%)
Value:
$487.8M(+40.2%)
74347G242
74347G242
Shares:
11541
Value:
$485.8M
464286251
464286251
Shares:
10730(-6.7%)
Value:
$484.8M(-5.0%)