Waverly Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,171 positions • $8,198,989.293K total value

1,171 positions

Manager:

SEC FilingSEC DataHachi Filing

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ORACLE CORP

ORCL|68389X105

215398(+36.7%)

Value:

$30.1B(+14.7%)

EXXON MOBIL CORP

XOM|30231G102

249894(+11.5%)

Value:

$29.7B(+23.3%)

Accenture plc

ACN|G1151C101

94669(+36.8%)

Value:

$29.5B(+21.4%)

464287226

297119(+14.5%)

Value:

$29.4B(+16.9%)

ECOLAB INC.

ECL|278865100

114627(+0.4%)

Value:

$29.1B(+8.6%)

922042858

VWO|922042858

622748(+122.9%)

Value:

$28.2B(+129.1%)

HOME DEPOT, INC.

HD|437076102

76348(+10.7%)

Value:

$28.0B(+4.3%)

92206C409

350857(+8.1%)

Value:

$27.7B(+9.4%)

72201R833

265524(+2.3%)

Value:

$26.7B(+2.6%)

Walmart Inc.

WMT|931142103

301483(-0.8%)

Value:

$26.5B(-3.6%)

78464A508

SPYV|78464A508

515645(+4.5%)

Value:

$26.3B(+4.4%)

UNITEDHEALTH GROUP INC

UNH|91324P102

50243(+144.8%)

Value:

$26.3B(+153.5%)

808524805

SCHF|808524805

1327058(+221.3%)

Value:

$26.2B(+243.6%)

JOHNSON & JOHNSON

JNJ|478160104

157667(+15.6%)

Value:

$26.1B(+32.5%)

Energy Transfer LP

ET|29273V100

1303694(+240.2%)

Value:

$24.2B(+222.9%)

72201R775

260826(+11.1%)

Value:

$24.1B(+13.6%)

78464A805

351250(-0.9%)

Value:

$23.9B(-5.7%)

464289438

112252(+0.3%)

Value:

$23.7B(-10.1%)

464287408

IVE|464287408

122654(+13.2%)

Value:

$23.4B(+13.0%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

28(+366.7%)

Value:

$22.4B(+447.2%)

Instrument	Shares		Other Manager	Value
Oracle Corp(ORCLcusip68389X105)	215.4K	QoQ +36.70% (+57.8K) YoY +1460.06% (+201.6K)	All Managers (Combined)	$30.1M	QoQ +14.69% (+$3.9M) YoY +1636.48% (+$28.4M)
Exxon Mobil Corp(XOMcusip30231G102)	249.9K	QoQ +11.51% (+25.8K) YoY +153.14% (+151.2K)	All Managers (Combined)	$29.7M	QoQ +23.29% (+$5.6M) YoY +159.00% (+$18.2M)
Accenture Plc(ACNcusipG1151C101)	94.7K	QoQ +36.81% (+25.5K) YoY +310.74% (+71.6K)	All Managers (Combined)	$29.5M	QoQ +21.35% (+$5.2M) YoY +269.78% (+$21.6M)
(cusip464287226)✕	297.1K	QoQ +14.54% (+37.7K) YoY +386.99% (+236.1K)	All Managers (Combined)	$29.4M	QoQ +16.93% (+$4.3M) YoY +391.86% (+$23.4M)
Ecolab Inc.(ECLcusip278865100)	114.6K	QoQ +0.39% (+446) YoY -0.12% (-146)	All Managers (Combined)	$29.1M	QoQ +8.61% (+$2.3M) YoY +9.65% (-$2.6M)
(VWOcusip922042858)	622.7K	QoQ +122.91% (+343.4K) YoY +10503.57% (+616.9K)	All Managers (Combined)	$28.2M	QoQ +129.09% (+$15.9M) YoY +11390.34% (+$27.9M)
Home Depot, Inc.(HDcusip437076102)	76.3K	QoQ +10.65% (+7.4K) YoY +62.35% (+29.3K)	All Managers (Combined)	$28.0M	QoQ +4.25% (+$1.1M) YoY +55.11% (+$9.9M)
(cusip92206C409)✕	350.9K	QoQ +8.14% (+26.4K) YoY -1.87% (-6.7K)	All Managers (Combined)	$27.7M	QoQ +9.43% (+$2.4M) YoY +0.19% (-$54.2K)
(cusip72201R833)✕	265.5K	QoQ +2.28% (+5.9K) YoY +20.47% (+45.1K)	All Managers (Combined)	$26.7M	QoQ +2.56% (+$669.2K) YoY +20.56% (+$4.6M)
Walmart Inc.(WMTcusip931142103)	301.5K	QoQ -0.76% (-2.3K) YoY +322.33% (+230.1K)	All Managers (Combined)	$26.5M	QoQ -3.58% (-$983.0K) YoY +516.20% (+$22.2M)
(SPYVcusip78464A508)	515.6K	QoQ +4.52% (+22.3K) YoY +34.50% (+132.3K)	All Managers (Combined)	$26.3M	QoQ +4.38% (+$1.1M) YoY +37.10% (+$7.1M)
Unitedhealth Group Inc(UNHcusip91324P102)	50.2K	QoQ +144.82% (+29.7K) YoY +348.87% (+39.0K)	All Managers (Combined)	$26.3M	QoQ +153.48% (+$15.9M) YoY +375.24% (+$20.8M)
(SCHFcusip808524805)	1.3M	QoQ +221.33% (+914.1K) YoY +297.70% (+993.4K)	All Managers (Combined)	$26.2M	QoQ +243.57% (+$18.6M) YoY +101.60% (+$13.2M)
Johnson & Johnson(JNJcusip478160104)	157.7K	QoQ +15.55% (+21.2K) YoY +56.67% (+57.0K)	All Managers (Combined)	$26.1M	QoQ +32.51% (+$6.4M) YoY +64.25% (+$10.2M)
Energy Transfer Lp(ETcusip29273V100)	1.3M	QoQ +240.24% (+920.5K) YoY +479.28% (+1.1M)	All Managers (Combined)	$24.2M	QoQ +222.87% (+$16.7M) YoY +584.61% (+$20.7M)
(cusip72201R775)✕	260.8K	QoQ +11.11% (+26.1K) YoY +500.96% (+217.4K)	All Managers (Combined)	$24.1M	QoQ +13.63% (+$2.9M) YoY +504.96% (+$20.1M)
(cusip78464A805)✕	351.3K	QoQ -0.93% (-3.3K) YoY -13.39% (-54.3K)	All Managers (Combined)	$23.9M	QoQ -5.67% (-$1.4M) YoY -8.17% (-$2.1M)
(cusip464289438)✕	112.3K	QoQ +0.25% (-280) YoY NEW(+112.3K)	All Managers (Combined)	$23.7M	QoQ -10.11% (-$2.7M) YoY NEW(+$23.7M)
(IVEcusip464287408)	122.7K	QoQ +13.22% (+14.3K) YoY +1544.15% (+115.2K)	All Managers (Combined)	$23.4M	QoQ +13.04% (+$2.7M) YoY +1577.26% (+$22.0M)
Berkshire Hathaway Inc(BRK-Acusip084670108)	28	QoQ +366.66% (+22) YoY 0.00% (+0)	All Managers (Combined)	$22.4M	QoQ +447.20% (+$18.3M) YoY +25.84% (+$4.6M)