Waverly Advisors, LLC

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, LLC
Data Enrichment
69% identified
808 identified363 unidentified

Holdings

1,171 positions
Manager:
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Page 40 of 56
CBRE GROUP, INC.
Shares:
3695(+2.3%)
Value:
$483.2M(+1.9%)
921935508
Shares:
3183(+0.0%)
Value:
$482.8M(-7.7%)
RAYONIER INC
Shares:
17262(+11.0%)
Value:
$481.3M(+18.6%)
ROLLINS INC
Shares:
8900(+0.4%)
Value:
$480.9M(+17.0%)
78468R408
Shares:
19086(+3.0%)
Value:
$480.2M(+2.6%)
74347X831
Shares:
8350
Value:
$478.5M
GE HealthCare Technologies Inc.
Shares:
5923(+7.8%)
Value:
$478.0M(+11.3%)
00162Q452
Shares:
9195(-1.9%)
Value:
$477.6M(+5.7%)
Ferguson Enterprises Inc. /DE/
Shares:
2980(+6.3%)
Value:
$477.5M(-1.9%)
Fortinet, Inc.
Shares:
4941(+26.6%)
Value:
$475.6M(+28.9%)
381430529
Shares:
4739(-14.0%)
Value:
$474.8M(-13.7%)
Avery Dennison Corp
Shares:
2667(+0.1%)
Value:
$474.6M(-4.8%)
Humacyte, Inc.
Shares:
278191(+1.3%)
Value:
$474.3M(-65.8%)
97717W406
Shares:
4307(-0.3%)
Value:
$472.9M(+2.7%)
74349Y753
Shares:
10611
Value:
$472.8M
Brookfield Asset Management Ltd.
Shares:
9693
Value:
$469.6M
BlackRock Resources & Commodities Strategy Trust
Shares:
50296(-0.9%)
Value:
$469.3M(+8.3%)
MOODYS CORP /DE/
Shares:
1008(+1.3%)
Value:
$469.2M(-0.3%)
EOG RESOURCES INC
Shares:
3659(+12.4%)
Value:
$469.2M(+17.6%)
THOR INDUSTRIES INC
Shares:
6150(+11.1%)
Value:
$466.2M(-12.0%)