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 42 of 56
ACUITY BRANDS INC
AYI|00508Y102
Shares:
1621
Value:
$427.0M
33734X176
33734X176
Shares:
3226(-4.0%)
Value:
$426.6M(-14.5%)
Permian Resources Corp
PR|71424F105
Shares:
30644(+24.0%)
Value:
$424.4M(+19.4%)
BLACKROCK FLOATING RATE INCOME STRATEGIES FUND, INC.
FRA|09255X100
Shares:
32675(+0.2%)
Value:
$422.2M(-5.9%)
RxSight, Inc.
RXST|78349D107
Shares:
16618
Value:
$419.6M
NEXTNAV INC.
NN|65345N106
Shares:
34352(+0.0%)
Value:
$418.1M(-21.8%)
33738D705
33738D705
Shares:
13560
Value:
$415.9M
Kenvue Inc.
KVUE|49177J102
Shares:
17330(-6.5%)
Value:
$415.6M(+5.0%)
Apollo Global Management, Inc.
APO|03769M106
Shares:
2975(+82.1%)
Value:
$407.3M(+50.9%)
746729300
746729300
Shares:
10661(+3.3%)
Value:
$406.0M(+5.9%)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
BR|11133T103
Shares:
1673
Value:
$405.6M
46138J577
46138J577
Shares:
21850(+7.7%)
Value:
$404.9M(+8.8%)
315948109
315948109
Shares:
5612(+8.2%)
Value:
$403.9M(-4.5%)
ROYAL CARIBBEAN CRUISES LTD
RCL|V7780T103
Shares:
1954(+29.7%)
Value:
$401.4M(+15.5%)
ALLIANT ENERGY CORP
LNT|018802108
Shares:
6238(+2.1%)
Value:
$401.4M(+11.1%)
Workday, Inc.
WDAY|98138H101
Shares:
1711(+2.1%)
Value:
$399.6M(-7.6%)
78464A581
78464A581
Shares:
4855(+0.0%)
Value:
$399.1M(-7.1%)
33734X184
33734X184
Shares:
9680(-13.0%)
Value:
$397.0M(-5.7%)
PINNACLE WEST CAPITAL CORP
PNW|723484101
Shares:
4138(+0.7%)
Value:
$394.1M(+13.1%)
025072307
025072307
Shares:
4184(-23.9%)
Value:
$391.9M(-28.5%)