Waverly Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001568787
- Manager Name
- Waverly Advisors, LLC
Data Enrichment
69% identified808 identified363 unidentified
Holdings
1,171 positions
Manager:
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Page 45 of 56
78468R887
Shares:
2813(-27.0%)
Value:
$345.6M(-29.7%)
921932869
Shares:
3323(+51.7%)
Value:
$342.8M(+38.9%)
46138J429
Shares:
20606(+6.1%)
Value:
$336.1M(+7.8%)
52468L505
Shares:
10342
Value:
$334.8M
46137V456
Shares:
6187(+23.7%)
Value:
$326.3M(+17.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
12.2K | QoQ NEW(+12.2K) YoY NEW(+12.2K) | All Managers (Combined) | $346.2K | QoQ NEW(+$346.2K) YoY NEW(+$346.2K) | |
Equifax Inc(EFXcusip294429105) | 1.4K | YoY NEW(+1.4K) | All Managers (Combined) | $345.9K | YoY NEW(+$345.9K) |
(cusip78468R887)✕ | 2.8K | All Managers (Combined) | $345.6K | ||
Weyerhaeuser Co(WYcusip962166104) | 11.8K | All Managers (Combined) | $344.1K | ||
3.0K | QoQ -2.71% (-84) | All Managers (Combined) | $344.0K | ||
(cusip921932869)✕ | 3.3K | YoY NEW(+3.3K) | All Managers (Combined) | $342.8K | YoY NEW(+$342.8K) |
Paccar Inc(PCARcusip693718108) | 3.5K | All Managers (Combined) | $341.6K | ||
6.4K | YoY NEW(+6.4K) | All Managers (Combined) | $340.8K | YoY NEW(+$340.8K) | |
2.9K | YoY NEW(+2.9K) | All Managers (Combined) | $338.1K | YoY NEW(+$338.1K) | |
(cusip46138J429)✕ | 20.6K | All Managers (Combined) | $336.1K | ||
5.0K | QoQ NEW(+5.0K) YoY NEW(+5.0K) | All Managers (Combined) | $335.8K | QoQ NEW(+$335.8K) YoY NEW(+$335.8K) | |
2.6K | YoY NEW(+2.6K) | All Managers (Combined) | $335.2K | YoY NEW(+$335.2K) | |
(cusip52468L505)✕ | 10.3K | QoQ NEW(+10.3K) YoY NEW(+10.3K) | All Managers (Combined) | $334.8K | QoQ NEW(+$334.8K) YoY NEW(+$334.8K) |
6.4K | QoQ NEW(+6.4K) YoY NEW(+6.4K) | All Managers (Combined) | $333.2K | QoQ NEW(+$333.2K) YoY NEW(+$333.2K) | |
2.7K | QoQ +2.19% (-57)YoY NEW(+2.7K) | All Managers (Combined) | $331.3K | YoY NEW(+$331.3K) | |
12.4K | QoQ NEW(+12.4K) YoY NEW(+12.4K) | All Managers (Combined) | $330.2K | QoQ NEW(+$330.2K) YoY NEW(+$330.2K) | |
238 | QoQ +22.05% (+43)YoY NEW(+238) | All Managers (Combined) | $329.2K | YoY NEW(+$329.2K) | |
3.0K | All Managers (Combined) | $327.6K | |||
1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $327.0K | YoY NEW(+$327.0K) | |
(cusip46137V456)✕ | 6.2K | YoY NEW(+6.2K) | All Managers (Combined) | $326.3K | YoY NEW(+$326.3K) |