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 6 of 56
464287481
IWP|464287481
Shares:
146038(-1.3%)
Value:
$17.2B(-8.5%)
464288885
EFG|464288885
Shares:
168920(+1.9%)
Value:
$16.9B(+5.2%)
UNION PACIFIC CORP
UNP|907818108
Shares:
71294(+181.2%)
Value:
$16.8B(+191.3%)
464289420
464289420
Shares:
204237(+1.3%)
Value:
$16.8B(+5.3%)
46434V860
46434V860
Shares:
329915(+457.9%)
Value:
$16.7B(+460.0%)
ASTRAZENECA PLC
AZN|046353108
Shares:
224090(+827.7%)
Value:
$16.5B(+940.7%)
Salesforce, Inc.
CRM|79466L302
Shares:
60580(+271.3%)
Value:
$16.3B(+198.1%)
PEPSICO INC
PEP|713448108
Shares:
108320(+27.4%)
Value:
$16.2B(+25.6%)
921909768
VXUS|921909768
Shares:
260361(+3.1%)
Value:
$16.2B(+8.7%)
92204A207
92204A207
Shares:
72265(-11.3%)
Value:
$15.8B(-8.2%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
16610(+8.4%)
Value:
$15.7B(+11.9%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
58460(+4922.3%)
Value:
$15.6B(+5968.0%)
DEERE & CO
DE|244199105
Shares:
33165(-5.2%)
Value:
$15.6B(+5.0%)
78463X889
SPDW|78463X889
Shares:
424730(+4.9%)
Value:
$15.5B(+11.9%)
STRYKER CORP
SYK|863667101
Shares:
41060(+732.4%)
Value:
$15.3B(+760.5%)
464287879
464287879
Shares:
154554(-3.5%)
Value:
$15.1B(-13.4%)
464289867
464289867
Shares:
258140(-0.1%)
Value:
$14.9B(+0.3%)
CHEVRON CORP
CVX|166764100
Shares:
87821(+13.8%)
Value:
$14.7B(+31.4%)
25434V864
25434V864
Shares:
304093(-0.9%)
Value:
$14.5B(+0.4%)
464287499
IWR|464287499
Shares:
168411(+2.5%)
Value:
$14.3B(-1.4%)