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
Search and click to pin securities to the top
Page 8 of 56
46432F339
QUAL|46432F339
Shares:
75767(+3.0%)
Value:
$12.9B(-1.1%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
124858(+312.4%)
Value:
$12.8B(+250.8%)
Western Midstream Partners, LP
WES|958669103
Shares:
312196
Value:
$12.8B
CINCINNATI FINANCIAL CORP
CINF|172062101
Shares:
85919(-1.2%)
Value:
$12.7B(+1.5%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
94606(+8.5%)
Value:
$12.5B(+27.3%)
33739E108
33739E108
Shares:
709406(+6.6%)
Value:
$12.5B(+5.9%)
46654Q203
46654Q203
Shares:
236868(+23.7%)
Value:
$12.3B(+13.6%)
Tesla, Inc.
TSLA|88160R101
Shares:
47266(+17.3%)
Value:
$12.2B(-24.7%)
ServisFirst Bancshares, Inc.
SFBS|81768T108
Shares:
146032(-0.5%)
Value:
$12.1B(-3.0%)
464287606
IJK|464287606
Shares:
144763(+1.8%)
Value:
$12.1B(-6.7%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
264193(+5.5%)
Value:
$12.0B(+19.6%)
464288257
464288257
Shares:
102489(-2.1%)
Value:
$11.9B(-3.0%)
464287101
464287101
Shares:
43908(-1.9%)
Value:
$11.9B(-8.0%)
ELECTRONIC ARTS INC.
EA|285512109
Shares:
81522(+60.1%)
Value:
$11.8B(+58.2%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
131222(-8.7%)
Value:
$11.8B(-17.6%)
American Water Works Company, Inc.
AWK|030420103
Shares:
79647(+7.1%)
Value:
$11.7B(+27.0%)
464287150
ITOT|464287150
Shares:
96150(-2.8%)
Value:
$11.7B(-7.8%)
464287804
IJR|464287804
Shares:
111890(+59.5%)
Value:
$11.7B(+44.7%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
23505(+9.2%)
Value:
$11.7B(+4.5%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
46847(+11.8%)
Value:
$11.6B(+26.5%)