Waverly Advisors, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$4.2M
Holdings
696
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (696 positions)
| Stock | Value |
|---|---|
SPGIS&P GLOBAL INC | $680K |
CLCOLGATE PALMOLIVE CO | $675K |
SBIWESTERN ASSET INTER MUNI FD | $671K |
BMYBRISTOL-MYERS SQUIBB CO | $670K |
TRVTRAVELERS COMPANIES INC | $656K |
MPCMARATHON PETE CORP | $649K |
AOKISHARES TR | $648K |
TJXTJX COS INC NEW | $645K |
TLTISHARES TR | $639K |
IGIBISHARES TR | $637K |
SHELSHELL PLC | $636K |
OZKBANK OZK LITTLE ROCK ARK | $631K |
GLGLOBE LIFE INC | $630K |
SYKSTRYKER CORPORATION | $625K |
IYTISHARES TR | $622K |
MMM3M CO | $620K |
ROMPROSHARES TR | $619K |
CRSPCRISPR THERAPEUTICS AG | $618K |
AFLAFLAC INC | $614K |
SPIPSPDR SER TR | $607K |
DISVDIMENSIONAL ETF TRUST | $594K |
SPGMSPDR INDEX SHS FDS | $593K |
CEMBISHARES INC | $591K |
PLXSPLEXUS CORP | $591K |
BSXBOSTON SCIENTIFIC CORP | $590K |
BPBP PLC | $582K |
ALSALLSTATE CORP | $580K |
NVONOVO-NORDISK A S | $576K |
TMPTOMPKINS FINL CORP | $573K |
AIVLWISDOMTREE TR | $572K |
QGROAMERICAN CENTY ETF TR | $572K |
SCHHSCHWAB STRATEGIC TR | $570K |
TRYBARINGS BDC INC | $569K |
TSCOTRACTOR SUPPLY CO | $569K |
DFUVDIMENSIONAL ETF TRUST | $567K |
FISFIDELITY NATL INFORMATION SV | $560K |
PNCPNC FINL SVCS GROUP INC | $554K |
AQLTISHARES TR | $545K |
IVTINVENTRUST PPTYS CORP | $541K |
AZNASTRAZENECA PLC | $539K |
MDTMEDTRONIC PLC | $530K |
GMGENERAL MTRS CO | $527K |
DFASDIMENSIONAL ETF TRUST | $525K |
DDDUPONT DE NEMOURS INC | $522K |
DHID R HORTON INC | $519K |
IEFISHARES TR | $515K |
GSBDGOLDMAN SACHS BDC INC | $514K |
CPCANADIAN PACIFIC KANSAS CITY | $511K |
JMSTJ P MORGAN EXCHANGE TRADED F | $508K |
ITMVANECK ETF TRUST | $506K |
IJTISHARES TR | $505K |
SIXGETF SER SOLUTIONS | $498K |
PHOINVESCO EXCHANGE TRADED FD T | $497K |
EWEDWARDS LIFESCIENCES CORP | $497K |
SONSONOCO PRODS CO | $495K |
SOXXISHARES TR | $495K |
RSGREPUBLIC SVCS INC | $493K |
FXUFIRST TR EXCHANGE TRADED FD | $493K |
FLRNSPDR SER TR | $491K |
LVLNSPDR SER TR | $484K |
CEGCONSTELLATION ENERGY CORP | $483K |
ABCBAMERIS BANCORP | $483K |
LITGLOBAL X FDS | $479K |
JEPQJ P MORGAN EXCHANGE TRADED F | $476K |
DESWISDOMTREE TR | $475K |
DFSIDIMENSIONAL ETF TRUST | $468K |
VFMOVANGUARD WELLINGTON FD | $465K |
DGXQUEST DIAGNOSTICS INC | $463K |
MEARISHARES U S ETF TR | $461K |
GISGENERAL MLS INC | $460K |
PALCPACER FDS TR | $458K |
SVALISHARES TR | $458K |
YUMYUM BRANDS INC | $456K |
KELKELLANOVA | $455K |
KBESPDR SER TR | $455K |
SMLVSPDR SER TR | $449K |
WMWASTE MGMT INC DEL | $448K |
MAAMID-AMER APT CMNTYS INC | $448K |
MINOPIMCO ETF TR | $447K |
SMMVISHARES TR | $435K |
KDPKEURIG DR PEPPER INC | $435K |
FDLFIRST TR MORNINGSTAR DIVID L | $424K |
CRWDCROWDSTRIKE HLDGS INC | $423K |
NVSNNOVARTIS AG | $419K |
TFISPDR SER TR | $418K |
XLCSELECT SECTOR SPDR TR | $416K |
SPYDSPDR SER TR | $416K |
BSVVANGUARD BD INDEX FDS | $414K |
ADIANALOG DEVICES INC | $409K |
BILSPDR SER TR | $407K |
IUSBISHARES TR | $397K |
IAU*ISHARES GOLD TR | $395K |
PFLDETF SER SOLUTIONS | $395K |
IVVISHARES TR | $392K |
LQDISHARES TR | $391K |
PSTGPURE STORAGE INC | $387K |
CTVACORTEVA INC | $382K |
BNBROOKFIELD CORP | $382K |
PRAPROASSURANCE CORP | $377K |
WRKUSDWESTROCK CO | $375K |