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 |
|---|---|
MSIMOTOROLA SOLUTIONS INC | $373K |
IYWISHARES TR | $372K |
QSRRESTAURANT BRANDS INTL INC | $372K |
EVRGEVERGY INC | $369K |
PPGPPG INDS INC | $362K |
PAIWESTERN ASSET INVESTMENT GRA | $362K |
VVVANGUARD INDEX FDS | $359K |
IBITISHARES BITCOIN TR | $359K |
BSCPINVESCO EXCH TRD SLF IDX FD | $353K |
TXTTEXTRON INC | $353K |
A4SAMERIPRISE FINL INC | $349K |
VDEVANGUARD WORLD FD | $348K |
AEPAMERICAN ELEC PWR CO INC | $348K |
DWDMORGAN STANLEY | $342K |
SHWSHERWIN WILLIAMS CO | $342K |
THOTHOR INDS INC | $340K |
HBANHUNTINGTON BANCSHARES INC | $339K |
VPUVANGUARD WORLD FD | $335K |
USBUS BANCORP DEL | $335K |
EFTEATON VANCE FLTING RATE INC | $333K |
NEMNEWMONT CORP | $329K |
ENBENBRIDGE INC | $326K |
SPXCSPX TECHNOLOGIES INC | $325K |
GBXGREENBRIER COS INC | $324K |
CNRCANADIAN NATL RY CO | $322K |
BSCQINVESCO EXCH TRD SLF IDX FD | $319K |
PG4PRINCIPAL FINANCIAL GROUP IN | $318K |
XHBSPDR SER TR | $314K |
FISVFISERV INC | $313K |
7HPHP INC | $311K |
CARRCARRIER GLOBAL CORPORATION | $310K |
HSYHERSHEY CO | $310K |
SYYSYSCO CORP | $310K |
MOATVANECK ETF TRUST | $309K |
MHKMOHAWK INDS INC | $309K |
AKAFETF SER SOLUTIONS | $307K |
SYU1SYNOVUS FINL CORP | $306K |
EMBISHARES TR | $306K |
ULUNILEVER PLC | $306K |
DELLDELL TECHNOLOGIES INC | $305K |
QQQINVESCO EXCH TRD SLF IDX FD | $303K |
PSLV/USPROTT PHYSICAL SILVER TR | $303K |
CAHCARDINAL HEALTH INC | $301K |
GSKGSK PLC | $299K |
CBLSLISTED FD TR | $298K |
CQPCHENIERE ENERGY PARTNERS LP | $297K |
IHEISHARES TR | $297K |
AONAON PLC | $295K |
QQQINVESCO EXCH TRD SLF IDX FD | $294K |
NINISOURCE INC | $294K |
CLOIVANECK ETF TRUST | $291K |
MCXMCCORMICK & CO INC | $289K |
CLXCLOROX CO DEL | $288K |
EBAEBAY INC. | $287K |
PCEFINVESCO EXCH TRADED FD TR II | $287K |
WECWEC ENERGY GROUP INC | $286K |
DGRWWISDOMTREE TR | $286K |
NOCNORTHROP GRUMMAN CORP | $285K |
FMHIFIRST TR EXCH TRADED FD III | $282K |
FANGDIAMONDBACK ENERGY INC | $280K |
SKYYFIRST TR EXCHANGE TRADED FD | $277K |
VOOVVANGUARD ADMIRAL FDS INC | $274K |
PNWPINNACLE WEST CAP CORP | $273K |
VRTXVERTEX PHARMACEUTICALS INC | $272K |
DDOMINION ENERGY INC | $272K |
CINFCINCINNATI FINL CORP | $271K |
BBNBLACKROCK TAX MUNICPAL BD TR | $269K |
COWZPACER FDS TR | $269K |
PEOEXELON CORP | $266K |
NTNXNUTANIX INC | $266K |
ABNBAIRBNB INC | $264K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $263K |
COINCOINBASE GLOBAL INC | $262K |
FGMFIRST TR EXCH TRD ALPHDX FD | $262K |
THQABRDN HEALTHCARE OPPORTUNITI | $261K |
LNTALLIANT ENERGY CORP | $260K |
MGVVANGUARD WORLD FD | $260K |
RJFRAYMOND JAMES FINL INC | $256K |
SLYGSPDR SER TR | $254K |
CBRECBRE GROUP INC | $252K |
VONVVANGUARD SCOTTSDALE FDS | $250K |
FEFIRSTENERGY CORP | $250K |
HUBBHUBBELL INC | $249K |
DTDWISDOMTREE TR | $244K |
ETRENTERGY CORP NEW | $243K |
ACVFETF OPPORTUNITIES TRUST | $243K |
XELXCEL ENERGY INC | $241K |
CAGCONAGRA BRANDS INC | $239K |
FDNFIRST TR EXCHANGE-TRADED FD | $238K |
MGKVANGUARD WORLD FD | $234K |
ROLROLLINS INC | $234K |
ICEINTERCONTINENTAL EXCHANGE IN | $233K |
OKEONEOK INC NEW | $233K |
SNYSANOFI | $233K |
REGLPROSHARES TR | $232K |
WYWEYERHAEUSER CO MTN BE | $230K |
TTENTOTALENERGIES SE | $229K |
SJTSAN JUAN BASIN RTY TR | $229K |
IVALEA SERIES TRUST | $229K |
PRPERMIAN RESOURCES CORP | $228K |