Waverly Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$8.2T
Holdings
1,109
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,109 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWPISHARES TR | 146,038 | $17.2B | 0.21% | |
| 102 | EFGISHARES TR | 168,920 | $16.9B | 0.21% | |
| 103 | UNPUNION PAC CORP | 71,294 | $16.8B | 0.21% | |
| 104 | IWXISHARES TR | 204,237 | $16.8B | 0.20% | |
| 105 | TFLOISHARES TR | 329,915 | $16.7B | 0.20% | |
| 106 | AZNASTRAZENECA PLC | 224,090 | $16.5B | 0.20% | |
| 107 | CRMSALESFORCE INC | 60,580 | $16.3B | 0.20% | |
| 108 | PEPPEPSICO INC | 108,320 | $16.2B | 0.20% | |
| 109 | VXUSVANGUARD STAR FDS | 260,361 | $16.2B | 0.20% | |
| 110 | VDCVANGUARD WORLD FD | 72,265 | $15.8B | 0.19% | |
| 111 | COSTCOSTCO WHSL CORP NEW | 16,610 | $15.7B | 0.19% | |
| 112 | TMUST-MOBILE US INC | 58,460 | $15.6B | 0.19% | |
| 113 | DEDEERE & CO | 33,165 | $15.6B | 0.19% | |
| 114 | SPDWSPDR INDEX SHS FDS | 424,730 | $15.5B | 0.19% | |
| 115 | SYKSTRYKER CORPORATION | 41,060 | $15.3B | 0.19% | |
| 116 | IJSISHARES TR | 154,554 | $15.1B | 0.18% | |
| 117 | AORISHARES TR | 258,140 | $14.9B | 0.18% | |
| 118 | CVXCHEVRON CORP NEW | 87,821 | $14.7B | 0.18% | |
| 119 | DFSDDIMENSIONAL ETF TRUST | 304,093 | $14.5B | 0.18% | |
| 120 | IWRISHARES TR | 168,411 | $14.3B | 0.17% | |
| 121 | CSCOCISCO SYS INC | 231,692 | $14.3B | 0.17% | |
| 122 | PAAPLAINS ALL AMERN PIPELINE L | 710,111 | $14.2B | 0.17% | |
| 123 | MGVVANGUARD WORLD FD | 109,929 | $14.2B | 0.17% | |
| 124 | SCHVSCHWAB STRATEGIC TR | 531,480 | $14.1B | 0.17% | |
| 125 | SCHASCHWAB STRATEGIC TR | 602,610 | $14.1B | 0.17% | |
| 126 | METAMETA PLATFORMS INC | 24,486 | $14.1B | 0.17% | |
| 127 | AQLTISHARES TR | 185,273 | $14.0B | 0.17% | |
| 128 | VOVANGUARD INDEX FDS | 54,186 | $14.0B | 0.17% | |
| 129 | GDXVANECK ETF TRUST | 302,910 | $13.9B | 0.17% | |
| 130 | MPLXMPLX LP | 258,434 | $13.8B | 0.17% | |
| 131 | IWSISHARES TR | 109,504 | $13.8B | 0.17% | |
| 132 | BACBANK AMERICA CORP | 330,115 | $13.8B | 0.17% | |
| 133 | SCHESCHWAB STRATEGIC TR | 486,837 | $13.4B | 0.16% | |
| 134 | SCHOSCHWAB STRATEGIC TR | 551,182 | $13.4B | 0.16% | |
| 135 | IWNISHARES TR | 87,915 | $13.3B | 0.16% | |
| 136 | IUSBISHARES TR | 286,721 | $13.2B | 0.16% | |
| 137 | IEMGISHARES INC | 244,396 | $13.2B | 0.16% | |
| 138 | CBLSELEVATION SERIES TRUST | 502,058 | $13.1B | 0.16% | |
| 139 | SBUXSTARBUCKS CORP | 133,101 | $13.1B | 0.16% | |
| 140 | MUBISHARES TR | 123,806 | $13.1B | 0.16% | |
| 141 | QUALISHARES TR | 75,767 | $12.9B | 0.16% | |
| 142 | AMDADVANCED MICRO DEVICES INC | 124,858 | $12.8B | 0.16% | |
| 143 | WESWESTERN MIDSTREAM PARTNERS L | 312,196 | $12.8B | 0.16% | |
| 144 | CINFCINCINNATI FINL CORP | 85,919 | $12.7B | 0.15% | |
| 145 | ABTABBOTT LABS | 94,606 | $12.5B | 0.15% | |
| 146 | XFEBFIRST TR EXCH TRADED FD III | 709,406 | $12.5B | 0.15% | |
| 147 | JEPQJ P MORGAN EXCHANGE TRADED F | 236,868 | $12.3B | 0.15% | |
| 148 | TSLATESLA INC | 47,266 | $12.2B | 0.15% | |
| 149 | SFBSSERVISFIRST BANCSHARES INC | 146,032 | $12.1B | 0.15% | |
| 150 | IJKISHARES TR | 144,763 | $12.1B | 0.15% | |
| 151 | BACVERIZON COMMUNICATIONS INC | 264,193 | $12.0B | 0.15% | |
| 152 | ACWIISHARES TR | 102,489 | $11.9B | 0.15% | |
| 153 | OEFISHARES TR | 43,908 | $11.9B | 0.15% | |
| 154 | EAELECTRONIC ARTS INC | 81,522 | $11.8B | 0.14% | |
| 155 | MRKMERCK & CO INC | 131,222 | $11.8B | 0.14% | |
| 156 | AWCAMERICAN WTR WKS CO INC NEW | 79,647 | $11.7B | 0.14% | |
| 157 | ITOTISHARES TR | 96,150 | $11.7B | 0.14% | |
| 158 | IJRISHARES TR | 111,890 | $11.7B | 0.14% | |
| 159 | TMOTHERMO FISHER SCIENTIFIC INC | 23,505 | $11.7B | 0.14% | |
| 160 | IBMINTERNATIONAL BUSINESS MACHS | 46,847 | $11.6B | 0.14% | |
| 161 | MCXMCCORMICK & CO INC | 140,984 | $11.6B | 0.14% | |
| 162 | AVDVAMERICAN CENTY ETF TR | 164,800 | $11.5B | 0.14% | |
| 163 | CPAYCORPAY INC | 32,566 | $11.4B | 0.14% | |
| 164 | XLKSELECT SECTOR SPDR TR | 54,783 | $11.3B | 0.14% | |
| 165 | NOBLPROSHARES TR | 109,945 | $11.2B | 0.14% | |
| 166 | KMBKIMBERLY-CLARK CORP | 78,454 | $11.2B | 0.14% | |
| 167 | AOAISHARES TR | 144,413 | $11.0B | 0.13% | |
| 168 | AVEMAMERICAN CENTY ETF TR | 183,318 | $11.0B | 0.13% | |
| 169 | MTUMISHARES TR | 54,118 | $10.9B | 0.13% | |
| 170 | SCHXSCHWAB STRATEGIC TR | 492,403 | $10.9B | 0.13% | |
| 171 | IEFISHARES TR | 113,863 | $10.9B | 0.13% | |
| 172 | WFCWELLS FARGO CO NEW | 150,023 | $10.8B | 0.13% | |
| 173 | ITWILLINOIS TOOL WKS INC | 43,188 | $10.7B | 0.13% | |
| 174 | IWOISHARES TR | 41,599 | $10.6B | 0.13% | |
| 175 | SYYSYSCO CORP | 141,594 | $10.6B | 0.13% | |
| 176 | REEVEREST GROUP LTD | 28,634 | $10.4B | 0.13% | |
| 177 | EWLISHARES INC | 200,567 | $10.4B | 0.13% | |
| 178 | AKXANSYS INC | 32,447 | $10.3B | 0.13% | |
| 179 | DISDISNEY WALT CO | 103,557 | $10.2B | 0.12% | |
| 180 | CLCOLGATE PALMOLIVE CO | 108,523 | $10.2B | 0.12% | |
| 181 | TAT&T INC | 358,750 | $10.1B | 0.12% | |
| 182 | AMGNAMGEN INC | 32,331 | $10.1B | 0.12% | |
| 183 | BMIBADGER METER INC | 52,038 | $9.9B | 0.12% | |
| 184 | PSAPUBLIC STORAGE OPER CO | 33,035 | $9.9B | 0.12% | |
| 185 | ACMAECOM | 105,862 | $9.8B | 0.12% | |
| 186 | IGSBISHARES TR | 187,103 | $9.8B | 0.12% | |
| 187 | VRTXVERTEX PHARMACEUTICALS INC | 19,836 | $9.6B | 0.12% | |
| 188 | PLMRPALOMAR HLDGS INC | 69,781 | $9.6B | 0.12% | |
| 189 | DUKDUKE ENERGY CORP NEW | 76,509 | $9.3B | 0.11% | |
| 190 | VBVANGUARD INDEX FDS | 41,831 | $9.3B | 0.11% | |
| 191 | QVALEA SERIES TRUST | 217,075 | $9.3B | 0.11% | |
| 192 | ROPROPER TECHNOLOGIES INC | 15,682 | $9.2B | 0.11% | |
| 193 | HELOJ P MORGAN EXCHANGE TRADED F | 150,329 | $9.0B | 0.11% | |
| 194 | MDLZMONDELEZ INTL INC | 131,149 | $8.9B | 0.11% | |
| 195 | IGVISHARES TR | 99,292 | $8.8B | 0.11% | |
| 196 | ADIANALOG DEVICES INC | 43,691 | $8.8B | 0.11% | |
| 197 | JAAAJANUS DETROIT STR TR | 173,488 | $8.8B | 0.11% | |
| 198 | ADBEADOBE INC | 22,571 | $8.7B | 0.11% | |
| 199 | AVSUAMERICAN CENTY ETF TR | 137,857 | $8.6B | 0.10% | |
| 200 | AMATAPPLIED MATLS INC | 59,099 | $8.6B | 0.10% |