Waverly Advisors, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$9.1B

Holdings

1,184

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,184 positions)

StockValue
CHKPCHECK POINT SOFTWARE TECH LT
$362K
RSPTINVESCO EXCHANGE TRADED FD T
$360K
RPMRPM INTL INC
$359K
EFXEQUIFAX INC
$359K
LENLENNAR CORP
$359K
7HPHP INC
$357K
VMBSVANGUARD SCOTTSDALE FDS
$357K
BITBBITWISE BITCOIN ETF TR
$354K
BSCVINVESCO EXCH TRD SLF IDX FD
$354K
VEEVVEEVA SYS INC
$351K
VRSNVERISIGN INC
$350K
FTECFIDELITY COVINGTON TRUST
$349K
BOXXEA SERIES TRUST
$348K
RGLDROYAL GOLD INC
$348K
MHKMOHAWK INDS INC
$348K
STZCONSTELLATION BRANDS INC
$348K
EYPTEYEPOINT PHARMACEUTICALS INC
$345K
AVU0ADVERUM BIOTECHNOLOGIES INC
$345K
UTHUNITED THERAPEUTICS CORP DEL
$342K
WYWEYERHAEUSER CO MTN BE
$341K
KVUEKENVUE INC
$341K
SCHKSCHWAB STRATEGIC TR
$341K
EXREXTRA SPACE STORAGE INC
$340K
KHCKRAFT HEINZ CO
$340K
VGITVANGUARD SCOTTSDALE FDS
$339K
ARWARROW ELECTRS INC
$339K
SUSBISHARES TR
$339K
HYBXTCW ETF TRUST
$338K
BSCWINVESCO EXCH TRD SLF IDX FD
$337K
PCARPACCAR INC
$335K
ROKUROKU INC
$332K
EMEEMCOR GROUP INC
$331K
BSCXINVESCO EXCH TRD SLF IDX FD
$329K
GRXGABELLI HLTHCARE & WELLNESS
$328K
MTBM & T BK CORP
$327K
ARMKARAMARK
$327K
SPIPSPDR SERIES TRUST
$326K
HLNHALEON PLC
$326K
PSNPARSONS CORP DEL
$322K
VODVODAFONE GROUP PLC NEW
$321K
HMCHONDA MOTOR LTD
$321K
MSCIMSCI INC
$320K
HPEHEWLETT PACKARD ENTERPRISE C
$319K
SMLVSPDR SERIES TRUST
$318K
REGLPROSHARES TR
$318K
BALLBALL CORP
$317K
DASHDOORDASH INC
$315K
VOOVVANGUARD ADMIRAL FDS INC
$314K
FAIFIRST TR EXCHANGE TRADED FD
$313K
TELTE CONNECTIVITY PLC
$311K
AG8AGILENT TECHNOLOGIES INC
$311K
XOVRENTREPRENEURSHARES SERIES TR
$310K
EQTEQT CORP
$309K
HYTBLACKROCK CORPOR HI YLD FD I
$309K
WRBBERKLEY W R CORP
$308K
EHCENCOMPASS HEALTH CORP
$308K
BLDRBUILDERS FIRSTSOURCE INC
$308K
FDNFIRST TR EXCHANGE-TRADED FD
$307K
CWEN/ACLEARWAY ENERGY INC
$306K
BOTZGLOBAL X FDS
$306K
BIBLNORTHERN LTS FD TR IV
$305K
AIGAMERICAN INTL GROUP INC
$305K
AVYAVERY DENNISON CORP
$303K
SPHQINVESCO EXCHANGE TRADED FD T
$302K
JBLJABIL INC
$302K
AVIVAMERICAN CENTY ETF TR
$301K
FEZSPDR INDEX SHS FDS
$300K
ALLEALLEGION PLC
$300K
SPGSIMON PPTY GROUP INC NEW
$297K
GOFGUGGENHEIM STRATEGIC OPPORTU
$296K
EXPEEXPEDIA GROUP INC
$295K
PPGPPG INDS INC
$295K
GISGENERAL MLS INC
$294K
QDPLPACER FDS TR
$293K
SILASILA REALTY TRUST INC
$293K
NPKNATIONAL PRESTO INDS INC
$292K
TXRHTEXAS ROADHOUSE INC
$292K
SYRESPYRE THERAPEUTICS INC
$291K
AEEAMEREN CORP
$291K
HEIHEICO CORP NEW
$288K
WBAWALGREENS BOOTS ALLIANCE INC
$288K
JKHYHENRY JACK & ASSOC INC
$288K
XHBSPDR SERIES TRUST
$287K
GSSTGOLDMAN SACHS ETF TR
$287K
WBDWARNER BROS DISCOVERY INC
$287K
ACVFETF OPPORTUNITIES TRUST
$286K
DTDWISDOMTREE TR
$286K
COINCOINBASE GLOBAL INC
$285K
UCONFIRST TR EXCHNG TRADED FD VI
$283K
VTWVVANGUARD SCOTTSDALE FDS
$283K
ADTNADTRAN HOLDINGS INC
$283K
IBHIISHARES TR
$283K
YUMCYUM CHINA HLDGS INC
$282K
OGEOGE ENERGY CORP
$282K
SHYGISHARES TR
$281K
FGMFIRST TR EXCH TRD ALPHDX FD
$280K
VSGXVANGUARD WORLD FD
$279K
NLRVANECK ETF TRUST
$279K
HUMHUMANA INC
$278K
FNXFIRST TR EXCHANGE-TRADED ALP
$278K
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