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)
| Stock | Value |
|---|---|
NBHNEUBERGER BERMAN MUN FD INC | $277K |
CGCARLYLE GROUP INC | $276K |
DNPDNP SELECT INCOME FD INC | $276K |
BAPCREDICORP LTD | $275K |
VWOBVANGUARD WHITEHALL FDS | $274K |
EWCISHARES INC | $273K |
MNSTMONSTER BEVERAGE CORP NEW | $272K |
GMS1EURGMS INC | $271K |
SCISERVICE CORP INTL | $270K |
SJMSMUCKER J M CO | $269K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $268K |
OZKBANK OZK LITTLE ROCK ARK | $268K |
DLTRDOLLAR TREE INC | $268K |
STEWSRH TOTAL RETURN FUND INC | $267K |
HUBSHUBSPOT INC | $267K |
ZSZSCALER INC | $267K |
DFAXDIMENSIONAL ETF TRUST | $266K |
DC4DEXCOM INC | $266K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $265K |
SDOGALPS ETF TR | $265K |
IYGISHARES TR | $264K |
SRESEMPRA | $263K |
AKAMAKAMAI TECHNOLOGIES INC | $262K |
NGGNATIONAL GRID PLC | $260K |
SJTSAN JUAN BASIN RTY TR | $259K |
IXGISHARES TR | $258K |
BSMRINVESCO EXCH TRD SLF IDX FD | $258K |
PHGKONINKLIJKE PHILIPS N V | $257K |
IHEISHARES TR | $256K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $256K |
FNBF N B CORP | $256K |
FQIDIGITAL RLTY TR INC | $256K |
NETCLOUDFLARE INC | $256K |
PCEFINVESCO EXCH TRADED FD TR II | $255K |
EPREPR PPTYS | $254K |
VENVENTAS INC | $254K |
FNDCSCHWAB STRATEGIC TR | $253K |
ABGCENCORA INC | $252K |
XLGIXLAZARD GLOBAL TOTAL RETURN & | $252K |
DKDELEK US HLDGS INC NEW | $252K |
MGAMAGNA INTL INC | $251K |
BTZBLACKROCK CR ALLOCATION INCO | $249K |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $248K |
FYTFIRST TR EXCHANGE-TRADED ALP | $248K |
URAGLOBAL X FDS | $247K |
CRCCANADIAN NAT RES LTD | $246K |
TMPTOMPKINS FINL CORP | $245K |
NTRSNORTHERN TR CORP | $245K |
EIXEDISON INTL | $245K |
AMEAMETEK INC | $244K |
ARKKARK ETF TR | $244K |
INCYINCYTE CORP | $243K |
OLEDUNIVERSAL DISPLAY CORP | $242K |
WTWWILLIS TOWERS WATSON PLC LTD | $242K |
GBXGREENBRIER COS INC | $242K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $242K |
FYXFIRST TR EXCHANGE-TRADED ALP | $241K |
FTLSFIRST TR EXCH TRADED FD III | $241K |
BHKBLACKROCK CORE BD TR | $239K |
TWLOTWILIO INC | $239K |
SMDVPROSHARES TR | $238K |
GNTXGENTEX CORP | $238K |
EZPZFRANKLIN CRYPTO INDEX ETF | $237K |
XOPSPDR SERIES TRUST | $237K |
TMTOYOTA MOTOR CORP | $237K |
CSLCARLISLE COS INC | $237K |
SPOTSPOTIFY TECHNOLOGY S A | $236K |
FTHIFIRST TR EXCHANGE TRADED FD | $235K |
MCRMFS CHARTER INCOME TR | $235K |
CPSDCALAMOS ETF TR | $235K |
RNAAVIDITY BIOSCIENCES INC | $234K |
DINOHF SINCLAIR CORP | $233K |
LYBLYONDELLBASELL INDUSTRIES N | $232K |
HIGHARTFORD INSURANCE GROUP INC | $232K |
TPRTAPESTRY INC | $231K |
XBOEXBLACKROCK ENHANCED GLOBAL DI | $228K |
FMDEFIDELITY COVINGTON TRUST | $227K |
SMMVISHARES TR | $226K |
CAVACAVA GROUP INC | $226K |
SGOLETFS GOLD TR | $226K |
VONGVANGUARD SCOTTSDALE FDS | $224K |
XSLVINVESCO EXCH TRADED FD TR II | $222K |
TLHISHARES TR | $221K |
FRMEFIRST MERCHANTS CORP | $220K |
IBTPISHARES TR | $220K |
SPYXSPDR SERIES TRUST | $220K |
PPAINVESCO EXCHANGE TRADED FD T | $217K |
RXSTRXSIGHT INC | $217K |
MGCVANGUARD WORLD FD | $216K |
DIALCOLUMBIA ETF TR I | $215K |
BCSBARCLAYS PLC | $214K |
VRSKVERISK ANALYTICS INC | $214K |
ULTAULTA BEAUTY INC | $214K |
NWGNATWEST GROUP PLC | $213K |
MDBMONGODB INC | $213K |
STMSTMICROELECTRONICS N V | $213K |
OSKOSHKOSH CORP | $213K |
HSTHOST HOTELS & RESORTS INC | $211K |
DBEFDBX ETF TR | $211K |
SFSTIFEL FINL CORP | $211K |