Waverly Advisors, LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$1.2T
Holdings
210
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (210 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BNDXVANGUARD CHARLOTTE FDS | 3,636 | $207.0M | 0.02% | |
| 202 | BDJBLACKROCK ENHANCED EQUITY DI | 19,812 | $205.0M | 0.02% | |
| 203 | SCHDSCHWAB STRATEGIC TR | 2,600 | $205.0M | 0.02% | |
| 204 | OMCOMNICOM GROUP INC | 2,924 | $204.0M | 0.02% | |
| 205 | CARRCARRIER GLOBAL CORPORATION | 3,729 | $203.0M | 0.02% | |
| 206 | SCHWSCHWAB CHARLES CORP | 2,485 | $202.0M | 0.02% | |
| 207 | HBANHUNTINGTON BANCSHARES INC | 11,633 | $189.0M | 0.02% | |
| 208 | BBVABANCO BILBAO VIZCAYA ARGENTA | 16,504 | $114.0M | 0.01% | |
| 209 | MCRMFS CHARTER INCOME TR | 11,020 | $95.0M | 0.01% | |
| 210 | ELV 2.75 10/15/42ANTHEM INC | 15,000 | $91.0M | 0.01% |
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