Waverly Advisors, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$5.4M

Holdings

805

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (805 positions)

StockValue
DHRDANAHER CORPORATION
$2K
VTIPVANGUARD MALVERN FDS
$2K
VHTVANGUARD WORLD FD
$2K
SMMUPIMCO ETF TR
$2K
AQLTISHARES TR
$2K
IFRAISHARES TR
$2K
SPYINEOS ETF TRUST
$2K
EEMISHARES TR
$2K
IYJISHARES TR
$2K
SCHPSCHWAB STRATEGIC TR
$2K
FDSFACTSET RESH SYS INC
$2K
VKTXVIKING THERAPEUTICS INC
$2K
JPIBJ P MORGAN EXCHANGE TRADED F
$2K
VTHRVANGUARD SCOTTSDALE FDS
$2K
GILDGILEAD SCIENCES INC
$2K
IVOOVANGUARD ADMIRAL FDS INC
$2K
HEFAISHARES TR
$2K
VFHVANGUARD WORLD FD
$2K
SLVISHARES SILVER TR
$2K
XRSFXRIVERNORTH CAP AND INCM FD I
$2K
MUMICRON TECHNOLOGY INC
$2K
PXHINVESCO EXCH TRADED FD TR II
$2K
GBTCGRAYSCALE BITCOIN TR BTC
$2K
EMREMERSON ELEC CO
$2K
DFAUDIMENSIONAL ETF TRUST
$2K
USMVISHARES TR
$2K
PDPINVESCO EXCHANGE TRADED FD T
$2K
TXNTEXAS INSTRS INC
$2K
MOALTRIA GROUP INC
$2K
VRPINVESCO EXCH TRADED FD TR II
$2K
SPTISPDR SER TR
$2K
GRIDFIRST TR EXCHANGE TRADED FD
$2K
CITHE CIGNA GROUP
$2K
NFLXNETFLIX INC
$2K
IDUISHARES TR
$2K
BHPBHP GROUP LTD
$2K
DOLWISDOMTREE TR
$2K
GEGE AEROSPACE
$2K
XMHQINVESCO EXCHANGE TRADED FD T
$2K
RIORIO TINTO PLC
$2K
AVDEAMERICAN CENTY ETF TR
$2K
KMIKINDER MORGAN INC DEL
$2K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$2K
BABOEING CO
$2K
VPUVANGUARD WORLD FD
$2K
CMCSACOMCAST CORP NEW
$2K
VGTVANGUARD WORLD FD
$2K
PGXINVESCO EXCH TRADED FD TR II
$2K
CMECME GROUP INC
$2K
ADPAUTOMATIC DATA PROCESSING IN
$2K
SSBUSDSOUTHSTATE CORPORATION
$2K
DISVDIMENSIONAL ETF TRUST
$2K
MDYSPDR S&P MIDCAP 400 ETF TR
$2K
PYPLPAYPAL HLDGS INC
$2K
GQ9SPDR GOLD TR
$2K
SHMSPDR SER TR
$2K
JMBSJANUS DETROIT STR TR
$2K
PZAINVESCO EXCH TRADED FD TR II
$2K
WTRGESSENTIAL UTILS INC
$2K
MUNIPIMCO ETF TR
$2K
ELVELEVANCE HEALTH INC
$2K
LMTLOCKHEED MARTIN CORP
$2K
MDLZMONDELEZ INTL INC
$2K
RKLBROCKET LAB USA INC
$2K
DONSPDR DOW JONES INDL AVERAGE
$2K
SHYGISHARES TR
$2K
DKNGDRAFTKINGS INC NEW
$2K
WMBWILLIAMS COS INC
$2K
CSXCSX CORP
$2K
DLSWISDOMTREE TR
$2K
FTSLFIRST TR EXCHANGE-TRADED FD
$2K
IEFISHARES TR
$2K
PKWINVESCO EXCHANGE TRADED FD T
$2K
JMUBJ P MORGAN EXCHANGE TRADED F
$2K
IHIISHARES TR
$2K
EMLPFIRST TR EXCHANGE-TRADED FD
$2K
CMICUMMINS INC
$2K
BKLNINVESCO EXCH TRADED FD TR II
$2K
CBCHUBB LIMITED
$1K
WELLWELLTOWER INC
$1K
AMDADVANCED MICRO DEVICES INC
$1K
SPTLSPDR SER TR
$1K
AVMUAMERICAN CENTY ETF TR
$1K
BKNGBOOKING HOLDINGS INC
$1K
TDYTELEDYNE TECHNOLOGIES INC
$1K
ITMVANECK ETF TRUST
$1K
BLKBBLACKBAUD INC
$1K
IJJISHARES TR
$1K
RYROYAL BK CDA
$1K
PFFDGLOBAL X FDS
$1K
OREALTY INCOME CORP
$1K
SYU1SYNOVUS FINL CORP
$1K
SFNCSIMMONS 1ST NATL CORP
$1K
HYDBISHARES TR
$1K
FBTFIRST TR EXCHANGE-TRADED FD
$1K
XARSPDR SER TR
$1K
SPHDINVESCO EXCH TRADED FD TR II
$1K
ROPROPER TECHNOLOGIES INC
$1K
ORLYOREILLY AUTOMOTIVE INC
$1K
APDAIR PRODS & CHEMS INC
$1K
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