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)
| Stock | Value |
|---|---|
FISFIDELITY NATL INFORMATION SV | $658K |
ABCBAMERIS BANCORP | $655K |
BOXXEA SERIES TRUST | $654K |
PGRPROGRESSIVE CORP | $651K |
ALLYALLY FINL INC | $651K |
AZNASTRAZENECA PLC | $644K |
DUSADAVIS FUNDAMENTAL ETF TR | $643K |
SPXCSPX TECHNOLOGIES INC | $641K |
SHELSHELL PLC | $632K |
TRVTRAVELERS COMPANIES INC | $632K |
MGVVANGUARD WORLD FD | $630K |
GEVGE VERNOVA INC | $627K |
PHYS/USPROTT PHYSICAL GOLD TR | $627K |
SCHHSCHWAB STRATEGIC TR | $626K |
PSLV/USPROTT PHYSICAL SILVER TR | $619K |
IVTINVENTRUST PPTYS CORP | $619K |
DHID R HORTON INC | $612K |
BILSPDR SER TR | $603K |
MASMASCO CORP | $601K |
DELLDELL TECHNOLOGIES INC | $600K |
IBITISHARES BITCOIN TRUST ETF | $594K |
ROSTROSS STORES INC | $592K |
SYYSYSCO CORP | $592K |
TFISPDR SER TR | $590K |
SKYYFIRST TR EXCHANGE TRADED FD | $577K |
FDLFIRST TR MORNINGSTAR DIVID L | $576K |
AIVLWISDOMTREE TR | $569K |
TRYBARINGS BDC INC | $568K |
AQLTISHARES TR | $568K |
IYTISHARES TR | $565K |
CEMBISHARES INC | $563K |
PHOINVESCO EXCHANGE TRADED FD T | $563K |
FTSMFIRST TR EXCHANGE-TRADED FD | $563K |
LQDISHARES TR | $560K |
SIXGETF SER SOLUTIONS | $554K |
GMGENERAL MTRS CO | $552K |
BSCPINVESCO EXCH TRD SLF IDX FD | $551K |
SPIPSPDR SER TR | $550K |
AVESAMERICAN CENTY ETF TR | $547K |
GLGLOBE LIFE INC | $540K |
SUSAISHARES TR | $539K |
ALSALLSTATE CORP | $534K |
A4SAMERIPRISE FINL INC | $534K |
RSGREPUBLIC SVCS INC | $527K |
AKAMAKAMAI TECHNOLOGIES INC | $524K |
RDVIFIRST TR EXCHANGE-TRADED FD | $523K |
MINOPIMCO ETF TR | $523K |
OZKBANK OZK LITTLE ROCK ARK | $522K |
VLOVALERO ENERGY CORP | $521K |
QGROAMERICAN CENTY ETF TR | $521K |
GSBDGOLDMAN SACHS BDC INC | $517K |
VFMOVANGUARD WELLINGTON FD | $512K |
IPINTERNATIONAL PAPER CO | $510K |
PALCPACER FDS TR | $510K |
DALDELTA AIR LINES INC DEL | $507K |
IVVISHARES TR | $500K |
TTDTHE TRADE DESK INC | $499K |
BSVVANGUARD BD INDEX FDS | $495K |
SJNKSPDR SER TR | $489K |
KDPKEURIG DR PEPPER INC | $486K |
BNBROOKFIELD CORP | $485K |
DESWISDOMTREE TR | $484K |
XLCSELECT SECTOR SPDR TR | $480K |
PCHPOTLATCHDELTIC CORPORATION | $478K |
CPCANADIAN PACIFIC KANSAS CITY | $478K |
IAU*ISHARES GOLD TR | $477K |
KELKELLANOVA | $474K |
MSIMOTOROLA SOLUTIONS INC | $473K |
FLRNSPDR SER TR | $468K |
SHWSHERWIN WILLIAMS CO | $468K |
JMSTJ P MORGAN EXCHANGE TRADED F | $468K |
FXUFIRST TR EXCHANGE TRADED FD | $464K |
IJTISHARES TR | $463K |
LITGLOBAL X FDS | $462K |
DFSIDIMENSIONAL ETF TRUST | $461K |
SPYDSPDR SER TR | $459K |
DGRWWISDOMTREE TR | $454K |
LVLNSPDR SER TR | $453K |
SERSERINA THERAPEUTICS INC | $451K |
PANWPALO ALTO NETWORKS INC | $450K |
PRAPROASSURANCE CORP | $427K |
OMCOMNICOM GROUP INC | $420K |
CLOIVANECK ETF TRUST | $417K |
VGITVANGUARD SCOTTSDALE FDS | $416K |
TMPTOMPKINS FINL CORP | $410K |
PFLDETF SER SOLUTIONS | $409K |
WECWEC ENERGY GROUP INC | $407K |
BSCQINVESCO EXCH TRD SLF IDX FD | $406K |
SMLVSPDR SER TR | $405K |
DWDMORGAN STANLEY | $400K |
NINISOURCE INC | $400K |
FNDFSCHWAB STRATEGIC TR | $397K |
BPBP PLC | $396K |
FCXFREEPORT-MCMORAN INC | $394K |
MOATVANECK ETF TRUST | $392K |
EDCONSOLIDATED EDISON INC | $390K |
MHKMOHAWK INDS INC | $387K |
THOTHOR INDS INC | $385K |
FFORD MTR CO | $385K |
PAIWESTERN ASSET INVESTMENT GRA | $382K |