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 |
|---|---|
CSHINEOS ETF TRUST | $380K |
CINFCINCINNATI FINL CORP | $380K |
PNWPINNACLE WEST CAP CORP | $379K |
PSTGPURE STORAGE INC | $375K |
SMBKSMARTFINANCIAL INC | $371K |
AONAON PLC | $370K |
DFCFDIMENSIONAL ETF TRUST | $369K |
BDXBECTON DICKINSON & CO | $368K |
BSCTINVESCO EXCH TRD SLF IDX FD | $364K |
DFASDIMENSIONAL ETF TRUST | $362K |
ICEINTERCONTINENTAL EXCHANGE IN | $362K |
QQQINVESCO EXCH TRD SLF IDX FD | $359K |
WYWEYERHAEUSER CO MTN BE | $354K |
EWEDWARDS LIFESCIENCES CORP | $353K |
PSNPARSONS CORP DEL | $352K |
EBAEBAY INC. | $350K |
VRTVERTIV HOLDINGS CO | $349K |
ETRENTERGY CORP NEW | $347K |
SWSMURFIT WESTROCK PLC | $347K |
MEARISHARES U S ETF TR | $347K |
GVIISHARES TR | $345K |
HUMAHUMACYTE INC | $345K |
IUSBISHARES TR | $345K |
SMMVISHARES TR | $343K |
XHBSPDR SER TR | $343K |
SOXXISHARES TR | $340K |
HBANHUNTINGTON BANCSHARES INC | $339K |
HSYHERSHEY CO | $339K |
QSRRESTAURANT BRANDS INTL INC | $338K |
CLOZSERIES PORTFOLIOS TR | $333K |
DOCUDOCUSIGN INC | $333K |
AVYAVERY DENNISON CORP | $332K |
CSLCARLISLE COS INC | $329K |
SNYSANOFI | $328K |
FEFIRSTENERGY CORP | $326K |
FERGFERGUSON ENTERPRISES INC | $324K |
FDEMFIDELITY COVINGTON TRUST | $324K |
IGMISHARES TR | $324K |
EFTEATON VANCE FLTING RATE INC | $322K |
PG4PRINCIPAL FINANCIAL GROUP IN | $318K |
SUXTD SYNNEX CORPORATION | $318K |
BSCUINVESCO EXCH TRD SLF IDX FD | $317K |
ANETEURARISTA NETWORKS INC | $316K |
FISVFISERV INC | $316K |
CAHCARDINAL HEALTH INC | $315K |
GLDMWORLD GOLD TR | $315K |
USBUS BANCORP DEL | $308K |
BSCRINVESCO EXCH TRD SLF IDX FD | $306K |
INGRINGREDION INC | $304K |
GISGENERAL MLS INC | $304K |
7HPHP INC | $303K |
MRSHMARSH & MCLENNAN COS INC | $302K |
CRWDCROWDSTRIKE HLDGS INC | $299K |
BSCVINVESCO EXCH TRD SLF IDX FD | $296K |
BBNBLACKROCK TAX MUNICPAL BD TR | $294K |
SLYGSPDR SER TR | $294K |
CBRECBRE GROUP INC | $291K |
PRPERMIAN RESOURCES CORP | $290K |
VOOVVANGUARD ADMIRAL FDS INC | $289K |
CQPCHENIERE ENERGY PARTNERS LP | $288K |
XELXCEL ENERGY INC | $287K |
SPRETIDAL ETF TR | $286K |
PCEFINVESCO EXCH TRADED FD TR II | $286K |
BSCSINVESCO EXCH TRD SLF IDX FD | $284K |
BIBLNORTHERN LTS FD TR IV | $281K |
LNTALLIANT ENERGY CORP | $281K |
STZCONSTELLATION BRANDS INC | $276K |
KBESPDR SER TR | $276K |
THQABRDN HEALTHCARE OPPORTUNITI | $276K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $275K |
IHEISHARES TR | $275K |
FDVVFIDELITY COVINGTON TRUST | $274K |
QIDPROSHARES TR | $271K |
FNDCSCHWAB STRATEGIC TR | $271K |
VONVVANGUARD SCOTTSDALE FDS | $270K |
MGKVANGUARD WORLD FD | $268K |
DTDWISDOMTREE TR | $266K |
GBXGREENBRIER COS INC | $266K |
BSCWINVESCO EXCH TRD SLF IDX FD | $265K |
ARMKARAMARK | $265K |
ROLROLLINS INC | $263K |
ACVFETF OPPORTUNITIES TRUST | $263K |
PHGKONINKLIJKE PHILIPS N V | $263K |
REGLPROSHARES TR | $261K |
CAGCONAGRA BRANDS INC | $261K |
JCIJOHNSON CTLS INTL PLC | $260K |
ROKUROKU INC | $259K |
BSMQINVESCO EXCH TRD SLF IDX FD | $258K |
GSKGSK PLC | $253K |
VRTXVERTEX PHARMACEUTICALS INC | $250K |
STTSTATE STR CORP | $248K |
BSCXINVESCO EXCH TRD SLF IDX FD | $248K |
ROKROCKWELL AUTOMATION INC | $248K |
FANGDIAMONDBACK ENERGY INC | $247K |
SHOPSHOPIFY INC | $246K |
ETHEGRAYSCALE ETHEREUM TR ETH | $245K |
ABNBAIRBNB INC | $243K |
EXREXTRA SPACE STORAGE INC | $243K |
PLDPROLOGIS INC. | $243K |
SDOGALPS ETF TR | $242K |