Waverly Advisors, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$10.0B

Holdings

1,277

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (1,277 positions)

StockValue
FTNTFORTINET INC
$328K
BAPCREDICORP LTD
$328K
FAIFIRST TR EXCHANGE TRADED FD
$327K
STEWSRH TOTAL RETURN FUND INC
$326K
PPAINVESCO EXCHANGE TRADED FD T
$325K
MANHMANHATTAN ASSOCIATES INC
$325K
SRESEMPRA
$324K
ARKKARK ETF TR
$324K
AKAMAKAMAI TECHNOLOGIES INC
$323K
T7DTRANSDIGM GROUP INC
$322K
MOSMOSAIC CO NEW
$321K
WYWEYERHAEUSER CO MTN BE
$320K
VTWVVANGUARD SCOTTSDALE FDS
$320K
STZCONSTELLATION BRANDS INC
$319K
VGITVANGUARD SCOTTSDALE FDS
$318K
NETCLOUDFLARE INC
$317K
QDPLPACER FDS TR
$316K
AVYAVERY DENNISON CORP
$316K
RSPDINVESCO EXCHANGE TRADED FD T
$314K
SPOTSPOTIFY TECHNOLOGY S A
$314K
AXONAXON ENTERPRISE INC
$314K
MDBMONGODB INC
$313K
JHGJANUS HENDERSON GROUP PLC
$311K
SILASILA REALTY TRUST INC
$311K
GSSTGOLDMAN SACHS ETF TR
$311K
CSHINEOS ETF TRUST
$310K
NTRANATERA INC
$309K
KHCKRAFT HEINZ CO
$308K
MGAMAGNA INTL INC
$308K
BBVABANCO BILBAO VIZCAYA ARGENTA
$308K
SPIPSPDR SERIES TRUST
$305K
OMCOMNICOM GROUP INC
$304K
MGMMGM RESORTS INTERNATIONAL
$304K
GRXGABELLI HLTHCARE & WELLNESS
$304K
FNXFIRST TR EXCHANGE-TRADED ALP
$303K
DTDWISDOMTREE TR
$302K
APOAPOLLO GLOBAL MGMT INC
$302K
LNTALLIANT ENERGY CORP
$301K
ACVFETF OPPORTUNITIES TRUST
$300K
EWCISHARES INC
$299K
OGEOGE ENERGY CORP
$298K
VONGVANGUARD SCOTTSDALE FDS
$298K
GOFGUGGENHEIM STRATEGIC OPPORTU
$297K
ADTNADTRAN HOLDINGS INC
$297K
EXREXTRA SPACE STORAGE INC
$297K
BLDRBUILDERS FIRSTSOURCE INC
$295K
HLNHALEON PLC
$294K
WRBBERKLEY W R CORP
$293K
MUFGMITSUBISHI UFJ FINL GROUP IN
$293K
DNPDNP SELECT INCOME FD INC
$292K
NBHNEUBERGER BERMAN MUN FD INC
$291K
SDOGALPS ETF TR
$290K
CGXUCAPITAL GROUP INTL FOCUS EQT
$289K
ESTCELASTIC N V
$289K
IBHIISHARES TR
$288K
TSNTYSON FOODS INC
$288K
VSGXVANGUARD WORLD FD
$287K
DLTRDOLLAR TREE INC
$287K
GISGENERAL MLS INC
$286K
DFAXDIMENSIONAL ETF TRUST
$286K
FGMFIRST TR EXCH TRD ALPHDX FD
$286K
TKOTKO GROUP HOLDINGS INC
$286K
JBLJABIL INC
$285K
IHEISHARES TR
$284K
BMRNBIOMARIN PHARMACEUTICAL INC
$281K
CFGCITIZENS FINL GROUP INC
$280K
WDCWESTERN DIGITAL CORP
$279K
FNFFIDELITY NATIONAL FINANCIAL
$278K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$278K
PPGPPG INDS INC
$276K
ABGCENCORA INC
$276K
IYGISHARES TR
$275K
SCISERVICE CORP INTL
$275K
HYMBSPDR SERIES TRUST
$274K
YUMCYUM CHINA HLDGS INC
$274K
PHGKONINKLIJKE PHILIPS N V
$273K
SFSTIFEL FINL CORP
$272K
ITGARTNER INC
$272K
NTRSNORTHERN TR CORP
$272K
IXGISHARES TR
$271K
NDAQNASDAQ INC
$271K
WTWWILLIS TOWERS WATSON PLC LTD
$270K
FYXFIRST TR EXCHANGE-TRADED ALP
$270K
MTCHMATCH GROUP INC NEW
$270K
EZPZFRANKLIN CRYPTO INDEX ETF
$268K
NBISNEBIUS GROUP N.V.
$266K
BAHBOOZ ALLEN HAMILTON HLDG COR
$266K
SNDKSANDISK CORP
$264K
DUSADAVIS FUNDAMENTAL ETF TR
$264K
SGOLETFS GOLD TR
$264K
TEAMATLASSIAN CORPORATION
$264K
HYTBLACKROCK CORPOR HI YLD FD I
$263K
HEIHEICO CORP NEW
$262K
ILMNILLUMINA INC
$262K
SJTSAN JUAN BASIN RTY TR
$262K
XLGIXLAZARD GLOBAL TOTAL RETURN &
$262K
MLIMUELLER INDS INC
$261K
TTCTORO CO
$260K
EPREPR PPTYS
$260K
IVZINVESCO LTD
$256K
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