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
TANINVESCO EXCH TRADED FD TR II
$255K
ULTAULTA BEAUTY INC
$253K
EQTEQT CORP
$253K
PCEFINVESCO EXCH TRADED FD TR II
$253K
APPAPPLOVIN CORP
$253K
SHYGISHARES TR
$252K
KDKYNDRYL HLDGS INC
$252K
VCLTVANGUARD SCOTTSDALE FDS
$251K
GSYINVESCO ACTIVELY MANAGED EXC
$251K
FRMEFIRST MERCHANTS CORP
$251K
KLMNINVESCO EXCH TRADED FD TR II
$250K
IDAIDACORP INC
$248K
GBXGREENBRIER COS INC
$248K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$247K
SGDMSPROTT ETF TRUST
$246K
GWREGUIDEWIRE SOFTWARE INC
$245K
FTHIFIRST TR EXCHANGE TRADED FD
$245K
OSKOSHKOSH CORP
$244K
SMDVPROSHARES TR
$244K
JKHYHENRY JACK & ASSOC INC
$244K
TXRHTEXAS ROADHOUSE INC
$243K
SYMSYMBOTIC INC
$243K
OVVOVINTIV INC
$243K
UALUNITED AIRLS HLDGS INC
$243K
STLDSTEEL DYNAMICS INC
$243K
VSTVISTRA CORP
$242K
AMGAFFILIATED MANAGERS GROUP IN
$242K
BCSBARCLAYS PLC
$242K
OHIOMEGA HEALTHCARE INVS INC
$241K
SPYXSPDR SERIES TRUST
$240K
XHBSPDR SERIES TRUST
$240K
FMDEFIDELITY COVINGTON TRUST
$240K
CPSDCALAMOS ETF TR
$240K
JEFJEFFERIES FINL GROUP INC
$237K
NTAPNETAPP INC
$236K
BTZBLACKROCK CR ALLOCATION INCO
$236K
XYLXYLEM INC
$235K
MGCVANGUARD WORLD FD
$235K
GDXJVANECK ETF TRUST
$235K
TOLTOLL BROTHERS INC
$234K
DBEFDBX ETF TR
$232K
MCRMFS CHARTER INCOME TR
$232K
CRCCANADIAN NAT RES LTD
$232K
BALLBALL CORP
$232K
BKAGBNY MELLON ETF TRUST
$232K
PBTPERMIAN BASIN RTY TR
$231K
PINSPINTEREST INC
$231K
PNFPPINNACLE FINL PARTNERS INC
$231K
DWASINVESCO EXCH TRADED FD TR II
$230K
TMTOYOTA MOTOR CORP
$228K
EVREVERCORE INC
$228K
XBOEXBLACKROCK ENHANCED GLOBAL DI
$228K
OLEDUNIVERSAL DISPLAY CORP
$227K
LDOSLEIDOS HOLDINGS INC
$227K
POOLPOOL CORP
$226K
XSLVINVESCO EXCH TRADED FD TR II
$226K
NFGNATIONAL FUEL GAS CO
$225K
INGRINGREDION INC
$225K
BHKBLACKROCK CORE BD TR
$224K
MPMP MATERIALS CORP
$224K
QTUMETF SER SOLUTIONS
$224K
VOXVANGUARD WORLD FD
$224K
GHCGRAHAM HLDGS CO
$224K
CAVACAVA GROUP INC
$223K
FMAOFARMERS & MERCHANTS BANCORP
$223K
TERTERADYNE INC
$223K
TFXTELEFLEX INCORPORATED
$222K
CIENCIENA CORP
$222K
IBTPISHARES TR
$222K
FNBF N B CORP
$221K
NNNNNN REIT INC
$220K
CNPCENTERPOINT ENERGY INC
$220K
LASRNLIGHT INC
$219K
AWIARMSTRONG WORLD INDS INC NEW
$219K
AIGAMERICAN INTL GROUP INC
$219K
SMRNUSCALE PWR CORP
$219K
SMMVISHARES TR
$218K
NYTNEW YORK TIMES CO
$218K
AMXAMERICA MOVIL SAB DE CV
$217K
VRSKVERISK ANALYTICS INC
$217K
ACAARCOSA INC
$216K
IBLCISHARES TR
$216K
BNTBROOKFIELD WEALTH SOL LTD
$216K
RWJINVESCO EXCH TRADED FD TR II
$216K
ESSESSEX PPTY TR INC
$216K
HBC2HSBC HLDGS PLC
$215K
DTDYNATRACE INC
$215K
TEVATEVA PHARMACEUTICAL INDS LTD
$214K
NRANRG ENERGY INC
$214K
CHWCALAMOS GBL DYN INCOME FUND
$214K
HIGHARTFORD INSURANCE GROUP INC
$213K
HASHASBRO INC
$212K
CPSNCALAMOS ETF TR
$212K
AXTAAXALTA COATING SYS LTD
$212K
CPSDCALAMOS ETF TR
$211K
IDEVISHARES TR
$211K
QABAFIRST TR EXCHANGE-TRADED FD
$210K
CPSYCALAMOS ETF TR
$210K
EXPDEXPEDITORS INTL WASH INC
$210K
AESAES CORP
$209K
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