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
FIXDFIRST TR EXCHNG TRADED FD VI
$1.2B
SHYDVANECK ETF TRUST
$1.2B
CHRWC H ROBINSON WORLDWIDE INC
$1.2B
MLMMARTIN MARIETTA MATLS INC
$1.2B
LRCXLAM RESEARCH CORP
$1.2B
COINCOINBASE GLOBAL INC
$1.1B
COWGPACER FDS TR
$1.1B
XLBSELECT SECTOR SPDR TR
$1.1B
USIGISHARES TR
$1.1B
VKTXVIKING THERAPEUTICS INC
$1.1B
ESGVVANGUARD WORLD FD
$1.1B
IAU*ISHARES GOLD TR
$1.1B
FFBCFIRST FINL BANCORP OH
$1.1B
JCIJOHNSON CTLS INTL PLC
$1.1B
VPLVANGUARD INTL EQUITY INDEX F
$1.1B
PWBINVESCO EXCHANGE TRADED FD T
$1.1B
CCEPCOCA-COLA EUROPACIFIC PARTNE
$1.1B
TQQQPROSHARES TR
$1.1B
MPWRMONOLITHIC PWR SYS INC
$1.1B
FDVVFIDELITY COVINGTON TRUST
$1.1B
FDSFACTSET RESH SYS INC
$1.1B
EEMAISHARES INC
$1.1B
PPLPPL CORP
$1.1B
VMBSVANGUARD SCOTTSDALE FDS
$1.1B
REGNREGENERON PHARMACEUTICALS
$1.1B
PMBSPIMCO ETF TR
$1.0B
A4SAMERIPRISE FINL INC
$1.0B
WCNWASTE CONNECTIONS INC
$1.0B
DHSWISDOMTREE TR
$1.0B
GWWGRAINGER W W INC
$1.0B
NXPINXP SEMICONDUCTORS N V
$1.0B
VCRVANGUARD WORLD FD
$1.0B
IJTISHARES TR
$1.0B
UYGPROSHARES TR
$1.0B
PALCPACER FDS TR
$1.0B
CARRCARRIER GLOBAL CORPORATION
$1.0B
OKEONEOK INC NEW
$1.0B
ILCVISHARES TR
$1.0B
FERGFERGUSON ENTERPRISES INC
$1.0B
APHAMPHENOL CORP NEW
$1.0B
KLACKLA CORP
$997.4M
BDJBLACKROCK ENHANCED EQUITY DI
$995.5M
PHPARKER-HANNIFIN CORP
$991.7M
VDEVANGUARD WORLD FD
$990.6M
FFAFIRST TR ENHANCED EQUITY INC
$982.4M
VTESVANGUARD WELLINGTON FD
$976.5M
GLGLOBE LIFE INC
$973.3M
LDURPIMCO ETF TR
$968.3M
SPGMSPDR INDEX SHS FDS
$963.6M
DVNDEVON ENERGY CORP NEW
$958.8M
ABNBAIRBNB INC
$957.7M
RSGREPUBLIC SVCS INC
$957.6M
RSPUINVESCO EXCHANGE TRADED FD T
$954.1M
JMSTJ P MORGAN EXCHANGE TRADED F
$945.9M
DONWISDOMTREE TR
$940.2M
MRSHMARSH & MCLENNAN COS INC
$937.3M
LAMRLAMAR ADVERTISING CO NEW
$936.5M
LHLABCORP HOLDINGS INC
$935.5M
CRSPCRISPR THERAPEUTICS AG
$932.8M
EWJISHARES INC
$932.5M
PLXSPLEXUS CORP
$930.4M
SOXXISHARES TR
$930.3M
FT2FIRST HORIZON CORPORATION
$929.1M
CLOIVANECK ETF TRUST
$927.3M
IAGGISHARES TR
$913.7M
CPCANADIAN PACIFIC KANSAS CITY
$909.0M
DDDUPONT DE NEMOURS INC
$905.8M
AOKISHARES TR
$905.6M
BILSPDR SERIES TRUST
$905.1M
ACWXISHARES TR
$901.1M
FTCSFIRST TR EXCHANGE-TRADED FD
$901.1M
EMBISHARES TR
$900.1M
RBLXROBLOX CORP
$899.8M
CTVACORTEVA INC
$896.7M
ZTSZOETIS INC
$894.7M
SOUNSOUNDHOUND AI INC
$891.5M
FISVFISERV INC
$885.6M
ETRENTERGY CORP NEW
$885.4M
FGDFIRST TR EXCHANGE TRADED FD
$877.6M
URIUNITED RENTALS INC
$875.6M
WSMWILLIAMS SONOMA INC
$874.6M
YUMYUM BRANDS INC
$874.1M
FFORD MTR CO
$865.1M
FITBFIFTH THIRD BANCORP
$863.4M
ROKROCKWELL AUTOMATION INC
$861.2M
CHTRCHARTER COMMUNICATIONS INC N
$852.6M
TMFGRBB FD INC
$840.3M
PECOPHILLIPS EDISON & CO INC
$840.2M
SIXGETF SER SOLUTIONS
$839.8M
MLB1MERCADOLIBRE INC
$831.6M
VBILVANGUARD INSTL INDEX FD
$830.3M
SHWSHERWIN WILLIAMS CO
$826.5M
ABCBAMERIS BANCORP
$822.9M
TPDSOMNIGROUP INTERNATIONAL INC
$822.2M
EZMWISDOMTREE TR
$819.7M
CSQCALAMOS STRATEGIC TOTAL RETU
$818.9M
VGSHVANGUARD SCOTTSDALE FDS
$808.4M
BTCGRAYSCALE BITCOIN MINI TR ET
$802.6M
SUSAISHARES TR
$797.1M
QBTSD-WAVE QUANTUM INC
$794.4M
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