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)
| Stock | Value |
|---|---|
ESGUISHARES TR | $794K |
OXYOCCIDENTAL PETE CORP | $793K |
NUKZEXCHANGE TRADED CONCEPTS TRU | $777K |
FCFFIRST COMWLTH FINL CORP PA | $776K |
RVTROYCE SMALL CAP TRUST INC | $775K |
XSMOINVESCO EXCHANGE TRADED FD T | $774K |
ALLYALLY FINL INC | $773K |
DGXQUEST DIAGNOSTICS INC | $765K |
SUREADVISORSHARES TR | $764K |
MEARISHARES U S ETF TR | $764K |
ABEVAMBEV SA | $763K |
ROMPROSHARES TR | $760K |
WPCWP CAREY INC | $758K |
HYDVANECK ETF TRUST | $758K |
8CWCROWN CASTLE INC | $754K |
SPXCSPX TECHNOLOGIES INC | $752K |
KMXCARMAX INC | $752K |
STIPISHARES TR | $751K |
PG4PRINCIPAL FINANCIAL GROUP IN | $751K |
DFATDIMENSIONAL ETF TRUST | $750K |
XELXCEL ENERGY INC | $747K |
PEOEXELON CORP | $747K |
SUXTD SYNNEX CORPORATION | $739K |
BSMQINVESCO EXCH TRD SLF IDX FD | $737K |
XGDVXGABELLI DIVID & INCOME TR | $735K |
AMLPALPS ETF TR | $730K |
AVU0ADVERUM BIOTECHNOLOGIES INC | $729K |
IEVISHARES TR | $727K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $724K |
DFUVDIMENSIONAL ETF TRUST | $723K |
NVONOVO-NORDISK A S | $722K |
RINGISHARES INC | $717K |
MASMASCO CORP | $716K |
HYBXTCW ETF TRUST | $715K |
BNDXVANGUARD CHARLOTTE FDS | $715K |
AVIVAMERICAN CENTY ETF TR | $712K |
SSENTINELONE INC | $711K |
XMLVINVESCO EXCH TRADED FD TR II | $710K |
IVLUISHARES TR | $709K |
CGCARLYLE GROUP INC | $704K |
VEEVVEEVA SYS INC | $700K |
URTHISHARES INC | $699K |
BIPCBROOKFIELD INFRASTRUCTURE CO | $696K |
IGFISHARES TR | $696K |
MINOPIMCO ETF TR | $694K |
AVKADVENT CONV & INCOME FD | $693K |
FCXFREEPORT-MCMORAN INC | $692K |
BFORALPS ETF TR | $688K |
GRIDFIRST TR EXCHANGE TRADED FD | $685K |
WECWEC ENERGY GROUP INC | $680K |
IQVIQVIA HLDGS INC | $680K |
EXPEEXPEDIA GROUP INC | $678K |
FASTFASTENAL CO | $677K |
WATWATERS CORP | $670K |
LVHILEGG MASON ETF INVT | $668K |
VRSNVERISIGN INC | $667K |
OTISOTIS WORLDWIDE CORP | $666K |
MEDPMEDPACE HLDGS INC | $664K |
SKYYFIRST TR EXCHANGE TRADED FD | $663K |
MAAMID-AMER APT CMNTYS INC | $658K |
FTSMFIRST TR EXCHANGE-TRADED FD | $656K |
UTHUNITED THERAPEUTICS CORP DEL | $654K |
SHVISHARES TR | $653K |
DRIDARDEN RESTAURANTS INC | $651K |
UTFCOHEN & STEERS INFRASTRUCTUR | $648K |
FOXFFOX FACTORY HLDG CORP | $648K |
HLTHILTON WORLDWIDE HLDGS INC | $647K |
ESGDISHARES TR | $646K |
UBSUBS GROUP AG | $643K |
RCLROYAL CARIBBEAN GROUP | $642K |
AQLTISHARES TR | $642K |
BROBROWN & BROWN INC | $641K |
SNOWSNOWFLAKE INC | $640K |
EBAEBAY INC. | $639K |
BSVVANGUARD BD INDEX FDS | $632K |
PREFPRINCIPAL EXCHANGE TRADED FD | $630K |
CAHCARDINAL HEALTH INC | $625K |
HSYHERSHEY CO | $619K |
BAMBROOKFIELD ASSET MANAGMT LTD | $615K |
HALHALLIBURTON CO | $612K |
ROKUROKU INC | $610K |
THOTHOR INDS INC | $608K |
PRAPROASSURANCE CORP | $607K |
AJGGALLAGHER ARTHUR J & CO | $606K |
PWRQUANTA SVCS INC | $605K |
PVALPUTNAM ETF TRUST | $605K |
RYNRAYONIER INC | $600K |
AVESAMERICAN CENTY ETF TR | $598K |
ROSTROSS STORES INC | $597K |
EOGEOG RES INC | $595K |
THCTENET HEALTHCARE CORP | $594K |
XLGINVESCO EXCHANGE TRADED FD T | $593K |
LVLNSPDR SERIES TRUST | $593K |
GSKGSK PLC | $591K |
XOVRENTREPRENEURSHARES SERIES TR | $590K |
IFRAISHARES TR | $588K |
AONAON PLC | $587K |
LIILENNOX INTL INC | $586K |
FLRNSPDR SERIES TRUST | $584K |
VRTVERTIV HOLDINGS CO | $583K |