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 |
|---|---|
PSTGPURE STORAGE INC | $581K |
IPINTERNATIONAL PAPER CO | $577K |
DUOLDUOLINGO INC | $577K |
JJACOBS SOLUTIONS INC | $575K |
SJNKSPDR SERIES TRUST | $574K |
FQIDIGITAL RLTY TR INC | $572K |
SBIWESTERN ASSET INTER MUNI FD | $569K |
ROLROLLINS INC | $567K |
CNRCANADIAN NATL RY CO | $567K |
7HPHP INC | $566K |
ISPYPROSHARES TR | $566K |
CCLCARNIVAL CORP | $565K |
BBYBEST BUY INC | $565K |
AYIACUITY INC | $563K |
SLBSCHLUMBERGER LTD | $556K |
JPXAEROVIRONMENT INC | $556K |
URAGLOBAL X FDS | $554K |
PCGPG&E CORP | $553K |
IVOGVANGUARD ADMIRAL FDS INC | $552K |
SYFSYNCHRONY FINANCIAL | $550K |
FDLFIRST TR EXCHANGE-TRADED FD | $548K |
GPIXGOLDMAN SACHS ETF TR | $546K |
CBRECBRE GROUP INC | $545K |
GBILGOLDMAN SACHS ETF TR | $544K |
PRUPRUDENTIAL FINL INC | $543K |
GMFSPDR INDEX SHS FDS | $542K |
FXLFIRST TR EXCHANGE TRADED FD | $542K |
DOVDOVER CORP | $541K |
DHID R HORTON INC | $539K |
INGING GROEP N.V. | $536K |
FANGDIAMONDBACK ENERGY INC | $532K |
MHKMOHAWK INDS INC | $531K |
SLYGSPDR SERIES TRUST | $527K |
SCHHSCHWAB STRATEGIC TR | $526K |
EFAVISHARES TR | $525K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $524K |
WBDWARNER BROS DISCOVERY INC | $523K |
KK0NEXTNAV INC | $523K |
TEQIT ROWE PRICE ETF INC | $520K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $518K |
TPRTAPESTRY INC | $517K |
DFSIDIMENSIONAL ETF TRUST | $517K |
OMFLINVESCO EXCH TRD SLF IDX FD | $515K |
SCHISCHWAB STRATEGIC TR | $514K |
CMGCHIPOTLE MEXICAN GRILL INC | $510K |
VTEIVANGUARD MUN BD FDS | $507K |
FXGFIRST TR EXCHANGE TRADED FD | $507K |
XMVMINVESCO EXCHANGE TRADED FD T | $503K |
WDAYWORKDAY INC | $494K |
NBIXNEUROCRINE BIOSCIENCES INC | $494K |
WABWABTEC | $493K |
NTNXNUTANIX INC | $493K |
FISFIDELITY NATL INFORMATION SV | $491K |
VIOGVANGUARD ADMIRAL FDS INC | $491K |
HWMHOWMET AEROSPACE INC | $490K |
CEMBISHARES INC | $489K |
RFVINVESCO EXCHANGE TRADED FD T | $489K |
NLRVANECK ETF TRUST | $478K |
AIVLWISDOMTREE TR | $477K |
BSCTINVESCO EXCH TRD SLF IDX FD | $475K |
SPGSIMON PPTY GROUP INC NEW | $475K |
ORIOLD REP INTL CORP | $473K |
SNYSANOFI SA | $473K |
EYPTEYEPOINT PHARMACEUTICALS INC | $471K |
BCXBLACKROCK RES & COMMODITIES | $468K |
EMEEMCOR GROUP INC | $468K |
KDPKEURIG DR PEPPER INC | $468K |
FICOFAIR ISAAC CORP | $467K |
RDVIFIRST TR EXCHANGE-TRADED FD | $466K |
HUMAHUMACYTE INC | $465K |
OWLBLUE OWL CAPITAL INC | $463K |
VFMOVANGUARD WELLINGTON FD | $462K |
ECFELLSWORTH GROWTH & INCOME FD | $462K |
CDWCDW CORP | $462K |
PHOINVESCO EXCHANGE TRADED FD T | $461K |
BOTZGLOBAL X FDS | $461K |
IYTISHARES TR | $461K |
FEFIRSTENERGY CORP | $457K |
GVIISHARES TR | $457K |
FTITECHNIPFMC PLC | $457K |
DFASDIMENSIONAL ETF TRUST | $455K |
HBANHUNTINGTON BANCSHARES INC | $455K |
FPWRFIRST TR EXCHANGE-TRADED FD | $453K |
ZMZOOM COMMUNICATIONS INC | $452K |
BMTABRITISH AMERN TOB PLC | $450K |
SUSUNCOR ENERGY INC NEW | $449K |
CPRTCOPART INC | $447K |
RGLDROYAL GOLD INC | $447K |
AG8AGILENT TECHNOLOGIES INC | $447K |
BSCSINVESCO EXCH TRD SLF IDX FD | $447K |
INCYINCYTE CORP | $447K |
SCMBSCHWAB STRATEGIC TR | $446K |
TLHISHARES TR | $444K |
LYFTLYFT INC | $443K |
STTSTATE STR CORP | $443K |
EZUISHARES INC | $442K |
ATOATMOS ENERGY CORP | $439K |
FNDFSCHWAB STRATEGIC TR | $437K |
IDXXIDEXX LABS INC | $435K |
SYRESPYRE THERAPEUTICS INC | $435K |