Waverly Advisors, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$6.5B
Holdings
981
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (981 positions)
| Stock | Value |
|---|---|
AIVLWISDOMTREE TR | $460.4M |
WECWEC ENERGY GROUP INC | $454.3M |
GNRCGENERAC HLDGS INC | $454.0M |
PRAPROASSURANCE CORP | $452.4M |
AMLPALPS ETF TR | $451.6M |
XFRAXBLACKROCK FLOATING RATE INCO | $448.5M |
GSKGSK PLC | $447.6M |
GVIISHARES TR | $447.5M |
HSYHERSHEY CO | $446.2M |
KLACKLA CORP | $443.8M |
IAIISHARES TR | $441.8M |
HCAHCA HEALTHCARE INC | $438.5M |
BCXBLACKROCK RES & COMMODITIES | $433.3M |
WDAYWORKDAY INC | $432.5M |
SDOWPROSHARES TR | $430.6M |
XHESPDR SER TR | $429.7M |
ECFELLSWORTH GROWTH & INCOME FD | $429.6M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $429.4M |
HBANHUNTINGTON BANCSHARES INC | $427.7M |
DFSIDIMENSIONAL ETF TRUST | $424.6M |
FCXFREEPORT-MCMORAN INC | $424.5M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $423.0M |
CLOZSERIES PORTFOLIOS TR | $421.5M |
FXUFIRST TR EXCHANGE TRADED FD | $421.0M |
PSTGPURE STORAGE INC | $419.4M |
STESTERIS PLC | $415.6M |
SYLDCAMBRIA ETF TR | $412.5M |
ROLROLLINS INC | $411.0M |
MFCMANULIFE FINL CORP | $408.5M |
QQQINVESCO EXCH TRD SLF IDX FD | $408.0M |
TMPTOMPKINS FINL CORP | $407.6M |
RYNRAYONIER INC | $405.8M |
OTISOTIS WORLDWIDE CORP | $403.7M |
EOGEOG RES INC | $399.0M |
MRVLMARVELL TECHNOLOGY INC | $398.5M |
NINISOURCE INC | $398.3M |
PFLDETF SER SOLUTIONS | $398.0M |
INGING GROEP N.V. | $397.6M |
EBAEBAY INC. | $397.4M |
FEFIRSTENERGY CORP | $396.6M |
KVUEKENVUE INC | $395.7M |
MLB1MERCADOLIBRE INC | $394.2M |
VSGXVANGUARD WORLD FD | $388.2M |
SLVISHARES SILVER TR | $386.4M |
PVALPUTNAM ETF TRUST | $383.3M |
SSNCSS&C TECHNOLOGIES HLDGS INC | $383.1M |
RFVINVESCO EXCHANGE TRADED FD T | $382.9M |
STZCONSTELLATION BRANDS INC | $381.8M |
SPIPSPDR SER TR | $380.8M |
CSHINEOS ETF TRUST | $380.7M |
SYFSYNCHRONY FINANCIAL | $380.3M |
PCHPOTLATCHDELTIC CORPORATION | $377.6M |
CDWCDW CORP | $373.7M |
BSCTINVESCO EXCH TRD SLF IDX FD | $372.1M |
BLDRBUILDERS FIRSTSOURCE INC | $370.9M |
MHKMOHAWK INDS INC | $368.9M |
FTNTFORTINET INC | $368.9M |
VGITVANGUARD SCOTTSDALE FDS | $368.1M |
WABWABTEC | $367.2M |
CAHCARDINAL HEALTH INC | $366.4M |
QSRRESTAURANT BRANDS INTL INC | $365.4M |
7HPHP INC | $365.4M |
DFASDIMENSIONAL ETF TRUST | $363.9M |
SOXXISHARES TR | $363.3M |
RPMRPM INTL INC | $362.8M |
ALCALCON AG | $361.3M |
LNTALLIANT ENERGY CORP | $361.2M |
IGMISHARES TR | $357.7M |
TYTRI CONTL CORP | $357.4M |
PRPERMIAN RESOURCES CORP | $355.3M |
PEOEXELON CORP | $354.2M |
DFCFDIMENSIONAL ETF TRUST | $353.5M |
VONVVANGUARD SCOTTSDALE FDS | $350.1M |
ABNBAIRBNB INC | $349.8M |
BSCUINVESCO EXCH TRD SLF IDX FD | $349.7M |
PNWPINNACLE WEST CAP CORP | $348.4M |
BSMQINVESCO EXCH TRD SLF IDX FD | $347.9M |
ITGARTNER INC | $347.8M |
RCLROYAL CARIBBEAN GROUP | $347.6M |
COFCAPITAL ONE FINL CORP | $346.8M |
SMMVISHARES TR | $345.7M |
PWRQUANTA SVCS INC | $344.8M |
MEARISHARES U S ETF TR | $344.7M |
BIPBROOKFIELD INFRAST PARTNERS | $343.7M |
BTCGRAYSCALE BITCOIN MINI TR ET | $342.9M |
SERSERINA THERAPEUTICS INC | $338.1M |
PCARPACCAR INC | $337.9M |
DRIDARDEN RESTAURANTS INC | $334.2M |
SWSMURFIT WESTROCK PLC | $334.2M |
VIOGVANGUARD ADMIRAL FDS INC | $333.7M |
BAXBAXTER INTL INC | $333.4M |
BSCSINVESCO EXCH TRD SLF IDX FD | $333.2M |
LENLENNAR CORP | $329.4M |
FNDFSCHWAB STRATEGIC TR | $329.4M |
BKRBAKER HUGHES COMPANY | $329.1M |
GLDMWORLD GOLD TR | $329.0M |
EFXEQUIFAX INC | $328.2M |
ELLAUDER ESTEE COS INC | $324.7M |
CCOCAMECO CORP | $323.4M |
HYTBLACKROCK CORPOR HI YLD FD I | $319.8M |