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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $13.4B AUM 1,711 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 207 New 804 Added 410 Reduced 64 Exited
Page 10 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BA BOEING CO Industrials 49,787.0 $9.9M 0.07% +8K +17.8% $199.03 +10.8%
182 SMH VANECK ETF TRUST 25,199.0 $9.7M 0.07% +1K +6.2% $383.40 +42.5%
183 IAU ISHARES GOLD TR Financial Services 109,260.0 $9.6M 0.07% +17K +17.9% $88.16 -2.7%
184 IGSB ISHARES TR 182,819.0 $9.6M 0.07% +2K +1.3% $52.56 -0.6%
185 XLI SELECT SECTOR SPDR TR 59,094.0 $9.6M 0.07% +3K +5.6% $161.73 +5.6%
186 FNDA SCHWAB STRATEGIC TR 290,785.0 $9.4M 0.07% +9K +3.3% $32.43 +7.8%
187 VNLA JANUS DETROIT STR TR 190,952.0 $9.3M 0.07% +7K +4.0% $48.86 +0.2%
188 SHEL SHELL PLC Energy 100,176.0 $9.3M 0.07% +28K +39.3% $93.00 -8.2%
189 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 32,003.0 $9.3M 0.07% +977.0 +3.1% $290.49 +1.0%
190 VGT VANGUARD WORLD FD 13,306.0 $9.3M 0.07% +3K +25.3% $697.73 -83.9%
191 LOW LOWES COS INC Consumer Cyclical 38,961.0 $9.2M 0.07% +784.0 +2.0% $236.28 -7.6%
192 MDT MEDTRONIC PLC Healthcare 106,239.0 $9.2M 0.07% +2K +1.6% $86.65 -12.1%
193 XLV SELECT SECTOR SPDR TR 62,581.0 $9.2M 0.07% +1K +1.6% $146.61 -0.6%
194 INTU INTUIT Technology 20,891.0 $9.0M 0.07% +3K +16.5% $432.38 -9.1%
195 TFC TRUIST FINL CORP Financial Services 196,487.0 $9.0M 0.07% +4K +2.0% $45.97 +2.2%
196 XLP SELECT SECTOR SPDR TR 109,183.0 $9.0M 0.07% +28K +34.6% $81.98 +4.8%
197 PLXS PLEXUS CORP Technology 43,407.0 $8.8M 0.07% +37K +572.9% $202.54 +27.6%
198 BDVL BLACKROCK ETF TRUST 349,455.0 $8.6M 0.06% +26K +7.9% $24.65 +5.2%
199 SUN SUNOCO LP/SUNOCO FIN CORP Energy 132,058.0 $8.6M 0.06% +7K +5.3% $64.97 +9.5%
200 SHM SPDR SERIES TRUST 178,906.0 $8.6M 0.06% +152K +555.6% $47.83 -0.3%
Page 10 of 41  ·  804 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 18.4%
Industrials 9.5%
Healthcare 8.9%
Consumer Cyclical 7.9%
Communication Services 7.7%
Energy 7.0%
Consumer Defensive 6.8%
Utilities 3.0%
Basic Materials 2.5%