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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 19 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 PLD PROLOGIS INC. Real Estate 21,399.0 $2.8M 0.02% +1K +5.1% $132.18 +6.3%
362 VPU VANGUARD WORLD FD 14,218.0 $2.8M 0.02% +228.0 +1.6% $198.14 -3.9%
363 BLUEROCK PVT REAL ESTATE FD 169,394.0 $2.8M 0.02% +16K +10.1% $16.61
364 SECT NORTHERN LTS FD TR IV 46,209.0 $2.8M 0.02% +332.0 +0.7% $60.39 +13.6%
365 SDVY FIRST TR EXCHANGE TRADED FD 70,735.0 $2.8M 0.02% +3K +4.9% $39.43 +4.2%
366 WCN WASTE CONNECTIONS INC Industrials 17,143.0 $2.8M 0.02% +358.0 +2.1% $162.43 -3.6%
367 BDX BECTON DICKINSON & CO Healthcare 17,640.0 $2.8M 0.02% +9K +108.2% $157.23 -9.5%
368 VMBS VANGUARD SCOTTSDALE FDS 58,918.0 $2.8M 0.02% +24K +70.6% $46.95 -1.3%
369 O REALTY INCOME CORP Real Estate 45,114.0 $2.8M 0.02% +4K +10.1% $61.18 -0.1%
370 DG DOLLAR GEN CORP Consumer Defensive 23,232.0 $2.8M 0.02% +685.0 +3.0% $118.73 -13.8%
371 ODFL OLD DOMINION FREIGHT LINE IN Industrials 14,110.0 $2.8M 0.02% +1K +8.6% $195.40 +3.9%
372 GPIQ GOLDMAN SACHS ETF TR 54,912.0 $2.7M 0.02% +43K +380.3% $49.49 +15.7%
373 EW EDWARDS LIFESCIENCES CORP Healthcare 33,583.0 $2.7M 0.02% +991.0 +3.0% $80.08 +1.6%
374 PH PARKER-HANNIFIN CORP Industrials 2,970.0 $2.7M 0.02% +17.0 +0.6% $895.26 -3.6%
375 NVS NOVARTIS AG Healthcare 17,301.0 $2.6M 0.02% +2K +10.6% $152.75 -3.1%
376 MLN VANECK ETF TRUST 149,713.0 $2.6M 0.02% +16K +12.2% $17.44 -0.3%
377 FEZ SPDR INDEX SHS FDS 42,020.0 $2.6M 0.02% +42K +10000.0% $62.08 +6.1%
378 MRSH MARSH & MCLENNAN COS INC Financial Services 15,035.0 $2.6M 0.02% +3K +21.4% $173.45 -7.1%
379 BTI BRITISH AMERN TOB PLC Consumer Defensive 43,317.0 $2.5M 0.02% +3K +7.6% $58.47 +13.5%
380 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 27,074.0 $2.4M 0.02% +369.0 +1.4% $90.42 -7.4%
Page 19 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%