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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 20 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DAL DELTA AIR LINES INC Industrials 36,790.0 $2.4M 0.02% +2K +4.8% $66.48 +3.2%
382 AFL AFLAC INC Financial Services 21,614.0 $2.4M 0.02% +2K +11.4% $109.71 +8.5%
383 PVAL PUTNAM ETF TRUST 50,944.0 $2.4M 0.02% +11K +28.4% $46.40 +6.8%
384 WTRG ESSENTIAL UTILS INC Utilities 58,269.0 $2.3M 0.02% +863.0 +1.5% $40.27 -7.5%
385 BSV VANGUARD BD INDEX FDS 29,492.0 $2.3M 0.02% +7K +30.7% $78.41 -0.9%
386 GPC GENUINE PARTS CO Consumer Cyclical 21,808.0 $2.3M 0.02% +1K +7.3% $105.75 -13.0%
387 HOOD ROBINHOOD MKTS INC Financial Services 33,254.0 $2.3M 0.02% +12K +54.4% $69.30 +8.1%
388 XLB SELECT SECTOR SPDR TR 45,871.0 $2.3M 0.02% +8K +20.2% $49.97 -1.4%
389 YUM YUM BRANDS INC Consumer Cyclical 14,408.0 $2.2M 0.02% +3K +30.3% $155.48 -1.4%
390 WY WEYERHAEUSER CO Real Estate 88,648.0 $2.2M 0.02% +5K +6.5% $24.43 -6.1%
391 SPTL SPDR SERIES TRUST 82,088.0 $2.2M 0.02% +2K +3.0% $26.30 -3.9%
392 OXY OCCIDENTAL PETE CORP Energy 33,169.0 $2.2M 0.02% +8K +33.4% $65.00 -7.1%
393 FTSL FIRST TR EXCHANGE-TRADED FD 47,921.0 $2.1M 0.02% +2K +4.7% $44.80 +0.7%
394 DSI ISHARES TR 17,678.0 $2.1M 0.02% +278.0 +1.6% $121.19 +15.7%
395 PFFD GLOBAL X FDS 113,136.0 $2.1M 0.02% +18K +18.4% $18.40 +1.8%
396 POOL POOL CORP Industrials 10,244.0 $2.1M 0.01% +9K +979.5% $202.33 -11.7%
397 VRSK VERISK ANALYTICS INC Industrials 10,625.0 $2.0M 0.01% +6K +145.4% $189.75 -9.5%
398 APOS APOLLO GLOBAL MGMT INC Financial Services 17,859.0 $2.0M 0.01% +14K +355.6% $111.42 -76.8%
399 PZA INVESCO EXCH TRADED FD TR II 85,797.0 $2.0M 0.01% +5K +6.5% $22.98 -0.6%
400 CGDV CAPITAL GROUP DIVIDEND VALUE 46,230.0 $2.0M 0.01% +10K +27.7% $42.54 +11.7%
Page 20 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%