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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 23 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ZTS ZOETIS INC Healthcare 12,421.0 $1.5M 0.01% +2K +19.6% $118.20 -34.2%
442 AIRR FIRST TR EXCHANGE TRADED FD 13,247.0 $1.5M 0.01% +5K +56.2% $110.78 +10.6%
443 IHI ISHARES TR 27,270.0 $1.5M 0.01% +172.0 +0.6% $53.35 -5.8%
444 FITB FIFTH THIRD BANCORP Financial Services 31,196.0 $1.4M 0.01% +4K +13.1% $46.46 +3.2%
445 MSI MOTOROLA SOLUTIONS INC Technology 3,321.0 $1.4M 0.01% +548.0 +19.8% $433.97 -5.5%
446 RNST RENASANT CORP Financial Services 39,200.0 $1.4M 0.01% +473.0 +1.2% $36.13 +10.1%
447 CCJ CAMECO CORP Energy 12,957.0 $1.4M 0.01% +2K +21.9% $108.61 -4.7%
448 HACK AMPLIFY ETF TR 18,736.0 $1.4M 0.01% +330.0 +1.8% $75.09 +21.6%
449 TSCO TRACTOR SUPPLY CO Consumer Cyclical 31,044.0 $1.4M 0.01% +742.0 +2.5% $45.30 -30.0%
450 EMXC ISHARES INC 17,807.0 $1.4M 0.01% +369.0 +2.1% $78.66 +17.1%
451 DKNG DRAFTKINGS INC NEW Consumer Cyclical 64,557.0 $1.4M 0.01% +2K +3.1% $21.62 +15.6%
452 MEAR ISHARES U S ETF TR 27,703.0 $1.4M 0.01% +6K +29.3% $50.34 -0.3%
453 MCO MOODYS CORP Financial Services 3,191.0 $1.4M 0.01% +656.0 +25.9% $436.27 +1.6%
454 SRE SEMPRA Utilities 14,241.0 $1.4M 0.01% +5K +50.8% $97.17 -7.1%
455 RING ISHARES INC 17,343.0 $1.4M 0.01% +3K +24.6% $78.98 -7.6%
456 BIZD VANECK ETF TRUST 106,620.0 $1.4M 0.01% +7K +7.3% $12.80 -3.0%
457 IVLU ISHARES TR 34,171.0 $1.4M 0.01% +14K +70.7% $39.68 +5.7%
458 FTCS FIRST TR EXCHANGE-TRADED FD 14,558.0 $1.4M 0.01% +713.0 +5.2% $92.76 +0.9%
459 HAL HALLIBURTON CO Energy 34,347.0 $1.3M 0.01% +8K +30.5% $38.99 +9.7%
460 VBIL VANGUARD INSTL INDEX FD 17,670.0 $1.3M 0.01% +886.0 +5.3% $75.65 -0.1%
Page 23 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%