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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 24 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 VTES VANGUARD WELLINGTON FD 13,143.0 $1.3M 0.01% +4K +37.7% $101.14 -0.5%
462 PECO PHILLIPS EDISON & CO INC Real Estate 35,466.0 $1.3M 0.01% +269.0 +0.8% $37.42 +6.9%
463 IJT ISHARES TR 9,062.0 $1.3M 0.01% +2K +26.3% $144.71 +8.8%
464 CAH CARDINAL HEALTH INC Healthcare 6,177.0 $1.3M 0.01% +990.0 +19.1% $211.32 -5.2%
465 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 16,095.0 $1.3M 0.01% +1K +7.4% $80.95 -5.1%
466 WEC WEC ENERGY GROUP INC Utilities 11,190.0 $1.3M 0.01% +552.0 +5.2% $115.77 -5.4%
467 FFBC 1ST FINL BANCORP Financial Services 46,429.0 $1.3M 0.01% +376.0 +0.8% $27.88 +7.2%
468 SFNC SIMMONS FIRST NATL CORP Financial Services 66,537.0 $1.3M 0.01% +344.0 +0.5% $19.45 +7.6%
469 PALC PACER FDS TR 24,857.0 $1.3M 0.01% +4K +16.9% $51.81 +5.8%
470 DFUV DIMENSIONAL ETF TRUST 26,450.0 $1.3M 0.01% +3K +13.3% $48.46 +7.5%
471 TECHNIPFMC PLC 18,488.0 $1.3M 0.01% +5K +34.3% $69.13
472 PPL PPL CORP Utilities 33,236.0 $1.3M 0.01% +2K +5.5% $38.20 -8.6%
473 USO UNITED STS OIL FD LP Financial Services 9,837.0 $1.3M 0.01% +2K +21.3% $127.25 +17.3%
474 GWW WW GRAINGER INC Industrials 1,147.0 $1.3M 0.01% +23.0 +2.0% $1090.81 +16.0%
475 SNX TD SYNNEX CORPORATION Technology 7,412.0 $1.3M 0.01% +438.0 +6.3% $168.71 +35.1%
476 VKTX VIKING THERAPEUTICS INC Healthcare 38,218.0 $1.2M 0.01% +302.0 +0.8% $32.54 -11.8%
477 QQQE DIREXION SHARES ETF TRUST 12,608.0 $1.2M 0.01% +2K +15.8% $98.53 +14.3%
478 BSMQ INVESCO EXCH TRD SLF IDX FD 52,531.0 $1.2M 0.01% +8K +17.3% $23.63 -0.5%
479 TER TERADYNE INC Technology 4,166.0 $1.2M 0.01% +762.0 +22.4% $296.45 +8.3%
480 AJG GALLAGHER ARTHUR J & CO Financial Services 5,690.0 $1.2M 0.01% +524.0 +10.1% $216.57 -6.1%
Page 24 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%