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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 7 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVDV AMERICAN CENTY ETF TR 164,108.0 $16.4M 0.12% +5K +3.3% $99.86 +8.2%
122 GE GE AEROSPACE Industrials 57,619.0 $16.4M 0.12% +1K +2.3% $283.77 +0.4%
123 XLU SELECT SECTOR SPDR TR 354,267.0 $16.3M 0.12% +108K +44.1% $45.89 -5.0%
124 SCHH SCHWAB STRATEGIC TR 746,140.0 $16.0M 0.12% +718K +2599.4% $21.49 +7.8%
125 AVEM AMERICAN CENTY ETF TR 198,930.0 $16.0M 0.12% +42K +26.6% $80.58 +13.3%
126 BX BLACKSTONE INC Financial Services 138,051.0 $15.9M 0.12% +11K +8.5% $114.99 +1.8%
127 BP BP PLC Energy 333,788.0 $15.7M 0.12% +33K +11.0% $47.00 -3.0%
128 GEV GE VERNOVA INC Utilities 17,787.0 $15.5M 0.12% +1K +8.0% $872.90 +13.9%
129 ITOT ISHARES TR 107,964.0 $15.4M 0.12% +4K +3.7% $142.43 +12.7%
130 NEAR ISHARES U S ETF TR 298,806.0 $15.2M 0.11% +39K +15.2% $50.84 -0.4%
131 IJS ISHARES TR 128,124.0 $15.2M 0.11% +2K +2.0% $118.45 +6.8%
132 PM PHILIP MORRIS INTL INC Consumer Defensive 91,689.0 $15.2M 0.11% +4K +4.7% $165.34 +15.6%
133 SYK STRYKER CORPORATION Healthcare 45,828.0 $15.1M 0.11% +2K +3.7% $328.59 -5.5%
134 CBLS ELEVATION SERIES TRUST 524,537.0 $15.1M 0.11% +21K +4.1% $28.70 +13.3%
135 DYNF BLACKROCK ETF TRUST 257,838.0 $15.0M 0.11% +24K +10.3% $58.18 +13.2%
136 TMUS T-MOBILE US INC Communication Services 71,153.0 $14.9M 0.11% +16K +29.5% $210.03 -9.7%
137 AMGN AMGEN INC Healthcare 41,386.0 $14.6M 0.11% +7K +21.6% $351.85 -8.0%
138 IEF ISHARES TR 151,802.0 $14.5M 0.11% +19K +14.1% $95.44 -2.0%
139 CME CME GROUP INC Financial Services 49,039.0 $14.5M 0.11% +728.0 +1.5% $295.35 +2.9%
140 DUK DUKE ENERGY CORP NEW Utilities 109,980.0 $14.4M 0.11% +4K +4.1% $130.94 -6.9%
Page 7 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%