Portfolio (Quarterly)
Guide ↗
Waverly Advisors, LLC
· CIK 0001568787| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | HDB | HDFC BANK LTD | Financial Services | 9,115 | $333K | 0.00% | SOLD |
| 22 | PINS | PINTEREST INC | Communication Services | 12,429 | $322K | 0.00% | SOLD |
| 23 | JLL | JONES LANG LASALLE INC | Real Estate | 923 | $311K | 0.00% | SOLD |
| 24 | RELX | RELX PLC | Communication Services | 7,457 | $301K | 0.00% | SOLD |
| 25 | WDAY | WORKDAY INC | Technology | 1,338 | $287K | 0.00% | SOLD |
| 26 | MTG | MGIC INVT CORP WIS | Financial Services | 9,806 | $287K | 0.00% | SOLD |
| 27 | GDDY | GODADDY INC | Technology | 2,206 | $274K | 0.00% | SOLD |
| 28 | MGM | MGM RESORTS INTERNATIONAL | Consumer Cyclical | 7,435 | $271K | 0.00% | SOLD |
| 29 | CHE | CHEMED CORP NEW | Healthcare | 634 | $271K | 0.00% | SOLD |
| 30 | — | APTIV PLC | — | 3,459 | $263K | 0.00% | SOLD |
| 31 | HLI | HOULIHAN LOKEY INC | Financial Services | 1,467 | $256K | 0.00% | SOLD |
| 32 | TTD | THE TRADE DESK INC | Technology | 6,677 | $253K | 0.00% | SOLD |
| 33 | BLDR | BUILDERS FIRSTSOURCE INC | Industrials | 2,456 | $253K | 0.00% | SOLD |
| 34 | SE | SEA LTD | Consumer Cyclical | 1,980 | $253K | 0.00% | SOLD |
| 35 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 4,608 | $252K | 0.00% | SOLD |
| 36 | CSHI | NEOS ETF TRUST | — | 5,038 | $251K | 0.00% | SOLD |
| 37 | DGRS | WISDOMTREE TR | — | 4,974 | $247K | 0.00% | SOLD |
| 38 | OKLO | OKLO INC | Utilities | 3,433 | $246K | 0.00% | SOLD |
| 39 | DUOL | DUOLINGO INC | Technology | 1,364 | $239K | 0.00% | SOLD |
| 40 | — | COMERICA INC | — | 2,723 | $237K | 0.00% | SOLD |
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%