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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 13 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BAP CREDICORP LTD Financial Services 2,166.0 $735K 0.01% -319.0 -12.8% $339.18 -10.4%
242 IEV ISHARES TR 10,706.0 $727K 0.01% -320.0 -2.9% $67.94 +5.3%
243 GAPR FIRST TR EXCHNG TRADED FD VI 17,611.0 $713K 0.01% -195.0 -1.1% $40.47 +1.9%
244 VANGUARD MUN BD FDS 9,223.0 $693K 0.01% -57K -86.1% $75.15
245 DMAY FIRST TR EXCHNG TRADED FD VI 15,114.0 $679K 0.01% -1K -6.4% $44.93 +4.1%
246 GDV GABELLI DIVID & INCOME TR Financial Services 25,107.0 $676K 0.01% -2K -7.2% $26.93 +7.0%
247 DAUG FIRST TR EXCHNG TRADED FD VI 15,405.0 $671K 0.01% -80.0 -0.5% $43.55 +6.2%
248 HSBC HSBC HLDGS PLC Financial Services 8,076.0 $666K 0.01% -133.0 -1.6% $82.49 +7.1%
249 SOMNIGROUP INTERNATIONAL INC 8,936.0 $661K 0.01% -308.0 -3.3% $73.92
250 IFRA ISHARES TR 11,489.0 $657K 0.01% -142.0 -1.2% $57.20 +5.2%
251 HYD VANECK ETF TRUST 12,753.0 $639K 0.01% -892.0 -6.5% $50.14 +0.8%
252 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 16,153.0 $638K 0.01% -835.0 -4.9% $39.52 +3.4%
253 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8,334.0 $635K 0.01% -100.0 -1.2% $76.16 +11.7%
254 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,809.0 $606K 0.01% -273.0 -8.9% $215.88 -34.6%
255 HCA HCA HEALTHCARE INC Healthcare 1,278.0 $605K 0.01% -110.0 -7.9% $473.24 -10.6%
256 AVY AVERY DENNISON CORP Industrials 3,479.0 $601K 0.00% -512.0 -12.8% $172.68 -9.2%
257 MAS MASCO CORP Industrials 9,939.0 $600K 0.00% -363.0 -3.5% $60.37 +7.9%
258 WDS WOODSIDE ENERGY GROUP LTD Energy 24,819.0 $593K 0.00% -3K -9.3% $23.88 -6.5%
259 ARMK ARAMARK Industrials 14,439.0 $585K 0.00% -1K -7.2% $40.54 +30.6%
260 ILMN ILLUMINA INC Healthcare 4,663.0 $575K 0.00% -119.0 -2.5% $123.26 +15.6%
Page 13 of 21  ·  410 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%