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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 14 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SJNK SPDR SERIES TRUST 23,001.0 $575K 0.00% -292.0 -1.2% $24.98 -0.2%
262 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,897.0 $572K 0.00% -211.0 -2.6% $72.46 +21.1%
263 NTRA NATERA INC Healthcare 2,839.0 $568K 0.00% -46.0 -1.6% $199.99 -2.5%
264 GSEP FIRST TR EXCHNG TRADED FD VI 14,850.0 $566K 0.00% -1K -6.8% $38.11 +6.2%
265 AVK ADVENT CONV & INCOME FD Financial Services 49,779.0 $556K 0.00% -4K -8.3% $11.16 +10.3%
266 HLN HALEON PLC Healthcare 55,485.0 $555K 0.00% -6K -9.6% $10.01 -8.8%
267 ARW ARROW ELECTRS INC Technology 3,845.0 $551K 0.00% -169.0 -4.2% $143.41 +46.4%
268 VPL VANGUARD INTL EQUITY INDEX F 5,600.0 $547K 0.00% -8K -58.9% $97.73 +13.0%
269 FTEC FIDELITY COVINGTON TRUST 2,624.0 $546K 0.00% -14K -84.3% $208.05 +27.8%
270 EXEL EXELIXIS INC Healthcare 12,665.0 $543K 0.00% -549.0 -4.2% $42.89 +16.4%
271 OTIS OTIS WORLDWIDE CORP Industrials 7,030.0 $542K 0.00% -1K -16.0% $77.08 -7.4%
272 ALC ALCON AG Healthcare 6,960.0 $524K 0.00% -2K -20.4% $75.35 -13.2%
273 XLG INVESCO EXCHANGE TRADED FD T 9,555.0 $521K 0.00% -46K -83.0% $54.55 +16.2%
274 ZM ZOOM COMMUNICATIONS INC Technology 6,457.0 $519K 0.00% -4K -38.9% $80.39 +23.1%
275 IQVIA HLDGS INC 3,036.0 $518K 0.00% -898.0 -22.8% $170.54
276 TXT TEXTRON INC Industrials 5,895.0 $516K 0.00% -48.0 -0.8% $87.56 +3.0%
277 SNY SANOFI SA Healthcare 10,640.0 $513K 0.00% -2K -16.0% $48.18 -10.4%
278 SCHI SCHWAB STRATEGIC TR 22,424.0 $509K 0.00% -6K -20.8% $22.68 -1.0%
279 LVS LAS VEGAS SANDS CORP Consumer Cyclical 9,412.0 $507K 0.00% -68.0 -0.7% $53.88 -5.9%
280 FBT FIRST TR EXCHANGE-TRADED FD 2,495.0 $501K 0.00% -35.0 -1.4% $200.83 +3.2%
Page 14 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%