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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 20 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,349.0 $5.7M 0.04% +581.0 +75.7% $4211.81 -96.3%
382 DJP BARCLAYS BANK PLC Financial Services 117,724.0 $5.7M 0.04% $48.14 +5.9%
383 IBIT ISHARES BITCOIN TRUST ETF Financial Services 146,269.0 $5.6M 0.04% +76K +107.5% $38.42 +13.3%
384 EWZ ISHARES INC 146,344.0 $5.6M 0.04% +4K +3.1% $38.39 -4.3%
385 GRID FIRST TR EXCHANGE-TRADED FD 34,266.0 $5.6M 0.04% +17K +96.2% $163.58 +15.7%
386 HWM HOWMET AEROSPACE INC Industrials 24,293.0 $5.6M 0.04% +20K +481.3% $230.46 +13.0%
387 KRE SPDR SERIES TRUST 85,725.0 $5.6M 0.04% +77K +883.2% $65.15 +4.3%
388 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 2,949.0 $5.6M 0.04% +2K +104.7% $1884.66 +2.8%
389 CIBR FIRST TR EXCHANGE-TRADED FD 87,774.0 $5.5M 0.04% -18K -16.9% $62.68 +29.1%
390 CRWD CROWDSTRIKE HLDGS INC Technology 14,090.0 $5.5M 0.04% +6K +78.5% $390.41 +52.2%
391 EVSD MORGAN STANLEY ETF TRUST 107,294.0 $5.5M 0.04% -3K -2.4% $50.94 -0.1%
392 XEL XCEL ENERGY INC Utilities 68,493.0 $5.4M 0.04% -1K -1.8% $79.44 -1.9%
393 HYDB ISHARES TR 116,599.0 $5.4M 0.04% +4K +3.2% $46.52 +0.0%
394 SNPS SYNOPSYS INC Technology 13,662.0 $5.4M 0.04% +306.0 +2.3% $396.47 +26.7%
395 SLQD ISHARES TR 106,701.0 $5.4M 0.04% +3K +3.2% $50.49 -0.5%
396 IJJ ISHARES TR 40,633.0 $5.4M 0.04% +927.0 +2.3% $132.50 +4.6%
397 TOTL SSGA ACTIVE ETF TR 135,209.0 $5.4M 0.04% -6K -4.2% $39.73 -1.5%
398 IWL ISHARES TR 33,336.0 $5.3M 0.04% +2K +6.2% $160.48 +14.5%
399 SCHZ SCHWAB STRATEGIC TR 230,373.0 $5.3M 0.04% -2K -0.8% $23.22 -1.3%
400 TOL TOLL BROTHERS INC Consumer Cyclical 39,111.0 $5.3M 0.04% +36K +1130.7% $136.47 -7.5%
Page 20 of 81  ·  1,620 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%