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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 29 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EWJV ISHARES TR 67,026.0 $2.9M 0.02% NEW $42.67 +5.3%
562 FVD FIRST TR EXCHANGE-TRADED FD 60,630.0 $2.9M 0.02% +777.0 +1.3% $47.03 +0.5%
563 SPLV INVESCO EXCH TRADED FD TR II 38,949.0 $2.8M 0.02% -4K -8.5% $73.14 +0.4%
564 PPA INVESCO EXCHANGE TRADED FD T 17,088.0 $2.8M 0.02% +14K +559.0% $165.70 -0.4%
565 PLD PROLOGIS INC. Real Estate 21,399.0 $2.8M 0.02% +1K +5.1% $132.18 +7.7%
566 VPU VANGUARD WORLD FD 14,218.0 $2.8M 0.02% +228.0 +1.6% $198.14 -3.1%
567 BLUEROCK PVT REAL ESTATE FD 169,394.0 $2.8M 0.02% +16K +10.1% $16.61
568 HSIC SCHEIN HENRY INC Healthcare 38,128.0 $2.8M 0.02% $73.70 -1.4%
569 SECT NORTHERN LTS FD TR IV 46,209.0 $2.8M 0.02% +332.0 +0.7% $60.39 +12.7%
570 SDVY FIRST TR EXCHANGE TRADED FD 70,735.0 $2.8M 0.02% +3K +4.9% $39.43 +3.0%
571 WCN WASTE CONNECTIONS INC Industrials 17,143.0 $2.8M 0.02% +358.0 +2.1% $162.43 -2.2%
572 BDX BECTON DICKINSON & CO Healthcare 17,640.0 $2.8M 0.02% +9K +108.2% $157.23 -6.5%
573 FIW FIRST TR EXCHANGE-TRADED FD 26,873.0 $2.8M 0.02% -364.0 -1.3% $103.13 -3.4%
574 VMBS VANGUARD SCOTTSDALE FDS 58,918.0 $2.8M 0.02% +24K +70.6% $46.95 -1.8%
575 O REALTY INCOME CORP Real Estate 45,114.0 $2.8M 0.02% +4K +10.1% $61.18 +0.9%
576 DG DOLLAR GEN CORP Consumer Defensive 23,232.0 $2.8M 0.02% +685.0 +3.0% $118.73 -10.5%
577 ODFL OLD DOMINION FREIGHT LINE IN Industrials 14,110.0 $2.8M 0.02% +1K +8.6% $195.40 +4.5%
578 OSK OSHKOSH CORP Industrials 18,595.0 $2.7M 0.02% $147.21 -17.2%
579 MOAT VANECK ETF TRUST 28,109.0 $2.7M 0.02% -883.0 -3.0% $96.70 +3.2%
580 GPIQ GOLDMAN SACHS ETF TR 54,912.0 $2.7M 0.02% +43K +380.3% $49.49 +15.3%
Page 29 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%