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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 34 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VSS VANGUARD INTL EQUITY INDEX F 12,778.0 $1.9M 0.01% -362.0 -2.8% $145.79 +6.9%
662 F FORD MTR CO Consumer Cyclical 161,318.0 $1.9M 0.01% $11.54 +12.4%
663 BN BROOKFIELD CORP Financial Services 45,683.0 $1.8M 0.01% $40.47 +9.1%
664 RKLB ROCKET LAB CORP Industrials 28,786.0 $1.8M 0.01% -13K -31.2% $64.22 +95.6%
665 XJUN FIRST TR EXCHNG TRADED FD VI 42,770.0 $1.8M 0.01% -2K -4.4% $42.96 +2.8%
666 JCI JOHNSON CONTROLS INTERNATION Industrials 13,906.0 $1.8M 0.01% +2K +19.9% $130.95 +4.7%
667 RYN RAYONIER INC Real Estate 87,780.0 $1.8M 0.01% +65K +287.8% $20.62 -2.7%
668 SOUTHSTATE BK CORP 19,485.0 $1.8M 0.01% +720.0 +3.8% $92.52
669 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 33,832.0 $1.8M 0.01% +1K +3.1% $52.76 +13.4%
670 IDXX IDEXX LABS INC Healthcare 3,168.0 $1.8M 0.01% +144.0 +4.8% $561.89 -4.2%
671 BBSI BARRETT BUSINESS SVCS INC Industrials 60,193.0 $1.8M 0.01% $29.18 +6.1%
672 ED CONSOLIDATED EDISON INC Utilities 15,454.0 $1.7M 0.01% +250.0 +1.6% $113.18 -4.3%
673 EIX EDISON INTL Utilities 23,827.0 $1.7M 0.01% +7K +44.5% $73.18 -3.0%
674 REET ISHARES TR 69,123.0 $1.7M 0.01% $25.15 +7.6%
675 SPHD INVESCO EXCH TRADED FD TR II 34,993.0 $1.7M 0.01% -428.0 -1.2% $49.61 +0.4%
676 SCHQ SCHWAB STRATEGIC TR 55,220.0 $1.7M 0.01% -7K -11.2% $31.43 -3.7%
677 PULS PGIM ETF TR 34,834.0 $1.7M 0.01% -8K -18.1% $49.50 +0.3%
678 GLDM WORLD GOLD TR Financial Services 18,598.0 $1.7M 0.01% +470.0 +2.6% $92.69 -4.1%
679 NVO NOVO-NORDISK A S Healthcare 46,510.0 $1.7M 0.01% +37K +396.5% $36.75 +21.6%
680 FNDX SCHWAB STRATEGIC TR 60,896.0 $1.7M 0.01% +9K +17.3% $27.85 +9.1%
Page 34 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%