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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 36 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 VGLT VANGUARD SCOTTSDALE FDS 27,836.0 $1.5M 0.01% -5K -13.9% $55.36 -3.0%
702 SHW SHERWIN WILLIAMS CO Basic Materials 4,746.0 $1.5M 0.01% +388.0 +8.9% $320.53 -4.9%
703 TRMK TRUSTMARK CORP Financial Services 36,090.0 $1.5M 0.01% $42.14 +5.3%
704 WDC WESTERN DIGITAL CORP Technology 5,615.0 $1.5M 0.01% +1K +27.5% $270.49 +70.6%
705 BKLN INVESCO EXCH TRADED FD TR II 73,953.0 $1.5M 0.01% -1K -1.6% $20.41 +0.6%
706 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 5,470.0 $1.5M 0.01% +507.0 +10.2% $275.18 -9.6%
707 DLS WISDOMTREE TR 18,455.0 $1.5M 0.01% -120.0 -0.7% $81.50 +7.0%
708 AZO AUTOZONE INC Consumer Cyclical 444.0 $1.5M 0.01% +14.0 +3.3% $3379.00 +1.0%
709 BNDX VANGUARD CHARLOTTE FDS 31,188.0 $1.5M 0.01% +16K +110.5% $48.05 -0.4%
710 AMP AMERIPRISE FINL INC Financial Services 3,346.0 $1.5M 0.01% +582.0 +21.1% $444.40 +3.5%
711 URI UNITED RENTALS INC Industrials 2,037.0 $1.5M 0.01% +456.0 +28.8% $728.56 +28.3%
712 DELL DELL TECHNOLOGIES INC Technology 9,040.0 $1.5M 0.01% -2K -18.1% $164.12 +49.1%
713 HSY HERSHEY CO Consumer Defensive 7,108.0 $1.5M 0.01% +559.0 +8.5% $207.90 -8.0%
714 ENTERGY CORP NEW 13,139.0 $1.5M 0.01% +1K +8.3% $112.36
715 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 31,832.0 $1.5M 0.01% NEW $46.19 -3.2%
716 ZTS ZOETIS INC Healthcare 12,421.0 $1.5M 0.01% +2K +19.6% $118.20 -32.7%
717 AIRR FIRST TR EXCHANGE TRADED FD 13,247.0 $1.5M 0.01% +5K +56.2% $110.78 +13.1%
718 ISCF ISHARES TR 35,101.0 $1.5M 0.01% $41.79 +6.7%
719 PEY INVESCO EXCHANGE TRADED FD T 68,053.0 $1.5M 0.01% $21.42 +2.2%
720 IHI ISHARES TR 27,270.0 $1.5M 0.01% +172.0 +0.6% $53.35 -5.3%
Page 36 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%