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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 40 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 DRI DARDEN RESTAURANTS INC Consumer Cyclical 6,043.0 $1.2M 0.01% +2K +35.8% $196.04 -1.2%
782 SOXX ISHARES TR 3,601.0 $1.2M 0.01% +36.0 +1.0% $328.69 +58.3%
783 HEI HEICO CORP NEW Industrials 4,313.0 $1.2M 0.01% +165.0 +4.0% $274.20 +6.6%
784 BIL SPDR SERIES TRUST 12,847.0 $1.2M 0.01% +2K +20.9% $91.64 -0.1%
785 PUTNAM ETF TRUST 101,646.0 $1.2M 0.01% -25K -19.9% $11.53
786 EXC EXELON CORP Utilities 23,891.0 $1.2M 0.01% +4K +17.7% $49.02 -9.0%
787 RLY SSGA ACTIVE ETF TR 32,226.0 $1.2M 0.01% +23K +242.0% $36.15 +1.8%
788 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 3,823.0 $1.2M 0.01% +1K +37.0% $304.08 +3.7%
789 INFL LISTED FDS TR 22,261.0 $1.2M 0.01% NEW $52.06 +2.2%
790 PWV INVESCO EXCHANGE TRADED FD T 16,512.0 $1.2M 0.01% $69.71 +5.9%
791 EME EMCOR GROUP INC Industrials 1,551.0 $1.1M 0.01% +564.0 +57.1% $738.49 +15.7%
792 NUKZ EXCHANGE TRADED CONCEPTS TRU 17,177.0 $1.1M 0.01% +4K +35.4% $65.77 +4.6%
793 DLR DIGITAL RLTY TR INC Real Estate 6,264.0 $1.1M 0.01% +2K +45.9% $180.21 +3.4%
794 WSO WATSCO INC Industrials 3,100.0 $1.1M 0.01% NEW $363.79 +6.3%
795 FERG FERGUSON ENTERPRISES INC Industrials 4,833.0 $1.1M 0.01% -195.0 -3.9% $233.28 -5.0%
796 VCR VANGUARD WORLD FD 3,126.0 $1.1M 0.01% +54.0 +1.8% $359.04 +8.5%
797 PWB INVESCO EXCHANGE TRADED FD T 8,854.0 $1.1M 0.01% +166.0 +1.9% $125.93 +21.2%
798 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 129,016.0 $1.1M 0.01% +21K +19.2% $8.62 +5.6%
799 VGIT VANGUARD SCOTTSDALE FDS 18,535.0 $1.1M 0.01% +3K +16.8% $59.55 -1.4%
800 BCE BCE INC Communication Services 43,593.0 $1.1M 0.01% -639.0 -1.4% $25.24 -4.2%
Page 40 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%