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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 42 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 INNOVATOR ETFS TRUST 40,375.0 $1.0M 0.01% $25.62
822 FGD FIRST TR EXCHANGE-TRADED FD 32,377.0 $1.0M 0.01% +2K +6.9% $31.93 +5.9%
823 VTR VENTAS INC Real Estate 12,636.0 $1.0M 0.01% +926.0 +7.9% $81.78 +8.0%
824 PAYX PAYCHEX INC Industrials 11,208.0 $1.0M 0.01% +1K +11.9% $92.12 +2.6%
825 ILCV ISHARES TR 11,060.0 $1.0M 0.01% $93.14 +8.0%
826 PWR QUANTA SVCS INC Industrials 1,865.0 $1.0M 0.01% +139.0 +8.1% $549.03 +30.1%
827 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 29,812.0 $1.0M 0.01% -25K -45.8% $33.95 +6.7%
828 DOV DOVER CORP Industrials 4,845.0 $1.0M 0.01% +854.0 +21.4% $208.47 -0.4%
829 DHS WISDOMTREE TR 9,238.0 $1.0M 0.01% -284.0 -3.0% $109.22 +2.7%
830 ABEV AMBEV SA Consumer Defensive 344,899.0 $1.0M 0.01% $2.92 +10.6%
831 EYPT EYEPOINT INC Healthcare 77,914.0 $1.0M 0.01% $12.89 -9.2%
832 WBD WARNER BROS DISCOVERY INC Communication Services 36,544.0 $1.0M 0.01% +2K +5.5% $27.46 -1.3%
833 DGX QUEST DIAGNOSTICS INC Healthcare 5,114.0 $1.0M 0.01% +387.0 +8.2% $195.97 -2.8%
834 CLOI VANECK ETF TRUST 18,960.0 $999K 0.01% -162.0 -0.8% $52.70 +0.3%
835 TLH ISHARES TR 9,920.0 $999K 0.01% +4K +57.7% $100.72 -2.6%
836 FFA FIRST TR ENHANCED EQUITY Financial Services 48,892.0 $997K 0.01% +3K +7.0% $20.40 +11.3%
837 BSMR INVESCO EXCH TRD SLF IDX FD 42,151.0 $997K 0.01% +3K +8.5% $23.65 -0.6%
838 REGL PROSHARES TR 11,475.0 $992K 0.01% +6K +103.8% $86.41 +2.2%
839 UFOX ETF SER SOLUTIONS 14,533.0 $991K 0.01% +727.0 +5.3% $68.17 +39.6%
840 RSPU INVESCO EXCHANGE TRADED FD T 12,147.0 $985K 0.01% -303.0 -2.4% $81.11 -2.8%
Page 42 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%