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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 5 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ET ENERGY TRANSFER L P Energy 1,725,843.0 $33.3M 0.25% +315K +22.3% $19.30 +5.5%
82 VB VANGUARD INDEX FDS 126,695.0 $33.2M 0.25% +1K +1.2% $261.92 +7.6%
83 CSCO CISCO SYS INC Technology 426,870.0 $33.1M 0.25% +7K +1.7% $77.59 +48.9%
84 VTEB VANGUARD MUN BD FDS 653,649.0 $32.6M 0.24% +52K +8.6% $49.89 -0.1%
85 SO SOUTHERN CO Utilities 335,427.0 $32.4M 0.24% $96.52 -2.9%
86 VCIT VANGUARD SCOTTSDALE FDS 390,395.0 $32.3M 0.24% $82.75 -0.9%
87 IXUS ISHARES TR 368,630.0 $31.9M 0.24% +260K +239.9% $86.64 +7.8%
88 VTWO VANGUARD SCOTTSDALE FDS 317,000.0 $31.8M 0.24% +45K +16.7% $100.17 +12.0%
89 ECL ECOLAB INC Basic Materials 117,563.0 $31.3M 0.23% +717.0 +0.6% $266.02 -6.4%
90 MRK MERCK & CO INC Healthcare 258,634.0 $31.1M 0.23% +2K +0.8% $120.29 -5.7%
91 JEPI J P MORGAN EXCHANGE TRADED F 544,854.0 $30.9M 0.23% +192K +54.6% $56.68 -1.4%
92 CVX CHEVRON CORPORATION Energy 146,852.0 $30.4M 0.23% +5K +3.8% $206.90 -9.8%
93 SPAB SPDR SERIES TRUST 1,180,666.0 $30.2M 0.23% -97K -7.6% $25.62 -1.3%
94 PEP PEPSICO INC Consumer Defensive 194,605.0 $30.2M 0.23% -15K -6.9% $155.29 -4.3%
95 EFA ISHARES TR 298,779.0 $29.0M 0.22% +17K +5.9% $97.13 +4.7%
96 IEFA ISHARES TR 316,406.0 $28.6M 0.21% +24K +8.2% $90.53 +5.2%
97 WM WASTE MGMT INC DEL Industrials 123,706.0 $28.4M 0.21% +19K +18.3% $229.79 -4.8%
98 BAC BANK AMERICA CORP Financial Services 582,978.0 $28.4M 0.21% +17K +3.0% $48.75 +2.1%
99 IWY ISHARES TR 113,353.0 $28.2M 0.21% +2K +1.4% $248.84 +17.5%
100 FBND FIDELITY MERRIMACK STR TR 617,014.0 $28.1M 0.21% +26K +4.3% $45.62 -0.9%
Page 5 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%