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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 50 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AVES AMERICAN CENTY ETF TR 10,345.0 $620K 0.01% $59.98 +7.9%
982 QQQI NEOS ETF TRUST 12,463.0 $619K 0.01% NEW $49.69 +12.4%
983 IVOG VANGUARD ADMIRAL FDS INC 4,951.0 $619K 0.01% $125.03 +9.9%
984 FIRST TR EXCHNG TRADED FD VI 18,910.0 $619K 0.01% $32.71
985 LEN LENNAR CORP Consumer Cyclical 7,083.0 $615K 0.01% +2K +32.8% $86.84 -1.1%
986 NYT NEW YORK TIMES CO MTN BE Communication Services 7,341.0 $615K 0.01% +2K +37.0% $83.72 -11.2%
987 ALLW SSGA ACTIVE TR 21,148.0 $610K 0.01% +8K +58.7% $28.85 +3.1%
988 INNOVATOR ETFS TRUST 20,987.0 $610K 0.01% $29.07
989 CNI CANADIAN NATL RY CO Industrials 5,934.0 $610K 0.01% $102.77 +12.2%
990 VONV VANGUARD SCOTTSDALE FDS 6,490.0 $608K 0.01% +1K +18.9% $93.74 +9.2%
991 AEE AMEREN CORP Utilities 5,528.0 $608K 0.01% +644.0 +13.2% $109.92 -1.0%
992 BROOKFIELD ASSET MANAGMT LTD 13,656.0 $607K 0.01% +2K +20.8% $44.45
993 VICI VICI PPTYS INC Real Estate 22,201.0 $607K 0.01% NEW $27.32 +3.7%
994 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,809.0 $606K 0.01% -273.0 -8.9% $215.88 -32.1%
995 HCA HCA HEALTHCARE INC Healthcare 1,278.0 $605K 0.01% -110.0 -7.9% $473.24 -16.1%
996 DD DUPONT DE NEMOURS INC Basic Materials 13,137.0 $602K 0.00% +1K +11.6% $45.80 +4.1%
997 AVY AVERY DENNISON CORP Industrials 3,479.0 $601K 0.00% -512.0 -12.8% $172.68 -9.7%
998 MAS MASCO CORP Industrials 9,939.0 $600K 0.00% -363.0 -3.5% $60.37 +10.0%
999 BOTZ GLOBAL X FDS 18,043.0 $599K 0.00% +4K +25.0% $33.22 +17.6%
1000 VEEV VEEVA SYS INC Healthcare 3,399.0 $597K 0.00% +2K +104.4% $175.65 -8.1%
Page 50 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%