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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 58 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 VANGUARD MUN BD FDS 5,840.0 $446K 0.00% +615.0 +11.8% $76.29
1142 HFWA HERITAGE FINL CORP WASH Financial Services 17,119.0 $445K 0.00% -198.0 -1.1% $26.00 +2.4%
1143 OGE OGE ENERGY CORP Utilities 9,279.0 $445K 0.00% +2K +22.4% $47.96 -1.4%
1144 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 10,709.0 $442K 0.00% +2K +25.8% $41.27 +26.6%
1145 GMAY FIRST TR EXCHNG TRADED FD VI 10,674.0 $438K 0.00% -2K -12.3% $41.06 +3.4%
1146 AA ALCOA CORP Basic Materials 6,593.0 $437K 0.00% +2K +45.6% $66.33 -3.6%
1147 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 736.0 $436K 0.00% -116.0 -13.6% $592.98 -4.4%
1148 NTRS NORTHERN TR CORP Financial Services 3,123.0 $436K 0.00% +586.0 +23.1% $139.57 +18.4%
1149 QDPL PACER FDS TR 10,852.0 $436K 0.00% +2K +21.4% $40.14 +11.9%
1150 CTRA COTERRA ENERGY INC Energy 12,362.0 $434K 0.00% -101K -89.1% $35.14 -7.3%
1151 ES EVERSOURCE ENERGY Utilities 6,195.0 $429K 0.00% NEW $69.28 -1.7%
1152 BCS BARCLAYS PLC Financial Services 20,231.0 $428K 0.00% +9K +86.2% $21.16 +6.9%
1153 LRGF ISHARES TR 6,478.0 $428K 0.00% $66.00 +11.3%
1154 RDVI FIRST TR EXCHANGE-TRADED FD 16,733.0 $428K 0.00% -184.0 -1.1% $25.55 +5.4%
1155 CGXU CAPITAL GROUP INTL FOCUS EQT 14,484.0 $427K 0.00% +8K +111.1% $29.49 +9.9%
1156 LNT ALLIANT ENERGY CORP Utilities 5,938.0 $426K 0.00% -42.0 -0.7% $71.75 +0.5%
1157 HAS HASBRO INC Consumer Cyclical 4,545.0 $425K 0.00% +418.0 +10.1% $93.60 +0.1%
1158 BSCU INVESCO EXCH TRD SLF IDX FD 25,315.0 $423K 0.00% +345.0 +1.4% $16.72 -1.1%
1159 IVZ INVESCO LTD Financial Services 17,335.0 $421K 0.00% +634.0 +3.8% $24.29 +12.8%
1160 COHR COHERENT CORP Technology 1,764.0 $420K 0.00% +143.0 +8.8% $238.21 +52.3%
Page 58 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%