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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 70 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,034.0 $260K 0.00% NEW $127.71 +7.2%
1382 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 20,506.0 $259K 0.00% +1K +6.9% $12.65 +3.3%
1383 SMDV PROSHARES TR 3,749.0 $258K 0.00% +97.0 +2.7% $68.79 +3.3%
1384 SPUT INNOVATOR ETFS TRUST 9,732.0 $258K 0.00% +7K +308.4% $26.49 +6.7%
1385 BWXT BWX TECHNOLOGIES INC Industrials 1,248.0 $255K 0.00% NEW $204.42 -1.2%
1386 CVE CENOVUS ENERGY INC Energy 9,600.0 $255K 0.00% NEW $26.53 +16.2%
1387 BBEU J P MORGAN EXCHANGE TRADED F 3,516.0 $255K 0.00% +3K +424.0% $72.41 +5.4%
1388 FBRT FRANKLIN BSP RLTY TR INC Real Estate 29,980.0 $255K 0.00% NEW $8.49 +6.5%
1389 ACA ARCOSA INC Industrials 2,391.0 $254K 0.00% +19.0 +0.8% $106.14 +15.1%
1390 SYM SYMBOTIC INC Industrials 4,754.0 $253K 0.00% -251.0 -5.0% $53.20 -11.1%
1391 IFV FIRST TR EXCHANGE TRADED FD 10,003.0 $253K 0.00% $25.27 +8.6%
1392 VLYPN VALLEY NATL BANCORP Financial Services 20,546.0 $252K 0.00% +1K +5.8% $12.28 +111.3%
1393 MASI MASIMO CORP Healthcare 1,415.0 $252K 0.00% NEW $177.87 +0.3%
1394 GRX GABELLI HEALTHCARE & WELLNES Financial Services 27,775.0 $251K 0.00% -973.0 -3.4% $9.05 -1.4%
1395 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,057.0 $251K 0.00% NEW $82.13 -17.0%
1396 IBHI ISHARES TR 10,777.0 $251K 0.00% -2K -12.2% $23.28 +0.1%
1397 SHYG ISHARES TR 5,928.0 $251K 0.00% -434.0 -6.8% $42.31 -0.1%
1398 CHWY CHEWY INC Consumer Cyclical 9,254.0 $250K 0.00% +826.0 +9.8% $27.00 -19.9%
1399 CALF PACER FDS TR 5,567.0 $250K 0.00% -657.0 -10.6% $44.87 +5.5%
1400 FNDC SCHWAB STRATEGIC TR 5,382.0 $250K 0.00% NEW $46.36 +6.7%
Page 70 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%