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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 72 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 FIRST TR EXCHANGE TRADED FD 10,350.0 $238K 0.00% $22.95
1422 FRA BLACKROCK FLOATING RATE INCO Financial Services 21,487.0 $237K 0.00% -5K -20.3% $11.02 +0.0%
1423 FIXD FIRST TR EXCHNG TRADED FD VI 5,421.0 $236K 0.00% $43.59 -0.9%
1424 TWLO TWILIO INC Communication Services 1,877.0 $236K 0.00% +11.0 +0.6% $125.82 +57.6%
1425 OC OWENS CORNING NEW Industrials 2,182.0 $236K 0.00% NEW $108.22 +5.4%
1426 JNK SPDR SERIES TRUST 2,460.0 $235K 0.00% NEW $95.72 +0.1%
1427 WSBC WESBANCO INC Financial Services 6,816.0 $235K 0.00% +169.0 +2.5% $34.49 -4.1%
1428 FSEP FIRST TR EXCHNG TRADED FD VI 4,665.0 $235K 0.00% $50.33 +8.0%
1429 CGUS CAPITAL GROUP CORE EQUITY ET 6,109.0 $235K 0.00% NEW $38.42 +13.0%
1430 PHG KONINKLIJKE PHILIPS N V Healthcare 8,557.0 $234K 0.00% -3K -28.0% $27.40 -7.9%
1431 NNN NNN REIT INC Real Estate 5,553.0 $233K 0.00% NEW $42.03 +4.0%
1432 LOAR LOAR HOLDINGS INC Industrials 4,060.0 $233K 0.00% $57.29 +0.2%
1433 BC BRUNSWICK CORP Consumer Cyclical 3,184.0 $232K 0.00% +260.0 +8.9% $72.76 +5.1%
1434 APP APPLOVIN CORP Technology 582.0 $231K 0.00% -132.0 -18.5% $397.67 +23.8%
1435 XSLV INVESCO EXCH TRADED FD TR II 4,881.0 $230K 0.00% $47.20 +4.6%
1436 GJUN FIRST TR EXCHNG TRADED FD VI 5,831.0 $230K 0.00% -180.0 -3.0% $39.42 +3.8%
1437 BKAG BNY MELLON ETF TRUST 5,440.0 $230K 0.00% $42.20 -1.5%
1438 IXG ISHARES TR 1,990.0 $227K 0.00% $114.00 +5.7%
1439 CGMU CAPITAL GRP FIXED INCM ETF T 8,322.0 $226K 0.00% NEW $27.15 +0.2%
1440 EPR EPR PPTYS Real Estate 4,506.0 $225K 0.00% +340.0 +8.2% $49.96 +14.8%
Page 72 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%