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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 8 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EPD ENTERPRISE PRODS PARTNERS L Energy 522,446.0 $19.8M 0.15% -20K -3.7% $37.84 +4.9%
142 C CITIGROUP INC Financial Services 172,035.0 $19.5M 0.15% +1K +0.8% $113.41 +8.2%
143 IWX ISHARES TR 210,040.0 $19.5M 0.14% +4K +2.1% $92.67 +9.6%
144 GS GOLDMAN SACHS GROUP INC Financial Services 22,810.0 $19.3M 0.14% +1K +5.2% $846.01 +12.1%
145 AGG ISHARES TR 191,712.0 $19.0M 0.14% -10K -4.9% $99.27 -1.2%
146 AMD ADVANCED MICRO DEVICES INC Technology 92,127.0 $18.7M 0.14% -1K -1.3% $203.43 +106.0%
147 MS MORGAN STANLEY Financial Services 112,548.0 $18.5M 0.14% +26K +29.3% $164.57 +16.8%
148 DE DEERE & CO Industrials 32,762.0 $18.5M 0.14% +497.0 +1.5% $563.31 +0.2%
149 DIS DISNEY WALT CO Communication Services 188,333.0 $18.2M 0.14% -11K -5.7% $96.38 +7.9%
150 IGV ISHARES TR 223,569.0 $17.9M 0.13% -180K -44.6% $80.05 +15.4%
151 CGNG CAPITAL GROUP NEW GEOGRAPHY 559,186.0 $17.7M 0.13% $31.57 +11.3%
152 TMO THERMO FISHER SCIENTIFIC INC Healthcare 35,833.0 $17.6M 0.13% +5K +16.4% $491.54 -10.6%
153 NOBL PROSHARES TR 165,696.0 $17.6M 0.13% +31K +22.8% $106.01 +0.4%
154 DFAI DIMENSIONAL ETF TRUST 450,308.0 $17.5M 0.13% +272K +152.1% $38.96 +5.4%
155 XLE SELECT SECTOR SPDR TR 286,069.0 $17.5M 0.13% +75K +35.3% $61.26 -1.3%
156 NEE NEXTERA ENERGY INC Utilities 186,803.0 $17.4M 0.13% +15K +9.0% $92.88 -6.3%
157 VYMI VANGUARD WHITEHALL FDS 183,568.0 $17.3M 0.13% +42K +29.9% $94.24 +5.0%
158 QCOM QUALCOMM INC Technology 131,706.0 $17.0M 0.13% -7K -4.8% $128.78 +54.9%
159 LMT LOCKHEED MARTIN CORP Industrials 28,038.0 $16.9M 0.13% +6K +27.6% $604.38 -13.7%
160 GGM NORTHERN LTS FD TR II 592,712.0 $16.7M 0.12% +53K +9.9% $28.13 +0.5%
Page 8 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%