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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 9 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DHR DANAHER CORP DEL Healthcare 87,505.0 $16.6M 0.12% +10K +12.9% $189.60 -14.4%
162 MGV VANGUARD WORLD FD 113,403.0 $16.4M 0.12% +2K +1.3% $144.95 +6.5%
163 AOR ISHARES TR 255,436.0 $16.4M 0.12% +7K +3.0% $64.35 +6.0%
164 AVDV AMERICAN CENTY ETF TR 164,108.0 $16.4M 0.12% +5K +3.3% $99.86 +8.4%
165 GE GE AEROSPACE Industrials 57,619.0 $16.4M 0.12% +1K +2.3% $283.77 -0.1%
166 XLU SELECT SECTOR SPDR TR 354,267.0 $16.3M 0.12% +108K +44.1% $45.89 -4.1%
167 AMAT APPLIED MATLS INC Technology 47,456.0 $16.2M 0.12% -9K -15.2% $341.79 +25.8%
168 SCHH SCHWAB STRATEGIC TR 746,140.0 $16.0M 0.12% +718K +2599.4% $21.49 +7.6%
169 AVEM AMERICAN CENTY ETF TR 198,930.0 $16.0M 0.12% +42K +26.6% $80.58 +14.7%
170 BX BLACKSTONE INC Financial Services 138,051.0 $15.9M 0.12% +11K +8.5% $114.99 +1.1%
171 GDX VANECK ETF TRUST 172,764.0 $15.9M 0.12% -31K -15.3% $91.77 -3.4%
172 ADI ANALOG DEVICES INC Technology 49,736.0 $15.8M 0.12% -3K -5.6% $318.14 +34.0%
173 IWS ISHARES TR 108,057.0 $15.7M 0.12% $145.74 +6.9%
174 BP BP PLC Energy 333,788.0 $15.7M 0.12% +33K +11.0% $47.00 -5.1%
175 GEV GE VERNOVA INC Utilities 17,787.0 $15.5M 0.12% +1K +8.0% $872.90 +18.2%
176 ITOT ISHARES TR 107,964.0 $15.4M 0.12% +4K +3.7% $142.43 +13.1%
177 NEAR ISHARES U S ETF TR 298,806.0 $15.2M 0.11% +39K +15.2% $50.84 -0.4%
178 IJS ISHARES TR 128,124.0 $15.2M 0.11% +2K +2.0% $118.45 +6.2%
179 PM PHILIP MORRIS INTL INC Consumer Defensive 91,689.0 $15.2M 0.11% +4K +4.7% $165.34 +14.0%
180 IWN ISHARES TR 79,742.0 $15.1M 0.11% $189.59 +9.0%
Page 9 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%