Waverly Advisors, LLC has disclosed 1109 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $8.20 Bil. The turnover rate is 23%.
In Waverly Advisors, LLC's current portfolio as of 2025-03-31, the top 5 holdings are
iShares Core S&P 500 ETF (IVV), Vanguard Growth ETF (VUG), Apple Inc (AAPL), Vanguard Dividend Appreciation FTF (VIG), Invesco RAFI US 1000 ETF (PRF), not including call and put options.
Waverly Advisors, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Waverly Advisors, LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Waverly Advisors, LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Waverly Advisors, LLC.