WA
| |
Waverly Advisors, LLC13F | |
| Waverly Advisors, LLC | |
| Last update 2025-05-15 | 1109 Stocks (151 new) |
| Value $8.20 Bil | Turnover 23 % |
Waverly Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 1,025,848 | 576,423.9 | +11.72% | 7.030 | +0.74% | 0.100 | +22.72% | +7.98% | 636,566.3 | ||
VUG | Vanguard Growth ETF | 676,811 | 250,974.9 | +6.27% | 3.060 | +0.18% | 0.180 | +31.56% | +9.91% | 165,246.7 | ||
AAPL | Apple Inc | 894,862 | 198,775.7 | +31.64% | 2.420 | +0.58% | 0.010 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
VIG | Vanguard Dividend Appreciation FTF | 891,032 | 172,851.3 | +6.06% | 2.110 | +0.12% | 0.200 | +14.92% | +6.24% | 89,370.9 | ||
PRF | Invesco RAFI US 1000 ETF | 3,881,638 | 156,857.0 | -2.13% | 1.910 | -0.05% | 2.050 | +15.90% | +6.80% | 7,860.2 | ||
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 3,899,687 | 129,625.6 | +823.24% | 1.580 | +1.41% | 1.390 | +3.00% | +4.49% | 10,442.6 | ||
MSFT | Microsoft Corp | 320,844 | 120,441.9 | +53.60% | 1.470 | +0.51% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
IWB | iShares Russell 1000 ETF | 331,951 | 101,822.5 | -0.76% | 1.240 | -0.01% | 0.270 | +22.77% | +7.79% | 41,488.0 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 584,437 | 101,242.1 | +2.58% | 1.230 | +0.03% | 0.140 | +15.63% | +5.68% | 73,673.3 | ||
BRK.B | Berkshire Hathaway Inc | 189,493 | 100,920.2 | +14.02% | 1.230 | +0.15% | 0.010 | -6.41% | +4.66% | 1,023,127.5 | Insurance |
Waverly Advisors, LLC's Historical Top Holdings Breakdowns
Waverly Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-03-31 | Add Add | +1.41% | 32.5 ($32.96) 33.3 | $33.47 | 1.55% | Add 823.24% | 3,899,687 | 3,477,294 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | Add Add | +0.82% | 34.83 ($36.45) 37.46 | $37.58 | 3.09% | Add 2115.77% | 1,952,026 | 1,863,929 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.74% | 554.06 ($590.51) 615.85 | $631.73 | 6.98% | Add 11.72% | 1,025,848 | 107,644 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.58% | 209.68 ($231.67) 247.1 | $212.48 | -8.28% | Add 31.64% | 894,862 | 215,084 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.51% | 375.39 ($407.71) 447.2 | $510.06 | 25.10% | Add 53.6% | 320,844 | 111,962 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Add Add | +0.46% | 24.91 ($27.39) 29.02 | $29.82 | 8.87% | Add 211.88% | 2,185,039 | 1,484,426 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Add Add | +0.44% | 114.57 ($116.45) 118.14 | $118.35 | 1.63% | Add 182.52% | 469,774 | 303,493 | |
SCHM | Schwab U.S. Mid-Cap ETF | 2025-03-31 | Add Add | +0.43% | 25.58 ($27.85) 29.24 | $28.56 | 2.55% | Add 293.1% | 1,805,978 | 1,346,564 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-03-31 | Add Add | +0.41% | 21.23 ($22.75) 23.75 | $24.25 | 6.59% | Add 131.24% | 2,737,672 | 1,553,773 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Add Add | +0.41% | 56.51 ($60.25) 62.98 | $67.57 | 12.15% | Add 304.55% | 742,392 | 558,883 |
Waverly Advisors, LLC Total Holding History ($B)
Waverly Advisors, LLC's Asset Allocation
Waverly Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Waverly Advisors, LLC's Hypothetical Growth since 2025-03-31
Waverly Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Waverly Advisors, LLC's Holdings Heat Map
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Waverly Advisors, LLC's Holdings Bubble Chart
Waverly Advisors, LLC News
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