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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 14 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IJJ ISHARES TR 40,633.0 $5.4M 0.04% +927.0 +2.3% $132.50 +4.1%
262 IWL ISHARES TR 33,336.0 $5.3M 0.04% +2K +6.2% $160.48 +14.3%
263 TOL TOLL BROTHERS INC Consumer Cyclical 39,111.0 $5.3M 0.04% +36K +1130.7% $136.47 -8.7%
264 BMY BRISTOL-MYERS SQUIBB CO Healthcare 85,970.0 $5.2M 0.04% +29K +49.6% $60.65 -4.4%
265 SPYI NEOS ETF TRUST 105,494.0 $5.2M 0.04% +30K +39.6% $49.37 +8.3%
266 STAG STAG INDUSTRIAL INC Real Estate 137,837.0 $5.0M 0.04% +1K +0.8% $36.06 +5.5%
267 AEP AMERICAN ELEC PWR CO INC Utilities 37,618.0 $4.9M 0.04% +3K +9.8% $131.08 -1.7%
268 NRIM NORTHRIM BANCORP INC Financial Services 210,448.0 $4.8M 0.04% +9K +4.7% $22.88 +4.7%
269 AME AMETEK INC Industrials 22,192.0 $4.8M 0.04% +487.0 +2.2% $214.36 +4.0%
270 SPGI S&P GLOBAL INC Financial Services 11,112.0 $4.7M 0.04% +5K +95.3% $425.35 -2.8%
271 SPMB SPDR SERIES TRUST 210,632.0 $4.7M 0.04% +11K +5.7% $22.39 -1.9%
272 GILD GILEAD SCIENCES INC Healthcare 33,822.0 $4.7M 0.04% +7K +27.8% $139.37 -5.7%
273 SCHY SCHWAB STRATEGIC TR 148,830.0 $4.7M 0.04% +25K +20.3% $31.66 +2.6%
274 IEUR ISHARES TR 66,679.0 $4.7M 0.04% +31K +84.4% $70.27 +5.4%
275 SRLN SSGA ACTIVE ETF TR 116,707.0 $4.7M 0.04% +3K +2.8% $40.14 +0.9%
276 MET METLIFE INC Financial Services 65,971.0 $4.7M 0.04% +17K +33.6% $70.72 +15.1%
277 DFIS DIMENSIONAL ETF TRUST 136,163.0 $4.6M 0.03% +10K +8.3% $33.67 +6.3%
278 REGN REGENERON PHARMACEUTICALS Healthcare 5,895.0 $4.6M 0.03% +3K +122.9% $772.70 -17.9%
279 NXPI NXP SEMICONDUCTORS N V Technology 22,831.0 $4.5M 0.03% +2K +10.5% $196.86 +50.2%
280 CTVA CORTEVA INC Basic Materials 53,180.0 $4.5M 0.03% +3K +6.6% $83.71 -4.9%
Page 14 of 41  ·  804 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%