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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 18 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NKE NIKE INC Consumer Cyclical 61,300.0 $3.2M 0.02% +2K +3.8% $52.82 -19.4%
342 JMUB J P MORGAN EXCHANGE TRADED F 64,543.0 $3.2M 0.02% +8K +14.0% $49.99 -0.3%
343 FMB FIRST TR EXCH TRADED FD III 63,519.0 $3.2M 0.02% +16K +35.0% $50.66 +0.1%
344 COWG PACER FDS TR 95,276.0 $3.2M 0.02% +36K +61.5% $33.74 +9.7%
345 SHYD VANECK ETF TRUST 141,801.0 $3.2M 0.02% +78K +123.2% $22.66 -0.5%
346 SYLD CAMBRIA ETF TR 42,181.0 $3.2M 0.02% +36K +562.3% $75.41 +2.2%
347 DFAT DIMENSIONAL ETF TRUST 50,716.0 $3.2M 0.02% +37K +275.1% $62.45 +4.4%
348 DVY ISHARES TR 20,772.0 $3.1M 0.02% +892.0 +4.5% $151.41 +0.9%
349 TT TRANE TECHNOLOGIES PLC Industrials 7,530.0 $3.1M 0.02% +864.0 +13.0% $416.72 +10.5%
350 JPIB J P MORGAN EXCHANGE TRADED F 64,901.0 $3.1M 0.02% +4K +7.2% $47.82 -0.5%
351 DIA STATE STR SPDR DOW JONES IND Financial Services 6,669.0 $3.1M 0.02% +555.0 +9.1% $463.16 +6.7%
352 PKG PACKAGING CORP AMER Consumer Cyclical 14,548.0 $3.1M 0.02% +189.0 +1.3% $212.21 -0.7%
353 BK BANK NEW YORK MELLON CORP Financial Services 25,329.0 $3.0M 0.02% +4K +16.3% $118.63 +14.9%
354 GM GENERAL MTRS CO Consumer Cyclical 40,275.0 $3.0M 0.02% +9K +30.7% $74.50 -1.9%
355 IYR ISHARES TR 31,493.0 $3.0M 0.02% +3K +8.8% $94.56 +7.1%
356 ANET ARISTA NETWORKS INC Technology 23,505.0 $2.9M 0.02% +4K +17.8% $122.78 +15.3%
357 CCL CARNIVAL CORP Consumer Cyclical 111,446.0 $2.9M 0.02% +15K +15.7% $25.88 -7.7%
358 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 118,250.0 $2.9M 0.02% +9K +7.8% $24.39 -2.1%
359 FVD FIRST TR EXCHANGE-TRADED FD 60,630.0 $2.9M 0.02% +777.0 +1.3% $47.03 +0.5%
360 PPA INVESCO EXCHANGE TRADED FD T 17,088.0 $2.8M 0.02% +14K +559.0% $165.70 -0.4%
Page 18 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%