Waverly Advisors, LLC
Q1 2025 13F Holdings
- Locationbirmingham, AL
- Num holdings
1,109
- Value ($000)
$8,198,989
- Date Filed05/15/2025
- Form type13F-HR
- CIK0001568787
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $576.42M | 7 % | 1,025,848 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $250.97M | 3 % | 676,811 | ||
AAPL APPLE INC | COM | 037833100 | $198.78M | 2 % | 894,862 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $172.85M | 2 % | 891,032 | ||
PRF INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $156.86M | 2 % | 3,881,638 | ||
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $129.63M | 2 % | 3,899,687 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $120.44M | 2 % | 320,844 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $101.82M | 1 % | 331,951 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $101.24M | 1 % | 584,437 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $100.92M | 1 % | 189,493 |
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