Waverly Advisors, LLC
Q2 2025 13F Holdings
- Locationbirmingham, AL
- Num holdings
1,185
- Value ($000)
$9,111,735
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $686.11 M | 8 % | 1,105,028 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $314.14 M | 3 % | 716,569 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $187.78 M | 2 % | 917,465 | ||
AAPL APPLE INC | COM | 037833100 | $184.76 M | 2 % | 900,513 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $162.32 M | 2 % | 326,326 | ||
PRF INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $159.88 M | 2 % | 3,782,356 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $155.44 M | 2 % | 1,543,714 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $142.66 M | 2 % | 902,972 | ||
KRE SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $134.83 M | 2 % | 4,015,141 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $112.55 M | 1 % | 331,452 |
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