Waverly Advisors, LLC
Q4 2024 13F Holdings
- Locationbirmingham, AL
- Num holdings
983
- Value ($000)
$6,467,324
- Date Filed02/14/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $540.53M | 8 % | 918,204 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $261.39M | 4 % | 636,852 | ||
AAPL APPLE INC | COM | 037833100 | $170.23M | 3 % | 679,778 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $164.52M | 3 % | 840,124 | ||
PRF INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | $160.00M | 3 % | 3,966,188 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $107.76M | 2 % | 334,499 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $102.29M | 2 % | 632,321 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $99.84M | 2 % | 569,742 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $95.98M | 2 % | 714,717 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $93.97M | 2 % | 973,523 |
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