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CIK: 0001568787
Total reported value
$17.2B
$17.2B
1109 檔
7.9%
During the Q1 2025 filing period, Waverly Advisors, LLC (CIK: 0001568787) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $17.2B across 1109 reported positions.
In Q1 2025, Waverly Advisors, LLC displayed an active expansion posture, initiating 113 new positions and adding to 84 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1109 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.03% | -0.45% | +11.72% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 3.06% | -0.14% | +6.27% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.42% | +0.06% | +29.56% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.11% | -0.13% | +6.06% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 1.91% | -0.18% | -2.13% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.58% | -0.23% | +823.24% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.06% | +53.60% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.24% | -0.10% | -0.76% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.23% | -0.12% | +2.58% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.23% | -0.17% | +14.02% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.20% | -0.14% | -3.20% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.05% | +26.43% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.18% | +0.14% | +13.97% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.05% | -0.44% | +22.74% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.94% | -0.07% | +22.52% | |
| 16 | VONE | Vanguard Russell 1000 | ETF-Other | 0.92% | -0.07% | -1.17% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | +0.49% | +8.16% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.86% | -0.15% | +2115.77% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | -0.10% | +40.35% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.79% | -0.04% | -2.80% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | -0.04% | +2.68% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.75% | -0.15% | +35.68% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.72% | +0.02% | +131.24% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | +0.12% | +59.11% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.69% | +0.35% | -3.66% | |
| 26 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.68% | -0.08% | +182.52% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.67% | -0.04% | +211.88% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.12% | +36.14% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.64% | +0.02% | +17.38% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.10% | +10.02% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.61% | -0.05% | +2.60% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | -0.03% | +293.10% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.09% | +69.67% | |
| 34 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.57% | -0.03% | -6.88% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.28% | +8.00% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.55% | -0.28% | +14.57% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.55% | +0.01% | +304.55% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.54% | -0.02% | +7.76% | |
| 39 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | -0.09% | -1.98% | |
| 40 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.53% | -0.03% | +157.13% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.53% | +0.02% | +2.46% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.10% | +90.86% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.49% | -0.05% | +3.23% | |
| 44 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.47% | -0.04% | -1.35% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | -0.01% | +10.63% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.45% | -0.04% | +1.42% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.08% | +8.78% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.15% | +156.28% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | +0.12% | +41.74% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.05% | +15.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +6.1% | +11.72% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +2.1% | +6.06% | Add |
| 3 | AAPL | Apple Inc | +1.2% | +29.56% | Add |
| 4 | IWB | Ishares Russell 1000 ETF | +1.2% | -0.76% | Add |
| 5 | RSP | Invesco S&p 500 Equal Weight | +1.2% | +2.58% | Add |
| 6 | MSFT | Microsoft CORP | +1.1% | +53.60% | Add |
| 7 | NVDA | Nvidia CORP | +1.1% | +26.43% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +1.1% | +14.02% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +22.74% | Add |
| 10 | PG | Procter & Gamble Co/the | +0.6% | +10.02% | Add |
| 11 | AMZN | Amazon.com Inc | +0.5% | +59.11% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.5% | +36.14% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.5% | +69.67% | Add |
| 14 | V | Visa Inc-class A Shares | +0.4% | +90.86% | Add |
| 15 | ABBV | Abbvie Inc | +0.3% | +30.73% | Add |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +123.41% | Add |
| 17 | ORCL | Oracle CORP | +0.3% | +36.71% | Add |
| 18 | ACN | Accenture plc | +0.3% | +36.81% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.3% | +144.18% | Add |
| 20 | MCD | Mcdonald's CORP | +0.3% | +117.89% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.3% | +11.52% | Add |
| 22 | KO | Coca-cola Co/the | +0.3% | +10.26% | Add |
| 23 | EFV | Ishares Msci Eafe Value ETF | +0.3% | -1.87% | Add |
| 24 | WMT | Walmart Inc | +0.2% | -0.77% | Add |
| 25 | BND | Vanguard Total Bond Market | +0.2% | +51.61% | Add |
| 26 | GLD | Spdr Gold Shares | +0.2% | +465.62% | Add |
| 27 | UPS | United Parcel Service-cl B | +0.2% | +6.62% | Add |
| 28 | UNP | Union Pacific CORP | +0.2% | +181.17% | Add |
| 29 | JNJ | Johnson & Johnson | +0.2% | +15.56% | Add |
| 30 | HON | Honeywell International Inc | +0.2% | +358.25% | Add |
| 31 | IWV | Ishares Russell 3000 ETF | +0.2% | +2.60% | Add |
| 32 | UNH | Unitedhealth Group Inc | +0.2% | +144.83% | Add |
| 33 | CRM | Salesforce Inc | +0.2% | +271.34% | Add |
| 34 | COST | Costco Wholesale CORP | +0.2% | +8.42% | Add |
| 35 | PEP | Pepsico Inc | +0.2% | +27.37% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +11.34% | Add |
| 37 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -1.30% | Add |
| 38 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +1.36% | Add |
| 39 | TSLA | Tesla Inc | +0.1% | +17.27% | Add |
| 40 | CVX | Chevron CORP | +0.1% | +13.76% | Add |
| 41 | XLK | Ss Technology Select Sector | +0.1% | +3.85% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +8.16% | Add |
| 43 | META | Meta Platforms Inc-class A | +0.1% | +7.27% | Add |
| 44 | SBUX | Starbucks CORP | +0.1% | +39.77% | Add |
| 45 | ABT | Abbott Laboratories | +0.1% | +8.54% | Add |
| 46 | VZ | Verizon Communications Inc | +0.1% | +5.46% | Add |
| 47 | ACWI | Ishares Msci Acwi ETF | +0.1% | -2.11% | Add |
| 48 | BAC | Bank Of America CORP | +0.1% | +18.46% | Add |
| 49 | AMGN | Amgen Inc | +0.1% | +4.25% | Add |
| 50 | HD | Home Depot Inc | +0.1% | +10.66% | Add |
According to official SEC Form 13F filings, Waverly Advisors, LLC reported a total U.S. public equity portfolio value of $17.2B across 1109 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VUG, AAPL) accounted for 7.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPIB
市值: $129.6M
Top Position Liquidated / Trimmed
VEA
前期市值: $84.2M
During Q1 2025, Waverly Advisors, LLC's top holdings by market value included IVV (7.0%)、VUG (3.1%)、AAPL (2.4%). The largest single position, IVV, represented 7.0% of total portfolio value.
In Q1 2025, Waverly Advisors, LLC made 200 total portfolio adjustments, initiating 113 new buys, adding to 84 positions, trimming 3 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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