Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Warren Averett Asset Management

Latest statistics and disclosures from Waverly Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VUG, AAPL, VIG, PRF, and represent 20.09% of Waverly Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$59M), SPYG (+$35M), AAPL (+$34M), VTEB (+$31M), IVV (+$30M), SCHD (+$28M), JPIE (+$27M), PG (+$26M), IWY (+$25M), MSFT (+$22M).
Started 222 new stock positions in GMF, UBS, LII, DOV, WTW, MRVL, DSI, ODFL, BOE, CORP.
Reduced shares in these 10 stocks: OXY (-$5.6M), Bsco etf (-$5.1M), PRF, VOE, SPAB, VSS, , ANGL, EVSD, SCHE.
Sold out of its positions in ARKG, MJ, Arista Networks, BWIN, BCRX, BlackRock, BBN, CANG, CQP, CNXC.
Waverly Advisors was a net buyer of stock by $1.2B.
Waverly Advisors has $6.5B in assets under management (AUM), dropping by 19.43%.
Central Index Key (CIK): 0001568787

Tip: Access up to 7 years of quarterly data

Positions held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Waverly Advisors

Waverly Advisors holds 981 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Waverly Advisors has 981 total positions. Only the first 250 positions are shown.

Sign up to view all of the Waverly Advisors Dec. 31, 2024 positions
Download the Waverly Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.4	$541M	+5%	918k	588.68	View chart
Vanguard Index Fds Growth Etf (VUG)	4.0	$261M	+3%	637k	410.44	View chart
Apple (AAPL)	2.7	$173M	+24%	691k	250.42	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.5	$165M	+3%	840k	195.83	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	2.5	$160M	-2%	4.0M	40.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.7	$108M		335k	322.16	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.6	$102M	-3%	632k	161.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$100M	+7%	570k	175.23	View chart
NVIDIA Corporation (NVDA)	1.5	$96M	+160%	715k	134.29	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.5	$94M	+10%	974k	96.53	View chart
Microsoft Corporation (MSFT)	1.4	$88M	+34%	209k	421.50	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	1.2	$80M	-2%	301k	266.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$75M	+3%	166k	453.28	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$73M	+19%	125k	586.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$72M	+3%	247k	289.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.1	$70M	-3%	274k	253.75	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.0	$66M	+111%	756k	87.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$65M	+5%	162k	401.58	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$64M	+12%	965k	66.77	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.8	$55M	-3%	1.3M	41.61	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.8	$51M	+6%	152k	334.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$48M	+14%	769k	62.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$47M	+10%	91k	511.23	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.7	$45M	+147%	987k	45.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$45M	+9%	934k	47.82	View chart
Procter & Gamble Company (PG)	0.7	$45M	+144%	266k	167.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$44M	-2%	260k	169.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$42M	+2%	327k	127.59	View chart
Amazon (AMZN)	0.6	$42M	+27%	189k	219.39	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$41M	-2%	420k	96.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$40M	+217%	1.5M	27.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$39M	+13%	392k	100.32	View chart
JPMorgan Chase & Co. (JPM)	0.6	$38M	+29%	160k	239.71	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.6	$38M	-8%	1.5M	24.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$37M	+12%	369k	101.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$37M	+37%	166k	220.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$36M	+12%	447k	80.27	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$35M	+89%	511k	68.94	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$34M	+1078%	674k	50.13	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$34M	+13%	178k	189.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$32M	+16%	60k	538.81	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$30M	+163%	491k	61.34	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$28M	+33%	524k	52.47	View chart
Wal-Mart Stores (WMT)	0.4	$28M	+53%	304k	90.35	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$27M	+216%	1.2M	22.70	View chart
Home Depot (HD)	0.4	$27M	+23%	69k	388.99	View chart
Ecolab (ECL)	0.4	$27M		114k	234.32	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$26M	+2193%	112k	235.27	View chart
Oracle Corporation (ORCL)	0.4	$26M	+117%	158k	166.64	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$26M	+8%	260k	100.34	View chart
Coca-Cola Company (KO)	0.4	$26M	+15%	414k	62.26	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.4	$25M	-2%	355k	71.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$25M	+2%	324k	78.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$25M	+16%	137k	185.13	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$25M	+11%	493k	51.14	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$25M	+94%	259k	96.90	View chart
Eli Lilly & Co. (LLY)	0.4	$25M	+84%	32k	771.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$24M	+2%	69k	351.79	View chart
Exxon Mobil Corporation (XOM)	0.4	$24M	+35%	224k	107.57	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$22M	-2%	198k	112.26	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$21M	+261%	235k	90.42	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.3	$21M		427k	49.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$21M	+17%	108k	190.88	View chart
Abbvie (ABBV)	0.3	$20M	+15%	114k	177.70	View chart
Johnson & Johnson (JNJ)	0.3	$20M	+22%	136k	144.62	View chart
Broadcom (AVGO)	0.3	$20M	+118%	85k	231.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$20M	+18%	388k	50.37	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$20M	+308%	701k	27.87	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$19M	+49%	217k	89.33	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$19M	+46%	166k	115.55	View chart
Visa Com Cl A (V)	0.3	$19M	+29%	61k	316.04	View chart
United Parcel Service CL B (UPS)	0.3	$19M	+77%	150k	126.10	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$19M	+84%	148k	126.75	View chart
Southern Company (SO)	0.3	$18M	+31%	219k	82.32	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$18M	+19%	92k	190.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$17M	+32%	230k	75.61	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$17M	-2%	160k	108.61	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$17M		82k	211.38	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.3	$17M	+2%	558k	29.86	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.3	$17M	+4%	302k	54.69	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$16M	+26%	83k	197.49	View chart
Tesla Motors (TSLA)	0.3	$16M	+13%	40k	403.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$16M	+17%	166k	96.83	View chart
Listed Fd Tr Clough Hdgd Eqty (CBLS)	0.2	$16M		611k	26.21	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$16M	NEW	202k	79.03	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$16M	+12%	316k	50.20	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$15M	+6%	263k	57.53	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$15M	+9%	92k	164.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$15M	+454%	253k	58.93	View chart
Deere & Company (DE)	0.2	$15M	+6%	35k	423.70	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$15M	+4%	259k	57.32	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$15M	+321%	164k	88.40	View chart
Waste Management (WM)	0.2	$15M	+5%	72k	201.79	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$14M	-4%	307k	46.88	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$14M	+4%	111k	129.34	View chart
Merck & Co (MRK)	0.2	$14M	+46%	144k	99.48	View chart
Costco Wholesale Corporation (COST)	0.2	$14M	+17%	15k	916.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$14M	+185%	193k	71.91	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.2	$14M	+5%	422k	32.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$14M		405k	34.13	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$14M	+2115%	109k	124.91	View chart
McDonald's Corporation (MCD)	0.2	$13M	+69%	46k	289.89	View chart
Meta Platforms Cl A (META)	0.2	$13M	+34%	23k	585.52	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$13M	+22%	74k	178.08	View chart
Pepsi (PEP)	0.2	$13M	+8%	85k	152.06	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$13M	+46%	142k	90.93	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$13M	+32%	45k	288.85	View chart
Ishares Tr Core Total Usd (IUSB)	0.2	$13M	+3757%	283k	45.20	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$13M	+210%	459k	27.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$13M	+8%	99k	128.62	View chart
American Express Company (AXP)	0.2	$13M	+7%	42k	296.79	View chart
Cincinnati Financial Corporation (CINF)	0.2	$13M	+3007%	87k	143.70	View chart
Servisfirst Bancshares (SFBS)	0.2	$12M		147k	84.74	View chart
Cisco Systems (CSCO)	0.2	$12M	+32%	208k	59.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$12M	-4%	279k	44.04	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$12M	+20%	105k	117.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$12M	+60%	53k	232.52	View chart
Bank of America Corporation (BAC)	0.2	$12M	+28%	279k	43.95	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$12M		115k	106.55	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$12M	+114%	494k	24.06	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$12M		666k	17.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$12M	+35%	166k	70.28	View chart
Thermo Fisher Scientific (TMO)	0.2	$11M	+6%	22k	520.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$11M	+19%	42k	264.13	View chart
Chevron Corporation (CVX)	0.2	$11M	+24%	77k	144.84	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$11M	-4%	54k	206.92	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$11M	+160%	213k	52.22	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$11M		144k	76.61	View chart
Ansys (ANSS)	0.2	$11M		33k	337.33	View chart
Badger Meter (BMI)	0.2	$11M		52k	212.12	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$11M		109k	99.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$11M		184k	58.79	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$11M		192k	56.38	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$11M		165k	65.08	View chart
Mccormick & Co Com Non Vtg (MKC)	0.2	$11M		141k	76.24	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$11M	+596%	114k	92.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$11M	+24%	184k	57.41	View chart
UnitedHealth (UNH)	0.2	$10M	+69%	21k	505.86	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$10M	-2%	306k	33.91	View chart
Kimberly-Clark Corporation (KMB)	0.2	$10M	+37%	77k	131.04	View chart
Verizon Communications (VZ)	0.2	$10M	+76%	251k	39.99	View chart
Abbott Laboratories (ABT)	0.2	$9.9M	+19%	87k	113.11	View chart
Ea Series Trust Us Quan Value (QVAL)	0.2	$9.7M	+3%	218k	44.64	View chart
Public Storage (PSA)	0.2	$9.7M		32k	299.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$9.7M	-5%	187k	51.70	View chart
Pentair SHS (PNR)	0.1	$9.5M	-4%	95k	100.64	View chart
Equinix (EQIX)	0.1	$9.5M	+4%	10k	942.90	View chart
Morgan Stanley Etf Trust Eaton Vance Shor (EVSD)	0.1	$9.4M	-24%	187k	50.47	View chart
American Water Works (AWK)	0.1	$9.3M	-4%	74k	124.49	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$9.2M		140k	66.12	View chart
International Business Machines (IBM)	0.1	$9.2M	+15%	42k	219.83	View chart
Colgate-Palmolive Company (CL)	0.1	$9.2M	+3%	101k	90.91	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$9.2M	NEW	148k	62.04	View chart
Ishares Msci Switzerland (EWL)	0.1	$9.1M	+5%	197k	45.96	View chart
Unilever Spon Adr New (UL)	0.1	$9.0M	+4%	159k	56.70	View chart
Starbucks Corporation (SBUX)	0.1	$8.7M		95k	91.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$8.5M	+2%	36k	240.28	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$8.3M	+18%	95k	87.33	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$8.1M		380k	21.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$8.1M	+85%	70k	115.22	View chart
Amgen (AMGN)	0.1	$8.1M	+17%	31k	260.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$8.0M	-4%	28k	280.06	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$7.8M	+9%	160k	48.91	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$7.8M	-2%	310k	25.23	View chart
Caterpillar (CAT)	0.1	$7.8M	+47%	22k	362.77	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$7.8M	+2612%	23k	343.40	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$7.7M	+73%	341k	22.70	View chart
At&t (T)	0.1	$7.7M	+11%	339k	22.77	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$7.7M	+113%	27k	287.82	View chart
Nucor Corporation (NUE)	0.1	$7.7M		66k	116.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$7.6M	+26%	413k	18.50	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$7.5M	+56%	383k	19.59	View chart
Electronic Arts (EA)	0.1	$7.4M	+30%	51k	146.30	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$7.4M	+123%	250k	29.70	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$7.4M	-13%	121k	60.75	View chart
Duke Energy Corp Com New (DUK)	0.1	$7.3M	+12%	68k	107.74	View chart
Goldman Sachs (GS)	0.1	$7.2M	+70%	13k	572.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$7.1M	+203%	307k	23.18	View chart
Lockheed Martin Corporation (LMT)	0.1	$7.1M	+404%	15k	485.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$7.0M	+47%	51k	137.57	View chart
Palantir Technologies Cl A (PLTR)	0.1	$6.6M		87k	75.63	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$6.5M	+4%	140k	46.63	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$6.5M		233k	27.94	View chart
Kroger (KR)	0.1	$6.4M	+45%	105k	61.15	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$6.3M	+36%	95k	66.14	View chart
Rocket Lab Usa Put Option (RKLB)	0.1	$6.2M	+42%	245k	25.47	View chart
Intuitive Surgical Com New (ISRG)	0.1	$6.2M	+21%	12k	521.96	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.1	$6.1M		305k	19.82	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$6.0M	-4%	117k	51.25	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$6.0M	+4%	46k	131.76	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$5.9M	+8%	51k	117.48	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$5.9M		166k	35.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$5.8M	-12%	71k	81.98	View chart
Union Pacific Corporation (UNP)	0.1	$5.8M	+16%	25k	228.04	View chart
Global Payments (GPN)	0.1	$5.8M	-5%	51k	112.06	View chart
Qualcomm (QCOM)	0.1	$5.8M	+42%	38k	153.62	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$5.7M		191k	30.03	View chart
Infosys Sponsored Adr (INFY)	0.1	$5.7M		259k	21.92	View chart
Intuit (INTU)	0.1	$5.6M	+56%	9.0k	628.53	View chart
Clorox Company (CLX)	0.1	$5.6M	+2%	35k	162.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.6M	+3%	54k	105.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$5.6M	+212%	213k	26.07	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$5.6M	+46%	107k	52.02	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$5.5M		144k	38.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$5.5M	+6%	62k	89.08	View chart
Diageo Spon Adr New (DEO)	0.1	$5.5M	+6%	43k	127.13	View chart
salesforce (CRM)	0.1	$5.5M	+62%	16k	334.33	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$5.5M	+11%	127k	42.92	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$5.4M	-2%	107k	50.50	View chart
Nvent Electric SHS (NVT)	0.1	$5.4M		79k	68.16	View chart
Blackrock (BLK)	0.1	$5.4M	NEW	5.2k	1025.11	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$5.3M	+2%	78k	67.88	View chart
Air Products & Chemicals (APD)	0.1	$5.2M	+304%	18k	290.05	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$5.2M	-3%	199k	26.21	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$5.1M	+8%	103k	49.74	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$5.1M	+6%	114k	44.92	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$5.0M		79k	63.45	View chart
Listed Fd Tr Clough Select Eq (CBSE)	0.1	$5.0M	+5%	151k	33.10	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$5.0M		159k	31.44	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$4.9M	+267%	105k	47.01	View chart
Micron Technology (MU)	0.1	$4.9M	+179%	58k	84.16	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$4.8M	-38%	181k	26.63	View chart
Linde SHS (LIN)	0.1	$4.8M	+47%	12k	418.69	View chart
Wells Fargo & Company (WFC)	0.1	$4.8M	+26%	68k	70.24	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$4.8M	+11%	107k	44.87	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$4.8M	+197%	42k	115.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$4.8M	+23%	28k	172.42	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$4.7M		75k	63.47	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$4.7M	+35%	85k	55.45	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$4.7M	+230%	38k	124.96	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.6M	+50%	40k	115.72	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$4.6M	-5%	52k	87.25	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$4.6M	+51%	186k	24.55	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$4.5M	+25%	58k	78.61	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$4.5M	+23%	20k	224.35	View chart
General Dynamics Corporation (GD)	0.1	$4.5M	+296%	17k	263.49	View chart
Vulcan Materials Company (VMC)	0.1	$4.5M	+2%	17k	257.23	View chart
Lowe's Companies (LOW)	0.1	$4.4M	-3%	18k	246.81	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$4.4M	+7%	105k	41.73	View chart
Target Corporation (TGT)	0.1	$4.4M	+7%	32k	135.18	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$4.3M	NEW	80k	53.94	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$4.3M	+16%	85k	50.71	View chart
Ares Capital Corporation (ARCC)	0.1	$4.3M	+28%	196k	21.89	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$4.3M	-15%	85k	50.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$4.2M	+858%	52k	80.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$4.2M	-2%	144k	29.20	View chart
Walt Disney Company (DIS)	0.1	$4.1M	+28%	37k	111.35	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$4.1M		6.00	680920.00	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$4.1M	+11%	79k	51.51	View chart
Honeywell International (HON)	0.1	$4.1M	+26%	18k	225.90	View chart

Past Filings by Waverly Advisors

SEC 13F filings are viewable for Waverly Advisors going back to 2012

Waverly Advisors 2024 Q4 filed Feb. 14, 2025
Waverly Advisors 2024 Q3 filed Nov. 14, 2024
Waverly Advisors 2024 Q2 filed Aug. 14, 2024
Waverly Advisors 2024 Q1 filed May 15, 2024
Waverly Advisors 2023 Q4 filed Feb. 14, 2024
Waverly Advisors 2023 Q3 filed Nov. 14, 2023
Waverly Advisors 2023 Q2 filed Aug. 15, 2023
Waverly Advisors 2023 Q1 filed May 16, 2023
Waverly Advisors 2022 Q4 filed Feb. 15, 2023
WA Asset Management 2022 Q3 filed Nov. 15, 2022
WA Asset Management 2022 Q2 filed Aug. 15, 2022
Warren Averett Asset Management 2022 Q1 filed May 17, 2022
Warren Averett Asset Management 2021 Q4 filed Feb. 15, 2022
Warren Averett Asset Management 2021 Q3 filed Nov. 15, 2021
Warren Averett Asset Management 2021 Q2 filed Aug. 17, 2021
Warren Averett Asset Management 2021 Q1 filed May 24, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z