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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, MSFT, and represent 17.37% of Waverly Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$24M), AAPL (+$21M), SPIB (+$20M), CGNG (+$17M), JPIE (+$16M), FBND (+$15M), HD (+$14M), AVDE (+$11M), IGV (+$11M), CAIE (+$9.5M).
Started 140 new stock positions in XSMO, EXEL, OHI, FTI, LASR, VST, CIEN, ESS, IONQ, NTR.
Reduced shares in these 10 stocks: , IUSB (-$9.7M), AGG (-$8.8M), SPSB (-$7.9M), RSP (-$7.2M), EMXC, BPMC, TLT, VTI, SSBK.
Sold out of its positions in MSOS, AIRS, BOXX, AVMU, ANSS, BWIN, OZK, BGR, BPMC, CSL.
Waverly Advisors was a net buyer of stock by $343M.
Waverly Advisors has $10B in assets under management (AUM), dropping by 10.07%.
Central Index Key (CIK): 0001568787

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

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Portfolio Holdings for Waverly Advisors

Waverly Advisors holds 1277 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Waverly Advisors has 1277 total positions. Only the first 250 positions are shown.

Sign up to view all of the Waverly Advisors Sept. 30, 2025 positions
Download the Waverly Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.6	$764M	+3%	1.1M	669.30	View chart
Vanguard Index Fds Growth Etf (VUG)	3.5	$352M	+2%	733k	479.61	View chart
Apple (AAPL)	2.5	$250M	+8%	981k	254.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$201M		932k	215.79	View chart
Microsoft Corporation (MSFT)	1.8	$176M	+4%	340k	517.95	View chart
NVIDIA Corporation (NVDA)	1.8	$176M	+4%	942k	186.58	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	1.7	$170M		3.8M	45.21	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.6	$156M		1.6M	100.70	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	1.6	$156M	+14%	4.6M	33.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.2	$124M	+5%	1.2M	99.53	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.2	$120M		328k	365.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	1.0	$104M	+6%	1.4M	72.26	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	1.0	$100M	-2%	571k	174.58	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.0	$98M	+19%	2.1M	46.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$98M		147k	666.18	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.9	$95M	+9%	2.4M	39.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$94M	-7%	495k	189.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$93M	-2%	185k	502.74	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.9	$91M		300k	302.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$86M	-4%	261k	328.17	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.8	$85M	+3%	814k	104.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$77M		1.3M	59.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$77M		2.4M	31.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$76M		314k	243.10	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$75M		254k	293.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$74M	+4%	2.9M	25.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$72M		154k	468.41	View chart
JPMorgan Chase & Co. (JPM)	0.7	$72M	+2%	228k	315.43	View chart
Amazon (AMZN)	0.7	$70M	+3%	321k	219.57	View chart
Broadcom (AVGO)	0.7	$70M		211k	329.91	View chart
Oracle Corporation (ORCL)	0.7	$67M	-2%	239k	281.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$60M	-2%	100k	600.37	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$59M		901k	65.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.6	$58M		153k	378.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$58M		236k	243.55	View chart
Procter & Gamble Company (PG)	0.6	$57M	+4%	372k	153.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$56M	+2%	462k	120.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$56M	+2%	779k	71.37	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$55M		459k	119.51	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.5	$53M	-2%	1.2M	45.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$52M		1.7M	29.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$49M	-3%	176k	279.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$49M	+2%	347k	140.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$46M		249k	186.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$46M	+5%	1.7M	27.30	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.5	$45M		577k	78.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$45M	+2%	186k	241.96	View chart
Home Depot (HD)	0.4	$45M	+43%	111k	405.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$45M		73k	612.38	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$44M		405k	108.70	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.4	$43M	+2%	1.7M	25.85	View chart
Ishares Tr Expanded Tech (IGV)	0.4	$41M	+34%	359k	115.01	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$40M		198k	203.59	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$40M	+3%	471k	84.11	View chart
Eli Lilly & Co. (LLY)	0.4	$39M	+16%	51k	763.00	View chart
Visa Com Cl A (V)	0.4	$39M		113k	341.38	View chart
Abbvie (ABBV)	0.4	$37M		159k	231.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$36M	+2%	526k	68.08	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$35M	+3%	519k	67.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$33M		615k	54.18	View chart
Coca-Cola Company (KO)	0.3	$33M	+4%	493k	66.32	View chart
Wal-Mart Stores (WMT)	0.3	$33M	+3%	317k	103.06	View chart
McDonald's Corporation (MCD)	0.3	$33M	+7%	107k	303.89	View chart
Johnson & Johnson (JNJ)	0.3	$32M	+8%	172k	185.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$32M	+3%	1.4M	23.28	View chart
Ecolab (ECL)	0.3	$32M		115k	273.86	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.3	$31M	+7%	568k	55.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$31M	+23%	612k	50.73	View chart
Exxon Mobil Corporation (XOM)	0.3	$31M	+14%	274k	112.75	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$31M		113k	273.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$30M	-4%	595k	50.07	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$29M	+62%	373k	78.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$29M	+8%	139k	206.51	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$29M	+4%	284k	100.69	View chart
American Express Company (AXP)	0.3	$28M		86k	332.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$27M	+3%	341k	79.93	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.3	$26M		269k	97.82	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.3	$26M	-8%	319k	80.65	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$25M	+2%	100k	246.60	View chart
Blackrock (BLK)	0.2	$24M		20k	1165.86	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$24M	+32%	84k	281.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$24M	+6%	165k	142.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$23M	+3%	310k	74.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$23M	+5%	264k	87.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$23M		64k	355.47	View chart
Southern Company (SO)	0.2	$23M	+6%	240k	94.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$22M		239k	93.37	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$22M		1.3M	17.16	View chart
Tesla Motors (TSLA)	0.2	$22M		49k	444.72	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$22M	+5%	294k	73.46	View chart
Waste Management (WM)	0.2	$21M		97k	220.83	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.2	$21M	-27%	705k	30.29	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$21M	-2%	228k	93.35	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$21M		28.00	754200.00	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$21M		419k	50.00	View chart
Ishares Tr Core High Dv Etf (HDV)	0.2	$21M	-3%	170k	122.45	View chart
Meta Platforms Cl A (META)	0.2	$21M	+6%	28k	734.38	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$20M		105k	194.50	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$20M		357k	57.19	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$20M	-30%	201k	100.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$20M	-7%	350k	57.10	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.2	$20M	+8%	389k	50.99	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$20M	+288%	422k	46.24	View chart
Cheniere Energy Com New (LNG)	0.2	$19M	+8%	81k	234.98	View chart
Honeywell International (HON)	0.2	$19M	+5%	89k	210.50	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$19M		436k	42.79	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$18M	+2%	162k	113.88	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$18M	+25%	279k	65.92	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$18M	+2%	208k	87.88	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$18M	+2%	237k	76.72	View chart
Advanced Micro Devices (AMD)	0.2	$18M		111k	161.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$17M	+5%	517k	33.37	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$17M		590k	29.11	View chart
Capital Group New Geography SHS (CGNG)	0.2	$17M	NEW	556k	30.90	View chart
Pepsi (PEP)	0.2	$17M	+32%	122k	140.44	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$17M	+2%	177k	96.55	View chart
Enterprise Products Partners (EPD)	0.2	$17M		546k	31.27	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$17M	+22%	686k	24.40	View chart
Bank of America Corporation (BAC)	0.2	$17M		321k	51.59	View chart
Union Pacific Corporation (UNP)	0.2	$17M		70k	236.37	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$16M		255k	64.38	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$16M		214k	76.40	View chart
Costco Wholesale Corporation (COST)	0.2	$16M	+2%	18k	925.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$16M		55k	293.74	View chart
Cisco Systems (CSCO)	0.2	$16M		233k	68.42	View chart
salesforce (CRM)	0.2	$16M	+9%	67k	237.00	View chart
Chevron Corporation (CVX)	0.2	$16M	+2%	101k	155.29	View chart
Stryker Corporation (SYK)	0.2	$16M		42k	369.67	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$16M		112k	137.74	View chart
Northern Lts Fd Tr Ii Ggm Macro Alignm (GGM)	0.2	$15M	-16%	571k	27.04	View chart
Electronic Arts (EA)	0.2	$15M	-3%	76k	201.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$15M	+6%	263k	57.52	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.1	$15M	-3%	508k	29.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$15M	+5%	58k	256.45	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$15M		106k	139.67	View chart
International Business Machines (IBM)	0.1	$15M	+10%	52k	282.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$15M	-2%	101k	145.65	View chart
Deere & Company (DE)	0.1	$15M		32k	457.26	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$15M		69k	213.73	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$15M		164k	89.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$15M	-5%	521k	27.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$15M		44k	332.84	View chart
Elevation Series Trust Clough Hedged Eq (CBLS)	0.1	$15M		504k	28.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$15M	-6%	131k	110.59	View chart
United Parcel Service CL B (UPS)	0.1	$14M		169k	83.53	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$14M	-2%	79k	176.81	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$14M	-15%	270k	50.59	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$14M		142k	95.89	View chart
Abbott Laboratories (ABT)	0.1	$14M	+3%	101k	133.94	View chart
Cincinnati Financial Corporation (CINF)	0.1	$14M		86k	158.10	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$14M	-3%	280k	48.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$13M		179k	75.11	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$13M		125k	106.49	View chart
Metropcs Communications (TMUS)	0.1	$13M	+2%	55k	239.38	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$13M	+5%	724k	18.24	View chart
Wells Fargo & Company (WFC)	0.1	$13M	+2%	155k	83.82	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$13M		493k	26.34	View chart
AECOM Technology Corporation (ACM)	0.1	$13M	-8%	99k	130.47	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$13M		146k	88.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$13M		108k	118.83	View chart
Cme (CME)	0.1	$13M	+77%	48k	270.19	View chart
Verizon Communications (VZ)	0.1	$13M	+8%	293k	43.95	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$13M	-10%	92k	138.24	View chart
Servisfirst Bancshares (SFBS)	0.1	$13M		157k	80.53	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$13M	+123%	243k	51.28	View chart
Walt Disney Company (DIS)	0.1	$12M	+7%	108k	114.50	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$12M	-2%	246k	49.95	View chart
Thermo Fisher Scientific (TMO)	0.1	$12M		25k	485.02	View chart
Caterpillar (CAT)	0.1	$12M	+5%	26k	477.15	View chart
Palo Alto Networks (PANW)	0.1	$12M	+16%	60k	203.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$12M	+32%	207k	59.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$12M	+7%	127k	96.46	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$12M		38k	320.04	View chart
Ishares Msci Switzerland (EWL)	0.1	$12M	+6%	220k	55.24	View chart
Illinois Tool Works (ITW)	0.1	$12M	+8%	47k	260.76	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$12M	-2%	307k	39.29	View chart
Applied Materials (AMAT)	0.1	$12M		59k	204.74	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$12M	-4%	116k	103.07	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$12M		682k	17.06	View chart
Duke Energy Corp Com New (DUK)	0.1	$12M	+6%	94k	123.75	View chart
Citigroup Com New (C)	0.1	$11M		112k	101.50	View chart
Analog Devices (ADI)	0.1	$11M	+5%	46k	245.70	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$11M	+15%	300k	37.70	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$11M	+63%	133k	84.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$11M	+2%	44k	254.28	View chart
Starbucks Corporation (SBUX)	0.1	$11M		132k	84.60	View chart
Merck & Co (MRK)	0.1	$11M	-4%	132k	83.93	View chart
American Water Works (AWK)	0.1	$11M		79k	139.19	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$11M	+35%	27k	402.43	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$11M	+127%	215k	50.78	View chart
Nucor Corporation (NUE)	0.1	$11M		79k	135.43	View chart
Pentair SHS (PNR)	0.1	$11M		96k	110.76	View chart
Micron Technology (MU)	0.1	$11M	+6%	64k	167.32	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$11M	+9%	302k	34.92	View chart
Adobe Systems Incorporated (ADBE)	0.1	$11M		30k	352.75	View chart
Everest Re Group (EG)	0.1	$10M	+3%	30k	350.23	View chart
Goldman Sachs (GS)	0.1	$10M	+2%	13k	796.32	View chart
Lockheed Martin Corporation (LMT)	0.1	$10M	+11%	21k	499.21	View chart
Chart Industries (GTLS)	0.1	$10M	+26%	51k	200.15	View chart
Public Storage (PSA)	0.1	$10M		35k	288.85	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$10M	+9%	154k	65.00	View chart
Kimberly-Clark Corporation (KMB)	0.1	$10M		80k	124.34	View chart
Ea Series Trust Us Quan Value (QVAL)	0.1	$9.8M		211k	46.65	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$9.8M	+3%	186k	53.03	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$9.8M		133k	73.57	View chart
Intuit (INTU)	0.1	$9.8M	+4%	14k	682.90	View chart
Corpay Com Shs (CPAY)	0.1	$9.8M		34k	288.06	View chart
UnitedHealth (UNH)	0.1	$9.8M		28k	345.30	View chart
Qualcomm (QCOM)	0.1	$9.6M	+41%	58k	166.36	View chart
Badger Meter (BMI)	0.1	$9.6M	+8%	54k	178.58	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$9.5M	NEW	347k	27.47	View chart
Palantir Technologies Cl A (PLTR)	0.1	$9.4M	-8%	51k	182.42	View chart
Netflix (NFLX)	0.1	$9.3M	+3%	7.8k	1198.84	View chart
Marvell Technology (MRVL)	0.1	$9.3M	+10%	111k	84.07	View chart
Amgen (AMGN)	0.1	$9.0M		32k	282.20	View chart
Charles Schwab Corporation (SCHW)	0.1	$8.9M	+2%	94k	95.47	View chart
Vanguard World Health Car Etf (VHT)	0.1	$8.7M	-12%	33k	259.60	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$8.7M	+3%	278k	31.16	View chart
Mccormick & Co Com Non Vtg (MKC)	0.1	$8.6M	-7%	129k	66.91	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$8.6M	+4%	175k	49.29	View chart
Domino's Pizza (DPZ)	0.1	$8.6M	+2%	20k	431.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$8.5M	+4%	103k	82.58	View chart
Patrick Industries (PATK)	0.1	$8.5M		82k	103.43	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$8.4M	+12%	180k	46.81	View chart
O'reilly Automotive (ORLY)	0.1	$8.4M		78k	107.81	View chart
Blackrock Etf Trust Dynamic Eqty Act	0.1	$8.4M	NEW	331k	25.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$8.4M		109k	76.72	View chart
Colgate-Palmolive Company (CL)	0.1	$8.3M		104k	79.94	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.3M	+9%	15k	568.83	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$8.3M	+48%	92k	89.34	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$8.2M		70k	118.37	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$8.2M		132k	62.47	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$8.2M	+20%	154k	53.24	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$8.2M	+7%	389k	21.07	View chart
Roper Industries (ROP)	0.1	$8.1M	+2%	16k	498.68	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$8.0M	+9%	52k	154.23	View chart
Palomar Hldgs (PLMR)	0.1	$8.0M		69k	116.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$7.9M		24k	326.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$7.9M		20k	391.63	View chart
Equinix (EQIX)	0.1	$7.9M	+4%	10k	783.21	View chart
At&t (T)	0.1	$7.9M	-18%	279k	28.24	View chart
Synopsys (SNPS)	0.1	$7.8M	+164%	16k	493.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$7.8M	+11%	32k	247.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$7.8M	+9%	57k	137.80	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$7.8M		26k	297.62	View chart
Nvent Electric SHS (NVT)	0.1	$7.8M		79k	98.64	View chart
Unilever Spon Adr New (UL)	0.1	$7.6M	-4%	128k	59.28	View chart
Burlington Stores (BURL)	0.1	$7.6M	+2%	30k	254.50	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$7.6M	-4%	54k	139.17	View chart
Raymond James Financial (RJF)	0.1	$7.5M	+2%	44k	172.60	View chart

Past Filings by Waverly Advisors

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

Waverly Advisors 2025 Q3 filed Nov. 14, 2025
Waverly Advisors 2025 Q2 filed Aug. 14, 2025
Waverly Advisors 2025 Q1 filed May 15, 2025
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

View all past filings

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