$952 Million is the total value of Waverly Advisors, LLC's 153 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 14.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $126,580,000 | +29.9% | 893,167 | +3.3% | 13.30% | +2.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $113,177,000 | +22.7% | 423,109 | +1.3% | 11.89% | -3.2% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $86,580,000 | +31.2% | 682,003 | +5.3% | 9.09% | +3.6% |
| VOT | Buy | VANGUARD INDEX FDSmcap gr idxvip | $77,219,000 | +29.0% | 337,982 | +0.9% | 8.11% | +1.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $71,517,000 | +29.5% | 1,448,665 | +3.5% | 7.51% | +2.2% |
| VONE | Sell | VANGUARD SCOTTSDALE FDSvng rus1000idx | $55,042,000 | +17.1% | 298,555 | -3.8% | 5.78% | -7.5% |
| PRFZ | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $46,685,000 | +49.9% | 266,359 | +2.2% | 4.90% | +18.3% |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $43,842,000 | +36.4% | 1,904,500 | +3.7% | 4.60% | +7.7% |
| SPAB | Buy | SPDR SER TRportfolio agrgte | $26,781,000 | +10.5% | 879,518 | +10.9% | 2.81% | -12.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $20,778,000 | +30.7% | 167,738 | +8.3% | 2.18% | +3.1% |
| VTWO | Sell | VANGUARD SCOTTSDALE FDSvng rus2000idx | $13,709,000 | +46.6% | 74,886 | -0.9% | 1.44% | +15.8% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $12,698,000 | +10.6% | 131,817 | +9.6% | 1.33% | -12.7% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $12,302,000 | +22.2% | 85,531 | -0.8% | 1.29% | -3.6% |
| AAPL | Buy | APPLE INC | $11,072,000 | +24.4% | 81,939 | +0.2% | 1.16% | -1.8% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $10,182,000 | +25.3% | 181,522 | -2.1% | 1.07% | -1.2% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $10,115,000 | +16.4% | 25,789 | -2.8% | 1.06% | -8.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $9,758,000 | +35.0% | 141,077 | +4.3% | 1.02% | +6.5% |
| VOO | Sell | VANGUARD INDEX FDS | $9,437,000 | +18.5% | 26,270 | -1.1% | 0.99% | -6.5% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $9,222,000 | +17.3% | 36,396 | -3.0% | 0.97% | -7.4% |
| AGG | Buy | ISHARES TRcore us aggbd et | $9,011,000 | +0.6% | 77,113 | +0.9% | 0.95% | -20.6% |
| SCZ | Buy | ISHARES TReafe sml cp etf | $8,821,000 | +29.1% | 122,475 | +2.1% | 0.93% | +1.9% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $8,464,000 | +18.4% | 41,002 | -4.2% | 0.89% | -6.5% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $7,437,000 | +42.3% | 32,816 | -3.9% | 0.78% | +12.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $7,122,000 | +46.0% | 45,255 | +5.9% | 0.75% | +15.3% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $7,101,000 | +27.3% | 68,339 | +0.0% | 0.75% | +0.5% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $5,866,000 | +43.4% | 19,560 | +3.6% | 0.62% | +13.0% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $5,849,000 | +45.0% | 38,656 | -1.3% | 0.61% | +14.3% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $5,506,000 | +21.6% | 53,921 | +21.4% | 0.58% | -4.1% |
| IWV | Sell | ISHARES TRrussell 3000 etf | $5,263,000 | +21.0% | 22,239 | -1.9% | 0.55% | -4.5% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $4,969,000 | +6.1% | 89,701 | +6.6% | 0.52% | -16.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $4,707,000 | +23.6% | 21,195 | -1.9% | 0.49% | -2.6% |
| SFBS | Sell | SERVISFIRST BANCSHARES INC | $4,354,000 | +17.8% | 95,525 | -4.6% | 0.46% | -7.1% |
| AOA | Buy | ISHARES TRaggres alloc etf | $3,765,000 | +27.5% | 56,211 | +8.0% | 0.40% | +0.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,703,000 | +28.3% | 9,477 | +7.2% | 0.39% | +1.3% |
| PXF | Sell | INVESCO EXCH TRADED FD TR IIftse rafi dev | $3,433,000 | +30.3% | 76,533 | -0.5% | 0.36% | +2.8% |
| AOR | Sell | ISHARES TRgrwt allocat etf | $3,261,000 | +11.9% | 60,516 | -1.4% | 0.34% | -11.6% |
| MSFT | Sell | MICROSOFT CORP | $2,993,000 | +19.4% | 12,244 | -1.1% | 0.31% | -6.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $2,866,000 | +35.2% | 13,222 | -2.0% | 0.30% | +6.7% |
| VMC | Sell | VULCAN MATLS CO | $2,696,000 | -12.1% | 16,841 | -20.5% | 0.28% | -30.6% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,553,000 | +22.0% | 33,635 | -1.3% | 0.27% | -3.9% |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $2,108,000 | +5.1% | 36,459 | +5.9% | 0.22% | -17.2% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $1,925,000 | +35.6% | 33,327 | +4.9% | 0.20% | +6.9% |
| FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $1,915,000 | +29.7% | 62,900 | 0.0% | 0.20% | +2.0% | |
| AMZN | Buy | AMAZON COM INC | $1,843,000 | +8.6% | 565 | +1.1% | 0.19% | -14.2% |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,762,000 | +19.1% | 24,454 | -3.9% | 0.18% | -6.1% |
| GPN | Sell | GLOBAL PMTS INC | $1,752,000 | +26.4% | 8,775 | -0.2% | 0.18% | 0.0% |
| IVOO | Sell | VANGUARD ADMIRAL FDS INCmidcp 400 idx | $1,646,000 | +24.7% | 9,618 | -6.4% | 0.17% | -1.7% |
| RBNC | Sell | RELIANT BANCORP INC | $1,642,000 | +17.9% | 79,041 | -4.4% | 0.17% | -7.0% |
| AOM | Buy | ISHARES TRmodert alloc etf | $1,637,000 | +18.0% | 37,165 | +8.3% | 0.17% | -7.0% |
| MUB | ISHARES TRnational mun etf | $1,632,000 | +2.4% | 13,843 | 0.0% | 0.17% | -19.3% | |
| BA | Sell | BOEING CO | $1,592,000 | +32.4% | 7,557 | -9.2% | 0.17% | +4.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,531,000 | +24.5% | 6,384 | +4.8% | 0.16% | -1.8% |
| VSS | Sell | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $1,489,000 | +23.3% | 11,589 | -1.8% | 0.16% | -3.1% |
| KO | Sell | COCA COLA CO | $1,459,000 | +3.1% | 29,012 | -1.5% | 0.15% | -18.6% |
| HD | Buy | HOME DEPOT INC | $1,357,000 | +7.2% | 4,898 | +3.2% | 0.14% | -14.9% |
| VT | Buy | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $1,349,000 | +39.9% | 13,749 | +12.7% | 0.14% | +10.9% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $1,348,000 | +45.6% | 69,678 | +0.0% | 0.14% | +15.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,241,000 | -0.2% | 9,670 | +6.7% | 0.13% | -21.2% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,216,000 | +3.3% | 3,652 | -5.3% | 0.13% | -18.5% |
| EFV | Sell | ISHARES TReafe value etf | $1,203,000 | +18.6% | 24,386 | -6.6% | 0.13% | -6.7% |
| IJJ | Sell | ISHARES TRs&p mc 400vl etf | $1,191,000 | +35.2% | 12,571 | -0.5% | 0.12% | +6.8% |
| SO | Buy | SOUTHERN CO | $1,178,000 | +18.0% | 19,217 | +10.7% | 0.12% | -6.8% |
| SSB | Sell | SOUTH ST CORP | $1,095,000 | +22.6% | 13,934 | -4.2% | 0.12% | -3.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,059,000 | +11.7% | 6,378 | -7.7% | 0.11% | -11.9% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,037,000 | +50.5% | 7,446 | +6.0% | 0.11% | +18.5% |
| IGSB | Sell | ISHARES TR | $980,000 | -0.5% | 17,784 | -0.9% | 0.10% | -21.4% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $960,000 | +25.3% | 8,650 | +95.4% | 0.10% | -1.0% |
| ADTN | Sell | ADTRAN INC | $948,000 | +40.4% | 58,722 | -7.1% | 0.10% | +11.1% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $944,000 | +26.2% | 10,315 | +2.2% | 0.10% | -1.0% |
| WMT | Buy | WALMART INC | $901,000 | +6.8% | 6,257 | +2.9% | 0.10% | -15.2% |
| ESGR | ENSTAR GROUP LIMITED | $890,000 | +26.2% | 4,100 | 0.0% | 0.09% | -1.1% | |
| NVDA | Buy | NVIDIA CORPORATION | $857,000 | +26.0% | 1,405 | +3.5% | 0.09% | 0.0% |
| OEF | ISHARES TRs&p 100 etf | $805,000 | +19.1% | 4,484 | 0.0% | 0.08% | -5.6% | |
| IWR | Buy | ISHARES TRrus mid cap etf | $749,000 | +27.6% | 10,159 | +0.0% | 0.08% | +1.3% |
| SJNK | Sell | SPDR SER TRbloomberg srt tr | $748,000 | -6.0% | 27,537 | -10.5% | 0.08% | -25.5% |
| ARKG | Sell | ARK ETF TRgenomic rev etf | $746,000 | +40.2% | 6,725 | -17.0% | 0.08% | +9.9% |
| INTC | Sell | INTEL CORP | $731,000 | +32.4% | 12,044 | -3.4% | 0.08% | +5.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $725,000 | +38.1% | 346 | +6.8% | 0.08% | +8.6% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $715,000 | +25.2% | 5,316 | +0.0% | 0.08% | -1.3% |
| T | Sell | AT&T INC | $704,000 | +3.2% | 24,522 | -2.8% | 0.07% | -18.7% |
| DIS | DISNEY WALT CO | $704,000 | +57.5% | 3,687 | 0.0% | 0.07% | +25.4% | |
| AOK | Sell | ISHARES TRconser alloc etf | $704,000 | +2.6% | 17,938 | -3.7% | 0.07% | -18.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $685,000 | +25.5% | 328 | -3.0% | 0.07% | -1.4% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $664,000 | +1.7% | 1,345 | -2.5% | 0.07% | -19.5% |
| V | Buy | VISA INC | $627,000 | +23.4% | 2,978 | +6.5% | 0.07% | -2.9% |
| IWB | Buy | ISHARES TRrus 1000 etf | $617,000 | +21.9% | 2,767 | +0.0% | 0.06% | -3.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $615,000 | -0.2% | 4,659 | +0.2% | 0.06% | -20.7% |
| PRA | Sell | PROASSURANCE CORP | $602,000 | +42.7% | 27,045 | -1.0% | 0.06% | +12.5% |
| XOM | Sell | EXXON MOBIL CORP | $572,000 | +52.1% | 11,486 | -0.5% | 0.06% | +20.0% |
| RNST | Buy | RENASANT CORP | $575,000 | +36.6% | 14,788 | +0.1% | 0.06% | +7.1% |
| PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $544,000 | +22.5% | 5,885 | 0.0% | 0.06% | -3.4% | |
| SBUX | Buy | STARBUCKS CORP | $502,000 | +24.9% | 4,744 | +2.7% | 0.05% | -1.9% |
| MCD | Buy | MCDONALDS CORP | $501,000 | +1.2% | 2,336 | +0.6% | 0.05% | -19.7% |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $495,000 | +8.6% | 8,755 | 0.0% | 0.05% | -14.8% | |
| NKE | Buy | NIKE INCcl b | $494,000 | +21.7% | 3,442 | +1.9% | 0.05% | -3.7% |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $499,000 | +94.2% | 6,022 | +94.4% | 0.05% | +52.9% |
| GLD | Buy | SPDR GOLD TR | $495,000 | +94.9% | 2,891 | +100.3% | 0.05% | +52.9% |
| TXN | Sell | TEXAS INSTRS INC | $470,000 | +9.0% | 2,625 | -12.0% | 0.05% | -14.0% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $467,000 | +3.8% | 3,866 | -4.1% | 0.05% | -18.3% |
| GE | Sell | GENERAL ELECTRIC CO | $451,000 | +35.0% | 39,343 | -12.5% | 0.05% | +6.8% |
| RY | ROYAL BK CDA | $442,000 | +19.1% | 5,307 | 0.0% | 0.05% | -6.1% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $409,000 | +3.0% | 2,035 | +0.3% | 0.04% | -18.9% |
| BAC | Buy | BK OF AMERICA CORP | $414,000 | +39.9% | 12,597 | +1.0% | 0.04% | +10.3% |
| PFE | Sell | PFIZER INC | $401,000 | -11.1% | 11,652 | -8.3% | 0.04% | -30.0% |
| ACWI | ISHARES TRmsci acwi etf | $401,000 | +22.6% | 4,182 | 0.0% | 0.04% | -4.5% | |
| IUSB | Buy | ISHARES TRcore total usd | $402,000 | +0.2% | 7,434 | +0.3% | 0.04% | -20.8% |
| ROM | PROSHARES TR | $378,000 | +54.9% | 4,500 | 0.0% | 0.04% | +25.0% | |
| IBB | ISHARES TRnasdaq biotech | $373,000 | +30.0% | 2,198 | 0.0% | 0.04% | +2.6% | |
| AMAT | New | APPLIED MATLS INC | $374,000 | – | 3,313 | +100.0% | 0.04% | – |
| CAT | Buy | CATERPILLAR INC | $360,000 | +26.8% | 1,816 | +0.6% | 0.04% | 0.0% |
| FB | Buy | FACEBOOK INCcl a | $361,000 | +3.1% | 1,334 | +0.4% | 0.04% | -19.1% |
| EMR | Buy | EMERSON ELEC CO | $352,000 | +31.8% | 4,137 | +0.6% | 0.04% | +2.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $349,000 | +0.3% | 4,004 | +0.7% | 0.04% | -19.6% |
| SMBK | New | SMARTFINANCIAL INC | $352,000 | – | 17,000 | +100.0% | 0.04% | – |
| MRK | Sell | MERCK & CO. INC | $356,000 | -6.3% | 4,762 | -5.8% | 0.04% | -27.5% |
| NEE | Buy | NEXTERA ENERGY INC | $342,000 | +14.8% | 4,076 | +0.2% | 0.04% | -10.0% |
| NSC | Sell | NORFOLK SOUTHN CORP | $331,000 | +0.3% | 1,330 | -15.7% | 0.04% | -20.5% |
| BIL | Buy | SPDR SER TRspdr bloomberg | $335,000 | +8.1% | 3,656 | +7.9% | 0.04% | -14.6% |
| HYG | ISHARES TRiboxx hi yd etf | $324,000 | +4.5% | 3,695 | 0.0% | 0.03% | -17.1% | |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $311,000 | +8.4% | 1,866 | +2.5% | 0.03% | -13.2% |
| FDX | Buy | FEDEX CORP | $299,000 | +6.4% | 1,174 | +8.4% | 0.03% | -16.2% |
| PPG | New | PPG INDS INC | $281,000 | – | 2,034 | +100.0% | 0.03% | – |
| ARKK | New | ARK ETF TRinnovation etf | $290,000 | – | 1,876 | +100.0% | 0.03% | – |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $280,000 | +12.4% | 8,982 | -13.9% | 0.03% | -12.1% |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $279,000 | – | 2,396 | +100.0% | 0.03% | – |
| MMM | Buy | 3M CO | $269,000 | +13.5% | 1,521 | +2.6% | 0.03% | -12.5% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $262,000 | -14.9% | 4,790 | -11.3% | 0.03% | -31.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $255,000 | -32.4% | 2,991 | -43.7% | 0.03% | -46.0% |
| VGT | Buy | VANGUARD WORLD FDSinf tech etf | $260,000 | +27.5% | 686 | +0.1% | 0.03% | 0.0% |
| CMCSA | New | COMCAST CORP NEWcl a | $255,000 | – | 4,793 | +100.0% | 0.03% | – |
| GD | New | GENERAL DYNAMICS CORP | $246,000 | – | 1,506 | +100.0% | 0.03% | – |
| GBIL | GOLDMAN SACHS ETF TRacces treasury | $252,000 | 0.0% | 2,514 | 0.0% | 0.03% | -23.5% | |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $247,000 | – | 3,420 | +100.0% | 0.03% | – |
| GL | GLOBE LIFE INC | $244,000 | +14.0% | 2,636 | 0.0% | 0.03% | -7.1% | |
| ANTM | New | ANTHEM INC | $234,000 | – | 800 | +100.0% | 0.02% | – |
| ABBV | Sell | ABBVIE INC | $226,000 | +9.7% | 2,177 | -10.0% | 0.02% | -11.1% |
| ACWX | New | ISHARES TRmsci acwi ex us | $229,000 | – | 4,062 | +100.0% | 0.02% | – |
| SPGI | Buy | S&P GLOBAL INC | $231,000 | +14.9% | 680 | +9.0% | 0.02% | -11.1% |
| ORCL | New | ORACLE CORP | $224,000 | – | 3,578 | +100.0% | 0.02% | – |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | $227,000 | +18.2% | 17,643 | 0.0% | 0.02% | -7.7% | |
| CVX | New | CHEVRON CORP NEW | $229,000 | – | 2,489 | +100.0% | 0.02% | – |
| PEP | Sell | PEPSICO INC | $215,000 | -13.0% | 1,594 | -13.9% | 0.02% | -30.3% |
| HON | New | HONEYWELL INTL INC | $219,000 | – | 1,081 | +100.0% | 0.02% | – |
| SHY | ISHARES TR1 3 yr treas bd | $218,000 | -0.5% | 2,530 | 0.0% | 0.02% | -20.7% | |
| MED | New | MEDIFAST INC | $221,000 | – | 806 | +100.0% | 0.02% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $218,000 | – | 3,628 | +100.0% | 0.02% | – |
| BNDX | VANGUARD CHARLOTTE FDSintl bd idx etf | $211,000 | -0.5% | 3,636 | 0.0% | 0.02% | -21.4% | |
| BCRX | Sell | BIOCRYST PHARMACEUTICALS INC | $206,000 | +131.5% | 22,429 | -4.3% | 0.02% | +83.3% |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $173,000 | +24.5% | 19,812 | 0.0% | 0.02% | 0.0% | |
| HBAN | HUNTINGTON BANCSHARES INC | $163,000 | +37.0% | 11,424 | 0.0% | 0.02% | +6.2% | |
| MCR | MFS CHARTER INCOME TRsh ben int | $99,000 | +10.0% | 11,020 | 0.0% | 0.01% | -16.7% | |
| SIRI | Buy | SIRIUS XM HOLDINGS INC | $62,000 | +6.9% | 10,108 | +0.2% | 0.01% | -12.5% |
| WELLPOINT INCnote 2.750%10/1 | $61,000 | +7.0% | 15,000 | 0.0% | 0.01% | -25.0% | ||
| IVR | Exit | INVESCO MORTGAGE CAPITAL INC | $0 | – | -10,977 | -100.0% | -0.00% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,345 | -100.0% | -0.03% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -4,234 | -100.0% | -0.03% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,073 | -100.0% | -0.03% | – |
| TSLA | Exit | TESLA INC | $0 | – | -933 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard MidCap Value Index | 42 | Q3 2023 | 26.7% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 18.1% |
| Vanguard MidCap Growth Index | 42 | Q3 2023 | 21.0% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 7.8% |
| ISHARES TR | 42 | Q3 2023 | 24.5% |
| ISHARES TR | 42 | Q3 2023 | 5.0% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 2.0% |
| ISHARES TR | 42 | Q3 2023 | 8.6% |
| SPDR S&P 500 ETF TR | 42 | Q3 2023 | 3.2% |
| Vanguard Mid Cap | 42 | Q3 2023 | 2.0% |
View Waverly Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-17 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-15 |
View Waverly Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.