WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings696 positions
ISHARES TR | 746,383 | $392.4M | 9.2% | $426.45 | +19.47% | 21 qtrssince 2019-Q1 | Increased 73 |
VANGUARD INDEX FDS | 591,070 | $203.4M | 4.8% | $31.75 | +78.64% | 21 qtrssince 2019-Q1 | Increased 57 |
INVESCO EXCHANGE TRADED FD T | 4.4M | $169M | 4.0% | $20.27 | +81.99% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 770,803 | $140.8M | 3.3% | $147.73 | +18.43% | 7 qtrssince 2022-Q3 | Increased 73 |
VANGUARD INDEX FDS | 734,010 | $114.4M | 2.7% | $97.20 | +51.96% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 360,850 | $103.9M | 2.4% | $193.56 | +44.89% | 21 qtrssince 2019-Q1 | Increased 55 |
INVESCO EXCHANGE TRADED FD T | 493,919 | $83.7M | 2.0% | $126.47 | +28.61% | 21 qtrssince 2019-Q1 | Increased 49 |
VANGUARD SCOTTSDALE FDS | 350,980 | $83.6M | 2.0% | $139.46 | +66.39% | 21 qtrssince 2019-Q1 | Increased 57 |
VANGUARD INDEX FDS | 287,149 | $74.6M | 1.8% | $225.61 | +11.74% | 21 qtrssince 2019-Q1 | Increased 75 |
VANGUARD INDEX FDS | 312,702 | $73.7M | 1.7% | $149.41 | +55.25% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 407,993 | $70M | 1.6% | $141.41 | +19.95% | 21 qtrssince 2019-Q1 | Increased 68 |
AMERICAN CENTY ETF TR | 685,005 | $64.2M | 1.5% | $73.39 | +22.75% | 8 qtrssince 2022-Q2 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 117,449 | $61.4M | 1.4% | $447.00 | +13.66% | 21 qtrssince 2019-Q1 | Increased 75 |
INVESCO EXCHANGE TRADED FD T | 1.6M | $61.3M | 1.4% | $25.24 | +51.29% | 21 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 177,582 | $59.9M | 1.4% | $50.45 | +65.30% | 21 qtrssince 2019-Q1 | Increased 47 |
BERKSHIRE HATHAWAY INC DEL | 140,469 | $59.1M | 1.4% | $347.26 | +21.10% | 21 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 189,493 | $56.9M | 1.3% | $249.06 | +17.41% | 21 qtrssince 2019-Q1 | Increased 75 |
VANGUARD INDEX FDS | 269,147 | $43.8M | 1.0% | $106.90 | +44.35% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 634,228 | $40.8M | 1.0% | $53.62 | +15.65% | 5 qtrssince 2023-Q1 | Increased 51 |
VANGUARD TAX-MANAGED FDS | 800,150 | $40.1M | 0.9% | $37.02 | +26.32% | 21 qtrssince 2019-Q1 | Increased 49 |
Waverly Advisors, LLC manages $4.2B across 696 positions as of Q1 2024. Top holdings: IVV (9.2%), VUG (4.8%), PRF (4.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 262 new positions, 12 exits, 321 increased. Top move: VTI (INCREASED, conviction 75). Portfolio: $4.2B across 696 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR