WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings803 positions
ISHARES TR | 826,142 | $452.1M | 8.9% | $436.64 | +21.82% | 22 qtrssince 2019-Q1 | Increased 67 |
VANGUARD INDEX FDS | 618,422 | $231.3M | 4.5% | $33.07 | +86.56% | 22 qtrssince 2019-Q1 | Increased 59 |
INVESCO EXCHANGE TRADED FD T | 4.2M | $158.3M | 3.1% | $20.27 | +80.35% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 796,369 | $145.4M | 2.9% | $148.63 | +18.26% | 8 qtrssince 2022-Q3 | Increased 54 |
APPLE INC | 522,669 | $110.1M | 2.2% | $156.16 | +33.60% | 22 qtrssince 2019-Q1 | Increased 64 |
VANGUARD INDEX FDS | 687,052 | $103.4M | 2.0% | $97.20 | +47.48% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 345,745 | $102.9M | 2.0% | $193.56 | +50.05% | 22 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 539,366 | $88.6M | 1.7% | $129.16 | +22.63% | 22 qtrssince 2019-Q1 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 350,299 | $86.2M | 1.7% | $139.46 | +72.37% | 22 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 288,673 | $77.2M | 1.5% | $225.79 | +15.33% | 22 qtrssince 2019-Q1 | Increased 47 |
SPDR S&P 500 ETF TR | 140,148 | $76.3M | 1.5% | $460.49 | +15.16% | 22 qtrssince 2019-Q1 | Increased 55 |
AMERICAN CENTY ETF TR | 820,682 | $73.6M | 1.4% | $75.58 | +14.67% | 9 qtrssince 2022-Q2 | Increased 55 |
VANGUARD INDEX FDS | 292,883 | $67.2M | 1.3% | $149.41 | +51.40% | 22 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 163,308 | $66.4M | 1.3% | $355.59 | +14.40% | 22 qtrssince 2019-Q1 | Increased 54 |
MICROSOFT CORP | 147,288 | $65.8M | 1.3% | $355.24 | +23.64% | 22 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 173,098 | $63.1M | 1.2% | $50.45 | +78.97% | 22 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 188,450 | $58.2M | 1.1% | $249.06 | +21.08% | 22 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 1.5M | $55.9M | 1.1% | $25.24 | +47.51% | 22 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 775,101 | $48.7M | 1.0% | $54.94 | +10.83% | 6 qtrssince 2023-Q1 | Increased 50 |
VANGUARD INDEX FDS | 268,724 | $43.1M | 0.8% | $106.90 | +43.08% | 22 qtrssince 2019-Q1 | Decreased 0 |
Waverly Advisors, LLC manages $5.1B across 803 positions as of Q2 2024. Top holdings: IVV (8.9%), VUG (4.5%), PRF (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 132 new positions, 26 exits, 457 increased. Top move: IVV (INCREASED, conviction 67). Portfolio: $5.1B across 803 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR