WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings446 positions
ISHARES TR | 610,158 | $291.4M | 10.9% | $407.92 | +13.11% | 20 qtrssince 2019-Q1 | Increased 93 |
VANGUARD INDEX FDS | 580,403 | $180.4M | 6.8% | $31.29 | +63.49% | 20 qtrssince 2019-Q1 | Increased 64 |
INVESCO EXCHANGE TRADED FD T | 4.5M | $160M | 6.0% | $20.27 | +65.80% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 761,901 | $110.5M | 4.1% | $97.20 | +40.66% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SPECIALIZED FUNDS | 558,992 | $95.3M | 3.6% | $137.41 | +18.31% | 6 qtrssince 2022-Q3 | Increased 62 |
ISHARES TR | 338,134 | $88.7M | 3.3% | $187.72 | +35.62% | 20 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 472,930 | $74.6M | 2.8% | $124.86 | +20.86% | 20 qtrssince 2019-Q1 | Increased 52 |
VANGUARD INDEX FDS | 324,766 | $71.3M | 2.7% | $149.41 | +44.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 282,429 | $61.3M | 2.3% | $116.98 | +80.02% | 20 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 1.6M | $61.2M | 2.3% | $25.24 | +44.07% | 20 qtrssince 2019-Q1 | Increased 52 |
AMERICAN CENTY ETF TR | 620,867 | $55.8M | 2.1% | $71.66 | +20.06% | 7 qtrssince 2022-Q2 | Increased 55 |
ISHARES TR | 173,721 | $52.7M | 2.0% | $49.72 | +50.67% | 20 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 133,445 | $47.6M | 1.8% | $343.41 | +3.86% | 20 qtrssince 2019-Q1 | Increased 74 |
APPLE INC | 245,977 | $47.4M | 1.8% | $122.83 | +54.86% | 20 qtrssince 2019-Q1 | Increased 47 |
VANGUARD INDEX FDS | 285,494 | $42.7M | 1.6% | $106.90 | +31.68% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 659,963 | $31.6M | 1.2% | $34.95 | +27.02% | 20 qtrssince 2019-Q1 | Decreased 0 |
PIMCO ETF TR | 298,841 | $29.8M | 1.1% | $83.25 | +6.13% | 20 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 493,053 | $28.5M | 1.1% | $51.22 | +8.46% | 4 qtrssince 2023-Q1 | Increased 56 |
AMERICAN CENTY ETF TR | 320,287 | $26.1M | 1.0% | $72.27 | +9.29% | 3 qtrssince 2023-Q2 | Increased 41 |
ISHARES TR | 93,202 | $25.5M | 1.0% | $204.26 | +30.27% | 20 qtrssince 2019-Q1 | Decreased 0 |
Waverly Advisors, LLC manages $2.7B across 446 positions as of Q4 2023. Top holdings: IVV (10.9%), VUG (6.8%), PRF (6.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 61 new positions, 21 exits, 183 increased. Top move: IVV (INCREASED, conviction 93). Portfolio: $2.7B across 446 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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