WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings983 positions
ISHARES TR | 918,204 | $540.5M | 8.4% | $450.05 | +28.09% | 24 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INDEX FDS | 636,852 | $261.4M | 4.0% | $34.31 | +97.84% | 24 qtrssince 2019-Q1 | Increased 59 |
APPLE INC | 679,778 | $170.2M | 2.6% | $176.71 | +40.69% | 24 qtrssince 2019-Q1 | Increased 63 |
VANGUARD SPECIALIZED FUNDS | 840,124 | $164.5M | 2.5% | $150.82 | +26.11% | 10 qtrssince 2022-Q3 | Increased 54 |
INVESCO EXCHANGE TRADED FD T | 4M | $160M | 2.5% | $20.27 | +93.54% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 334,499 | $107.8M | 1.7% | $193.56 | +63.52% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 632,321 | $102.3M | 1.6% | $97.20 | +60.35% | 24 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 569,742 | $99.8M | 1.5% | $132.10 | +28.85% | 24 qtrssince 2019-Q1 | Increased 51 |
NVIDIA CORPORATION | 714,717 | $96M | 1.5% | $109.49 | +22.33% | 24 qtrssince 2019-Q1 | Increased 76 |
AMERICAN CENTY ETF TR | 973,523 | $94M | 1.5% | $78.42 | +19.90% | 11 qtrssince 2022-Q2 | Increased 52 |
MICROSOFT CORP | 208,882 | $88M | 1.4% | $373.40 | +11.35% | 24 qtrssince 2019-Q1 | Increased 61 |
VANGUARD SCOTTSDALE FDS | 301,309 | $80.4M | 1.2% | $139.46 | +88.02% | 24 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 166,199 | $75.3M | 1.2% | $358.89 | +26.30% | 24 qtrssince 2019-Q1 | Increased 48 |
STATE STR SPDR S&P 500 ETF T | 124,949 | $73.2M | 1.1% | $479.01 | +19.99% | 24 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 247,343 | $71.7M | 1.1% | $227.73 | +24.66% | 24 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 274,029 | $69.5M | 1.1% | $149.41 | +67.96% | 24 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 755,565 | $66.4M | 1.0% | $77.29 | +12.65% | 10 qtrssince 2022-Q3 | Increased 75 |
ISHARES TR | 161,620 | $64.9M | 1.0% | $52.90 | +88.54% | 24 qtrssince 2019-Q1 | Increased 49 |
AMERICAN CENTY ETF TR | 964,906 | $64.4M | 1.0% | $56.87 | +14.76% | 8 qtrssince 2023-Q1 | Increased 47 |
INVESCO EXCHANGE TRADED FD T | 1.3M | $55M | 0.8% | $25.24 | +62.33% | 24 qtrssince 2019-Q1 | Decreased 0 |
Waverly Advisors, LLC manages $6.5B across 983 positions as of Q4 2024. Top holdings: IVV (8.4%), VUG (4.0%), AAPL (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 222 new positions, 46 exits, 534 increased. Top move: NVDA (INCREASED, conviction 76). Portfolio: $6.5B across 983 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