Waverly Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$5.42B
Signature - Title
Markus Sleuwen - Chief Compliance Officer, Partner
Location
Birmingham, AL
Summary
This page shows a list of all the recent 13F filings made by Waverly Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Waverly Advisors, LLC reported 805 stock holdings with total value $5.42B as of Q3 2024. Top holdings included IVV, VUG, PRF, VIG, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 805 $5.42B +$206M -$205M +$512K IVV, VUG, PRF, VIG, AAPL 13F-HR 11/14/2024, 09:00 AM
Q2 2024 802 $5.1B +$919M -$96.9M +$823M IVV, VUG, PRF, VIG, AAPL 13F-HR 8/14/2024, 09:30 AM
Q1 2024 696 $4.25B +$1.46B -$76.3M +$1.38B IVV, VUG, PRF, VIG, VOE 13F-HR 5/15/2024, 04:54 PM
Q4 2023 446 $2.67B +$353M -$205M +$148M IVV, VUG, PRF, VOE, VIG 13F-HR 2/14/2024, 04:39 PM
Q3 2023 406 $2.29B +$323M -$70.7M +$252M VUG, PRF, IVV, VOE, IWB 13F-HR 11/14/2023, 05:00 PM
Q2 2023 361 $2.28B +$346M -$76.1M +$270M PRF, VUG, IVV, VOE, VEA 13F-HR 8/14/2023, 05:58 PM
Q1 2023 296 $1.92B +$146M -$106M +$39.7M PRF, VUG, VOE, IVV, VEA 13F-HR 5/15/2023, 06:02 PM
Q4 2022 276 $1.8B +$299M -$31.5M +$267M PRF, VOE, VUG, IVV, VEA 13F-HR 2/14/2023, 06:34 PM
Q3 2022 245 $1.42B +$417M -$21.5M +$395M PRF, VOE, VUG, IWB, VEA 13F-HR 11/14/2022, 09:36 PM
Q2 2022 208 $1.09B +$122M -$29.7M +$92.4M PRF, VOE, VUG, VEA, VOT 13F-HR 8/15/2022, 05:19 PM
Q1 2022 210 $1.18B +$30M -$9.35M +$20.6M PRF, VUG, VOE, VEA, VOT 13F-HR 5/16/2022, 05:51 PM
Q4 2021 209 $1.15B +$63.9M -$12.2M +$51.7M PRF, VUG, VOE, VEA, VOT 13F-HR 2/14/2022, 06:27 PM
Q3 2021 213 $1.17B +$53.4M -$5.15M +$48.2M PRF, VUG, VOE, VOT, VEA 13F-HR 11/12/2021, 06:12 PM
Q2 2021 198 $1.08B +$36.5M -$8.69M +$27.8M PRF, VUG, VOE, VEA, VOT 13F-HR 8/16/2021, 07:29 PM
Q1 2021 174 $998M +$37.6M -$20.7M +$16.9M PRF, VUG, VOE, VEA, VOT 13F-HR 5/21/2021, 05:43 PM
Q4 2020 153 $948M +$29.1M -$8.14M +$21M PRF, VUG, VOE, VOT, VEA 13F-HR 2/12/2021, 06:06 PM
Q3 2020 143 $749M +$10.7M -$10.7M -$17K PRF, VUG, VOE, VOT, VEA 13F-HR 11/2/2020, 01:15 PM
Q2 2020 154 $760M +$29.8M -$22.1M +$7.71M PRF, VUG, VOE, VOT, VEA 13F-HR 8/14/2020, 05:59 PM
Q1 2020 145 $592M +$60.8M -$45.9M +$14.9M PRF, VUG, VOE, VOT, VEA 13F-HR 5/14/2020, 11:56 AM
Q4 2019 140 $761M +$16.4M -$18.2M -$1.72M PRF, VUG, VOE, VOT, VONE 13F-HR 2/7/2020, 03:51 PM
Q3 2019 133 $697M +$30.8M -$6.18M +$24.6M PRF, VUG, VOE, VOT, VONE 13F-HR 11/12/2019, 01:43 PM
Q2 2019 129 $671M +$13.4M -$6.31M +$7.11M PRF, VUG, VOE, VOT, VONE 13F-HR 8/12/2019, 04:14 PM
Q1 2019 127 $646M +$17.5M -$12.8M +$4.72M PRF, VUG, VOE, VOT, VONE 13F-HR 5/3/2019, 06:33 PM
Q4 2018 116 $573M +$112M -$132M -$19.6M PRF, VUG, VOE, VONE, VOT 13F-HR 2/12/2019, 05:33 PM
Q3 2018 193 $678M +$18M -$10.4M +$7.58M PRF, VUG, VOE, VOT, VONE 13F-HR 11/2/2018, 06:39 PM
Q2 2018 188 $643M +$173M -$157M +$16.2M PRF, VUG, VOE, VOT, VONE 13F-HR 8/2/2018, 02:07 PM
Q1 2018 175 $619M +$25.4M -$100M -$75M PRF, VOE, VUG, VONE, VOT 13F-HR 5/4/2018, 01:25 PM
Q4 2017 400 $701M +$239M -$17M +$222M PRF, VOE, VUG, VONE, VOT 13F-HR 2/9/2018, 06:02 PM
Q3 2017 234 $461M +$93.9M -$41.4M +$52.6M VOE, VUG, VOT, PRF, AGG 13F-HR 10/30/2017, 02:09 PM
Q2 2017 219 $398M +$15M -$5.81M +$9.21M AGG, VOE, VOT, VUG, SFBS 13F-HR 7/27/2017, 01:14 PM
Q1 2017 213 $380M +$109M -$9.97M +$99M AGG, VOE, VOT, VUG, SFBS 13F-HR 5/5/2017, 05:45 PM
Q4 2016 120 $269M +$33.6M -$2.89M +$30.7M AGG, VOE, VOT, VUG, SFBS 13F-HR 1/24/2017, 04:45 PM
Q3 2016 102 $240M +$17.7M -$4.89M +$12.8M AGG, VOE, VOT, VUG, VEA 13F-HR 10/27/2016, 12:18 PM
Q2 2016 89 $221M +$58.8M -$5.03M +$53.8M AGG, VOE, VOT, VUG, VEA 13F-HR 7/13/2016, 04:37 PM
Q1 2016 93 $163M +$11.7M -$80.7M -$69M VOE, VOT, VUG, VEA, SFBS 13F-HR 4/20/2016, 02:41 PM
Q4 2015 128 $230M +$93.4M -$13.8M +$79.6M VOE, VOT, VUG, IWM, AGG 13F-HR 2/8/2016, 03:30 PM
Q3 2015 423 $145M +$8.95M -$14.9M -$5.92M VOE, VOT, VUG, VEA, VO 13F-HR 11/2/2015, 03:22 PM
Q2 2015 356 $163M +$6.46M -$39.7M -$33.2M VOT, VOE, VUG, VOO, VO 13F-HR 8/10/2015, 11:11 AM
Q1 2015 341 $198M +$5.49M -$11.9M -$6.37M VOT, VOE, VUG, LQD, VOO 13F-HR 5/7/2015, 12:12 PM
Q4 2014 407 $199M +$38.3M -$30.9M +$7.41M VOT, VOE, VUG, LQD, VOO 13F-HR 1/15/2015, 12:02 PM
Q3 2014 759 $185M +$8.87M -$58M -$49.1M VOT, VOE, VUG, VOO, VO 13F-HR 10/28/2014, 11:41 AM
Q2 2014 719 $240M +$20.9M -$10.6M +$10.3M VOE, VOT, VUG, VOO, EFA 13F-HR 7/29/2014, 12:03 PM
Q1 2014 688 $221M +$9.87M -$77.9M -$68M VOE, VOT, VUG, VOO, EFA 13F-HR 4/28/2014, 12:37 PM
Q4 2013 815 $284M $0 $0 VOE, VOT, VUG, VOO, AGG 13F-HR 1/27/2014, 11:05 AM