Waverly Advisors, LLC
Q1 2025 13F-HR Holdings
Net value change ($000)
+1,731,665
(26.8%)
New positions
153
Sold out positions
25
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2024
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| SPIB | 115,788 | 836.7% |
| HEFA | 67,778 | 2214.2% |
| IEI | 36,283 | 188.8% |
| IVV | 35,896 | 6.6% |
| SCHG | 35,187 | 180.2% |
| SCHM | 34,587 | 271.7% |
| VEU | 34,498 | 327.5% |
| MSFT | 32,398 | 36.8% |
| SCHB | 32,067 | 119.3% |
| AAPL | 28,546 | 16.8% |
Top Reduces (Value $000, Stocks/ETFs)
| CLOUGH HEDGED EQUITY ETF | -15,998 | -100.0% |
| VUG | -10,414 | -4.0% |
| IWF | -8,677 | -13.4% |
| PRFZ | -8,392 | -15.3% |
| IWB | -5,939 | -5.5% |
| CLOUGH SELECT EQUITY ETF | -4,992 | -100.0% |
| VONE | -4,772 | -5.9% |
| VOT | -4,373 | -6.3% |
| SPYG | -4,062 | -6.1% |
| VOE | -4,028 | -3.9% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|