Waverly Advisors, LLC
Top Portfolio Positions
903 positions ·
$5,219,536,487 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,279,737 | $324,784,452 | 6.22% |
| NVDA |
Nvidia Corp
Technology
|
1,328,418 | $231,676,099 | 4.44% |
| MSFT |
Microsoft Corp
Technology
|
560,491 | $207,476,953 | 3.98% |
| SPY |
Spdr S&P 500 Etf Trust
|
243,012 | $158,040,424 | 3.03% |
| GOOGL |
Alphabet Inc.
Communication Services
|
470,797 | $135,382,385 | 2.59% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
614,982 | $128,082,301 | 2.45% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
347,996 | $102,366,503 | 1.96% |
| AVGO |
Broadcom Inc.
Technology
|
270,142 | $83,611,650 | 1.60% |
| CAT |
Caterpillar Inc
Industrials
|
104,253 | $73,859,080 | 1.42% |
| JNJ |
Johnson & Johnson
Healthcare
|
272,321 | $66,566,145 | 1.28% |
Portfolio Trend
Holdings in BPRE
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,813,634 | 169,394 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,307,435 | 153,829 | Shares | Sole | 2026-02-17 | |
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