Waverly Advisors, LLC
CIK
1568787
City
BIRMINGHAM
State / Country
AL
Top Portfolio Positions
905 positions ·
$5,328,973,488 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
1,279,737 | $324,784,452 | 6.09% | |
| NVDA |
Nvidia Corp
Technology
|
1,328,418 | $231,676,099 | 4.35% | |
| MSFT |
Microsoft Corp
Technology
|
560,491 | $207,476,953 | 3.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
243,012 | $158,040,424 | 2.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
470,797 | $135,382,385 | 2.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
614,982 | $128,082,301 | 2.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
226,293 | $108,439,605 | 2.03% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
347,996 | $102,366,503 | 1.92% | |
| AVGO |
Broadcom Inc.
Technology
|
270,142 | $83,611,650 | 1.57% | |
| CAT |
Caterpillar Inc
Industrials
|
104,253 | $73,859,080 | 1.39% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SBI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $460,515 | 59,963 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $495,552 | 64,525 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $569,488 | 71,996 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $598,900 | 79,641 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $677,539 | 86,864 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $669,703 | 86,525 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $678,623 | 82,759 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $652,733 | 83,045 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $671,671 | 84,807 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||