Institutional manager
Waverly Advisors, LLC
Holds positions in 437 of the S&P 500, worth $4.47bn as reported for the quarter ended 31-mar-2026.
Positions held437of 488 index companies covered
Reported value$4.47bnS&P 500 positions only
Top ten weight35%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 437 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.3m$322mInformation TechnologyNvidiaNVDA1.3m$232mInformation TechnologyAlphabet Inc. (Class A)GOOGL787,851$226mCommunication ServicesMicrosoftMSFT560,491$207mInformation TechnologyBerkshire HathawayBRK.B226,323$130mFinancialsAmazonAMZN614,982$128mConsumer DiscretionaryJPMorgan ChaseJPM347,996$102mFinancialsBroadcomAVGO270,142$84mInformation TechnologyCaterpillar Inc.CAT104,253$74mIndustrialsJohnson & JohnsonJNJ272,321$67mHealth CareProcter & GamblePG454,852$66mConsumer StaplesTaiwan Semiconductor ManufacturingTSM180,669$61mExxonMobilXOM355,189$60mEnergyLilly (Eli)LLY61,378$56mHealth CareMeta PlatformsMETA94,910$54mCommunication ServicesHome Depot (The)HD156,077$51mConsumer DiscretionaryWalmartWMT400,457$50mConsumer StaplesAbbVieABBV224,676$49mHealth CareCostcoCOST48,900$49mConsumer StaplesCoca-Cola Company (The)KO615,075$47mConsumer StaplesVisa Inc.V145,327$44mFinancialsMicron TechnologyMU120,415$41mInformation TechnologyMcDonald'sMCD121,733$38mConsumer DiscretionaryOracle CorporationORCL252,466$37mInformation TechnologyEnergy Transfer LPET1.7m$33mCiscoCSCO426,870$33mInformation TechnologySouthern CompanySO335,427$32mUtilitiesEcolabECL117,563$31mMaterialsMerck & Co.MRK258,634$31mHealth CareChevron CorporationCVX146,852$30mEnergyPepsiCoPEP194,605$30mConsumer StaplesWaste ManagementWM123,706$28mIndustrialsBank of AmericaBAC582,978$28mFinancialsAmerican ExpressAXP91,809$28mFinancialsVerizonVZ546,515$27mCommunication ServicesSalesforceCRM140,659$26mInformation TechnologyHoneywell TechnologiesHON116,144$26mIndustrialsUnion Pacific CorporationUNP108,059$26mIndustrialsNetflixNFLX257,549$25mCommunication ServicesTesla, Inc.TSLA66,147$25mConsumer DiscretionaryStarbucksSBUX248,209$22mConsumer DiscretionaryAccentureACN110,841$22mInformation TechnologyCorning Inc.GLW155,528$21mInformation TechnologyUnited Parcel ServiceUPS214,839$21mIndustrialsBlackRockBLK21,609$21mFinancialsPalo Alto NetworksPANW126,130$20mInformation TechnologyENTERPRISE PRODUCTS PARTNERS L.P.EPD522,446$20mCitigroupC172,035$20mFinancialsGoldman SachsGS22,810$19mFinancialsAdvanced Micro DevicesAMD92,127$19mInformation TechnologyMorgan StanleyMS112,548$19mFinancialsDeere & CompanyDE32,762$18mIndustrialsWalt Disney Company (The)DIS188,333$18mCommunication ServicesThermo Fisher ScientificTMO35,833$18mHealth CareNextEra EnergyNEE186,803$17mUtilitiesQualcommQCOM131,706$17mInformation TechnologyLockheed MartinLMT28,038$17mIndustrialsDanaher CorporationDHR87,505$17mHealth CareGE AerospaceGE57,619$16mIndustrialsApplied MaterialsAMAT47,456$16mInformation Technology
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.