Institutional manager
Waverly Advisors, LLC
Holds positions in 420 of the S&P 500, worth $5.20bn as reported for the quarter ended 31-mar-2026.
Positions held420of 488 index companies covered
Reported value$5.20bnS&P 500 positions only
Top ten weight45%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 420 held. The rest are smaller than every one of these.
State Street CorporationSTT15.0m$842mFinancialsApple 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 StaplesInvescoIVZ129,041$65mFinancialsExxonMobilXOM355,189$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 TechnologyCiscoCSCO426,870$33mInformation TechnologySouthern CompanySO335,427$32mUtilitiesEcolabECL117,563$31mMaterialsMerck & Co.MRK258,634$31mHealth CareChevron CorporationCVX146,852$30mEnergyPepsiCoPEP194,605$30mConsumer StaplesGoldman SachsGS215,896$30mFinancialsWaste ManagementWM123,706$28mIndustrialsBank of AmericaBAC582,978$28mFinancialsAmerican ExpressAXP91,809$28mFinancialsVerizonVZ546,515$27mCommunication ServicesSalesforceCRM140,659$26mInformation TechnologyUnion 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 TechnologyCitigroupC172,035$20mFinancialsAdvanced 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 TechnologyBlackstone Inc.BX138,051$16mFinancialsAnalog DevicesADI49,736$16mInformation Technology
What this page is not
Positions in S&P 500 constituents only, 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.