test

Markus Sleuwen

@Waverly Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$5.415BTotal holdings805
Assets growth rate6.16%Assets growth rate (2-Q avg)13.12%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Waverly Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 805 positions.

Assets under management

The assets under management (AUM) of Waverly Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 5.415B in assets, with a quarterly growth rate of 6.16% and a 2-quarter average growth rate of 13.12%. The portfolio is managed by Markus Sleuwen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Increased 4.95%
9.24%
$500.122M
867,033 shares@ $576.83 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 1.77%
2.97%
$160.509M
810,404 shares@ $198.06 avg price
AAPLApple Inc
Recent Activity
Increased 4.08%
2.39%
$129.193M
554,474 shares@ $233.01 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 7.12%
1.56%
$84.349M
879,097 shares@ $95.95 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.71%
1.24%
$66.992M
155,686 shares@ $430.3 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 10.77%
1.05%
$56.519M
858,560 shares@ $65.84 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.81%
0.84%
$45.194M
855,776 shares@ $52.81 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 6.44%
0.81%
$43.623M
1.669M shares@ $26.15 avg price
IJHIshares Tr
Recent Activity
Increased 2.22%
0.78%
$41.974M
673,520 shares@ $62.32 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 2.89%
0.76%
$41.021M
319,979 shares@ $128.21 avg price