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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.67%
1.37%
$73.908M
160,580 shares@ $460.26 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -3.43%
1.28%
$68.857M
282,814 shares@ $243.48 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -17.17%
1.26%
$67.702M
239,095 shares@ $283.17 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 5.71%
1.24%
$66.992M
155,686 shares@ $430.3 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -25.29%
1.11%
$60.074M
104,702 shares@ $573.76 avg price
IWFIshares Tr
Recent Activity
Decreased -11.26%
1.07%
$57.661M
153,606 shares@ $375.39 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Decreased -6.17%
1.06%
$57.176M
1.376M shares@ $41.56 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 10.77%
1.05%
$56.519M
858,560 shares@ $65.84 avg price
IWVIshares Tr
Recent Activity
Decreased -24.37%
0.86%
$46.563M
142,512 shares@ $326.73 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -1.22%
0.86%
$46.336M
265,432 shares@ $174.57 avg price