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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
GVIIshares Tr
Recent Activity
New Position
0.01%
$345,933
3,230 shares@ $107.1 avg price
CLOZSeries Portfolios Tr
Recent Activity
New Position
0.01%
$333,016
12,389 shares@ $26.88 avg price
FDEMFidelity Covington Trust
Recent Activity
New Position
0.01%
$324,600
12,000 shares@ $27.05 avg price
FERGFerguson Enterprises Inc
Recent Activity
New Position
0.01%
$324,265
1,633 shares@ $198.58 avg price
SNXTd Synnex Corporation
Recent Activity
New Position
0.01%
$319,773
2,663 shares@ $120.08 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$284,797
13,852 shares@ $20.56 avg price
FDVVFidelity Covington Trust
Recent Activity
New Position
0.01%
$274,821
5,426 shares@ $50.65 avg price
QIDProshares Tr
Recent Activity
New Position
0.01%
$271,275
7,500 shares@ $36.17 avg price
BSCWInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$265,774
12,674 shares@ $20.98 avg price
BSCXInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.01%
$248,364
11,509 shares@ $21.58 avg price