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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
TOTLSsga Active Etf Tr
Recent Activity
Exited
0%
$306,991
7,729 shares@ $39.72 avg price
SONSonoco Prods Co
Recent Activity
Exited
0%
$284,736
5,614 shares@ $50.72 avg price
ACGLArch Cap Group Ltd
Recent Activity
Exited
0%
$262,112
2,598 shares@ $100.89 avg price
DLTRDollar Tree Inc
Recent Activity
Exited
0%
$260,412
2,439 shares@ $106.77 avg price
KLACKla Corp
Recent Activity
Exited
0%
$259,104
314 shares@ $825.18 avg price
RJFRaymond James Finl Inc
Recent Activity
Exited
0%
$256,641
2,076 shares@ $123.63 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$254,905
249 shares@ $1023.72 avg price
FTECFidelity Covington Trust
Recent Activity
Exited
0%
$246,817
1,439 shares@ $171.52 avg price
PICKIshares Inc
Recent Activity
Exited
0%
$244,980
6,000 shares@ $40.83 avg price
NTRSNorthern Tr Corp
Recent Activity
Exited
0%
$239,427
2,851 shares@ $83.99 avg price