Markus Sleuwen

@Waverly Advisors, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$5.415B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ETHEGrayscale Ethereum Tr Eth Recent Activity New Position	0.01%	$245,190 11,201 shares@ $21.9 avg price	New Position
BWINThe Baldwin Insurance Grp In Recent Activity New Position	0.01%	$236,899 4,757 shares@ $49.81 avg price	New Position
3899⤦Grayscale Bitcoin Mini Tr Bt Recent Activity New Position	0.01%	$236,297 41,971 shares@ $5.64 avg price	New Position
FTNTFortinet Inc Recent Activity New Position	0.01%	$230,866 2,977 shares@ $77.55 avg price	New Position
CNXCConcentrix Corp Recent Activity New Position	0.01%	$230,779 4,503 shares@ $51.26 avg price	New Position
SMDVProshares Tr Recent Activity New Position	0.01%	$223,445 3,226 shares@ $69.27 avg price	New Position
IXGIshares Tr Recent Activity New Position	0.01%	$220,088 2,327 shares@ $94.59 avg price	New Position
EXCExelon Corp Recent Activity New Position	0.01%	$218,844 5,397 shares@ $40.55 avg price	New Position
EMNEastman Chem Co Recent Activity New Position	0.01%	$215,840 1,928 shares@ $111.96 avg price	New Position
IUSGIshares Tr Recent Activity New Position	0.01%	$210,133 1,593 shares@ $131.92 avg price	New Position