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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
WMTWalmart Inc
Recent Activity
Increased 10.25%
0.3%
$16.027M
198,479 shares@ $80.76 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 3.22%
0.3%
$15.844M
289,765 shares@ $54.69 avg price
LLYEli Lilly & Co
Recent Activity
Increased 0.21%
0.29%
$15.363M
17,340 shares@ $885.97 avg price
EFGIshares Tr
Recent Activity
Increased 24.99%
0.28%
$15.135M
140,592 shares@ $107.66 avg price
SOSouthern Co
Recent Activity
Increased 3.76%
0.28%
$15.048M
166,869 shares@ $90.18 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 4.31%
0.28%
$14.973M
398,645 shares@ $37.56 avg price
AORIshares Tr
Recent Activity
Increased 0.48%
0.28%
$14.701M
248,154 shares@ $59.25 avg price
USTBVictory Portfolios Ii
Recent Activity
Increased 7.93%
0.27%
$14.262M
280,701 shares@ $50.81 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 16.78%
0.26%
$14.068M
67,766 shares@ $207.61 avg price
DEDeere & Co
Recent Activity
Increased 12.11%
0.26%
$13.708M
32,847 shares@ $417.33 avg price