Holdings
Waverly Advisors, LLC
As of Jun 30, 2026, Waverly Advisors, LLC reported 871 positions worth US$6.21B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.47M | US$425M | +200K | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 908K | US$324M | +121K | Jun 30, 2026 |
| Nvidia Corporation | 1.44M | US$289M | +115K | Jun 30, 2026 |
| Microsoft Corp. | 690K | US$257M | +129K | Jun 30, 2026 |
| Amazon.com, Inc. | 781K | US$186M | +166K | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 462K | US$151M | +114K | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 265K | US$132M | −6,484 | Jun 30, 2026 |
| Broadcom Inc. | 351K | US$132M | +80,462 | Jun 30, 2026 |
| Micron Technology, Inc. | 103K | US$119M | −17,722 | Jun 30, 2026 |
| Eli Lilly And Company | 97,676 | US$117M | +36,298 | Jun 30, 2026 |